Configuration options available with Administrative access. Learn more about creating fields, campaigns/sources, user access and rights, finding deleted contacts and more (approx. 14 minutes).
Watch this video to learn more about working with Contacts and Contact records. Where to find and record more information as it relates to your contacts.
Watch the 7/9/19 Open Training Recording – learn more about Notes and activity, tasks, Taskomatics and follow up assistant, saved searches and groups and voice dictation with microphone. The most requested topics asked during training sessions.
How to created automated follow up, discussing TaskoMatics, tasks, follow up and more. Watch how to create, use and stop automated follow up with in-depth discussion on when to use and how to create. (Approx. 38 min.)
This video steps through creating a Sticky Point from scratch and using it to count RSVP’s for an upcoming event or other submission count. (Approx. 20 mins.)
Learn more about using the editor to make creative email templates. This is an in depth look at creating an email newsletter or invite from scratch. Includes ideas and resource links for FREE inspiration and images. (Approx. 44 mins.) Click play below:
Learn more about TaskoMatics by watching this video. Learn how to launch, complete and stop a TaskoMatic. How to tell if your contact is on a TaskoMatic and more. (Length 23 min.)
Recorded 2/15/19 open training session Topic(s): Introductions Using the Editor Uses for the Editor Open Q&A This is a video for both new users and experienced users (Approx. 37 min.)
