Record Insights! We've given you a First Look. And a How-To. Now it's time for a Walkthrough!
That's right, Melissa Reveles, our Education Director, is back by popular demand to set up Record Insights, step by step. Watch over her shoulder as she plans, prepares, and creates one of each type of Insight.
There are mishaps along the way. Were they planned? We'll let you decide. Either way, you'll get to watch how she troubleshoots various issues and come out the victor!
02:20 - Getting Started
03:00 - Adding a Contact Information Text & Token Record Insight
13:15 - Adding a Single Image Record Insight
18:00 - Adding a button to jump to the Participants Page
20:30 - Q&A
34:00 - Button Configuration
39:00 - Suggest an Insight: Adding a button to jump to a Past Group Participants view
