Learn how to find features in your T2Connect account using the main and secondary navigation bars.
Take note
Features and tools included in the navigation bars depend on your plan level and the integrations you set up in your account.
Navigation bars
Your T2Connect account comes with two navigation bars: the main navigation bar and a secondary navigation bar. Depending on which category you pick in the main navigation, the secondary bar will expand and show you all features you can use within that category.
Note that the secondary bar is collapsible. When you click an item from the main navigation, you may not see the secondary navigation bar right away. This is because it is in a collapsed state.
To expand the secondary menu for that section, hover your mouse over the main navigation bar then click the button that appears to the right of T2Connect icon.
Contacts
Clicking this option from the main navigation bar brings you to the Contacts Overview page. This page displays all contacts in your account. From this page you can (depending on your user permissions):
- Export contacts
- Import contacts
- Add a single contact
- Bulk edit contacts
- Sort and filter contacts
- Search for contacts
- Create an advanced search or segment
- Add a deal, task for the contact
- Add a note for the contact
- Delete the contact
The secondary menu for Contacts contains the following:
Access:
- Contacts
- Accounts
- Lists (you can view and edit contact segments from this page)
Manage:
- Tags
- Fields
- Scoring
- List Exclusions
- List Cleanup tool
- Database Sync
- Exports
- Subscriptions by Email
- Custom Email Headers
Reports:
- Contact Trend report
- Field Breakdown report
- Nearby Contacts report
- Tag Trends report
Campaigns
Clicking this option from the main navigation brings you to the Campaigns Overview page. This page displays all direct campaigns you’ve created in your account. A direct campaign is an email you send to a list of opted-in contacts.
The secondary navigation for Campaigns contains the following:
Access:
- Campaigns (Campaigns Overview page)
Manage:
- Content
- Campaign Templates
- Free Design Service
- Message Variables
- Archive
Reports:
- All Campaigns
- Campaigns Performance
- Email Client Trends
- Predictive Content
- Open/Read Trends
Automations
Clicking this option from the main navigation brings you to the Automations Overview page. This page displays all automations you created in your account.
From this page, you can:
- Create a new automation
- Filter and sort automations
- View automation stats
- Bulk update automations (tags and status)
- View contacts in an automation
- Share an automation
- Copy and automation
- View or adjust automation permissions (this depends on what user group you are associated with).
The secondary navigation bar for Automations contains the following:
Access:
- Automations (Automations Overview page)
- Automations Map
Manage:
- Automation Messages
Reports:
- All Automations
- Automations Performance
- Goal Overview
Deals (Optional on CRM Plans)
Clicking this option from the main navigation brings you to the Deals Overview page. This page displays a pipeline along with its associated stages and deals that you can manage.
From this page, you can:
- View deals by pipeline
- View deal options
- Copy, delete, or export a pipeline
- Add a stage
- Import deals
- Add a single deal
- Filter and sort deals
- Search for a deal in the selected pipeline
- Change your deal view
- View tasks.
The secondary navigation bar for Deals contains the following:
Access:
- Deals (Deals Overview page)
- Tasks
- Saved Responses
Manage:
- Fields
- Deal Settings
- Task Settings
- Calendar
- Import/Export Status
Reports:
- Deal Overview
- Deal Owner Overview
- Funnel
- Sales Performance
- Task Overview
- Deal Forecast
Website
Clicking this option from the main navigation lets you access Forms and Pages.
The secondary navigation bar contains the following:
Access:
- Forms
- Pages
Manage:
- Site Messages
- Site Tracking (Event Tracking is accessed on the Site Tracking page)
Reports:
- Form Performance
Reports
Clicking this option from the main navigation brings you to the Reports Overview page, where you will see the “All Campaigns” report displayed. From here, you can access reports for different features in your account. All reports are located on the secondary navigation bar. They include:
Conversation Attribution
Marketing Revenue
Custom Reports
Automations:
- All Automations
- Automations Performance
- Goal Overview
Contacts
- Contact Trends
- Field Breakdown
- Nearby Contacts
- Tag Trends
Campaigns
- All Campaigns
- Campaigns Performance
- Email Client Trends
- Predictive Content
- Open/Read Trends
Conversations:
- Chat Conversations
Website
- Form Performance
Deals
- Deal Overview
- Deal Owner Overview
- Funnel
- Sales Performance
- Task Overview
- Deal Forecast