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.