Marketing

Affiliate An affiliate is someone who promotes a campaign by sharing their unique affiliate link with the leads interested in your product/service. The affiliate gets paid when they sell it, and you get paid when they do. Affiliate Overview Search Bar You can narrow down your search by typing in the name you would like […]

Overview In this section, the affiliate owner can see the list of all the generated payouts and choose to Approve or Deny them for a payout. As soon as a customer signs up through an affiliate link, the payout and commission get recorded and published on the ‘Payout – Pending’ tab on the 1st of

Sending Email Campaigns In this section, you will learn about the different ways of sending an email campaign. Send or Schedule Email Campaign This is where you will set your audience information and sending options. In the next article, we will cover them one by one. Sending Options: As shown in the previous screenshot, the

Ways To Avoid The Spam Folder When Emailing There are many reasons for an email service provider to potentially flag your emails as spam. Here you will find the most common reasons why and how to fix them! Sending From a Public Domain If you are sending messages from a free domain like gmail.com, yahoo.com,

Email Template In this section, you will get a detailed walk-through of all the features available in your CRM to create your email template. This is the homepage of your email template. Here you will find any existing email templates you have built, make new email templates as well as edit an existing email template.

Email Services Settings associated with sending and receiving emails, forwading and connecting domain services. Forwarding Address You can set up a forwarding email address to receive where you would like the incoming emails to be forwarded. You will receive the email replies not only in the Conversation view but also in your personal email inbox.

Edit Your Email Content Editing email content may look overwhelming with a lot of buttons for edits but be rest assured it would be made easy as we work you through each edit button. Simply clicking on the Edit tab will open up a plethora of opportunities and features in your email builder. You can

Connecting Google Email Services In this article, we will cover the step by step process for setting up gmail email account to be able to manage your email inbox from inside of your CRM. To connect your gmail account with your CRM, you will first need to generate an “App Password” from your google account.

Adding Text Element Text element allows you to add a textual heading and description to your email. Basically, this is where you enter all your textual email communication for your target audience. Just drag and drop the Text element from the left sidebar to the body of the email as shown in the image above.

Adding Image Element In the Image element, you will be able to add images for your emails. Simply drag and drop the Image element from the left sidebar to the body of the email as shown in the image above. Editing Image Settings Like the Text element, you can edit and customize the Image element