The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, all the items in that campaign can be sent in relation to that day and time using the ‘before’ action in each campaign step/event. This is useful for reminders for both in-person […]
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This tutorial will show you how to set up a basic campaign. Campaigns are automated sequences of events (such as emails, SMS, calls, voicemails, etc.) which will help you gather and convert more leads while you’re focused on running your business. Step 1: Create a Campaign. Create a campaign by clicking +Create Campaign in the
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When you’re running Facebook lead ad forms, you want to ensure the Facebook form fields are mapped correctly to merge into your system. Step 1: Integrate Your Facebook Page and Set up a Facebook Lead Ad Form In order to use this feature, you need to ensure you have a Facebook page integrated. Navigate to
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Using a webhook with Zapier, you can export data out of the system to use with other platforms/systems. This can be helpful if you use multiple systems and want to export information into a spreadsheet for a variety of purposes for your business. Follow these steps to set up a Webhook. Step 1: Create or
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You can attach your email signature to all outgoing messages as well as before the quoted text (previous emails in the chain) in an email reply. This will show you how to select either or both of those options. Step 1: Navigate to Settings > My Staff > Team Management. Step 2: Choose the User you wish
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Your “Company Settings” is the section where you can input your specific business information. This includes things like your company name, address, phone number, website, company logo, and any other information pertaining to your business. Step 1: Access Company settings Navigate to Settings > Business Info > Company Data Fill out the relevant information Click
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The “Team Management” section is the place where you can manage your team’s information. Here you can add, edit, and delete team members. Follow the quick steps below to manage your team. Step 1: Access Team Management Navigate to Settings > My Staff> Team Management. Click “Add Employee” to add a new team member. Click
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User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow these steps below: Navigate to Settings > My Staff to access Team Management and Teams. Under Team Management, choose the User you want to edit (information or permissions). Click Edit. To update basic User Info such as name, email, phone
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In this article, you will learn how to reset your password, if you forget it, or just want to change it. Depending on your permissions, you will either need to reset it in your Profile or in Team Management. Step 1: If you don’t see Team Management, use the Password Reset in the Profile Section. Navigate
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Custom Fields allow you to create contact specific fields that contain specific information about that contact. These allow you to add to the Standard Fields and gather whatever type of information you require. Step 1: Create Custom Fields Navigate to Settings > Custom Fields Click “+Add Custom Field” Choose from the Types of Custom Fields.
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