Prerequisites
Before you can get started, you will need to make sure that you have Moments™ user licenses provisioned and enabled.
For detailed steps on configuring Moments™ access and setup, you can find more information here.
Logging In
In your browser, you can visit the Moments™ Console directly. If you aren't logged in yet, you will see this login screen.
Click the Login button and enter your SFDC credentials to log in.
If you are already logged in, you can visit the Moments™ Console directly or you can browse to it from the Revenue.io Admin Console by clicking the Revenue link in the navigation menu:
Moments™ Console
After successfully logging in, you will arrive on the Notifications Management Page as your home in the Moments™ Console.
The Moments™ Console is where RevOps leaders and Sales Managers can, at scale, configure and administer real-time coaching to guide reps during the critical moments in their conversations and drive them towards better outcomes.
This guidance is what we call a "Notification" and it is delivered in real-time to prompt, remind, nudge, reinforce, empower, enlighten, encourage, and even correct reps during their live conversations.
In the Moments™ Console, you will notice the following sections in the navigation menu on the left.
- All Moments - this will take you to the Notifications Management Page where you can configure the targeting details and triggering criteria for your real-time Notifications.
- Templates - this will take you to the Templates Library where you can browse, preview, and add various pre-configured Notifications or pre-written Content to your account.
- Insights - this will take you to Reports where you can view historical data and analyze useful insights pertaining to the delivery and impact of your Notifications.
Notifications Management Page
The Notifications Management Page allows you to craft, customize and organize the targeting details and triggering criteria used to deliver Notifications to your reps in real-time conversations.
See Managing Moments™ Notifications for more detailed instructions on creating your first Moments Notification.