Introduction
Welcome to our email & SMS marketing platform! In this video series, our trainer Andy will teach you everything you need to get started in the system. Further down the page (underneath the video), you'll find lots of handy links to topics discussed in each chapter - in case you'd like to explore that topic in more detail.
Video
To jump to a certain chapter, click the dots on the video timeline or use the chapter icon near the bottom right of the video player.
Resources & Further Reading
These links are ordered by their appearance in the video.
Chapter 1 - Introduction
There are no related links for this chapter.
Chapter 2 - The Dashboard
Here are links to topics discussed in this chapter:
- Overview: Dashboard
- Dashboard Activity Card
- Dashboard Marketing Calendar
- Add users / invite colleagues
Chapter 3 - Lists, Forms & Contacts
Here are links to topics discussed in this chapter:
- Overview: Lists
- List Management: Single Master List vs. Many Lists
- Overview: Forms
- Import & Upload Contacts
- Overview: Integrations
- Add a New List
- Add a New Field to a Form or List, or Edit a Field
- Design & Customise the Appearance of a Form
- Managing Unsubscribers
Chapter 4 - Messages
Here are links to topics discussed in this chapter:
- Overview: Email Messages
- Improving Your Open Rates
- Overview: SMS
- Purchase SMS Credits
- Create an Email
- Insert Images Into an Email
- Using the Files & Images Manager
- Use Stock Images in Your Email
- Insert Links Into an Email
- Personalise an Email With Wildcards (Mail Merge Fields)
- Personalising Message Content
- Add Columns to an Email
- Conditional Content in an Email
- Create an Email Template
- Preview a Message
- Send a Test Email
- Request Feedback, or Comments, When You Send a Test Email
- Email Was Not Received / Email Was Delayed / Test Email Not Coming Through
- Send an Email
- A/B Test a Subject Line
- Schedule an Email to Send at a Later Date or Time
- Create and Post a Social Update
- Email Design Best Practices
Chapter 5 - Reporting
Here are links to topics discussed in this chapter:
Chapter 6 - Automations
Here are links to topics discussed in this chapter:
- Overview: Automation
- Automation Example: Welcome a New List Subscriber With a Message
- Automation Example: Tag Contacts Based on Links They Click in an Email
- Automation Example: Pre- and Post-Event Comms Workflow
- Automation Example: Lead Scoring Based on an Email Nurture Series
Chapter 7 - Integrations
Here are links to topics discussed in this chapter:
- Overview: Integrations
- Using the Google Analytics Integration
- Using the Facebook Business Manager Integration
- Connect Your Account With Other Applications You Already Use With Zapier
- Create an API Key for Integrations
Chapter 8 - Events
Here are links to topics discussed in this chapter:
- Overview: Events
- Using the Eventbrite Integration
- Create a New Event
- Create an Email for Your Event
- Automatically Create an Event Reminder Series From an Event
Chapter 9 - Domain Configuration
Here are links to topics discussed in this chapter:
- Emails Going to Spam? Set up Your Domain Records
- Freemail Email Domain vs. Your Own Professional Email Domain
- Change Plan, Upgrade an Account or Downgrade an Account
Chapter 10 - Thank you
There are no related links for this chapter.