Skip to main content

Search, Support, and Legal Reference

This guide covers platform-level utility workflows outside core campaign operations. Use global search to quickly navigate to:
  • pages/modules
  • campaigns
  • links
  • rules
  • related operational entities
Best practice:
  1. Start broad with entity name.
  2. Narrow by module context (campaign/link/rule).
  3. Confirm active workspace before taking actions.

Support and feedback workflows

Typical channels include:
  • in-app feedback form
  • bug-report pathway
  • feature-request pathway
  • support/help page workflows
Guidance:
  • include workspace context and timestamps in support requests.
  • include screenshots/filter context for analytics issues.
  • classify requests by bug/feature/onboarding to speed routing.

Notification and communication context

Supportability depends on notification setup. Validate:
  • key operational alerts are enabled for responsible users.
  • billing and payout notifications reach monitored inboxes.
  • incident responders receive relevant integration/webhook alerts.
Customer-facing legal surfaces typically include:
  • Terms of Service
  • Privacy Policy
Operational expectations:
  • keep policy links visible in appropriate product areas.
  • reference policy in partner/customer dispute workflows when relevant.
  • align onboarding and invite flows with current policy versions.

Enterprise contact and sales pathways

For enterprise-style requests, operators typically route users through dedicated contact flows and qualification forms. Where forms are used, anti-abuse controls (for example CAPTCHA) should be enabled and tested.

Troubleshooting

ProblemLikely causeFirst action
Search results seem incompleteWrong workspace context or narrow querySwitch workspace and broaden query
Feedback not acknowledgedMissing routing contextRe-submit with workspace + issue type + timestamp
User asks for policy docsLink visibility too lowSurface Terms/Privacy in footer/help contexts
Related:
  • /user-guides/manual/workspace/settings-and-preferences
  • /user-guides/manual/workspace/security-and-compliance
  • /user-guides/manual/foundations/feature-map-by-page