Marketing
Explore all things Marketing with our articles to help you generate leads, set up campaign activities & get more contacts in your system.
By Jessica and 4 others5 authors26 articles
- Enquiry Web FormsCreate embeddable form to add to your website & capture visitor details!
- Generate quality leads with CRM campaignsCRM Campaigns is a tool to help generate better leads that your Sales team can close.
- Drive more sales with marketing automationA few ideas on how your business can leverage marketing automation to drive more sales.
- Adding Google Analytics Tracking CodeThis article shows you how to add a Google Analytics tracking code to all pages of your website.
- Splitting Campaign ActivitiesThis article outlines how to split Campaign Activities into multiple activities.
- Email Marketing IntegrationThe CRM integrates with Marketing platforms, Mailchimp & Spotler for all your email marketing needs...learn about our integrations here!
- Adding Contacts from a Report to a Campaign ActivityThis article outlines how to add Contacts from a Report to a Campaign Activity.
- Creating a Campaign & Campaign ActivityThis article outlines how to create a Campaign and Campaign Activity within the CRM.
- Add a Contact to a Campaign ActivityHow to add a Contact to an existing Campaign Activity.
- Troubleshooting Enquiry Web FormsTroubleshoot embedded Enquiry Web Forms on your website to resolve common issues.
- Containers & Nested Elements in Landing Pages (Private Preview)Learn more about nested elements and containers, and how to create them in your CRM Landing Pages.
- Publishing Landing Pages to a Custom Domain (Private Preview)This article explains how to publish your Landing Page on your own custom domain.
- Duplicating & Archiving Landing Pages (Private Preview)Learn how to duplicate Landing Pages or archive any Landing Pages that are no longer being used.
- Adding Custom CSS to Landing Pages (Private Preview)Override standard styles on Landing Pages by adding your own styling with custom CSS.
- Introduction to Landing Pages (Private Preview)Get an introduction to the CRM Landing Pages and some of the key functions to adjust pages to your liking.
- How to Embed an Enquiry Web Form on a CRM Landing Page (Private Preview)This article will help guide you in the process of creating and implementing an enquiry web form on a Landing Page.
Klaviyo
Help and guidence to manage your Klaviyo integration
- Klaviyo SynchronisationLearn more about the Contact sync from the CRM to Klaviyo
- Setting up Klaviyo Integration (Preview)It's quick and easy to set up integration to Klaviyo. Let us show you how...
- Setting up Enquiry Creation Webhooks in KlaviyoFollow these steps to create a new flow, which will fire our webhook whenever a new contact subscribes to your list in Klaviyo
- Adding Contacts to a List in KlaviyoUnderstanding how to tag Contacts in Klaviyo from CRM Reports to build targeted audiences.
MailChimp
Help and guidance for your MailChimp integration
- Setting up Mailchimp IntegrationDo you use Mailchimp as your email marketing platform? If so, let's show you how to get it integrated to your CRM!
- Tagging Contacts in MailchimpUnderstanding how to tag contacts in Mailchimp from CRM reports to help build targeted audiences.
- Building your Mailchimp Activity ReportThis article explains how to create your Mailchimp activity report when reviewing email marketing interactions within the CRM.
- Mailchimp Results in the CRMEmail Marketing results that are displayed within the CRM from Mailchimp campaigns.
Spotler
Help and guidance to manage your Spotler integration