Marketing
Scheduling a single SMS or Email
Email Campaigns vs Templates
The difference between Email Campaigns and Templates and when to use them.
SMS Templates
How to send attachments in the email builder
Creating a PDF version of your Brochure
In this video you will learn how to create a PDF version of your Brochure
Facebook Conversion API Setup
Form Builder
Bulk Requests - Overview
This video shows you what Bulk Requests are and how to use them. An example use would be sending a newsletter.
How to Create and Send a Property Brochure to Cash Buyers
Survey Builder
Here is how to use your Survey Builder
Campaigns - Overview
Trigger Links
Call Function
Manual Actions - Dialer
Sending a single SMS or email out
Smart Lists
How to send broadcasts and newsletters
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
How to leave ringless voicemail
How to use the email builders
Signatures
Adding signatures to forms
How to make Phone Calls - Dialing Out
This video shows the update to the ability to make phone calls directly from your web browser!
How to create a review link
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
New Email Builder
This video shows how to use the new email builder. This is separate to the standard editor in the campaigns area. However, as you will see in the video, you can also use the emails created here in the
New Email Builder - Design Video
This video shows how to actually create your emails with the new email builder.
Smart List Settings
This video shows how to share your smart lists with other account holders and manage the other settings.
Attribution and Facebook Reporting