How to configure your Account in Simply Stakeholders
Project Groups and Project ManagementAccount Administrators can manage Projects and Add or edit Project Groups.
Message TemplatesCreate and use message templates in Simply Stakeholders for interactions and group mail efficiently.
Communication MethodsBeing able to analyse stakeholder engagement gives us important data which can be used for reporting and strategic planning.
Custom FieldsCreate your own Custom Fields in Simply Stakeholders
File ManagementFiles can be uploaded & linked to Stakeholder records/Interactions.
Once uploaded it can be managed by your Administrator via the Admin menu
Stakeholder RelationshipsTagging provides you and your team with insightful information on stakeholders, topics, and trends.
Uploading KLM/KMZ FileHow to load a layers KLM/KMZ file
Setting Geographic Map CentreUnderstand how to set the geographic map location in your Simply Stakeholders account
Contact Groups
How to configure your Contact Groups
Contact Group vs Tag - How to Segment your StakeholdersThe difference between contact groups and tags stakeholders and when to use which segmentation.
Contact GroupsClassify your Stakeholders by assigning them to contact groups, create Parent > Child classifications to add greater context.