Njord DOE Knowledge Base

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• Get started with Ad Library

  Follow a simple path from finding a campaign to inspecting its ads, understanding results and downloading a spreadsheet.

• Read ad details and full copy

  Open the complete ad, read its full message and identity, and return to the results you were reviewing.

• Browse ads

  Choose an all-campaign ad review or open one campaign’s ads, then find the actions for copy, details and destinations.

• Create an Individual Targeting campaign

  Check campaign creation access, complete the required fields and find the new campaign before adding its ads.

• Preview images, videos and LinkedIn posts

  Choose the appropriate post, image or video preview, inspect the creative and recover when media cannot be shown.

• Review Individual Targeting campaigns

  Find an Individual Targeting campaign, understand the fixed reporting window, and open its ads.

• Review LinkedIn campaigns

  Find a LinkedIn campaign, read its identity and objective, and open the ads belonging to it.

• Understand campaign and ad metrics

  Read performance measures, interpret audience penetration and distinguish selected-period results, lifetime values and missing data.

• Fix sign-in problems

  Find the right next step when a DOE password, security code, Google sign-in, company SSO, SCIM access or workspace does not work.

• Company SSO

  Use customer-managed SSO and SCIM for DOE sign-in, MFA, account changes, access and offboarding.

• Create and verify your DOE account

  Create and verify a DOE email-and-password account after receiving a workspace invitation.

• Reset your DOE password

  Reset a DOE password account with a security code; company SSO passwords and MFA remain managed by your company.

• Google sign-in

  Use standard Google sign-in with the Google account approved for DOE, or use company SSO when your organization manages access with SSO and SCIM.

• My profile and password

  Update personal profile details and change a DOE password, with clear guidance for company-managed SSO and SCIM accounts.

• Get access and sign in

  Choose the correct DOE sign-in method and understand how invitations differ from customer-managed SSO and SCIM access.

• Profile, theme and workspace settings

  Open your personal menu for profile, appearance and sign-out, or use the workspace menu for Settings when your role allows it.

• Sign in with email, password and code

  Sign in to a DOE email-and-password account with its default security code; company SSO uses customer-managed MFA instead.

• Sign out safely

  Sign out of DOE safely, especially on shared devices, and understand how company-managed SSO access is removed.

• Workspace access problems

  Resolve missing DOE workspaces, pages, features or data, including customer-managed SSO and SCIM access.

• Switch between your data and the team's data

  Use the data menu below the workspace selector to review your assigned work, the wider workspace or an available teammate's records.

• Deal detail journey

  Step-by-step guide to the DOE Deal Detail page, including header, PIF, signals, deal fields, stakeholders, events, activities, and Njord AI.

• Find and manage deals

  Deals is the workspace for opportunity review. You should be able to open this section, understand what the list is showing, find the right opportunity, and…

• Deal Details card

  Guide to the DOE Deal Details card fields, remarks, ownership, stage, value, and close-date context.

• Deal events

  Step-by-step guide to the DOE Deal Events timeline, create event, note taker, notes, transcripts, and filters.

• Expand deals

  Expand is used for growth opportunities inside existing relationships.

• Filter deals

  Use Filter when Quick Search is too broad. Filters narrow the Deals list by structured fields, so you can answer questions like who owns this pipeline, which…

• Update one or more deals

  You can change one deal directly from its row. When several deals need the same change, select only those deals, check the selected count, and then choose the…

• Deals overview

  The Deals overview is the starting point for understanding the list. It shows you where the pipeline stands and gives you the controls needed to find or…

• Manage stakeholders

  Step-by-step DOE guide for managing deal stakeholders, including action buttons, modals, tabs, columns, ad preview, and selected-row actions.

• Signals on a deal

  Explains the Deal Detail Signals panel, signal actions, and filters, with Ad Preview kept under stakeholder table actions.

• Stakeholder maps and checklist

  Understand deal stakeholder targeting map, traffic light, checklist progress, and supporting videos in DOE.

• Work with events and meeting notes

  An event records a meeting, call, note, email or other activity in DOE.

• Impact cards

  Impact cards are the fast summary at the top of Signals & Insights. They show whether DOE is reaching accounts and stakeholders, and whether activity is…

• Find useful activity in Signals & Insights

  Open Insights to see recent activity from companies and people your team follows. Start here when you want to know who has been active and what to look at next.

• Account breakdowns

  Account breakdowns show the shape of your target list. They group targeted accounts by business attributes such as account status, target group, industry, fit…

• Signals on mobile

  On mobile, Signals & Insights is designed for quick review. The same business meaning applies, but the layout is tighter and the workflow should be simpler.

• Compare personal and team insights

  Insights can change when you switch between your assigned work and the wider team view.

• Signal rows and actions

  Signal rows are the actionable lines inside the Signals feed. A row tells you what happened, who or which company it relates to and which actions are available.

• Signals feed

  The Signals feed is the live activity stream inside Signals & Insights. It is the best place to see what changed recently and decide which record to open next.

• Top engagements

  Top Engagements turns activity into ranked lists. Use it when you do not want to scan every signal and need to know which accounts or stakeholders deserve…

• Website leads and identified traffic

  Website Leads are identified companies that visited your website but are not currently target accounts in DOE.

• Website traffic detail

  Website traffic detail helps you understand what one company did on your website. Use it after opening a Website Visit signal, a Website row, or a Website Lead.

• Live signal alerts

  Live signal alerts surface recent account and stakeholder activity so you can decide what deserves attention now.

• Use DOE on mobile

  Use the mobile navigation, open records, review activity and recover from common sign-in, file and layout problems.

• Start with accounts

  Use this guide when you are new to the Accounts area and need the safest order to learn it.

• Accounts overview

  The Accounts page is the starting point for company records. Use it in this order: understand the page, read the summary cards, use the top actions, narrow…

• Account summary cards

  Summary cards sit above the Accounts list. They help you understand account groups before you search, filter, or open individual rows.

• Move through account results

  Use page navigation when the Accounts list has more rows than can fit on one page.

• Add account

  Use Add when you need to create one account manually from the Accounts page.

• Bring accounts in from your CRM

  Use Import on the Accounts page to bring in accounts from a connected CRM instead of typing each record manually.

• Download accounts as a spreadsheet

  Use Export XLSX when you need a spreadsheet copy of account data.

• Search accounts

  Use Quick Search when you already know the account name or text you want to find.

• Filter accounts

  Use Filter when you need to narrow the Accounts list by structured account properties. This page is only for the Accounts filter window, not list row menus.

• Understand the account list

  The list is where you compare accounts. Columns explain what each row means; filters decide which rows appear.

• Update or delete selected accounts

  Actions for your selection appear only after one or more account rows are selected.

• Choose accounts to change

  Selection mode is used when you want to act on one or more accounts from the list.

• Change one account from the list

  Some Accounts list fields are editable from the row. These controls are different from the Filter window because they change or inspect one account row.

• Account header

  The account header identifies the company and gives the first status context.

• Header actions: CRM and activities

  Explains account header CRM and Activities actions, including the opened CRM modal, activity drawer, and activity filter modal.

• Connect account to CRM

  Use Connect to CRM when the account should be linked to an external CRM record. This is a header action because it affects the account record itself.

• Breadcrumb and page location

  The breadcrumb confirms where you are inside DOE and gives a way back to the Accounts list.

• PIF and performance cards

  Use the top performance cards to understand whether the account is showing meaningful interest and whether that interest is turning into reach or engagement.

• Live signals on an account

  Explains the account Signals panel, signal filters, and how to interpret account activity evidence.

• Stakeholders targeting map

  The Stakeholders Targeting Map shows how people at the account are distributed across targeting states. It is a person-level view, not an account-list filter.

• Account Details card

  The Account Details card is where core account details is reviewed and edited. Use it for company-level fields, not stakeholder fields.

• Ad targeting settings

  Ad Targeting explains how this account is configured for advertising and targeting context. Read it with the Stakeholders Targeting Map.

• Deals panel

  The Deals panel shows opportunities connected to the account. Use it to understand pipeline, stage, owner, and opportunity status for this company.

• Events on an account

  Events is the account timeline for meetings, scheduled note-taking, call notes, AI summaries, transcripts, and follow-up context.

• Activity sidebar

  The Activity sidebar shows account-specific history without leaving the Account Detail page. Use it to understand what changed and when.

• Manage stakeholders

  Explains account Manage Stakeholders table actions, add and import workflows, export, filters, table columns, and row-level Ad Preview.

• AI section

  Learn when and how to use the AI section for account summaries, risks, preparation, and next actions.

• Account detail journey

  Account Detail is the full company view. Use it in this order: breadcrumb, account header, header actions, signals, deals, account fields, ad targeting,…

• Choose an AI shortcut

  AI shortcuts are guided prompts for common DOE jobs. They help you ask consistent questions without building the prompt from scratch.

• Ask a question with Njord AI

  Njord AI is the assistant inside DOE. Use it to summarize an account, explain recent activity, work from a document or prepare information for a meeting.

• Open and start a chat

  Open Njord AI when you want to ask DOE a direct business question. You can use it from the Njord AI page, the app sidebar, a signal, a record page or a…

• Manage chats

  Chats are how Njord AI keeps work organized. A chat should usually contain one customer, one question path, or one decision.

• Fix a stuck answer

  If Njord AI takes too long, stops early, or answers the wrong thing, you can usually fix it by stopping, retrying, narrowing the prompt, or starting a clean…

• Full analysis and follow-ups

  The first Njord AI answer is often a starting point. Use follow-ups to narrow, expand, reformat, or verify it.

• Use Njord AI on mobile

  Njord AI works on mobile for quick checks, signal review and short summaries. The same core workflow applies, but the screen shows fewer controls at once.

• Choose model and reasoning

  Njord AI may show a model picker and reasoning choices. These controls affect how the assistant works through a question.

• Ask better questions

  Njord AI gives better answers when your question has a clear subject, time range and requested output.

• Choose what Njord AI should use

  Account, stakeholder, and deal selectors help you choose the exact accounts, stakeholders or deals a chat should focus on.

• Read, download and rate an answer

  Njord AI answers can include plain text, comparisons, cards, suggested follow-ups, full analysis and export options.

• Choose chat context and time range

  Context tells Njord AI what your question is about. The important part is knowing how long each kind of context stays with the conversation.

• Use signals in Njord AI

  Signals show recent activity, and Njord AI helps you understand what that activity might mean.

• Stop, retry and queue questions

  Stop, Retry and queued questions let you control Njord AI while it is answering.

• Set up your profile and workspace

  Finish your name and username after sign-in, then confirm the workspace you want to use.

• Use the DOE side menu

  Use the new DOE side menu to switch workspace, choose data scope and move between reporting, audience, deals and company areas.

• Decide which deals to review with Quick Win

  Quick Win arranges deals by how likely they are to close and how soon they may close. Use it to plan a pipeline review and spot missing forecast details.

• Quick Win board and zones

  The Quick Win board is a two-axis deal prioritization view. It uses probability on the vertical axis and close timing on the horizontal axis.

• Quick Win deal cards and preview

  Quick Win deal cards give a compact view of a deal inside the prioritization board. Clicking a card opens a preview dialog without leaving Quick Win.

• Quick Win missing forecast data

  The Deals rail on the right side of Quick Win lists opportunities that cannot be placed on the board because forecast data is incomplete.

• Report directory

  Choose the report that answers your question, from space-level media analytics to company, stakeholder and deal performance.

• Find the right report

  Open Reports when you need to compare companies, people or deals using detailed performance lists.

• Augmented retargeting

  Augmented Retargeting helps you review non-targeted companies with media activity before adding them to targeting or excluding them from the candidate list.

• Media analytics reports

  Media Analytics reports help you review media performance by channel, compare the current period with the previous period, and find accounts whose engagement…

• Performance by channel

  Performance by Channel summarizes visible media channels for the selected account scope and time period.

• Period comparison

  Period Comparison compares the current selected period with the previous equivalent period for Media Analytics channels.

• Top account movers

  Top Account Movers ranks accounts by media movement for the selected channel, metric, and movement direction.

• Filter and download reports

  Most Reports pages use the same pattern: choose the period, narrow the rows, sort the list, inspect a row, and download only when the view is correct.

• Deal Product Interest Fit

  Deal Product Interest Fit shows active deals with Product Interest Fit context.

• GEO targeting

  GEO Targeting shows target-account activity connected to location-based targeting. Use it when geography or territory coverage matters.

• Account individual targeting

  Account Individual Targeting shows target accounts with activity from people-targeted media.

• IP targeting

  IP Targeting shows target-account activity connected to IP-based targeting. Use it as company-level evidence, not as proof that a specific person engaged.

• LinkedIn

  The LinkedIn report shows account-level LinkedIn media activity for target accounts.

• Media impact movements

  Media Impact Movements shows stakeholders who newly moved into reached, aware, or engaged states.

• Media summary

  Media Summary shows media performance at the account level. Use it when you need to understand which target accounts received media, clicked, had website…

• Non-targeted website performance

  Non-targeted Website Performance shows companies that visited tracked website pages but are not currently target accounts.

• Product Interest Fit

  Product Interest Fit ranks target accounts by how strongly they match the workspace's fit setup and available engagement evidence.

• Report data freshness

  Use this page when a report number does not exactly match an Insights card, export, linked account, stakeholder, website record, or deal.

• Stakeholder individual targeting

  Stakeholder Individual Targeting shows person-level engagement from individual targeting.

• Targeting summary

  Targeting Summary is the first report to open when you want the big picture for target accounts.

• Website performance

  Website Performance shows website visits from known target accounts. Use it when a target account appears to be researching your site and you need the row…

• Stakeholder detail journey

  Stakeholder Detail is the full person view. Use this page as the clean journey map, then open the matching subsection when you need screenshots and…

• Start with stakeholders

  Use this guide when you are new to the Stakeholders area and need the safest order to learn it.

• Stakeholders overview

  The Stakeholders page is the people workspace in DOE. Use it to find contacts, understand people-level media impact, add or Add stakeholders from a file or…

• Stakeholder activities

  Activities is the side drawer for stakeholder change history. Use it when you need to explain how a stakeholder field, CRM link, type, traffic light,…

• Stakeholder ad targeting

  Ad Targeting shows whether this person is currently included in targeting and records the lifecycle around that state.

• Update one or more stakeholders

  To change one stakeholder, use the controls in that row. When the same change applies to several people, select them first and choose Update.

• Stakeholder media impact and engagements

  Media Impact shows person-level engagement evidence. Use it to understand whether the stakeholder has been reached, aware, or engaged before planning follow-up.

• Stakeholder Details overview

  Open Stakeholder Detail when the list row does not provide enough context.

• Get started in DOE

  Sign in, learn the main DOE records and use the new side menu to find a useful first task.

• Review meetings and activity in timeline

  Open Timeline to see calls, meetings, notes, emails and other recorded activity in date order.

• Create events

  Create Event lets you manually log activity on the Timeline. Use it for calls, notes, messages, meetings, or other activity that should be visible in the…

• Timeline event cards and details

  Timeline event cards summarize activity without opening a separate details page.

• Timeline feed, filters, and empty states

  The Timeline filters decide which events appear in the feed. Set the broad scope first, then narrow to account, deal, stakeholders, or team members only when…

• Schedule meeting note taker

  Schedule meeting note taker prepares DOE to capture a future meeting. Use it when a meeting has a link and should produce a Timeline meeting-note record.

• See which companies visit your website

  Open Website to review identified company visits, see the pages viewed and check whether a visitor is already in your target list.

• Website account list and filters

  The Website account list is the left panel on the Website page. It helps you choose which identified company to review and narrow the list by type, time,…

• Identified traffic dashboard

  The Identified Traffic dashboard is the right side of the Website page when no company detail is selected.

• Website metrics, dates, and privacy

  Use this article when Website numbers look confusing, when you need to compare Website with Reports, or when you are preparing a follow-up from website…

• Targeted vs non-targeted website visitors

  Website separates identified visitors into targeted and non-targeted companies. This matters because the next action is different for each group.

• Visit history and page paths

  Click a company in Website to open its visit history. This view helps you understand what one company did on the site before deciding whether the activity…

• Stakeholder summary cards

  Summary cards explain the current people audience before you filter, searches, exports, or opens a stakeholder.

• Add stakeholder

  Use Add when one stakeholder needs to be created manually.

• Add stakeholders from a file or CRM

  Use Import when stakeholder data should come from a file or connected CRM instead of being typed one record at a time.

• Download stakeholders as a spreadsheet

  Use Export XLSX when you need a spreadsheet copy of stakeholder data.

• Filter stakeholders

  Use Filter when you need structured narrowing instead of a text search.

• Search stakeholders

  Use Quick Search when you already knows the stakeholder, account, position, or text fragment they want.

• Understand the stakeholder list

  The Stakeholders list combines identity, account context, targeting, engagement, and ownership fields.

• Change stakeholders from the list

  Use this page when one visible stakeholder, or a selected set of stakeholders, needs a specific action.

• Move through stakeholder results

  Use page navigation when the Stakeholders list has more rows than can fit on one page.

• Stakeholder detail breadcrumb

  Use the breadcrumb and back control to confirm where you are before making changes.

• Stakeholder header

  The Stakeholder header identifies the person before you review media, profile fields, deals, events, targeting, or activities.

• Stakeholder header actions

  Header actions are the controls at the top of Stakeholder Detail. This article only covers the header action entry point.

• Stakeholder deals

  Deals show opportunities associated with the stakeholder. Use Deals after confirming identity, media impact, profile, and linked account context.

• Stakeholder profile

  Profile explains the person record. Use it to verify identity, contact fields, role, source, and record details before outreach or targeting changes.

• Stakeholder linked account

  Linked Account explains the company context behind the stakeholder.

• Stakeholder events

  Events is the stakeholder timeline for meetings, scheduled note-taking, call notes, AI summaries, transcripts, and follow-up context.

• AI section

  Learn when and how to use the AI section for stakeholder summaries, risks, preparation, and next actions.

• Stage cards

  Stage cards sit above the Deals list. They give you a quick pipeline summary before they inspect individual opportunities.

• Add deal

  Use Add when a new opportunity needs to be created from the Deals list.

• Search deals

  Quick Search is the fastest way to find a known opportunity. Use it when you already knows part of the deal name, account name, owner, or visible row text.

• Understand the deal list

  The Deals list is the detailed working area. Read the columns from left to right so you understand identity first, then stage and fit, then forecast,…

• Move through deal results

  Use page navigation when the Deals list has more matching rows than the current page can show.

• AI section

  Learn when and how to use the AI section for deal summaries, risks, preparation, and next actions.

• Stakeholder toolbar actions

  The toolbar actions sit above the stakeholder list. Each action should be used for a different job.

• Deal stakeholder columns

  Read Deal Stakeholders columns from left to right. The goal is to confirm assignment first, then identity, then account context, then engagement evidence.

• Stakeholder ad preview

  Use Ad Preview when a stakeholder row shows media or CTA evidence and you need to inspect what was actually shown or clicked.

• Account stakeholders on a deal

  Account Stakeholders shows people from the linked account. Use it when you need to add someone to the deal who is known at the account level.

• Update selected stakeholders on a deal

  Actions for your selection appear only after rows are selected. Use them carefully because they can affect multiple stakeholders at once.

• Deal activities

  Explains the Deal Activities drawer, records, filter button, and filter panel.

• Breadcrumb

  The breadcrumb is the first check on Deal Detail. It tells you where they are and which record is open.

• Deal header

  The header confirms the deal identity and the most important sales fields. Read this before looking at deeper sections.

• Header actions: activities

  Explains the Deal Detail Activities header action, opened drawer, and activity filter flow.

• Product interest and metrics

  Product Interest Fit and metrics explain whether the deal has meaningful engagement evidence.

• Add accounts from a spreadsheet

  Upload an XLSX account list from Manage, prepare the Accounts worksheet and review row-specific problems before retrying.

• Start with Brand

  Set up Brand in DOE with your brand book, logo, colors, typefaces, Rainmaker photos and reference ads.

• Brand document

  Add a brand document in DOE and review the colors, font links and images that belong in your Brand setup.

• Your logotype

  Add the official logo to DOE Brand and use SVG, AI, EPS or PDF when the mark must stay sharp at every size.

• Your colors

  Add brand colors in DOE, name their purpose and give Njord AI the palette to use in PDFs and slides.

• Your typefaces

  Add brand typefaces in DOE by uploading font files or linking to an approved source, with the weights and styles you use.

• Your Rainmakers

  Add Rainmaker photographs to DOE Brand so the team can find current, approved images of the people behind the company.

• Reference ads

  Add reference ads in DOE Brand, explain what makes them useful and mark the strongest examples as favourites.

• Progress and sharing

  Use DOE Brand progress to finish the six setup steps and share a direct link to the step another teammate should update.

• Start with Context

  Set up DOE Context with the company profile, Target Market, Knowledge, confirmed Facts, reusable Assets and AI Instructions.

• Company name, logo and website

  Update the DOE company profile and review a newly added public website for facts and searchable Knowledge.

• Target market

  Set up DOE Target Market with Buying Logic, Target Segments, an Ideal Customer Profile and an Ideal Stakeholder Map.

• Knowledge

  Add DOE Knowledge for search, fact suggestions or both, then search the sources and review anything Njord AI proposes.

• Facts

  Review suggested facts in DOE, correct or reject uncertain claims and add confirmed information the workspace can trust.

• Assets

  Add and organise DOE Assets, keep current file versions and choose Knowledge when Njord AI should search the content.

• AI instructions and memory

  Add workspace AI Instructions in DOE and manage personal Memory through Njord AI without mixing shared and private context.

• Memory

  Use the Njord AI brain icon to see how Memory works, then ask it to remember, list, correct, or forget a private detail.

• Add files to Njord AI

  Upload private documents and images or attach workspace files to Njord AI, with clear limits, privacy rules and troubleshooting steps.

• What Njord AI reads

  See what Njord AI can use from DOE, what to attach for one message or a whole chat, and when context must be selected again.

• Skills you can ask for

  Ask Njord AI for posts, outreach, beta ad copy, reports and a questionnaire before a task.

• Files, media and charts

  Generate images, video, charts and files in Njord AI, then download them or save them as assets.

• Member and client admin access

  Understand Member and Client Admin access and how customer administrators manage people with SSO and SCIM.

• Choose the platform and status

  Choose Campaigns or Ads, select LinkedIn or Individual Targeting, and include the statuses you want to review.

• Choose performance dates

  Choose a LinkedIn preset or custom calendar range, confirm the applied dates, and understand Individual Targeting’s fixed period.

• Compare ads from selected campaigns

  Search the campaign picker, select one or several campaigns, apply the choices and return to all ads on the selected platform.

• Sort and move through results

  Switch between cards and a list, change the comparison order, choose page size and move through matching results.

• Open landing pages and original posts

  Open the ad destination or original LinkedIn post, understand their difference and return to your Ad Library review.

• Use Ad Library on a smaller screen

  Find Filters and actions on a small screen, inspect stacked ad details and return to the same review.

• Fix missing results and failed actions

  Choose the right recovery steps for an empty result, an unavailable ad, a failed request or a missing action.

• Download an XLSX spreadsheet

  Download all matching campaign or ad results, understand the workbook’s names and media URLs, and recover a failed download.

• Add an ad to a campaign

  Open an Individual Targeting campaign, enter the ad destination link and check the new ad under its returned status.

• Pause or activate a campaign

  Pause Individual Targeting campaign collection, reactivate it later and confirm the resulting status.