How to create emails directly in campaigns or using the email template builder. Emails can be created directly in campaigns or using the email template......

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,......

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......

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......

Appointment confirmation and reminder campaigns can be used to confirm appointments and nurture the leads with reminders up until the appointment time. Step 1: Create......

The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, all the......

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.)......

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......

"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......

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......

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......

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......