Connect

Getting set up

• Introduction to Connect

• Users, roles and permissions

Managing your contacts

• Customising the data that you capture
• Importing and managing your contacts
• Tag, segments and organising your data
• Searching your database
• Managing your subscriptions and blacklists

Apps, API and Integrations

• API documentation and creating your own apps
• Types of integrations
• Sending out personalised offers, codes and barcodes

Campaigns, templates and marketing

• Overview of your marketing tools
• Spam, Email rendering and other things to look out for
• Understanding and using Campaign Folders
• Manage Templates
• Sending your campaign
• Sending SMS campaigns
• Reports and Campaign analytics
• A guide to our drag & drop email editor
• A/B and Multivariate testing
• Making content dynamic

Forms, surveys and data capture

• Overview of Forms
• Creating and managing Forms
• Form reports and submissions
• Rules and Notifications

Marketing automation, triggers and automated workflows

• Getting started with automations
• Viewing Reports and Analytics
• Creating Automations
• Common FAQs and other things to look out for

White Label Management

• Setting up a custom domain
• Customise the Look and Feel
• Manage email authentication with DKIM and SPF
• Account Onboarding & Management