Email Campaigns, Visitors & Leads
How to Access and Create Follow Ups for Your Leads - Video
This video covers accessing and creating Follow Ups for your leads. Follow Ups are called Tasks in the mobile app.
Searching For Leads in the Lead Book - Video
How to create a form with an Autoresponder - Video
Learn how to save some time by creating a form with an autoresponder. Contacting each lead can be time-consuming so in this video, you will learn how to create a form which automatically sends a reply email to the visitor who fills it out. This is a ...
Creating and Editing Default Lead Settings
Default lead settings include elements like whether partial leads are created, what automatic follow ups are created for leads, filtering out spam leads and more. This video will help if you're looking for answers to the following questions: How to ...
How to Create and Send Postcards & Newsletters - Video
Streamline your client communications by using our advanced client outreach functions! Learn how to create custom postcards and newsletters, add interactive images, and automate attractive follow-up messages! Plus, receive accurate reports to learn ...
How to Upload Client/Lead Lists to Your Lead book - Video
Maintain a strong relationship with your leads and clients by adding them to your client manager. Learn how to add, edit and delete clients and leads from your database. You can then create, delete and update your lead categories. Use these ...
Creating Stand Alone Email Campaigns - Video
In addition to our video tutorial, we also have a step-by-step walkthrough available here. Stand alone email campaigns allow you to send emails to your leads. These emails can go out once, or they can be recurring emails.
Editing Email Signatures - Video
Learn how to edit the email signatures for your drip campaigns, stand-alone campaigns and autoresponders. You have a choice of using a ready-made signature which automatically pulls your information or simply using your own. You will learn how to ...