Here’s an overview of your account settings. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. Below we will highlight some of the most important and foundational elements. NOTE: Depending on your user settings, you may see different options. […]
Account Settings Overview Read More »
Domains are one of the most useful things you will ever have in your business because it allows someone to access all the information about your business (e.g your website) and you don’t have to do anything! While you don’t need to know everything about domains, we created a quick list of tips and FAQ’s to
Understanding Domains Read More »
While there are many DNS options out there, we find Cloudflare to be one of the most robust options. It allows you to easily connect both your www. and non-www. of your domain and even keep the appropriate path in a permanent redirect. You can even utilize Cloudflare as a DNS manager without changing where your
Using the Bulk Actions feature in your Contacts section, you can perform multiple one-off actions to selected or all contacts. From a SMS blast, to bulk adding contacts to a campaign or workflow, to sending out a drip email, and more, there are many options for using Bulk Actions. If you create a Bulk Action
Editing Pending and Processing Bulk Actions Read More »
The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within your system. You can easily click into any found entry, or create a new entry if the query yields no results. Check out these simple steps for how to use the Universal Search: Step 1: Navigate to the dashboard menu.
How To Use The Universal Search Feature Read More »
General Data Protection Regulation (GDPR) is Europe’s recent data privacy and security law. Effective May 25, 2018, it is the toughest privacy and security law in the world. Drafted and passed by the EU, it obliges organizations anywhere in the world if they are targeting or collecting data related to people in the EU, whether
GDPR Compliance Information Read More »
You can connect an Instagram business account to use in the Social Planner Social Media Tool. With this feature, you can manage your social accounts for Instagram, Google My Business (GMB), and Facebook all in one place. You can save time by scheduling posts, and also learn what your social media audience thinks by viewing
Connecting Your Instagram Business Account to the Social Planner Social Media Tool Read More »
This is an overview of the workflow builder. The workflow builder is a visual builder feature that allows you to combine trigger and campaign type features with some added functionality. Step 1: Access the Workflow Dashboard Navigate to workflows, you’ll end up on this Workflow Dashboard page. Here you’ll see drafted and published workflows. You
How to Create and Use Workflows Read More »
This tutorial will show you how to customize your Workflow Settings. Navigate to the Settings tab within the Workflow Builder. Here you’ll see a list of customizable settings. Choose a sending window. If you select Any Time, the workflow will occur anytime someone is added. If you select Specific Times, you can customize days and times. Sender Address allows you
Customizing Your Settings in Workflows Read More »
Duplicating, or cloning, a Workflow can save you time if you wish to create a new Workflow that’s similar to one you already have. Perhaps you have a Workflow already built and you want to create another one with a comparable setup. Rather than starting from scratch, you can clone the original Workflow and then
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