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Video: Automated Follow Up – real life examples (open training 10/28/19)

The open training session steps through 3 real life examples of using automated features to leverage your time and resources. Examples include: follow up for referral outreach/referral sources, automated drip campaign and a coaching philosophy turned into automated, prompted follow up. Watch this to see how automation can help you achieve your goals: Automated Follow Up Examples

Video: Using the Mailbox Tab

Using the features in the Mailbox tab. Did you know, you can reply, save incoming emails into the history of a contact and turn emails into to-do items?  Watch this video to see how to use these features (Approx. 3 minutes):

Video: Open Training – Cleaning up Contacts

Suggestions for cleaning up contacts, setting follow up and recategorizing contacts. Includes ways to use the system to ‘catch-up with follow up’ and find those who need follow up.This training in broken into two parts below: Part I: Part II:

Video: Administration and Configuration

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).

Video: Making Creative Email Templates

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:

Video: Open Training 2/15/19

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.)