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Broadcast Performance docs and Campaign Monitor setup guide

Quarterback Team
Product Team

Broadcast Performance docs and Campaign Monitor setup guide​

We've added dedicated documentation for the Broadcasts view under Insights → Broadcasts, and a setup guide for the Campaign Monitor integration that powers part of it.

What's New​

  • Broadcast Performance feature page – How to use the Broadcasts view: the price impact chart, follower growth trends, the activities grid with engagement metrics per platform, the trophy badges that flag above-average performance, and how to filter, flag, or print a report. → Broadcast Performance
  • Campaign Monitor setup guide – How to find your API Key and Client ID, connect Campaign Monitor to Quarterback, and where the campaign data shows up once connected. → Campaign Monitor Integration

→ Broadcast Performance · Campaign Monitor Integration · Mailchimp Integration

Mailchimp Integration & Manual Activities

Quarterback Team
Product Team

Mailchimp Integration​

Connect your Mailchimp account to track email campaign performance alongside all your other investor communications.

What's New​

  • Campaign tracking – Mailchimp campaigns appear automatically as activities with open rates, click rates, and delivery metrics
  • Performance summaries – Campaign data displayed directly on activity detail cards
  • Manual activity form – Redesigned for faster entry with cleaner field layout and better metadata support

Improvements​

  • Share price formatting updated for consistency across all displays
  • Sidebar navigation cleanup with better grouping of related pages