Pools Workspace

In the new Smart Profile, Beamery has relocated the Pools tab to offer an improved and in-depth view of the Pools that a contact has been added to, seen from the convenience of their profile. To get to the Pool tab from the Beamery Smart Profile, click on the folder icon in the Profile sidebar (c).  

The diagram that follows will detail all of the elements of the Pools Workspace and how they are used.

a. Search Pools - Type all or part of a Pool’s name to search for a specific Pool. This can save you time if a contact is part of many  Pools. 

b. Minimized the Workspace - Click here when you are finished to minimize the Workspace view.

c. Expand Pools Workspace - Open the Pools Workspace by clicking on the file icon in the Profile sidebar.

d. Pool Types - Filter the Pools you see on the Smart Profile by Pool Type to easily find what you're looking for. 

e. Pool - For each Pool a contact is in, you will see the Pool step (which you can update), the time in that Pool step, that Pool type, and the date the contact was added to the Pool. Click the Pool name to be taken to the Pool page. Click the red trash can icon to remove the contact from the Pool.