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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 InsightsBroadcasts, 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