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20 articles in this collection
Written by
Jacob Morris
and
Heather Kelley
Campaigns
Changing your Robo Calls So They Come in During Specific Hours
Keep missing your robo calls because people sign up after office hours? Here's how to fix that!
Written by
Heather Kelley
Updated over a week ago
New Follow Up Messages
Written by
Heather Kelley
Updated over a week ago
How to Setup Your Messages so they Stop When Someone Responds
Written by
Heather Kelley
Updated over a week ago
Creating Your Own Follow Up Sequences
Learn the steps needed to create your own follow up messages, opportunities, triggers and more.
Written by
Heather Kelley
Updated over a week ago
Campaigns - What They Are and How to Edit Them
Written by
Heather Kelley
Updated over a week ago
Campaign Timing
Need to better understand or edit your campaign timing? Watch here!
Written by
Heather Kelley
Updated over a week ago
Automatically Add Email Footer To All Outbound Messages
Written by
Jacob Morris
Updated over a week ago
Steps to Take When Creating A New Campaign/Opportunity
Here's a checklist to help you know that all your steps for creating a new campaign for an offer we don't have.
Written by
Heather Kelley
Updated over a week ago
Tracking Your Campaign Progress
Need help understanding who is in what campaign, how many messages they have received in that campaign, and more? Check out this video -
Written by
Heather Kelley
Updated over a week ago
How to add an unsubscribe link to your messages
How to add an unsubscribe link manually to your emails.
Written by
Heather Kelley
Updated over a week ago
Copying A Campaign In Patient Stream
Written by
Jacob Morris
Updated over a week ago
Setting Timing Between Messages In Patient Stream
How to time messages sequences in Patient Stream and set the timing in between each message
Written by
Jacob Morris
Updated over a week ago
Bulk Requests
FF - Bulk Request
Watch the entire process on how to upload contacts, add tags, find/create a message and send them that message in a bulk request!
Written by
Heather Kelley
Updated over a week ago
Reactivation
Watch here to learn how to launch a reactivation campaign!
Written by
Heather Kelley
Updated over a week ago
Creating A Campaign To Use In A Bulk Request
Written by
Jacob Morris
Updated over a week ago
How To Send An Email, Text or Voicemail Blast To Contacts / AKA Bulk Requests
Written by
Jacob Morris
Updated over a week ago
Voicemail Drop
How To Record A Voicemail
Written by
Jacob Morris
Updated over a week ago
Email Marketing
Sending An Email Campaign In Patient Stream
Written by
Jacob Morris
Updated over a week ago
Creating HTML Email Campaigns
Written by
Jacob Morris
Updated over a week ago
Form Builder
How To Add Website Visitors To A Mailing List on Patient Stream
Written by
Jacob Morris
Updated over a week ago