Overview

Mobly's web app. The Hub is where your team manages leads after capture, runs and reviews events, and reads the data you've collected. It's a different surface from the Mobly App (the iOS/Android capture app reps use at events).

The Hub has three areas:

Working with leads

Updating leads, tagging, viewing activity history, finding leads that need more info, uploading and exporting CSVs, moving leads between events.

Managing events

Adding events, prepping for upcoming events, configuring tags per event, assigning users, tracking activations, checking in leads, reviewing per-event ROI.

Dashboards and reports

The org-wide dashboard, custom reports, exporting dashboard views.

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Other areas of the Hub have their own help sections:

• Integrations — connect CRM, Marketing Automation, and Communication tools

• Scout — event discovery

• Pulse — sequences and engagement

• Host — registration and on-site check-in

• Campaigns — Mobly Campaigns feature

• Notifications — alert configuration

• Account & Team — users and org settings