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Contacts/Smart Lists
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Contacts/Smart Lists
Smart Lists
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.
Smart List Settings
This video shows how to share your smart lists with other account holders and manage the other settings.
Managing Contacts
A brief overview of the contacts page, including how to add and delete contacts, add tags, and mass move people through pipelines
Sending a single SMS or email out
This video shows how to send out a single message to your entire database, or to a select group of contacts.
Manual Actions
Manually SMS or CALL contacts. Manual actions allow you to "manually" SMS or CALL your contacts similar to a "Power Dialer". This way you can rapidly go through a set of manual follow up steps one after the other with no delay between calls. This video shows how to initiate manual actions in a campaign and then how to process these manual actions. The demonstration campaign used also shows how to include a voicemail drop in the campaign.
Importing / Uploading Contacts
This video will show you how upload contacts from a csv file