Marketing Tab

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20 articles in this collection
Written by Jacob Morris and Heather Kelley
Campaigns

New Follow Up Messages

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Written by Heather Kelley
Updated over a week ago

How to Setup Your Messages so they Stop When Someone Responds

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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.
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Written by Heather Kelley
Updated over a week ago

Campaigns - What They Are and How to Edit Them

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Written by Heather Kelley
Updated over a week ago

Campaign Timing

Need to better understand or edit your campaign timing? Watch here!
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Written by Heather Kelley
Updated over a week ago

Automatically Add Email Footer To All Outbound Messages

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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.
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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 -
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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.
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Written by Heather Kelley
Updated over a week ago

Copying A Campaign In Patient Stream

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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
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Written by Jacob Morris
Updated over a week ago