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Getting Started & Account

10

Adding Users & Managing Permissions
Connecting Facebook & Instagram To Receive Direct Messages
Setup Your Phone Number
Connecting Social Media Accounts To Social Planner
Connecting Google My Business
Importing Contacts
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Exporting Contacts
PYV (Plan Your Visit) Walk-through
First Time Guest Walk-through

Texting

2

How to send a Mass Text
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Email

3

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How to Build an Email Template
How to Send an Email

Workflows

5

Creating Keywords With Automations
Sending Voicemail Blasts
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PYV (Plan Your Visit) Walk-through
First Time Guest Walk-through

Contacts

7

Creating And Using Smart Lists
Sending Voicemail Blasts
Creating Tags & Apply Tags To Contacts
Importing Contacts
Merging Duplicate Contacts
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Exporting Contacts

Conversations

4

Connecting Facebook & Instagram To Receive Direct Messages
Sending Invoices Through Text
Creating Keywords With Automations
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Forms and Surveys

2

Build Custom Forms
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Calendars

1

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Phone

1

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Updated on March 17, 2024

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