Marketing

Add location tags to your Facebook and Instagram posts using Social Planner.

Ad Manager • Facebook • MetaConnect Facebook to Ad ManagerConnect your Facebook profile, Meta ads account, and Facebook Page to Ad Manager so you can create...

Customize your social media posts for different platforms using Social Planner.

Style your event pages with a live CSS editor, click-to-select elements, quick style presets, and instant previews without manually inspecting the page's...

Use this feature to publish styled text-only Facebook feed posts with a colored or illustrated background, the same backgrounds available in Facebook's native...

Social Planner helps you connect social accounts, create content, and schedule posts from one calendar.

If you’re not sure what type of Instagram profile you have, here’s how to find out:1.

Connect your TikTok Personal or Business account to Social Planner to easily create, schedule, and publish videos.

Social Groups in Social Planner make it easier to manage and publish content across multiple social media accounts.

Create and schedule Facebook Reels directly from Social Planner to share short-form video content with your audience.

Manage comments on your social media posts directly from the social planner! Social Planner supports comment management for Facebook, Instagram, LinkedIn,...

Social Planner email notifications help users stay informed about connected social account expirations, post approvals, rejections, and publishing failures.

Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or yearly.

Schedule your posts in advance for your Community groups and channels directly from Social Planner!Scheduling Community Posts from Social PlannerScheduling...

Harness the power of the Instagram Story Post Composer in Social Planner.

Want to enhance your social media marketing and expand your reach on Instagram?

Post Sync brings your existing posts into Social Planner so you can view past content and insights in one place.

Find and organize your social media posts faster with Search and Smart Filter Views in Social Planner.

Add and manage watermarks in Social Planner to keep your social media images consistent with your brand.

For a content marketing campaign, knowing exactly what kind of image and video format to post, and how often is absolutely important.

Shorten long URLs and track link performance directly in Social Planner.

Track your social media performance using Advanced Analytics in Social Planner.

Rescheduling of Email Campaign is possible for Simple Schedule, Batch Schedule, and RSS Schedule one hour (60mins) ahead of the execution date.

Are you tired of manually building email templates on different platforms, or do you happen to have several go-to templates?

Email Sequences help you automate multi-step email follow-ups while keeping each message in a single threaded conversation.

After unsubscribing, contacts can use the feedback questionnaire to select Unsubscribed by mistake, subscribe again and submit the form.

Conversations • Snippets • Reusable MessagingCreate and Use Text and Email SnippetsSnippets let you save reusable message content so you can respond faster...

Previewing and testing emails in ensures your layout, links, and personalization render correctly before you send.

GIFs can make your emails more engaging by adding motion to images and video thumbnails.

Email Marketing · What's NewHow to Use the Email AI EditorDescribe the email you want, and Email AI builds a ready-to-send template you can refine by chat,...

Email AI · What's NewA/B Testing Emails with Email AISet up subject-line and content A/B tests with a simple prompt, Email AI asks a few questions and builds...

Email Marketing · AICreate Email Sequences with Email AIDescribe the sequence you want in plain words.

Mobile View Controls in Email Builder let you customize how emails appear on mobile without changing their desktop designs.

This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report.

The SEO Heatmap feature in the Prospecting Tool provides a visual representation of your prospect’s search engine rankings.

The Website Performance section is essential in the Marketing Audit Report of a prospecting tool as it helps agencies optimise user experience, improve search...

Lead Contact DetailsUsers can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool, including:Lead...

Generate more leads directly from your website with the Prospecting Widget.

This tool analyzes the strength of your prospects' online presence in terms of their Listings and Reviews.

Prospecting Widgets now fully support multi-language functionality.

Prospecting when done in sub accounts automatically adds it to your CRM as a contact.

Opportunity Score helps you review campaign readiness in Ad Manager before publishing.

Ad Manager allows you to run the ad campaigns on Google. Your Google Ads campaign is entirely in your control: design your ad content, choose your daily budget...

Google Demand Gen campaigns in Ad Manager help you reach potential customers with visually rich ads across Google surfaces like YouTube, Discover, Gmail, Maps,...

Google AdsGoogle Ads: Multiple Ad Groups and AdsBuild Google Search campaigns with a clear Campaign → Ad Group → Ad structure, manage several keyword themes...

When creating a lead form using Ad Manager for Google Ads, you may want to ask custom questions to better qualify your leads.

Below is the step-by-step guide to Connect Your Instagram Account to a Facebook Page.

In this article we will discuss in detail about the steps to be taken to create a new Facebook lead form, used for the Lead Generation objective of Meta...

In this article we will be highlighting the steps that should be taken to create a Meta BM and an ad account under it.

In this article, we will discuss in detail the steps to create a Meta Ad for Sales objective with conversion locations as Messaging Apps and...

Ad Manager allows you to run the ad campaigns on Google. Your Google Ads campaign is entirely in your control: design your ad content, choose your daily budget...

Ad Manager allows you to create, manage, and edit Google Ads offline conversion actions - directly from within the platform.

Adding a precautionary ad tracking script helps protect your attribution data if your standard tracking template does not apply correctly.

Ad Manager displays Meta-generated recommendations for published campaigns, helping you identify opportunities to improve ad performance.

The Meta Campaign Budget Optimizer in Ad Manager gives advertisers greater flexibility to manage advertising budgets at the campaign or ad set level.

Facebook Ad Reporting provides live reporting and analysis for your client's digital ad campaigns.

Google Ad Reporting provides live reporting and analysis for your client's digital ad campaigns.

SMS CompliancePre-Built A2P Campaign (Widget-First) RegistrationComplete Campaign registration with Chat Widget Setup using a guided flow, auto-generated...

Conversations • SMS • SnippetsCreate and Use SMS SnippetsSMS Snippets let you save frequently used text messages and reuse them instead of rewriting the same...

Marketing • Google Ads • Lead FormsGoogle Lead FormsGoogle Lead Forms capture lead information through Google Ads.

Email templates make it easier to reuse consistent messaging across workflows while still allowing individual workflow emails to be customized when needed.

Create personalized email variations automatically using Spintax.

A QR code check-in campaign lets visitors scan a code and submit a form when they arrive or request an offer.

Email MarketingAll-in-One Dashboard for Email MarketingMonitor Campaign, Workflow, and Bulk Action email performance from one unified Email Statistics...

Exporting Email Marketing Data allows users to download email performance metrics directly from the Email Statistics dashboard as a CSV file.

This article explains how to access and understand email statistics, helping you monitor campaign performance and improve engagement.What are Email...

Segmenting contacts just got easier! You can now add and automate tags directly from your campaign statistics page based on interactions like opens and clicks.

More Tutorials from the...

We’ve introduced a similar way to view for all your email campaign statistics, whether sent through workflows or email campaigns, for a more streamlined...

The Click Performance section provides detailed insights into how your audience interacts with the links in your email campaigns.

The Summary section in Email Statistics provides a complete overview of your campaign’s performance after it’s been sent.

This guide would explain the basic of click tracking and how to use it.What is Click Tracking?Click tracking is a feature that provides insights into how...

You can create template share links that let sub-account users import a template directly into their own account.

The Email Marketing section has two areas: Email Templates and Email Campaigns.

This feature allows agency admins to easily share and manage email templates using a simple link.

This article explains how to import your existing Mailchimp email templates into Design Editor, allowing you to edit them visually without needing to work with...

To help you maintain a cohesive brand experience, we’ve introduced a feature that lets you easily customize system email templates within your agency account.

This guide explains how recurring countdown timers behave in both email campaigns and funnels, especially in relation to their wait, active, and expired...

Marketing • Countdown Timers • TimezoneTimezone Adaptation in Countdown TimersTimezone Adaptation adjusts countdown timer deadlines based on the contact or...

A countdown timer is a powerful tool for creating urgency and excitement for upcoming events, product launches, sales, and sign-ups.

Countdown timers in emails are dynamic elements that create urgency by counting down to a specific deadline.

This article shows you how to add a custom wait time between cycles of a recurring countdown timer.

Countdown timers help motivate visitors to take action by visually counting down to a deadline.

Marketing • Countdown Timers • EmailHiding Countdown Timers in Apple MailCountdown timers in emails are displayed as animated images, and Apple Mail may cache...

Marketing • Countdown Timers • Email & FunnelsGuide: Dynamic Countdown TimerDynamic Countdown Timers create personalized countdowns based on when an email is...

Countdown timers are a powerful tool for adding urgency to your website or email campaigns.

Maintaining brand consistency across all your designs can be time-consuming.

You can use your saved Brand Board colors directly inside the Form, Survey, and Quiz builders.

Global Custom Colors let you save brand‑safe colors once and reuse them across your CRM.

This article will show you how to create a Brand Board, A Brand Board helps you store and organize your company's logos, color palette, and fonts so you can...

Brand Boards make it easy to apply your saved brand colors, fonts, and logos while designing emails.

Your default brand board is a key part of managing your brand’s visual identity, especially in emails and funnels.

Brand Boards are here to make your life easier by simplifying the process of maintaining consistent brand guidelines across your funnels and websites.

Create your Brand Voice in seconds from a website URL or a 50 to 100 word description! This article explains how to use your website or existing copy to...

Brand Voice feature within Brand Boards, allow you to define your brand's communication style and integrate it seamlessly with AI tools for consistent...

CSS selectors are used to find (or select) the HTML elements you want to style.

Marketing • Countdown Timers • Email TemplatesCountdown Timer Placeholders in Shared Email TemplatesWhen an email template containing a countdown timer is...

Template Library • Agency Admin • Reusable AssetsAdd Custom Templates to the Template LibraryThe Template Library lets agencies turn reusable assets into...

The Template Library is now integrated with the Marketplace, allowing you to discover, install, and sell templates, all in one place.

The Footer element in Email Builder makes it easy to add professional, branded footers to your email templates.

The FAQ Element in the Email Builder lets you add organized questions and answers directly to an email.

Creating consistent email designs is easier when you can reuse elements and layouts you've already built.

A/B testing helps you compare different versions of an email campaign before sending the strongest-performing variation to the rest of your audience.

Embedding videos in emails can be tricky due to limitations in email client support.

Email MarketingEmail Builder AutosaveAutomatic draft protection that saves your email campaigns every 30 seconds, preventing data loss and ensuring your work...

The Shopping Cart Element allows you to display product information, pricing, and checkout links directly within your emails.

The Social Element allows you to easily add social media icons with clickable links to your email templates.

The Code Element allows you to insert custom HTML or CSS snippets into your email templates, giving you full creative control beyond standard design options.

The Logo Element allows you to easily insert your brand logo into email templates, helping you maintain consistent branding and visual identity across all...

The Button Element allows you to add clickable buttons to your email templates, helping you drive engagement through clear and visually appealing calls to...

Gain complete control over how you design and customize emails with drag-and-drop Elements in the Email Builder.

What Are Forms/ Surveys Elements?The Forms/ Surveys Element allows you to add pre-built or custom feedback forms (1-10 scoring, like/dislike, 5 stars, etc.).

With this new functionality, users can now preview exactly how custom fields will appear for their respective clients before sending out any emails.This...

Mobile formatting helps your emails stay readable and visually consistent on smaller screens.

Streamline your email creation process with our efficient inline editor in Email Builder for Templates and Campaigns.

Use conditional element to effortlessly personalize your campaigns.What is a Conditional Element?A conditional element allows you to display content, such as...

The Border Customization feature allows you to fully control the appearance of borders on layouts.

The Image Element in Email Builder allows you to easily add and customise images within your email templates.

The Text Element in s Email Builder allows you to easily add and style written content such as headings, paragraphs.

This article will show you how to add and use the Product Element inside Email Templates using your CRM's Email Builder.

Discover how the Template Library Integration in Email Review Requests empowers you to craft personalized review emails effortlessly.

This article explains how to use layout margin and text spacing controls in your CRM's Email Builder.

This article introduces the new Spacer Element in your CRM's Email Builder, designed to make email layout customisation easier and more precise for both...

You can now control the visibility of entire layouts in email templates! This powerful new setting lets you hide or show full sections based on device type,...

This article shows you how to quickly rearrange elements and layouts in the Email Builder using new arrow controls.

Workflow Campaigns help you monitor the performance of automated emails sent through workflows.

The Bulk Email Builder provides a unified way to create and send emails to multiple contacts directly from Contacts → Smart Lists.

Sync Edits to Template controls whether a workflow email stays connected to its original email template.

The updated Send Email action in Workflows brings email creation, templates, and tracking options into one interface.

Template management just got simpler! Only original templates and workflows appear in the target location, with email actions handled automatically in the...

OverviewCalendly is a scheduling platform that handles bookings between hosts and invitees, discovery calls, demos, support follow-ups, recruiting screens, and...

Automatically share new content from RSS or Atom feeds to your connected social media accounts using Social Planner.

Resend to Unopened helps you follow up with contacts who did not open an RSS or Batch Scheduled email campaign.

RSS email campaigns use published content from an RSS feed to create scheduled emails.

If your RSS email displays tags such as <p> or <br> instead of formatted text, the feed's HTML may be displayed as plain text.

RSS blocks pull blog posts and other feed updates into emails built with the Email Builder.

RSS email campaigns help you automatically deliver newly published blog posts, news, and other feed updates to your subscribers.

Monitor your email sends and track campaign progress using the status indicators in Email Marketing.Email Campaigns, Workflow Campaigns, and Bulk Action...

Regular email campaigns let you send one-time broadcasts to targeted contacts without automation.

Marketing • Emails • TemplatesHow to Use the Plain Text Editor for EmailsThe Plain Text Editor lets you create simple, text-focused emails without building a...

Marketing • Emails • Sender PreferencesHow to Set Up Sender Preferences in the Email BuilderSender Preferences let you save default sender details for new...

Marketing • Email • Scheduled CampaignsHow to Pause, Resume, or Cancel a Scheduled Email CampaignScheduled email campaigns can be paused, resumed, or canceled...

Marketing • Email • Recipient SegmentsHow to Build Recipient Segments in Email CampaignsRecipient Segments let you create dynamic groups of contacts for email...

Marketing • Emails • Unsubscribe SettingsConfiguring Unsubscribe Flows (One-Step, Two-Step, Dynamic)Unsubscribe flows control what happens after a contact...

Batch scheduling lets you deliver marketing emails in timed batches rather than all at once.

With the Build Segments feature in the recipient section, you can precisely control who receives your email campaign by combining logic using Contacts, Tags,...

This article explains how to create new tags directly from the Send or Schedule page while setting up automations for your email campaigns in your CRM.

More Tutorials from the Communityhttps://youtu.be/wTO2PEzxAh4https://youtu.be/14A8XhxEfjohttps://youtu.be/hZfAupBmOIMhttps://youtu.be/0iY5LIvSIKELearn the...

Personalise your emails with contact details, like name, company, or location, to boost engagement.

Rescheduling of Email Campaign is possible for Simple Schedule, Batch Schedule, and RSS Schedule one hour (60mins) ahead of the execution date.

You can now bring your favorite email templates from any platform into your CRM's Code Editor.

Smart Send takes the guesswork out of “When should I hit Send?” by automatically recommending the optimal delivery time for every regular email campaign.

There are multiple options for sending or scheduling emails, giving users flexibility in how campaigns are delivered.

Learn about UTM tracking, how it works, and how you can use it in your email marketing to better understand how well your marketing efforts are performing.What...

This article explains how to automate and manage resend campaigns, enabling you to pre-configure resends for unopened emails, track them easily, and edit or...

OverviewSmart Send helps you send emails at the best possible time to boost engagement.It analyses recipient activity (opens, clicks, and events) from the past...