Marketing¶ Email Marketing Email marketing dashboard List view Kanban view Calendar view Graph view Search options Settings Create an email Subject Recipients Add recipient filter Mail Body tab A/B Tests tab Settings tab Email content Tracking Send, schedule, test Send Schedule Test Mailing campaigns Create mailing campaign (from campaigns page) Kanban view List view Campaign form Create mailing campaign (from settings tab) Mailing lists Create mailing lists Add contacts to mailing list Link mailing list to website Manage unsubscriptions (blacklist) Unsubscribe and blacklist Unsubscribe Blacklist Blacklisted email addresses Unblacklist contacts Lost leads reactivation email Minimum requirements Add the necessary filters Created on Stage Lost Reason Active Add body content Send or schedule Select appropriate lost reasons Analyze the results Email nurturing Analyze metrics View metrics Opened rate Replied rate Clicked rate Received rate Bounced rate Deliverability issues Marketing Automation Configuration Campaigns Campaign templates Targets and filters Records Participants Workflow Activities Testing and running Reporting Audience targeting Defining filters Campaign workflow activities Activities Activity types Email Server action Create a new server action SMS Trigger Trigger type Expiry duration Activity domain Child activities Testing/running campaigns Test campaigns Run campaigns Stop campaigns Campaign metrics Activity analytics Activity graph tab Activity filter tab Link tracker Traces Participants SMS Marketing Essentials SMS essentials SMS marketing dashboard Create SMS messages Writing SMS messages Track links used in SMS messages Adjust SMS settings Send SMS messages Visualize reports SMS campaign settings SMS campaign setting A/B tests Campaigns page Campaign templates Sending SMSs through the Contacts app Set up SMS templates for future use Mailing lists and blacklists Mailing lists Mailing lists contacts Communication history in the Chatter Blacklist Importing blacklists Pricing and FAQ SMS Pricing and FAQ What do I need to send SMSs? How many types of SMSs are there? How much does it cost to send an SMS? How to buy credits More common questions Events Event essentials Kanban concepts and organization Create a new event Add and sell event tickets Send automated emails, text, and social posts to event attendees Attach a questionnaire to event registrations Log internal notes or add ticket instructions Invite attendees to the event Select invitees and configure recipient filters Build a custom event invite Modify event invite settings Send event invitations to recipients Publish events Sell tickets Configuration Sell tickets through sales orders Sell tickets through the website Track and manage talks Configuration Talks, talk proposals, and agenda Manage talk proposals Attendees list and attendance Manage registrations Lead Generation Rules Surveys Dashboard List view Activities view Create surveys Survey form Questions tab Add a question Add a section Options tab Questions section Time & Scoring section Participants section Live Session section Description tab End Message tab Survey form buttons Scoring surveys Create questions Questions tab Create sections Create questions Create Sections and Questions pop-up window Answers tab Description tab Options tab Answers section Multiple Choice question types Multiple Lines Text Box question type Single Line Text Box, Numerical Value, Date, Datetime question types Constraints section Conditional Display section Live Sessions section Live Session surveys Create Live Session survey Options tab Questions section Time & Scoring section Participants section Live Session section Start Live Session surveys Survey analysis See results Question analysis Participations Social Marketing Essentials Social marketing essentials Social media accounts Social media streams Posts Create leads from comments Insights Create and post social media content Post detail form Company Post on Message Attach Images Campaign When Push Notification Options Posts page Visitors Social media page Social accounts page Social streams page Social marketing campaigns Campaigns page Create social marketing campaigns Edit social marketing campaigns Social marketing campaign templates Add content and communications to campaigns
