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How to Set Up and Use The Marketing Area

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.

MarketingDeep Dive
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Set Up Multi Channel Communication & Start Engaging in Minutes

Learn to connect your email, SMS, and phone services to communicate with your customers across various platforms. This video guides you through setting up a dedicated email domain, customizing email headers, purchasing and configuring a business phone number, and sending messages via email, SMS, and phone calls directly from your system. Step-by-step instructions ensure you can effectively engage with your contacts.

ConversationsSettingsGetting Started
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How To Manage Conversations

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.

ConversationsSettingsSocial MediaGetting StartedDeep Dive
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