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 3 others4 authors25 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
Spotler Email Marketing Results in the CRMThis article outlines the Email Marketing results that are displayed within the CRM from Spotler campaigns.