Wednesday, January 23, 2013
FILTER FLAG, SLIDER, REFERRAL LISTING PAGE OVERVIEW
FILTER FLAG, SLIDER, REFERRAL LISTING PAGE OVERVIEW
(see this post for more detailed examples
on how to use the visualization filter)
This image has been resized. Click this bar to view the image in full size. |
This image has been resized. Click this bar to view the image in full size. |
From FAQ=>Referrals=>Referral listing
What are the flags for?
The 8 colored flags let you mark your referrals.
This is extremely useful when dealing with many referrals. This way you can define a color for each type of referral according to your own personal preference.
For example, when you browse your referral's listing, you'll find some referrals which, according to your standards, are good, bad or average.
Imagine you find 5 bad referrals on each page of the listing. You can mark them with the red flag, for example.
Later, you can select to filter the listing only by that red flag (option is on the top left of the listing) and it will only show you the referrals you marked with the red flag.
This way you'll be able to decide whether to recycle them and focus only on that particular group instead of all referrals.
To change the colors of the flags, you have two options:
Individually: Just click the flag on the referral you want and select a new color.
Group: Mark the checkbox of each referral you want to change the flag color and, at the bottom of the listing, select the option to change the color of the flag for the selected referrals. Then, select the color of the flag you want.
From FAQ=>Referrals=>Referral listing
What's that slider with two points and with red, yellow and green colors?
That slider is a tool to help you visually organize your referrals according to their clicking average.
Once you set and activate that, your referral's listing will have colored rows, each with the appropriate color based on the average threshold you defined.
The best way to manage the threshold is to let red be the ones with bad average, the yellow a regular average and the green a good average.
You'll see two dots in the slider and a value on top of each one.
This value will define the average threshold that will define the colors.
Every referral with an average below the first dot's value will be marked as red.
Every referral with an average above the second dot's value will be marked as green.
Everything in between the two dot's values (including) will be marked as yellow.
You can apply the changes in real time.
Don't forget to save the settings after you've reached your optimum configuration.
In addition to this, when you have the color filter activated, you can select referrals based on their color group. To do so, just click on the colored dot on the top right of the listing's header. Clicking it again will deselect all referrals in that group.
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