Video Tutorials

Modified on Thu, 18 Nov 2021 at 09:20 PM




  1. Home Screen Overview
  2. Dashboards 
  3. Adding New Team Users and Permissions 
  4. File Manager 
  5. Contacts Module Overview 
  6. Contacts, Contact Filters and List Views  
  7. Contact profile and Activity Tracking 
  8. Creating Forms and Lists 
  9. Form Fields and Form Settings 
  10. How to Include a GDPR Tick Box on a Form 
  11. Importing Existing Contacts 
  12. Creating a Suppression List 
  13. Segmentation and Audience Creation 
  14. Set Up Your Lead Scoring Sales Funnel 
  15. Lead Scoring Rules 
  16. Setting and Tracking Goals 
  17. Browser Push Setup 
  18. Create a Browser Push 
  19. Email Module Overview  
  20. Checking Your Monthly Email Sending Usage 
  21. Email Builder Setup and Sending  
  22. Email Design and Email Builder Options  
  23. Email Layout and Component Block Settings 
  24. Email Builder Tools  
  25. Email Contacts Personalisation  
  26. Dynamic eCommerce Email Components  
  27. Email Preferences and Unsubscribe Links  
  28. Email Campaign Analytics and Reports  
  29. Automation Module Overview   
  30. Introduction to Visual Automation Builder  
  31. Understanding Automation Triggers  
  32. Configuring Your Automation Actions  
  33. Automation Delays, Filters and Rules  
  34. What to Avoid When Building Automation Workflows  
  35. Automated Messages: Email, SMS and Webpush  
  36. Automation Analytics 
  37. Landing Pages Module Overview  
  38. Landing Page Settings and Tracking Options  
  39. Landing Page Builder and Design Options 
  40. Landing Page Personalisation 
  41. Landing Page Analytics and Heatmap Data  
  42. Creating Popups and Website Messages  
  43. Social Media Connecting and Grouping Profiles  
  44. Social Media Streams Management 
  45. Social Media Scheduling and Mass Posts Upload  
  46. Social Media Team Collaboration  
  47. Social Media and Paid Ads Analytics  
  48. Creating and Organising Pipeline Boards  
  49. Creating tasks from Pipeline Boards  
  50. Creating Tasks from Different Modules  


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