There are four ways to navigate through your Customer Lifecycle Marketing platform: 

  1. Control Panel
  2. Tabs
  3. Command Bar
  4. Search Box

Control Panel

The user Control Panel is located in the top right corner of the browser. Clicking on your username will show additional options. Logout is the last item on the list, and clicking it will end your ROI session, redirecting you to the ROI Login Page. Any unsaved work will be lost, so make sure to save your work before logging out. 


There are a series of navigation Tabs in ROI. Hover over each Tab to see more options.  

Command Bar

Alongside the left side of many sections within the ROI platform is a Command Bar. The bar contains button(s) for actions to ease navigation of the Tab. The actions vary depending on the Tab. 

Search Box

The Search Box allows you to find items quickly based on the designated Tab.