Campaigns

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Campaigns - Overview

Overview of the campaign builder This video walks through how the Campaign Builder allows you to create and manage your automated communications. This includes examples such as sending follow up sequences or sending appointment reminders.

How to send broadcasts and newsletters

This video will show you how to send broadcasts and newsletters within the email builder and contacts/smart lists area.

Call Function

This video explains how to use the CALL step in your campaign builder. This will trigger the system to dial your number (set in call forwarding area in phone settings) and let you connect directly to your contact via a phone conversation. Note that the call will incur call charges linked to your Twilio account.

Creating Email Unsubscribe Links

This video shows how to create email unsubscribe links.

When to manually stop a campaign and how (includes task allocation)

If a campaign has worked and your customer has booked in a call, or they no longer want to receive communications, this is a way of taking them out of a campaign. This video also touches on how to create a task to make sure you don't lose track of your lead once they are removed from your campaign.

How to leave ringless voicemail

How to create a review link

Head to supple: https://supple.com.au/tools/google-review-link-generator/ Here you can type in your business name. Once you have confirmed it is correct, scroll down to the short URL option and click copy. Test this copied link in a new window or tab, it should show your google business listing, and pop up with an option to review. If this is correct, copy the URL from the NEW window or tab, which we can take back to your campaign. Here we click on marketing, then campaigns, where we can edit ou...

How to make Phone Calls - Dialling Out

This video shows the update to the ability to make phone calls directly from your web browser!

New Email Builder

This video shows how to use the new email builder. This is separate to the standard editor in the campaigns area. However, as you will see in the video, you can also use the emails created here in the New Email Builder in campaigns as well.

New Email Builder - Design Video

This video shows how to actually create your emails with the new email builder.

Trigger Links

Trigger links allow you to do things like send your contacts a link customised with their information or set "triggers" to fire when someone clicks a link. Here's how to create them and use them. To convert a calendar link to one that auto fills the contact details, append the link with this: If you're using the standard calendar (with no custom form) use this: &first_name={{contact.first_name}}&last_name={{contact.last_name}}&email={{contact.email}}&phone={{contact.phone}} ...

Bulk Actions - Overview

This video shows you how to mass send contacts an email, an sms, or add them to a campaign. An example use would be sending a newsletter.

How to use the email builders

Emails can be created directly in campaigns or using the email template builder. This video shows how to do both. Note that you can jump to 11:23 in the video to learn how to use the email template builder.

Out Of Office Emails and SMSs

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.