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Manual Actions are tasks added to your system in the form of a queue. They become available in a user’s account and are marked as......

published on September 1, 2021

Uploading your contact list is an important step to ensuring your database has all of your connections. Importing a list of contacts all at once......

published on September 1, 2021

Adding a tag to a contact record is a great way to organize your contacts. When importing a new list of contacts, it is possible......

published on September 1, 2021

This tutorial will show you how to allow or prevent duplicate contacts within the system. To learn more about importing contacts, visit the article "How......

published on September 1, 2021

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From sending an email......

published on September 1, 2021

Perhaps you have duplicate contacts you want to merge together. Here's how you can merge up to 10 contacts at a time. Step 1: Choose......

published on September 1, 2021

Here's an overview of the Contacts section of your system. We'll show you how to add, export, search, and filter through your contact records to......

published on September 1, 2021

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published on September 1, 2021

SMS and Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications. This is useful if......

published on September 1, 2021

Sticky Contact allows you to save cookie/s from a lead and sync all the information across multiple forms/surveys that they had previously entered. This is......

published on October 6, 2021

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do......

published on October 6, 2021

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to send......

published on October 6, 2021