leah.saunders's avatar
leah.saunders
Icon for Xplan Expert rankXplan Expert
3 months ago

14th August AMA: We're Leah, Xplan expert, and Rob, IressNet product manager, Ask Us Anything!

If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential. But are you managing them efficiently? For example, do you have que...
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rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
3 months ago

Welcome everyone to this AMA thread!

Please ensure you read the instructions on the right-hand side of this page. 

Submit your Xplan datafeeds questions, queries and feedback now by hitting the 'Reply' button on the post above and either leah.saunders​ or rob.borthwick​ will respond during the scheduled time.

Not sure what to ask? I highly recommend checking out two things:

  1. Read Leah's latest blog on why managing datafeeds are like maintaing a garden 
  2. Check out Rob's previous datafeeds AMA for similar questions you might have

 

Also, check out our new best-practice series on data in the Xplan Hub for some refreshers.

If you have any issues, please don't hesitate to send me a message.

Looking forward to seeing all your questions!

rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
2 months ago

Hi everyone and welcome to today's AMA! Great to see all your questions already. To see new questions and responses as they come in, make sure you refresh the page regularly.

If you find that you're receiving too many emails during the next hour, you can adjust your email notification settings:

  1. Click profile in the top-right corner.
  2. Click 'My settings'
  3. Navigate to 'Follows & Notifications'
  4. Adjust settings for each action - these are automatically set to immediate but you can change the frequency to 'daily digest', 'weekly digest' and 'never'

 

You can collapse certain Q&A threads by clicking the small arrow next to a post so you can focus on the answers you want to know.

Send me a message if you need any assistance!

Welcome to an AMA thread!

Here's how to get involved:

  1. Submit your questions: Type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

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