Campaigns
How to Resolve the "ZIP Code Check Failed for Your Card" Banner
How to Use Custom Fields
Overview of Merge Fields & Custom Variables
How to use Custom Values
How to Personalize Your Campaigns with Conditional Elements
Using the Inline Forms/ Surveys Element in email campaign
How to analyze workflow campaigns?
How To Build SMS Opt-In Campaigns
Improved Email Campaign Flow and Campaign Summary Page
How to Automate Tagging Based on Email Campaign Interactions
Testing Your Email Campaigns Before Sending
Before you send a campaign to your entire contact list, it's crucial to test it. Sending a test email allows you to check the formatting, links, and overall appearance to ensure everything looks corre
Configuring the From Address for Email Campaigns
Setting the From Address for Your Campaign Emails When sending email campaigns, it's important to configure the "From Address" field to ensure your messages are recognizable and trustworthy to recipie
Using Stop on Response in Campaigns
About Stop on Response The Stop on Response feature in your CRM allows you to configure campaigns to automatically halt further communication with a contact once they take a specific action, such as r
Configuring Multiple Campaigns
You can set up multiple campaigns within your CRM to automate different types of communication and follow-up sequences. This allows you to tailor messaging based on specific triggers or contact behavi
Using Event Start Date in Campaigns
Understanding Event Start Date The Event Start Date field in your CRM allows you to create automated campaigns centered around a specific date and time. Once you set this date, all actions within the
Copy a Campaign to a New Location
You can create a copy of an existing campaign and save it to a different location within your CRM. This is useful for reusing a campaign setup in another part of your business or for creating a templa
Campaigns Overview
What Are Campaigns? Campaigns are a powerful feature within your CRM that allow you to automate marketing and communication sequences for your contacts. They help you engage leads, nurture relationshi
Dentist Snapshot - Free Whitening Offer Campaign
Setting Up a Free Teeth Whitening Offer Campaign This guide walks you through creating a campaign snapshot designed for dental practices to promote a free teeth whitening service with a patient's next
Creating Task Events and Task Reminders in Campaigns
About Task Events and Reminders in Campaigns You can use your CRM's campaign builder to automate internal follow-ups for your team. By adding Task Event steps, you can assign action items to specific
How to Build a QR Code Check-in Campaign
Overview A QR code check-in campaign allows you to send customers unique digital tickets for offers, events, or promotions. When scanned, the QR code takes them to a pre-filled form to check in, which
Creating Tasks Within Campaigns
This feature allows you to automatically generate tasks for yourself or your team members as part of a campaign's sequence. When a contact reaches a specific point in the campaign, the CRM can create
Troubleshooting Send Email Errors in Campaigns
Overview If you encounter an error message stating "An error occurred, please try again" when sending a test email from a campaign's email step, or if the email action fails to trigger entirely, this
Setting Up Campaign Reminders for Events Across Time Zones
Understanding Campaign Reminders and Time Zones When you schedule a campaign to send reminders for an upcoming event, the timing is based on the recipient's time zone. This ensures that a reminder for
Understanding Campaign Status: Paused and Draft
Your CRM supports different campaign states to help you manage your marketing efforts. Two common statuses are Draft and Paused . Draft Campaigns A campaign saved as a Draft is not yet active. It has
Scheduling a Campaign for the Day After an Event
This article explains how to schedule a marketing campaign to begin automatically the day after a contact attends an event or webinar. About Next-Day Follow-Up Campaigns A next-day campaign is an auto
How to Display RSS Content as HTML in Email Campaigns
Displaying RSS Content Correctly in Emails When using an RSS feed as a content source for your email campaigns, you may find that the email body displays raw HTML tags instead of rendering the formatt
Using RSS Blocks in the Email Builder
Overview The RSS blocks in the CRM's Email Builder enable you to create automated email campaigns that are populated with fresh content whenever a new item is published to an RSS (Really Simple Syndic
How to Set Up Facebook Ad Reporting
Introduction To accurately track the performance of your Facebook ad campaigns within your CRM, proper setup is essential. This guide will walk you through the steps to configure your ads for detailed
How Media Appears in SMS Campaigns on Recipient Devices
Understanding Media in SMS Campaigns When you include images or videos in your SMS campaigns, the message becomes an MMS (Multimedia Messaging Service) instead of a standard text message. This allows
Industry Playbook: Marketing Agency
Marketing Agency Growth Roadmap Growing a local marketing agency online follows a clear path: capture new leads, convert them conversationally into sales, generate positive reviews from customers, and
Real Estate Agency Growth Playbook
Building a successful real estate business online follows a clear path: first, you capture new leads, then you nurture those leads into clients, and finally, you turn satisfied clients into sources of
Restaurant and Bar Growth Playbook
Restaurant and Bar Growth Strategy This playbook outlines a proven approach for restaurants and bars to build their business using the CRM. The strategy focuses on four key stages: attracting new cust
Industry Playbook: Travel & Hospitality
Optimizing Your Travel and Hospitality Business with CRM This playbook outlines a proven strategy for travel and hospitality businesses to attract new guests, secure bookings, and build lasting loyalt
Using Local Business Networking Events to Generate Leads
Speaking at local business gatherings like Chamber of Commerce or BNI meetings is a powerful strategy for attracting new leads and clients. This guide outlines a straightforward process to prepare and
WhatsApp Template Categorization Guidelines
These guidelines define the categories used to classify message templates for WhatsApp. Use this information to select the most appropriate category for each template you create. For each category, we
Duplicating Templates in Your Template Library
Creating a New Template from an Existing One To maintain consistent branding and save time when setting up a new marketing channel, you can duplicate any template you already have in your library. Thi
Bulk SMS Best Practices: Engaging Messages and Effective Delivery
Crafting Compliant and Effective SMS Messages SMS marketing is a powerful tool for driving client responses, appointment bookings, and sales, but it must be used responsibly to respect recipients and
Campaigns Feature Sunset Notice
The CRM platform is continuously evolving to provide more powerful and flexible automation tools. As part of this ongoing improvement, the Campaigns feature is being retired and replaced by the more a
Comparing Free and Premium Marketing Audit Reports
Understanding Free and Premium Marketing Audit Reports The Prospecting tool in your CRM offers two tiers for generating marketing audit reports: Free and Premium. This guide outlines the features and
Create a New Facebook Ad Campaign in the CRM's Ad Manager
Introduction Launch and manage your Facebook and Instagram ad campaigns directly from your CRM's Ad Manager. This guide will walk you through the process of creating a new Meta (Facebook) campaign, ex
Creating and Managing Facebook Lead Forms
Creating a New Facebook Lead Form When setting up an ad campaign within the Ad Manager with the objective of generating leads, you have the option to create a new Facebook lead form or select an exist
Connecting Your Facebook Business Account to the CRM Ad Manager
To run Facebook ad campaigns through your CRM, you must first connect your Facebook Business account. This process grants the CRM the necessary permissions to access and manage your Facebook Pages and
How to Send Conversion Data to Ad Manager
Tracking conversions helps you target your ads more accurately, improve lead generation, and optimize your marketing funnels. This article explains how to create a conversion pixel in the Ad Manager t
Audiences Tab Overview - Ad Manager Settings
The Audiences tab in your CRM's Ad Manager is where you manage all your custom and lookalike audiences. This article explains how to find your existing audiences and the actions you can perform, such
How to Pause, Resume, or Cancel a Scheduled Email Campaign
Managing Your Scheduled Email Campaigns Your CRM provides powerful controls to manage scheduled email campaigns directly from the Email Campaigns page. You can pause a campaign to temporarily halt its
Editing a Countdown Timer
About Editing Countdown Timers You can edit a countdown timer to update its visual style, adjust the time it displays, change the link it points to, or rename it for better organization. This is usefu
Using the Ad Manager Template Library
Accessing the Ad Manager Template Library Within the agency view of your CRM, you can access a collection of pre-built ad templates. Navigate to the Template Library section, where you will find a ded
Using Redirection Links with Countdown Timers
What Are Redirection Links? Redirection links are dynamic URLs that automatically change their destination based on the status of a countdown timer. When a user clicks the link: If the timer is active
Analyzing Ad Campaign Performance in Ad Manager
Overview of Campaign Statistics The Statistics section in your CRM's Ad Manager provides a central dashboard for monitoring the performance of your active and paused advertising campaigns. By analyzin
Managing Multiple Affiliate Marketing Campaigns
Why Use Multiple Campaigns? Campaigns help you organize your affiliate program by grouping affiliates based on specific products, services, or commission structures. By creating separate campaigns, yo
Prerequisites for Launching Your First Affiliate Campaign
Before launching your first affiliate campaign, ensure you complete the following setup steps to enable affiliate tracking and payouts. Enable Stripe Connect Configure Stripe Connect to handle affilia
Affiliate Manager Video Guide Library
Ready to launch your affiliate campaigns? Our comprehensive video library is designed to help you master the Affiliate Manager quickly and effectively. Whether you're new to affiliate marketing or loo
How to Track Leads from an Affiliate Campaign
Introduction Tracking leads effectively is essential for maximizing the success of your affiliate marketing campaigns. By automating the process of capturing leads from forms, surveys, and calendars,
Creating an Affiliate Campaign
Affiliate campaigns are a powerful way to grow your business by partnering with others to promote your products or services. This guide walks you through setting up a new affiliate campaign within you
Configuring Pay-Per-Lead Commissions for Affiliates
About Pay-Per-Lead Commissions You can configure your affiliate marketing program to pay commissions based on leads generated, not just completed sales. This pay-per-lead (PPL) model is useful when yo
Frequently Asked Questions About Affiliate Campaigns
Can an affiliate be part of multiple campaigns? Yes, an affiliate can be enrolled in several different campaigns simultaneously. The CRM will generate a unique referral link for the affiliate for each
Creating Carousel Ads in Ad Manager
What Are Carousel Ads? Carousel ads are a dynamic ad format that lets you display multiple images or videos in a single advertisement. Users can swipe through each card to view different products, fea
How to Set Custom Affiliate Commissions
Set Custom Affiliate Commissions Rewarding your top-performing affiliates with custom commission rates is a powerful way to boost motivation and drive program success. This guide explains how to overr
Tracking Referral Link Clicks in Affiliate Campaigns
Monitor the performance of your affiliate campaigns by tracking when potential customers click on referral links. This feature provides valuable data to both you and your affiliates, helping everyone
Creating Affiliate Links from CRM Landing Pages
You can transform any landing page built within your CRM into a trackable affiliate link. This allows you to promote specific pages and earn commissions on any resulting sales or signups. Before You B
How to Configure Batch Email Delivery
Understanding Batch Email Delivery Batch delivery, sometimes called drip mode, is a method for sending a marketing campaign to your audience in smaller, timed groups instead of all at once. This contr
How to Send or Schedule a Regular Email Campaign
What Is a Regular Email Campaign? A regular email campaign is a one-time broadcast message sent to a selected group of contacts. It’s designed for announcements, promotions, or newsletters that don’t
How to Add Client Spend to Google/Facebook Ad Reporting
Adding Client Spend to Google/Facebook Ad Reporting The Client Spend feature allows agencies to incorporate management fees into their clients' ad spend data for more comprehensive reporting. This set
Understanding Facebook Ad Reporting Metrics in CRM
Your CRM integrates with Facebook Ad Reporting to provide real-time analytics and performance tracking for your digital advertising campaigns. This integration helps you monitor campaign effectiveness
How to Set Up A/B Testing for Email Campaigns
How A/B Testing Works for Email Campaigns A/B testing allows you to compare different versions of your email campaigns to determine which performs best with your audience. You can test up to six varia
Improving SMS Deliverability with Branded URLs
Why URL Shorteners Affect SMS Delivery Using shortened URLs in text messages helps track engagement and saves valuable character space. However, certain types of link shorteners can cause your message
Best Practices for SMS Deliverability and Avoiding Restrictions
Overview This article outlines essential best practices to help you improve SMS deliverability and avoid carrier restrictions. By following these guidelines, you can ensure your messages reach your au
Industry Playbook: Coaching & Consultation Agency
Capture More Leads Start by installing the SMS Webchat Widget on your website to engage visitors in real time. If you have a Google Business Profile, integrate it to activate Google Chat for additiona
Industry Playbook - Financial Service Business
Growing Your Financial Service Business Online For financial service providers like tax attorneys, accountants, and financial advisors, expanding your online presence follows a clear path: attract new
Insurance Company Growth Playbook
This playbook outlines a clear path for growing an insurance business using your CRM. The strategy focuses on four key stages: capturing new leads, converting them into clients, generating positive re
Legal Practice Growth Playbook
A Strategic Guide for Growing Your Legal Practice This playbook outlines a clear, repeatable process for law firms to attract new clients and build a strong reputation. The strategy focuses on three k
Adding a Marketing Opt-Out Button to WhatsApp Templates
Marketing Opt-Out Button for WhatsApp Templates You can now include an optional Marketing Opt-Out button in new promotional WhatsApp message templates. This feature empowers your customers to control
Create and Embed Custom Prospecting Forms on Your Website
About Prospecting Widgets Prospecting widgets are customizable lead capture forms you can embed directly on your website. When a visitor submits the form, their information is instantly added to your
Getting Started with Meta Campaigns in Ad Manager
Introduction Ad Manager allows you to create and manage Meta advertising campaigns directly from your CRM. To begin, you must first activate the Ad Manager feature and connect the necessary Meta asset
Defining Your Ad Campaign Budget
Understanding Campaign Budgets When creating an advertising campaign within your CRM's Ad Manager, defining your budget is a crucial step in the setup process. You will set this budget in the second s
Ad Manager - Audience Controls
Where to Find Audience Controls When creating a campaign in Ad Manager, the second step is labeled 'Budget and Audience.' This step contains two parts: Budget and Audience Controls. The Audience Contr
Enhanced Email Verification for Campaigns
Email Verification for Campaign Sender Addresses To protect your sender reputation and prevent unauthorized use of email addresses, the CRM now requires verification of the From address before sending
How to Synchronize a Countdown Timer Between Emails and Funnels
Creating a Unified Countdown Experience For a time-sensitive promotion to be credible and effective, the countdown timer displayed to your contacts must be consistent across all touchpoints. This mean
How to Set Up Direct Checkout in Email Campaigns
Overview The CRM now offers a streamlined way to incorporate product elements into your email campaigns and enable direct checkout functionality. This feature allows you to create customized payment l
Getting Started with Countdown Timers
What Is a Countdown Timer? A countdown timer is a visual element that displays the remaining time until a specific deadline or event. It is designed to create a sense of urgency, encouraging users to
Setting a Default Facebook Page for Ad Manager
When creating ad campaigns, you can designate one of your connected Facebook pages as the default selection. This ensures a specific page is pre-selected during campaign setup, though you can always c
Building Custom Audiences for Retargeting in Ad Manager
Overview Custom Audiences in your CRM's Ad Manager allow you to retarget specific groups of people who have already interacted with your brand, such as website visitors or social media followers. You
Creating Lookalike Audiences in Ad Manager
Lookalike audiences help you reach new people who share characteristics with your existing customers. This guide explains how to create and use these audiences during campaign setup. Accessing the Loo
Using Custom Values to Personalize Course Content
What are Custom Values? Custom values are dynamic placeholders you can insert into your course content. When a contact takes your course, these placeholders are automatically replaced with specific, r
Creating New Contact Tags When Sending or Scheduling Email Campaigns
Overview You can create new contact tags directly from the final step of setting up an email campaign. This feature allows you to define and assign tags on the spot without needing to create them befo
Clone a Campaign in Ad Manager
Cloning a campaign allows you to create an exact copy of an existing campaign, including its settings, targeting, and creative elements. This feature is useful for quickly replicating successful campa
Editing Live or In-Review Meta Ad Campaigns
Why Edit a Live Campaign? Making adjustments to an active or in-review Meta ad campaign allows you to respond to real-world performance and keep your advertising strategy agile. Instead of pausing a c
Setting Up Google for Ad Campaigns
Getting Started with Ad Manager To begin publishing ad campaigns, you must first activate the Ad Manager feature for your account and connect your Google advertising profile. This setup involves a sub
Publishing Ads on Instagram with Your CRM
Your CRM allows you to extend your advertising campaigns to Instagram by connecting your Instagram account to a Facebook Page. This guide explains the benefits of this integration and walks you throug
Creating a Custom Audience from a Customer List
Where to Create Custom Audiences You can create custom audiences in your CRM in two different ways: During Campaign Creation When setting up a new campaign, navigate to the ad set level and locate the
Create a Google Search Ad Campaign in the CRM
Overview The Ad Manager in your CRM provides a powerful interface to create and manage Google Search Ad campaigns. This guide details the process of building a new campaign using a multi-level structu
Effective Ad Strategies for Electricians Using CRM
Why Effective Ad Strategies Matter In the competitive electrical services market, your advertising budget must work efficiently. Many businesses lose money on campaigns that fail to attract and conver
A Strategic Guide to Lead Generation for HVAC Businesses
Why an HVAC-Specific Marketing Strategy is Essential Many HVAC businesses experience inconsistent workloads, with busy seasons followed by periods of low demand. However, the modern customer primarily
Crafting a High-Performing Content Strategy for HVAC Businesses
Why a Structured Content Strategy Matters Effective marketing for HVAC businesses goes beyond visibility—it’s about reaching the right customers with timely, relevant messages. Research shows that the
Effective Advertising Strategies for Cleaning and Maintenance Businesses
Why a Strategic Advertising Plan is Essential Many cleaning and maintenance companies depend on word-of-mouth and local visibility to find clients. However, in a competitive digital landscape, these t
Social Media Strategy for Cleaning and Maintenance Businesses
Introduction For cleaning and maintenance businesses, social media isn't just about visibility—it's a powerful lead generation tool that operates around the clock. Many companies in this sector rely h
Effective Content Strategy for Cleaning and Maintenance Businesses
Why a Content Strategy Matters for Your Business Effective marketing goes beyond visibility—it’s about reaching the right audience with the right message at the right moment. For cleaning and maintena
Essential Steps to Attract and Retain Clients for Your Cleaning Business
For cleaning and maintenance professionals, delivering excellent service is your expertise. But building a steady stream of clients and securing repeat business requires a strategic approach. This gui
Using Optional End Times for Dynamic Countdown Timers
About the Optional End Time Feature The Dynamic Countdown Timer feature now includes an optional end time setting that allows you to set a timer to expire a specific duration after an email is opened
Creating a Meta Engagement Ad to Drive Conversations
Overview You can create Meta ads designed to start conversations with potential customers. These ads, often called Click-to-Message or Click-to-Direct ads, direct users to message your business throug
How to Create a Conversation Form for Meta Ads
Creating a Conversation Form for Meta Ads Conversation forms are a powerful tool for Meta ad campaigns with the Engagement objective. They allow you to present users with a structured messaging experi
Using the Prospecting Tool: Grading Sheet and Sidebar in Marketing Reports
Understanding the Prospecting Tool's Grading Sheet and Sidebar The Marketing Report within the CRM now includes enhanced features to help you quickly evaluate marketing performance for prospects. The
Creating a Meta Sales Objective Campaign for Conversions
The Meta Sales Objective campaign is designed to help you drive conversions by focusing on direct sales through either website actions or messaging app interactions. This guide will walk you through s
Using Multi-Channel Review Requests
What are Multi-Channel Review Requests? Multi-Channel Review Requests is a feature that allows you to ask your customers for feedback by sending requests through multiple communication methods. Instea
Managing Affiliate Campaign Assignments with Quick Actions
The Quick Campaign Actions feature in your CRM provides a streamlined way to manage affiliate assignments directly from the Affiliate List page. Instead of navigating to individual affiliate profiles,
Creating Effective Local Ads for Your Fitness Business
Defining Your Advertising Goals Before launching any advertising campaign, it's essential to have a clear objective. Decide what you want to achieve. Common goals for a fitness business include increa
Leverage Client Satisfaction to Generate Authentic Reviews
Why Your Online Reputation Matters Today's customers research businesses online before making contact. A strong profile with numerous positive reviews builds immediate trust and credibility, while a s
Effective Ad Strategies for Plumbing Businesses
Why This Strategy Matters Many plumbing businesses rely on referrals or word-of-mouth, but in today’s digital landscape, these methods may not consistently fill your schedule. Industry data shows that
Content Strategy for Plumbing Businesses
Why a Content Strategy Matters for Plumbing Businesses Effective online presence isn’t just about visibility—it’s about addressing the urgent needs of homeowners and businesses with timely, relevant c
Leadflow Listings: A Real Estate Agent's Guide to Consistent Leads and Closings
Why This Strategy is Essential In the modern real estate market, online visibility is paramount. Relying solely on traditional methods like referrals or yard signs is no longer enough to stay competit
Building Your Real Estate Pipeline with Strategic Content
Introduction Succeeding in real estate requires more than just an online presence; it demands a strategic approach to content that builds trust and drives action. This guide provides a framework for u
Building Your Real Estate Pipeline with CRM Automation
Five Essential Strategies to Generate Leads and Grow Your Real Estate Business Mastering the art of the deal is your strength, but consistently attracting qualified buyers and motivated sellers is the
Creating and Launching an Email Campaign
Launching Your First Email Campaign Email campaigns are a powerful tool to connect with your contacts, promote your services, and nurture relationships. This guide will walk you through the process of
Getting Started with SMS Campaigns
Launch an SMS Campaign Create and send SMS campaigns to directly engage your audience with personalized messages. This guide covers the different methods for launching SMS campaigns through your CRM.
Using the Template Library in Ads Manager
Streamline Your Ad Creation with Pre-Built Templates The Ads Manager Template Library provides a collection of ready-to-use ad templates to help you launch effective campaigns quickly. Instead of buil
Running Effective Ad Campaigns for Service-Based Businesses
For businesses that rely on appointments, running ads is a key strategy for growth. However, the goal isn't just to generate clicks—it's to fill your calendar with qualified leads. This guide outlines
Managing Client Reviews and Reactivating Past Clients
Why Client Reviews and Reactivation Matter A stellar reputation and a consistent client base are essential for any service business. Potential clients often check reviews before booking, while past cl
Running Local Ads for Your Salon or Spa
Why Local Ads Are Essential for Salon Growth A strong social media presence is important, but it may not reliably attract new clients to your business. With declining organic reach and an audience tha
Chiropractic Ad Campaigns: A Guide to Attracting New Patients
Introduction Many chiropractic practices struggle to see a return on their advertising investment. The issue is often not the ads themselves, but how they are executed. Poor targeting, an unappealing
Building a Predictable Real Estate Pipeline with CRM and Ads
Why a Structured Ad Pipeline is Essential For real estate professionals, relying solely on referrals or third-party portals can create unpredictable income and vulnerability to market changes. Modern
A Strategic Guide to Digital Advertising for Mortgage Brokers
Why This Strategy Is Essential Relying solely on traditional referral networks can lead to inconsistent lead flow. Modern borrowers begin their research online, often engaging with digital content lon
Crafting a Content Strategy That Drives Real Estate Leads
Why a Content Strategy Matters A strong content strategy does more than just keep you visible online—it builds your reputation and turns casual browsers into committed clients. With the majority of ho
Mortgage Broker Content Strategy: A Systematic Guide
Why a Content Strategy is Essential Most homebuyers begin their mortgage research online. If potential clients can't find you, you're missing opportunities before they even make contact. A consistent,
Optimize Your Mortgage Brokerage with CRM Automation
Streamline Your Mortgage Business Operations Managing a mortgage brokerage involves balancing client relationships, complex paperwork, and time-sensitive deals. A strategic approach using your CRM can
A Dentist's Guide to Generating and Converting Patient Leads
Introduction Attracting new patients requires more than just a great reputation or a basic website. In a competitive digital landscape, patients research online, compare options, and make quick decisi
Turning Ad Clicks into Dental Appointments: A Complete System
Why Dental Ads Often Fail to Deliver Many dental practices invest in advertising but see disappointing results. Common pitfalls include sending traffic to a general website homepage with no clear call
How to View Google Ad Campaign Statistics in Ad Manager
Introduction This article explains how to access and interpret performance data for your Google Ads campaigns directly within your CRM's Ad Manager. You can analyze metrics at the campaign, ad group,
Applying Tags to Contacts from Campaign Statistics
You can now efficiently segment your contacts by applying tags directly from your campaign statistics page. This feature allows you to tag contacts based on their specific interactions with your campa
How to Set Up Automatic Affiliate Promotions Based on Performance
About Automatic Affiliate Leveling The automatic affiliate leveling feature in your CRM allows you to reward high-performing affiliates by automatically moving them to a better campaign when they hit
Competitor Analysis Report
Overview The Competitor Analysis Report is a powerful benchmarking tool within your CRM that allows you to compare your business's online presence directly against key competitors. By analyzing listin
Creating Dynamic Recipient Segments for Email Campaigns
What Are Recipient Segments? Recipient Segments are dynamic groups of contacts you can create and use directly within your email campaigns. Unlike a static contact list, a Segment is built using live
Using the Spacer Element in the Email Builder
What is the Spacer Element? The Spacer Element is a tool within the CRM's Email Builder that lets you insert empty space between other elements in your email layout. By dragging and dropping this elem
Using the Webinar Template Library
What Are Webinar Templates? Webinar templates are pre-designed layouts that streamline the creation of live or on-demand webinars within your CRM. When you select a template, your chosen video and reg
Managing Multiple Ad Groups in Google Ads Campaigns
This article explains how to structure your Google Ads campaigns using multiple ad groups within the CRM's Ad Manager. This feature enables you to organize your advertising efforts more effectively by
How to Create and Issue Achievement Badges
Recognizing Achievements with Digital Badges Motivate and celebrate your learners or community members by issuing digital achievement badges. These customizable icons can be awarded for milestones lik
Resend Campaign Visibility and Control
What is Resend Campaign Visibility and Control? This feature allows you to automatically resend email campaigns to contacts who did not open the original message. You can configure resend settings whe
Resending Emails to Unopened Contacts for RSS and Batch Scheduled Campaigns
You can now reconnect with contacts who didn't open your RSS and Batch Schedule email campaigns. This feature was previously available only for Send Now campaigns, but is now extended to give you more
Configuring Countdown Timers for Apple Mail
About the Apple Mail Timer Setting Countdown timers in emails may not display the correct, live countdown for recipients using the Apple Mail app on iOS 15 or later. This is due to how Apple Mail pre-
Configure Google Ads Additional Assets at the Campaign Level
What Are Campaign-Level Google Ads Additional Assets? Campaign-level additional assets are enhancements you can add to your Google Ads campaigns directly within the CRM. These include elements like bu
Configuring a Wait Period for Recurring Timers
About Wait Time in Recurring Timers The Wait Time feature allows you to insert a customizable pause between the cycles of a recurring countdown timer. Once a timer reaches zero, it can automatically e
Creating and Managing LinkedIn Ads in CRM Ad Manager
Overview of LinkedIn Ads in CRM Ad Manager The CRM Ad Manager enables you to create, launch, and manage LinkedIn advertising campaigns directly within your workspace. By connecting your LinkedIn Ad Ac
How to Create a LinkedIn Ad Campaign in Ad Manager
Introduction The Ad Manager organizes LinkedIn advertising into a three-level hierarchy: Campaign Groups, Campaigns, and Ads. This structure helps you manage your advertising efforts efficiently by gr
Configuring Audience Targeting for LinkedIn Campaigns
Understanding Audience Targeting for LinkedIn Campaigns Audience targeting determines which LinkedIn users will see your advertisements. The CRM's Ad Manager provides detailed controls to define your
Tracking LinkedIn Ad Performance in Your CRM
Your CRM's Ad Manager provides a comprehensive dashboard for monitoring LinkedIn advertising performance alongside your other digital campaigns. This guide will help you navigate LinkedIn statistics,
Customize Countdown Timer Labels
About Countdown Timer Labels Countdown Timer Labels allow you to customize the text displayed beneath each time segment—such as days, hours, minutes, and seconds—to better align with your audience and
Webinar Video Analytics
What is Webinar Video Analytics? Webinar Video Analytics is a reporting feature within your CRM that provides detailed insights into attendee behavior across live, on-demand, and recurring webinars. I
Customizing and Exporting Marketing Audit PDF Reports
About PDF Customization for Marketing Audits You can customize the appearance of your exported Marketing Audit PDF reports to match your agency's branding. This feature applies the colors, layout, and
A/B Testing in Email Campaigns
Overview Use A/B testing in your CRM's email campaigns to improve performance by comparing different versions of your emails. This feature lets you send up to six variations of an email's subject line
Using Smart Send for Optimal Email Timing
What is Smart Send? Smart Send is an intelligent scheduling feature that helps you send marketing emails when your audience is most likely to engage. By analyzing recipient activity patterns from the
Using Audience Segments for Google Ads in CRM
Understanding Audience Segments for Google Ads Audience Segments allow you to organize potential customers into specific groups that can be targeted in your Google Ads campaigns. By creating and manag
Using the Footer Element in the Email Builder
What is the Footer Element? The Footer Element is a dedicated section in the Email Builder designed for the bottom of your email template. It provides a structured space for essential information like
Understanding the Email Statistics Summary Page
What is the Email Statistics Summary Page? The Email Statistics Summary Page provides a comprehensive overview of your email campaign's performance after it has been sent. It displays key metrics such
Attach Files to Email Campaigns in the Email Builder
Enhance Your Email Campaigns with File Attachments You can easily include files like PDFs or images as attachments directly within your email campaigns using the CRM's Email Builder. This feature allo
How to Create Google Demand Gen Campaigns in the CRM
Introduction Google Demand Gen campaigns within the CRM's Ad Manager allow you to engage potential customers using visually compelling advertisements on platforms like YouTube, Google Discover, and Gm
How to Preview and Share Meta Ad Previews
About Ad Preview and Shareable Links Within your CRM’s Ad Manager, you can preview how your Meta ads will appear across different placements and generate a link to share this preview with others. This
Understanding and Enabling MM Lite for WhatsApp Marketing
What is MM Lite? MM Lite (Marketing Messages Lite) is Meta’s advanced delivery system designed to optimize the performance of your WhatsApp marketing messages within the CRM. It intelligently prioriti
How to Create an Email Sequence
What is an Email Sequence? An email sequence is a series of automated messages sent to a contact as part of a single, threaded conversation. These emails are triggered based on timing, user behavior,
Setting Up and Using Email Sequences
What Are Email Sequences? Email Sequences are a tool within your CRM that automates a series of follow-up emails, sending them over time to a selected group of contacts. Unlike sending individual emai
How to Embed Funnels as Interactive Lessons in Your CRM Courses
Integrating Funnels into Your Course Curriculum You can create a seamless educational journey by embedding entire funnels directly as lessons within your CRM courses. This allows students to interact
Creating and Managing Events in Your CRM
About the Events Feature Your CRM provides a built-in events system that lets you create and manage ticketed or RSVP events directly within your account. You can build a public event page, sell ticket
Use Embedded CRM Calendar Booking for Facebook Lead Ads
Overview Embedded Calendar Booking for Facebook Lead Ads allows potential customers to schedule an appointment immediately after submitting an Instant Form. When the feature is supported by the platfo
How to Use the Opportunity Score in Ad Manager
Understanding the Opportunity Score The Opportunity Score is a tool within your CRM's Ad Manager designed to evaluate your Meta campaign setup before you publish it. It provides a percentage score and