Campaigns
97 articles
1 min read · Video
Campaigns - Overview
Overview of the Campaign Builder. This video walks through how the Campaign Builder allows you to create and manage your automated communications.
1 min read · Video
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.
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Call Function
This video explains how to use the CALL step in your campaign builder.
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Creating Email Unsubscribe Links
This video shows how to create email unsubscribe links.
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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.
1 min read · Video
How to leave ringless voicemail
How to leave ringless voicemail
1 min read · Video
How to create a review link
Head to supple: https://supple.com.au/tools/google-review-link-generator/
1 min read · Video
How to make Phone Calls - Dialing Out
This video shows the update to the ability to make phone calls directly from your web browser!
1 min read · Video
New Email Builder
This video shows how to use the new email builder. This is separate to the standard editor in the campaigns area. However, as you will see in the video, you can also use the…
1 min read · Video
New Email Builder - Design Video
This video shows how to actually create your emails with the new email builder.
1 min read · Video
Trigger Links
Trigger links allow you to do things like send your contacts a link customised with their information or set "triggers" to fire when someone clicks a link.
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Bulk Actions - Overview
This video shows you how to mass send contacts an email, an sms, or add them to a campaign. An example use would be sending a newsletter.
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How to use the Email Builder
How to create emails directly in campaigns or using the email template builder .
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Out Of Office Emails and SMS
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…
1 min read
How To Copy A Campaign
Rather than recreating a new campaign from scratch, you can copy a campaign that you have previously created. This can save a lot of time and is especially helpful if you are…
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What Are Round Robin Campaigns And How To Use Them
Round Robin Campaigns are useful for businesses with multiple users on their staff. Round Robin Campaigns assign leads to users on a 1:1 basis. This allows all users (often…
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How To Create An Appointment Confirmation And Appointment Reminders Campaign
Appointment confirmation and reminder campaigns can be used to confirm appointments and nurture the leads with reminders up until the appointment time.
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How And When To Use The Event Start Date In A Campaign
The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, all the items in that campaign can be sent in…
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How To Create A Basic Campaign
This tutorial will show you how to set up a basic campaign. Campaigns are automated sequences of events (such as emails, SMS, calls, voicemails, etc.) which will help you…
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How To Enable or Disable the "Allow Multiple" feature in Campaigns
The “Allow Multiple” feature ensures that a lead or contact either can or cannot enter the same campaign multiple times. This setting can be turned on or off within each…
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How Does "Stop On Response" Work In A Campaign
"Stop On Response" is a feature that stops the campaign from continuing to move through the automation sequence once the lead replies. This is useful especially for campaigns…
1 min read
How To Test A Campaign
Testing a campaign is a simple way on how to check what your campaign looks like to a lead. It’s a great way to do a quality check on what you’re about to send out.
2 min read
How To Customize The From Email Address Configuration in Campaigns
There are several ways that you can mask, or spoof, your email in the system. Masking your email will allow emails sent from the system to come from any email address that you…
1 min read
How To Use The Manual SMS Event in Campaigns
The Manual SMS Event within a campaign creates a manual task for the user to send a custom SMS to the associated lead. This allows the user to respond to the lead at the time…
3 min read
How to Build and Use an Unsubscribe Link
This tutorial will teach you how to build and use an unsubscribe link. You can insert the link into any email or SMS to give your contacts the ability to unsubscribe from your…
1 min read
How To Walk Through or Push Campaign Steps
Perhaps you want to speed up the campaign process and bypass time delays for a contact. Or, you may want to test campaign steps instantly for yourself, without waiting for the…
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Pausing and Resuming a Campaign
Campaigns can be paused and resumed anytime by switching back and forth from published to draft mode. Pausing a campaign will temporarily stop the actions from firing off in a…
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Viewing the Deliverability of Messages in Campaigns
In this article, we'll show you the quick steps for simply viewing the deliverability of messages in campaigns. You can quickly view a list of the contacts in a campaign,…
1 min read
How to Control Timing of Campaign Steps Using Delivery Windows
There are several options for setting up the timing of campaign steps. In this tutorial, we will discover how to use time frames, or “windows” to customize your campaign timing…
2 min read
How to Create and Use the Google My Business Campaign Step
Google My Business (GMB) Messaging is a feature that allows you to communicate with potential customers. When someone Googles a category of business, such as “dog walkers near…
1 min read
Social Element in the Email Builder
Add clickable social media icons to your emails with the Social element and style them to match your brand.
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Inbox Preview
See real screenshots of your email in Gmail, Outlook, Apple Mail and other clients before you send.
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Set Default Values for Custom Values in Emails
Add fallback text to personalization fields so emails still read well when contact data is missing.
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Configure Unsubscribe Flows: One-Step, Two-Step and Dynamic
Choose what happens when someone clicks the unsubscribe link in your emails.
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Email Sending Methods: Send Now, Schedule, Batch and RSS
Compare the ways you can deliver an email campaign and when to use each.
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Create Tags While Sending or Scheduling a Campaign
Create new tags on the fly from the Send or Schedule screen without leaving your campaign.
2 min read
Import Email Templates from Another Platform
Bring existing email designs into FunnelStreams by emailing them in, pasting HTML, or importing a public campaign link.
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Batch Schedule Email Campaigns
Spread a large send over time by sending in batches at set intervals.
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Build Recipient Segments for Email Campaigns
Target exactly the right contacts by combining tags, smart lists, contacts and engagement with AND/OR logic.
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Pause, Resume or Cancel a Scheduled Email Campaign
Stop a scheduled campaign temporarily or for good, and restart a paused one.
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Reschedule an Email Campaign
Change the date, time or delivery method of a scheduled email campaign.
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Send or Schedule an Email Campaign
Set the sender, recipients, tracking and attachments, then send your campaign now or schedule it.
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Set Fallback Text for Custom Fields with Conditional Sending
Show a personalized greeting when you have a contact's name and a friendly default when you don't.
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Set Up Sender Preferences in the Email Builder
Save default sender details and test recipients so new campaigns are prefilled.
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Use the Plain Text Editor for Emails
Write simple, personal-looking emails without a designed layout.
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Set Up an Automatic Resend to Unopened Contacts
Schedule a follow-up send to contacts who didn't open your campaign, while you're setting it up.
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Resend to Unopened: Best Practices
Get more opens by resending to contacts who missed your email, without causing complaints.
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Smart Send: Best Time Recommendations
Let Smart Send suggest when your contacts are most likely to open and click.
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How Smart Send Works
Eligibility and the logic behind Smart Send's recommended send times.
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Email Campaign Statuses
What each status means for email campaigns, workflow emails and bulk action emails.
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UTM Parameters for Email Campaigns
Track website visits from your emails in analytics tools with automatic UTM parameters.
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Dynamic Countdown Timers
Give each contact their own countdown that starts when your email is sent or opened.
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Hide Countdown Timers in Apple Mail
Stop Apple Mail from showing an outdated, cached countdown timer in your emails.
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Copy the Code for a Countdown Timer
Embed a countdown timer on an external website or in another email tool with Copy Code.
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Create a Fixed Countdown Timer
Build a countdown to one deadline for a launch, event, sale or sign-up.
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Use Countdown Timers in Emails
Add a live countdown to an email to show a deadline and encourage faster action.
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Use Countdown Timers in Funnels
Build a reusable countdown timer and add it to your funnel or website pages.
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Use Wait Time in a Recurring Timer
Add a pause between cycles of a recurring countdown timer.
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How Recurring Timers Behave in Emails and Funnels
What contacts see in each state of a recurring countdown timer, and where emails and funnels differ.
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Time Zone Adaptation in Countdown Timers
Make countdown deadlines follow each contact's or visitor's local time zone.
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A/B Test Emails with Email AI
Ask Email AI to set up subject-line and content A/B tests on an email it drafted.
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Create Email Sequences with Email AI
Describe the sequence you want and let Email AI plan, write and schedule it.
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Email Sequences: Automated Follow-Ups
Send a series of follow-up emails in one thread, with delays, conditions and stop-on-reply.
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How Recipients Can Resubscribe After Unsubscribing
Contacts who unsubscribe by mistake can resubscribe straight from the unsubscribe feedback form.
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Add GIFs to Emails
Add animated GIFs to your emails as images from the media library.
3 min read
Customize Mobile Formatting in the Email Builder
Give sections and elements their own mobile styling without changing your desktop design.
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Preview and Test Your Emails
Check how your email looks on desktop, tablet and mobile, and send yourself a test.
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Use the Email AI Editor
Describe the email you want, then refine it by chatting, editing the code or making visual tweaks.
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Customize Borders in the Email Builder
Set border color, corner radius and thickness on email layouts, for every edge or just one.
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Button Element in the Email Builder
Add a clickable call-to-action button to your emails and style it to match your brand.
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Code Element in the Email Builder
Add custom HTML and inline CSS to an email when the standard elements aren't enough.
2 min read
What Each Email Builder Element Does
A quick reference to every drag-and-drop element in the Email Builder and when to use it.
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Email Builder Autosave
Your email campaign drafts save automatically every 30 seconds, so you don't lose work.
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FAQ Element in the Email Builder
Add expandable questions and answers to your emails.
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Personalize Emails with Conditional Elements
Show an image, text or other element only to contacts who match conditions you set.
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Save and Reuse Items in the Email Builder
Save elements, sections and layouts once and drag them into any email template.
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Footer Element in the Email Builder
Add a branded footer with your business details and links to the bottom of your emails.
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Add Products to Email Templates
Showcase a product with its image, description and a buy button inside your emails.
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Preview Custom Fields as a Real Contact
See exactly how custom fields will look for a specific contact before you send.
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Set Up A/B Testing for Email Campaigns
Test subject lines or email content on part of your list, then send the winner to everyone else.
3 min read
Use the Email Builder and Its Inline Editor
Find your way around the Email Builder, format text inline, and set your email's global look and mobile styles.
1 min read
Image Element in the Email Builder
Add, size, align and link images in your email templates.
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Layout Margins and Text Spacing in Emails
Control the space between sections and around headings and paragraphs in your emails.
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Logo Element in the Email Builder
Add your brand logo to emails and link it to your website.
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Move Elements and Layouts with Arrow Controls
Move elements and sections up or down in an email with one click.
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Shopping Cart Element in the Email Builder
Show product details, prices and checkout links inside your emails.
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Spacer Element in the Email Builder
Add adjustable space between blocks in your emails.
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Text Element in the Email Builder
Add and format headings, paragraphs and links in your emails.
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Add a Form or Survey to an Email Campaign
Collect ratings and feedback right inside your email with the Forms/Surveys element.
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Video Element in the Email Builder
Add a clickable video thumbnail with a play button to your emails.
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Show or Hide Whole Layouts on Desktop or Mobile
Control whether an entire section of your email appears on desktop, mobile or both.
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Fix HTML Tags Showing in RSS Emails
Stop tags like <p> and <br> from appearing as text in your RSS emails.
3 min read
Use RSS Blocks in the Email Builder
Pull blog posts and other feed updates into your emails with the RSS Header and RSS Items blocks.
3 min read
Send RSS Email Campaigns
Automatically email your latest blog posts or feed updates to subscribers on a schedule.
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Resend to Unopened for RSS and Batch Scheduled Emails
Follow up with contacts who didn't open a sent RSS or batch scheduled email.
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Countdown Timer Placeholders in Shared Email Templates
Why a countdown timer becomes a placeholder when an email template is copied to another account, and how to fix it.
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Email Templates vs. Email Campaigns
Understand the difference between reusable templates and the campaigns you send.