Bulk Actions - Overview

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

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.

Campaigns - Overview

Call Function

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 create a review link

How to make Phone Calls - Dialling Out

This video shows the update to the ability to make phone calls directly from your web browser!

Creating and Sending Email Campaigns (The Email Builder)

Email Builder - Design Video

This video shows how to design your emails within the email builder in Marketing.

Trigger Links

How to use the email builders

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

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.

Email Campaigns vs Templates

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

Scheduling a single SMS or Email

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