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Pod Library

A guide on the Pod Library and how to use it

Written by Maddi Rose

Overview

The Pod Library is your central hub for managing and monitoring all of your Pods in one place. Whether you're tracking your own work or keeping an eye on your team's activity, the Pod Library gives you a full picture of every Pod — its status, engagement, stakeholder activity, and more.


What You'll Find in the Pod Library

When you open the Pod Library, you'll see a table where each row represents a single Pod. At a glance, you can view key information for every Pod without needing to open it individually.

Information available for each Pod

Each Pod row displays a rich set of data, including:

  • Status — See where each Pod is in its lifecycle at a glance

  • Engagement score — Understand how actively stakeholders are interacting with a Pod

  • Tags — Quickly identify categorised or labelled Pods

  • CRM connection — See whether a Pod is connected to your CRM

  • Insights — Access Pod insights directly from the library view

  • Stakeholder count — Know how many stakeholders are associated with each Pod

  • View count — See how many times a Pod has been viewed

These are some of the key data points but there are 15 data points in the table.


Filtering Your Pods

The Pod Library includes powerful filtering tools to help you find exactly what you need. You can filter by:

  • Tags — Narrow down Pods by the tags you've applied

  • Teams — View Pods belonging to specific teams

  • Owner — Filter by the person who owns each Pod

  • Pod status — Focus on Pods at a particular stage

You can also apply a date range to refine your results by time period.


Viewing Your Team's Pods

The Pod Library isn't just for your own work. You can also view your team's Pods alongside your own, giving managers and collaborators full visibility across the team's activity.


Exporting to CSV

All of the data visible in the Pod Library table can be downloaded as a CSV file. This makes it straightforward to use your Pod data for reporting, analysis, or sharing with stakeholders outside the platform.

To export, simply use the download option within the Pod Library view.


Tips for Getting the Most Out of the Pod Library

  • Use tag filters to quickly segment Pods by campaign, product line, or deal type

  • Apply date ranges to track Pod activity over specific reporting periods

  • Export to CSV regularly to build reporting dashboards in your tool of choice

  • Use the engagement score column to prioritise which Pods need attention

  • Check stakeholder and view counts to understand how actively your content is being consumed


For further help or to share feedback, please reach out to our support team.

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