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This video provides a step-by-step guide on how to utilize snippets in conversations within a desktop app and on mobile. It instructs users to navigate to a conversation, select the snippet insertion option, choose their desired snippet, and either send it immediately or edit it before sending.
This comprehensive tutorial takes you through the functionalities of the Marketing tab, offering valuable insights on how to use the Social Planner to schedule posts on various social media platforms, manage your email campaigns, and create dynamite SMS and email templates. Additionally, the video guides you on creating trigger links to monitor link engagements and using the Affiliate Manager tool, giving a step-by-step process of setting up your own affiliate campaigns. Learn how to make the most out of these marketing tools to create impactful content and track results.
This video provides an in-depth review of the 'Conversations' tab, explaining different sections such as types of conversations, starring conversations, and the 'All' tab. It further explains how to use the search bar, filter conversations, and view and interact with individual conversations. The video also demonstrates how to send SMS, request payments, schedule messages, and manage contact details from the right sidebar. It introduces features like manual actions, templates or snippets, and trigger links, illustrating how to effectively use them to enhance communication management.
In this video, we dive deep into the Payments tab, learning how to navigate through its different sections such as Invoices, Integrations, Settings, Products, and more. We cover how to connect payment processors, set up automatic sales receipts, customize email templates, and add taxes. The video also focuses on setting up products, creating invoices, tracking payments, and using templates for invoices, proposals and estimates. Finally, we wrap up with a guide on how to manage orders, subscriptions, transactions and creating discount coupons.