Click HERE to view Org Level Pipeline Views – Best Practice Framework and Lists in a new tab.
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Product User Guides - Admin
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Product User Guides
- Workflow Engine Guide
- Data Importer CSV File Set Up Guide
- Using the Data Importer Guide
- Legacy Importer CSV File Set Up Guide
- User Accounts Guide
- Administrator Automation Guide
- Print Marketing Guide
- Focused View Guide
- Journey Guide
- Journey Reporting Guide
- Campaign Builder Guide
- Email Builder Guide
- Listing Insights Guide
- Auto Campaign Setup Guide
- Journey Component Guide
- Journey Manual Guide
- Disclaimers Guide
- Marketing Overview Report Guide
- Reporting Guide
- Dashboard Guide
- Total Expert Bootcamp
- Budgeting Guide
- Salesforce Guide
- Inbound Call Campaign Guide
- Call Queue Guide
- User Import Guide (Admins)
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Product User Guides
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Best Practice Videos - Admin
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Best Practice Videos
- [Video] Best Practices Administrators: Daily Digest
- [Video] Best Practices Administrators: Incorporating Tasks into Journeys
- [Video] Best Practices Administrators: Organizing Your Media Library
- [Video] Best Practices Administrators: Self-Serve Print
- [Video] Best Practices Administrators: Reporting
- [Video] Best Practices Administrators: Compliance
- [Video] Best Practices Administrators: Journeys Planning
- [Video] Best Practices Administrators: Journeys Testing and Publishing
- [Video] Best Practices Administrators: Inline Conditions and Journey Occurrence Limits
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Best Practice Videos
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Campaign Builder - Admin
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Campaign Builder
- What is the Campaign Builder?
- How to Create New Campaigns Using the Campaign Builder Tool
- How to Add Audience Inclusion Rules
- How to Add Audience Exclusion Rules
- How to Add Email Content to Campaigns
- How to Add Sending Profiles to Campaign Content
- How to Allow Senders and Teams Access to Campaigns
- How to Exclude Users and Teams From Campaigns
- How to Run Campaigns
- How to Stop Campaigns
- Campaign Builder Performance Metrics
- How to Create a Facebook Business Manager Account
- How to Create a Facebook Ad Account For Business Manager
- How to Connect Your Facebook Business Manager Account to a Campaign
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Campaign Builder
- Compliance
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Email Builder
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Email Builder
- How to Create New Email Templates Using the Email Builder Tool: Step 1 of 3
- How to Create New Email Templates Using the Email Builder Tool: Step 2 of 3
- How to Create New Email Templates Using the Email BuilderTool: Step 3 of 3
- Email Template Settings
- How to Add BombBomb Videos in Email Templates
- How to Update Text in Email Templates
- How to Create Paste In Code Email Templates
- How to Update Disclaimers
- How to Create Simple Text Email Templates
- How to Add Images in Email Templates
- How to Publish an Email
- How to Add Videos to Email Templates
- How to Update Button Elements in Email Templates
- How to Preview Email Templates
- How to Save Email Templates
- How to Update the Background of an Email Template
- How to Add Vidyard Videos in Email Templates
- How Can I Change the Email Template View?
- How to Publish Email Templates
- How Can I Undo or Redo Changes to My Email Template?
- How to Use the Recent Color Picker
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Email Builder
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Dashboard - Admin
- Dashboard
- Data Importer
- Drip Campaigns - Admin
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Email Templates - Admin
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Email Templates
- Email Template FAQ
- Creating New Email Templates & Editing Existing Email Templates
- How to Update Email Access Settings on Email Templates
- How to Update Team Access on Email Templates
- How to Grant Users Access to Email Templates
- How to Enable Base Templates on an Email Template
- How to Use Access Settings on Email Templates
- How to Update User Role Access Settings
- Sending Profiles
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Email Templates
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Focused View Builder
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Focused View Builder
- What is Focused View?
- Focused View FAQ
- How to Create Focused Views
- How to Add Inclusion Rules to Focused Views
- How to Add Exclusion Rules to Focused Views
- How to Sort Contacts in Focused View
- How to Update Focused View Outcomes
- How to Include Teams in Focused View
- How to Publish Focused Views
- How Can I Reposition Focused Views?
- How to Copy Focused Views
- How to Delete Focused Views
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Focused View Builder
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Journeys - Admin
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Journeys
- Journeys FAQ
- What Are Journey Statuses?
- How to Create Journey Statuses
- How to Add Journey Status Actions
- How to Filter Contacts by Statuses
- What Are the Different Journey Statuses?
- How to Add Journey Settings
- What Are Journey Events?
- How to Add Journey Events
- How to Copy Journey Events
- How to Edit Journey Events
- How to Delete Journey Events
- How to Connect Events
- How to Remove Event Connections
- How to Save Journeys
- How to Edit Saved Journeys
- Publishing Journeys
- How to Publish Journeys For Only Your Own User Account
- How to Publish Journeys For All Users in Your Organization
- How to Publish Journeys For Selected Users or Teams
- How to Save Journeys as Templates
- How to Use Journey Templates
- How to Create Journey Reports
- How to Edit Journey Reports
- How to Delete Journey Reports
- How to Apply Sending Profiles to Journey Events
- Journey Reporting for Marketing Admins - Simulation
- Split Test Journeys for Admins - Simulation
- How to View Journey Stats
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Journeys
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Pipeline Views - Admin
- Pipeline Views
- Pipeline Views Overviews and Guides
- Listing Insights - Admin
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Loans - Admin
- Loans
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Manage Marketing
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Manage Marketing
- Manage Marketing FAQ
- What is an Approval Flow?
- How to Create New Approval Flows
- How to Edit Existing Approval Flows
- How to Assign Approval Flows to Emails
- How to Assign Approval Flows to Print Media
- How to Create Auto Campaigns: Step 1 of 2
- How to Create Auto Campaigns: Step 2 of 2
- How to Add More Actions to Auto Campaigns
- How to Provide Users Access to Auto Campaigns
- How to Remove User Access to Auto Campaigns
- How to Create New Folders and Tags
- How to Add Folders and Tags to Marketing Templates
- How to Grant All Current Users and All New Users Access to Marketing Templates
- How to Grant Teams Access to Marketing Templates
- How to Grant Individual Users Access to Marketing Templates
- How to Use the Static Asset Creator
- How to Activate Media Assets for Social Media Sharing
- Media Template Settings
- How to Create Dynamic Landing Pages
- How to Edit Dynamic Landing Pages
- How to Delete Dynamic Landing Pages
- How to Grant Team Access to Landing Pages
- How to Grant User Access to Landing Pages
- How to Share Dynamic Landing Page Links
- How to Use Dynamic Landing Pages in Social Posts
- How to Add Landing Page Script Manager
- How to Add Style Sheets
- How to Set a Style Sheet as Default
- How to Manage Lead Stages for Call Queue Outcomes
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Manage Marketing
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Organization Admin
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Organization Admin
- Organization Admin FAQ
- How to Edit User Information
- How to Change User Contact Information
- How to Reset User Passwords
- How to Update Password Settings
- How to Change User Profile Images
- How to Change User Roles
- How to Login as a User
- How to Update User Social Media Links
- How to Create New Teams
- How to Add More Users to Teams
- How to Remove Team Members
- How to Update User Interface Settings
- How to Configure Your Product Panel Settings
- How to Add Products to Your Product Panel
- How to Add Categories to Your Product Panel
- How to Change Your Product Categories
- How to Edit Your Product Fields
- How to Remove Your Product Categories
- How to Add Custom Fields
- How to Add Loan and Product Participant Roles
- How to Add New Relationship Roles
- Data Importer CSV File Setup
- How to Configure the Contact Details Product Tab
- How to Archive and Unarchive Custom Fields
- How to Turn On Multi-Factor Authentication Settings
- Password Management
- New User Creation Checklist
- Configurable Product Panel
- Managing Users
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Organization Admin
- Print Templates - Admin
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Reporting & Analytics
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Reporting
- What Are Standard Reports?
- Different Types of Standard Reports
- How to Download Standard Reports
- How to Report on Custom Dates
- Reports: Marketing Overview - Simulation
- Marketing Content Report - Simulation
- Reporting: Social Media Report - Simulation
- Reporting: Print Orders - Simulation
- Reporting: Print Orders Report - Simulation
- Reporting: User Data - Simulation
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Reporting
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Social Templates
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Workflow Engine
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Workflow Engine
- What is the Workflow Engine?
- How to Access the Workflow Engine
- What is Round Robin Lead Distribution?
- How to Create Teams
- Workflow Subscribing Distributions
- Workflow Engine Filters
- How to Create New Workflows
- How to Add State License Match Filters to Workflows
- How to Add Lead Volume Setting Filters to Workflows
- How to Add Credit Score Filters to Workflows
- How to Add Throughput Filters to Workflows
- How to Add Loan Request Type Filters to Workflows
- What Are Inbound Call Campaigns?
- How to Edit My Inbound Call Campaign Workflows
- How to View Inbound Call Campaign Workflows
- How to Generate Team Member Numbers
- How to Add Time to Contact Settings
- How to Add Property State OR Property ZIP Code Filters to Workflows
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Workflow Engine