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Marketing

Form Builder

Bulk Actions - Overview

This video shows you what Bulk Actions are and how to use them. An example use would be sending a newsletter.

Survey Builder

Here is how to use your Survey Builder

Campaigns - Overview

Trigger Links

Call Function

Manual Actions

Sending a single SMS or email out

Smart Lists

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.

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

Attribution and Facebook Reporting

Signatures

Adding signatures to forms

How to make Phone Calls - Dialling 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

Email Campaigns vs Templates

The difference between Email Campaigns and Templates and when to use them.

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

New Email Builder - Design Video

Smart List Settings

How to send attachments in the email builder

This video provides a workaround in adding pdf into your emails.

SMS Templates

This video will show you how to create and use SMS templates in conversations.

Scheduling a single SMS or Email

How to delay sending a single SMS or Email to a single contact.