While we often benefit from “thinking outside of the box,” sometimes boxing together similarities among organizations can provide amazing insights, especially when it comes to reporting.
Marketing Automation Professional allows users to identify their organization with a Classification. A classification is your “organization type,” and it will let you see where you stand against industry benchmarks when you run reports. For example, if you’ve classified your organization as an “Engineering Trade Association,” then reports generated for your account will be compared to statistics for other Engineering Trade Associations.
Setting a classification is easy, and is one of the first steps you'll take on your Marketing Automation journey. Let’s learn how.
- Navigate to Admin > System Settings.
- Select the most fitting Classification from the Classification menu. This menu includes numerous industry standard classifications from which to choose. If no classifications fit your organization, click the request a new classificationlink. This will open your preferred mail client and let you notify Marketing Automation Professional of your classification request.
- When complete, click Update at the bottom of the page to save your changes.