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Delivery/Revenue Knowledge Base
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Convertr
Convertr - For Delivery
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Translations
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Using Integrate DAP
Introduction
Campaigns
Cloning and Creating a Campaign
Sources
Creating a Source
Multiple Intent Leads Programs in One Source
Integration Setup
Hubspot
Marketo
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Pardot
CSV Delivery
Integrate to Integrate
Translation Functions (Value Mappers)
List Types
Notifications
Lead Review Before Delivery
Test Leads- Non Integrate to Integrate
Test Leads- Integrate to Integrate
Start of Program Alert
Reports and Downloading Data
Lead Rejections
Additional Field Type Validations
Leads
Lead Offerings
Lead Estimates
Lead Delivery
Delivery Leads Pre-program Checklist
Sales - Leads Checklist
QA Process
Managed Service Providers (MSP)
Lead Confirmation
Duplicate Lead Cycle
Buyer Intent Scoring
Lead Scoring
Default Questions
Data Protection and Handling Policy
Intent Leads
Intent Lead Offerings
BANT Leads
Email Nurture Process (Infuse)
Telemarketing Program Outline
Lead Tiers Explained
Job Titles Guide
Intent Lead Best Practices
Intent Leads Pricing Guide
Estimates
Tele-BANT Campaigns
Estimate Requests- For Sales
Estimate Requests- For Delivery
PeerIntent Lead Request Tool
Affiliate Lead Providers
Lead Affiliates
Intent Lead Offerings
Affiliate Monthly Billing QA
Affiliate Google Drive
Affiliate FAQ
Intent Lead Orders
Overview
PeerIntent Lead Order Process
Downloading Intent Data
Troubleshooting
DACH Double Opt-In
Grandparent Leads Supplementation
Sponsored Comparison
Overview
Pre-Activation Checklist
Sponsored Comparison Pre-Sale Checklist
Setup and Delivery
Integration
SFTP
Salesforce
6sense
PeerIntent Reports
Overview
PeerIntent Pre-Sale Checklist
Setup and Delivery
Pre-Activation Checklist
Integration
SFTP
Salesforce
6sense
PeerPixel
Overview
Client Setup & Delivery
Internal Setup & Delivery
PeerIntent Ads
Overview
Pre-Activation Checklist
PeerIntent Ads Pre-Sale Checklist
Setup and Delivery
Unbounce/PeerSpot Integration
CName Record Changes
Reports
Matching Leads for Campaigns
Integrate - Sources
Total Wastage
Revenue Team Reports
Policies
Lead Program Policies
Domain Caps
Re-ordering Intent Leads
Program Monitoring
Leads Return Policy
Delivery Redlines
Key Performance Campaigns
Out of office
Monthly Lead Estimates
Lead Rejections
Deleting Leads from a Campaign
Campaign Pacing
Intent Lead Replacements
Campaign Creation
Program Delays
Affiliate Selection
Program Handover
Program Cancellations
New End Date Requests
Change Orders
BANT Question Policy
Integration Policy
Lead QA and Returns
Sales/CS Collaboration
Procedures
Lead Estimate Requests Process
Job Function Suppression List
Managing Unsubscribes
Salesforce Cases
Notifications
Lead Supplementing
Supplementing PeerIntent with Site Leads
Unbounce
Training
Training Plan
Types of Data
Leads Troubleshooting
Customer Complaints
Leads Delivery Playbook
Escalation Reasons/Solutions
Content Programs
PeerContent SF Requests
PeerContent
Blogs
PeerStories
Battle Cards
PeerQuotes
Social Cards
Widgets
PeerPapers
Benefits of PeerPapers
PeerPaper Training
KOC for PeerPaper
Policies
Citations
Blogs
Widgets
Kick Off Call Documents
Review Kick Off Call
PeerPixel Kick Off Call
Interview Programs
Interview Program Types
Untitled page
Review Programs
Rocket Meeting Compliance Check
Potential Fake Review Playbook
FPS (Fraud Prevention Score)
Review Editing Process
AWS Marketplace Integration
Review Authentication Process
Uploading Contacts to SF
LimTC Call Center
Fraud Review Process
Content Asset Generator - PS
Paid Reviews Collection Process
Strategic Themes Questionnaires Creation Process
Rocket - Appointment Booking
PeerSpot Event Programs
Event Programs Overview
Understanding PeerVideos Program
Important Contractual Terms
PeerEvents Deck (Customer-Facing)
PeerVideos Deck (Customer Facing)
CSM Event Programs Playbook
Programs, Estimates and, SLAs
Estimates
Premium Site Lead Estimates
Non Site Lead Estimate Requests Process
Lead Program SLA
Sponsored Comparison First Right of Refusal
Strategic Themes Requests
Review Programs
How to Handle Customer Verification Disputes on Published Reviews
Review SLAs
Calendly Links
PeerContent and PeerPaper SLAS
AWS
AWS Integration FAQ
Revenue
Prospecting
Lead follow up and SLA
Vendor Page
Logging a Call
Opportunities
Creating Opportunities
Opportunity Stages
Creating a Proposal
Customer Wins
Sales Process
Call prep + Sigma Reports
Audience Slide
Returning visits slide
ABM/TAL overlay
Missed Opportunity Slides
Our Value
DISCO Calls
Demo Call
Pricing
Category Page and Rankings
Comparison Page
Product Page
Travel Requests
Change Orders
Tiers, Account, Health and, Contact Scores
Vendor Dashboard
PeerQuote Assistant
Product Dashboard
PeerContent Package
Widgets
Widget Customization and SLAs
How the Widget Works - Overview
Accessibility
Contact Role Definitions
Customer Quote Cards
Kickoff Calls
DealHub
Customer Case Studies
Onboarding New Customers
Content Asset Generator - Client
Creating Custom Pages with the Asset Library
Best Practices for Leads
Strategies for Customers to Get Review Sign Ups
Code Reds
Building Mitigation Plans
Sigma Reports
Delivery/Revenue Knowledge Base
PeerVideos Customer-Facing Deck
Undestanding PeerVideos Program
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