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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.