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The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a......

How to Properly Set Up Time Zones (for users and leads)

The system uses time zones in several ways - from timing campaigns to determining appointment times in your calendar, and more. You want to ensure......

While there are many DNS options out there, we find Cloudflare to be one of the most robust options. It allows you to easily connect......

Here’s an overview of your account settings. Some of this is basic information, yet it’s critical so you can have a good foundation and be......

Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a......

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......

This tutorial will provide you with a walkthrough on email and phone number mapping from a customer reply, using triggers. Perhaps you have a SMS......

Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a......

Here is a list of custom values you may find in your system: Contact > Full name: {{contact.name}} Contact > First name: {{contact.first_name}} Contact >......