Introduction of Portfolio carbon campaigns

Available in days

days after you enroll

• Introduction Start

  Survey and survey flows preparation

Available in days

days after you enroll

• Introduction Start
• Surveys, survey templates, survey campaigns Start
• Use and customize the Sweep investee survey templates and survey flows Start
• New Lesson Start

  Manage contacts and send out investee survey campaigns

Available in days

days after you enroll

• Introduction Start
• Managing contacts for portfolio companies Start
• Send out investee survey campaigns Start

  Monitor the campaign and review answers

Available in days

days after you enroll

• Introduction Start
• Review answers Start
• Monitor the campaign Start
• Modify data after a campaign Start
• Portfolio engagement Start