Marketing
How to send attachments in the email builder
This video provides a workaround in adding pdf into your emails.
How to Help Stop Emails From Going to Spam or Junk
A Helpful list to troubleshoot why your emails might be going to junk
Bulk Actions - Overview
This video shows you what Bulk Actions are and how to use them. An example use would be sending a newsletter.
Campaigns - Overview
How to send broadcasts and newsletters
This video will show you how to send broadcasts and newsletters within the email builder and contacts/smart lists area.
How to use the email builders
Call Function
Form Builder
Trigger Links
Sending a single SMS or email out
Creating Email Unsubscribe Links
When to manually stop a campaign and how (includes task allocation)
How to manually remove someone from a campaign so they do not receive the rest of the emails or texts
Attribution and Facebook Reporting
Signatures
Adding signatures to forms
How to create a review link
How to make Phone Calls - Dialling Out
This video shows the update to the ability to make phone calls directly from your web browser!
Email Signatures
Learn how to create an email signature for an individual user, as well as how to insert them into email campaigns
Custom Values
Out Of Office Emails and SMSs
This video shows how to set up an out of office email and sms response that can be used every after your business has closed, or when you are away for an extended period of time, such as over Christma
Creating and Sending Email Campaigns (The Email Builder)
How to send and track statistics with the New Email builder
Email Builder - Design Video
This video shows how to design your emails within the email builder in Marketing.
SMS Templates
This video will show you how to create and use SMS templates in conversations.
Email Campaigns vs Templates
The difference between Email Campaigns and Templates and when to use them.
Scheduling a single SMS or Email
How to delay sending a single SMS or Email to a single contact.