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Knowledge Base
Initial Setup (7)
General (9)
Account Setup (9)
CRM (19)
How To Build, Manage and Use Manual Actions in Campaigns
How To Add a Tag to New Contact List Import
How to Allow or Prevent Duplicate Contacts
Using the Bulk Action Features
How To Create and Edit Smart Lists
How To Create and Use SMS And Email Templates
Bulk Actions - Pipeline Change
Bulk Actions - Sending Review Requests
How to Create and Use Custom Values
Conversations AI (5)
Social Media Marketing (17)
How to create a Social Post with Content AI
Using the Social Media Scheduler Tool
Creating Posts in the Social Planner Social Media Tool
How to Connect to Your Facebook Group for Use in the Social Planner
How to Connect to Your Google My Business Page for Use in the Social Planner
Optimal Image and Video File Sizes and Dimensions for the Social Planner
Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
Viewing Failed Post Error Messages in the Social Planner
How To Create Groups of Social Media Accounts
How To Connect Your Twitter Account for the Social Planner
How To Connect LinkedIn for the Social Planner
Connecting Your Instagram Business Account to the Social Planner Social Media Tool
Bulk Scheduling Posts for the Social Planner Using a CSV
How to Connect TikTok in Media Shield Social Planner
How to Create Group Hashtags in Media Shield Social Planner
How to post Recurring Social Posts through the Social Planner
Due to the huge size of the system, we will expand the knowledge base to include most of the system’s features Soon