- All Collections
- Campaigns
Campaigns
This section will go over the campaign features.
Campaigns - Overview
This video walks through how the Campaign Builder allows you to create and manage your automated communications.
By Fred Vinson
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Last updated 5 years ago
Bulk Actions - Overview
This video shows you what Bulk Requests are and how to use them. An example use would be sending a newsletter.
By Fred Vinson
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Last updated 4 years ago
How To Send Broadcasts and Newsletters
his video shows how to send one off email/sms broadcasts such as monthly newsletters.
By Fred Vinson
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Last updated 5 years ago
How To Use The Email Template Builder
Emails can be created directly in campaigns or using the email template builder. This video shows how to do both.
By Fred Vinson
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Last updated 4 years ago
Trigger Links
Trigger links allow you to do things like send your contacts a link customized with their information or set "triggers" to fire when someone clicks a link. This video will show you how to create them.
By Fred Vinson
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Last updated 5 years ago
Call Function
This video explains how to use the CALL step in your campaign builder.
By Fred Vinson
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Last updated 5 years ago
Creating Email Unsubscribe Links
This video shows how to create email unsubscribe links.
By Fred Vinson
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Last updated 5 years ago
When To Manually Stop A Campaign and How (Includes Task Allocation)
This video will show you how to manually remove someone from a campaign so they do not receive the rest of the emails or texts.
By Fred Vinson
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Last updated 5 years ago
How To Leave Ringless Voicemail
This video will show you how to leave a ringless voicemail.
By Fred Vinson
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Last updated 5 years ago
Attribution and Facebook Reporting
This video will go over attribution and Facebook reporting.
By Fred Vinson
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Last updated 5 years ago
How To Add A Signature To A Form
This video shows how to add a signature field to your forms. Any signatures will be saved to the contacts record as part of their form submission.
By Fred Vinson
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Last updated 5 years ago
New Email Builder
This video shows how to use the new email builder. This is separate to the standard editor in the campaign area. However, as you will see in the video, you can also use the emails created here in the New Email Builder in campaigns as well.
By Fred Vinson
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Last updated 5 years ago
New Email Builder - Design Video
This video shows how to actually create your emails with the new email builder.
By Fred Vinson
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Last updated 5 years ago
How To Create A Review Link
This video goes over how to create a google review link.
By Fred Vinson
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Last updated 5 years ago
How to make Phone Calls - Dialling Out
This video shows the update to the ability to make phone calls directly from your web browser!
By Fred Vinson
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Last updated 5 years ago
How To Create Email Signatures
Learn how to create an email signature for an individual user, as well as how to insert them into email campaigns
By Fred Vinson
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Last updated 5 years ago
Custom Values
This video will go over the benefits of using custom values.
By Fred Vinson
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Last updated 5 years ago
Out Of Office Email's and SMS's
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.
By Fred Vinson
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Last updated 5 years ago