This article presents an overview of the Higher Logic Real Magnet admin interface and is intended for account admins who will use the interface.
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Each session begins on the Dashboard, where charts displaying at-a-glance metrics provide an efficient way to gauge output and engagement.
In addition, for organizations who license our Community and Real Magnet products, the Dashboard is customizable by each admin. This enables you, as an admin, to configure the Dashboard to display only the data you want to see.
NOTE: If your organization licenses only Real Magnet, Dashboard customization is not available.
You navigate the admin interface via the vertical Navigation panel. The menu items are ordered and labeled to provide a streamlined and intuitive user experience.
TIP: If your organization licenses our Community and Real Magnet products, there will be two tabs at the top of the panel, enabling you to quickly access the admin interface for each product.
The vertical orientation provides a better mobile experience, and the panel can be collapsed to optimize website real estate. In addition, you can search menu terms for quick access to those admin pages.
NOTE: Type at least three characters to initiate the search and automatically refresh the list to display matches.
Click the in the upper-right corner to expand the Resource Center. This in-app resource provides:
- Quickstart Guides for guided product training,
- product updates to stay current on new software updates,
- our knowledge base at your fingertips,
- and more.
See Resource Center Overview to learn more.
Click the in the upper-right corner to expand the Help Panel. Page-specific topics help you understand how to use and understand the page you're on. Most topics include a Learn more… link you can click to view more in-depth information in our knowledge base. Pages that don't yet have specific help content display a set of default topics.
Many admin interface pages have been designed in a list structure. This was done for a singular reason: Efficiency. These list pages make it easy to find, create, and manage your content.
List page features
Click the magnifying glass to display the search field. The search queries a set of available columns that have been heavily indexed so that results are presented fast. The searchable columns are the text fields within a given list.
The list automatically updates with each typed character and displays all records (visible and hidden) that contain a match. Click the X to clear the search field to restore the original list.
Many list pages also feature a filter in which you can combine multiple fields using an "AND" operator for more focused filtering. The example below is for the Community product.
List pages include several columns that you can display or hide, making it easy to locate the content you're looking for.
List pages support multi-selection. In many lists, you can perform actions on multiple records for more efficient records management.
How to select multiple records
The button used to multi-select rows is device-dependent. To select more than one row, hold the Ctrl (Windows) or command (Mac) key and select each of the other rows you want to manage. To select a continuous list on PC and Mac, click one row, then hold the Shift key and click the last row.
TIP: After multi-selecting BUT before acting on the selected records, you can add and deselect records via the check boxes to their left.
Pagination by type and status
On many list pages, there is a dropdown to the right of the page title that you can click to view content of different types or statuses. For example, on the Contacts List page, you can easily switch between views of your Subscribed and Suppressed Contacts.
A Preview Panel is available on many list pages. Upon clicking an item in the list, the panel opens and provides an at-a-glance view of key data and metrics. Dots under a field value indicate that the data can be edited.
The Contacts List page enables you to view individual contact data without having to execute a query. In addition, Suppressed Contact management is also performed here, creating a single page for comprehensive Contact management.
Campaigns, Landing Page Campaigns, and Engagement Campaigns are at the main level of the menu. This ensures easy access so you can create and edit each campaign type. Each list page displays only the campaign types associated to the page you accessed.
The Campaigns menu is the go-to place for all other campaign creation and management. From here, you can view campaign reports, manage your Salesforce Automation Integration, and view the Campaign Dashboard.
The Landing Pages menu item is your direct access point for creating and managing your Landing Pages. Landing Page Templates are here also; thus consolidating your Landing Page management.
Engagement Campaigns are also featured right at the main level. Click the menu item to go to the list page and start designing.
The Messages List displays all mailing types. From here you can create, edit, send, and track all of your communications. And when you select a Message, the Preview Panel displays a thumbnail preview of it for easy at-a-glance message management.
The Navigation panel has a Support item with several options that simplify accessing some of our help and support resources. Click:
- Support Center to manage your tickets and to create a case.
- Community to visit our Higher Logic User Group (HUG) community.
- Contact Us to open a knowledge base article with product-specific email addresses.
TIP: All of these links open the page in a new browser tab so that you retain your page in the admin interface.
If you have migrated from a prior version of Real Magnet, you're likely to see some things referred to differently. This is due to a rebranding initiative.
TIP: In the Navigation, type the "Previous term" in the search box to find its new equivalent.
|Previous Term||New Term|
|Predefined Billing Codes||Accounting Codes|
|International Character Pref.||Character Set|
|Subscription Page Mgmt.||Subscriptions|
|Manage Subscription Page Labels||Page Labels|
|Unsubscribe From All Recipients||Unsubscribes|
|Track Options (Category under Messages)||Tracking|
|Google Analytics Goal Conversion Setup||Google Analytics Goals|
|Tracking Page Preferences||Page Preferences|