Overview of Our Email & SMS Marketing Platform 🎬

Last updated
20230101

Article type
Step-by-step

Applies to
Starter, Business, Pro-Marketer

Special contents
Video 

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:

• Overview: Reports
• Email Click Map Report
• Share a Report

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.