Work Smarter CRM Help
Overview of the campaign builder
This video shows how to create and use forms to take people's information.
Here is how to use your Survey Builder
Trigger links allow you to do things like send your contacts a link customized with their information or set "triggers" to fire when someone clicks a link.
This video explains how to use the CALL step in your campaign builder.
Manually SMS or CALL contacts.
This video shows how to send out a single message to your entire database, or to a select group of contacts.
This video explains how to use Smart Lists as well as some ideas on practical ways this feature allows you to manage and communicate more effectively with your contacts.
This video shows how to create email unsubscribe links.
How to manually remove someone from a campaign so they do not receive the rest of the emails or texts
How to leave a ring-less voicemail to your contacts.
Adding signatures to forms
Creating a review link for your contacts
This video shows the update to the ability to make phone calls directly from your web browser!
Learn how to create an email signature for an individual user, as well as how to insert them into email campaigns
Creating custom values for your forms and surveys.
This video shows how to set up an out of office email and SMS response that can be used every after your business has closed, or when you are away for an extended period of time, such as over Christmas or while on holidays.
This video shows how to use the new email builder. This is separate to the standard editor in the campaigns area.
This video shows how to actually create your emails with the new email builder.
This video shows how to share your smart lists with other account holders and manage the other settings.