You can disable the integration with RD Station and also consult the change history (audit trail).
On this page:
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Deactivate Integration with RD Station
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Consult Audit Trail
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Consult Audit Trail filters
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Before you begin, you need to…
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Be an administrator user or have permission to perform the following actions.
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Have an active integration with RD Station.
Deactivate Integration with RD Station
You can disable the integration with RD Station if you no longer intend to use Autoresponders.
By disabling this integration, Guru will stop passing captured leads from the corresponding RD Station mapping.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > RD Station.
2 - Click Disconnect.
Consult Audit
For security reasons, Guru stores a history of all operations performed in the integration, identifying user, date/time of the operation, and other details.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > RD Station.
2 - Click the Audit tab.
3 - Activities are displayed in a timeline (from most recent to oldest).
4 - If desired, you can view the details of the activity by clicking on its title.
5 - Click on one of the available sections to view the data:
Detail
Displays detailed information about the activity in question.
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ID: update identification number (ID);
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Type of change made;
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Created at: date the activity was recorded.
User
Displays information about the user who performed the action.
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Name: name of the user who performed the operation;
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Email: email of the user who performed the operation.
Infrastructure
Displays infrastructure information (country, IP, user agent…) for the related activity.
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Country, Region, City, Latitude & Longitude: location of the device that performed the activity;
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IP: IP address of the device;
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User Agent: identification of the user agent that performed the operation.
Consult Audit filters
You can use filters to view a smaller subset of existing audit logs. This feature is useful for finding specific audit records you want to view.
By default, only records from the last 28 days will be shown, but the period can be changed in the filters under the Period field.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > RD Station.
2 - Click the Audit tab.
3 - In Audit, click Filters.
4 - Fill in one or more filter options:
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Period: searches for audit logs registered within the selected period - you can use the preset time range buttons or select the date you want to view;
5 - Click Filter.
You can view the number of applied filters and, when using them, you will be able to clear them without accessing the Filters icon again, making it easier to remove the selection.
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