Home > Marketing

Marketing

Email Campaigns vs Templates
The difference between Email Campaigns and Templates and when to use them:
SMS Templates
This video will show you how to create and use SMS templates in conversations:
How to send attachments in the email builder
This video provides a workaround in adding pdf into your emails:
Business Coach Campaign Framework
Here is the Business Coach Framework
Download Data List and Trigger Campaign
This video will show you how you can download data and trigger campaigns https...
Email Signatures
Learn how to create an email signature for an individual user, as well as how to...
Adding signatures to forms
This video shows how to add a signature field to your forms. Any signatures will...
How to make Phone Calls - Dialling Out
This video shows the update to the ability to make phone calls directly from you...
Out Of Office Emails and SMSs
This video shows how to set up an out of office email and sms response that can ...
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 o...
Bulk Actions - Overview
This video shows you how to mass send contacts an email, an sms, or add them to ...
New Email Builder - Design Video
This video shows how to actually create your emails with the new email builder.
New Email Builder
This video shows how to use the new email builder. This is separate to the stand...
Campaigns - Overview
This video walks through how the Campaign Builder allows you to create and manag...
Bulk Requests - Overview
This video shows you what Bulk Requests are and how to use them. An example use ...
Form Builder
This video shows how to create and use forms to take people's information. The ...
Survey Builder
Here is how to use your Survey Builder
Trigger Links
Trigger links allow you to do things like send your contacts a link customised w...
How to use the email builders
Emails can be created directly in campaigns or using the email template builder....
How to send broadcasts and newsletters
This video shows how to send one off email/sms broadcasts such as monthly newsle...
Call Function
This video explains how to use the CALL step in your campaign builder. This wil...
Manual Actions
Manual actions allow you to "manually" SMS or CALL your contacts similar to a "P...
Creating Unsubscribe Email Links
This video shows how to create email unsubscribe links.

Forms in Workflows