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Keep In Touch

Keep In Touch

Drip Campaigns, Email Marketing, SMS & more
  • How to Use Drip Campaigns / Action Plans

    Drip Campaigns are a powerful, automated way to automate communications, workflow and tasks – and keep in touch with leads....
  • How to Set the Default Campaign for your Leads

    A Campaign is an automated, pre-defined sequence of emails and actions that will be either sent to the lead, or...
  • Create and Edit Drip Campaigns

    Campaigns are a collection of sequenced activities that are either emails or follow-up tasks.Campaigns are often referred to as “drip...
  • Segments

    Segments are a great way to quickly manage an audience or groups of leads. Segments are defined using search criteria,...
  • Creating HTML Email with Editor

    If you are intending to send out HTML emails, then these guidelines will help ensure your email looks the same...
  • Using SMS in Campaigns

    This video explains how you can use SMS (text) messages in your Drip Campaigns.

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