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Knowledge base
Video Tutorials
Getting Started
2
Getting Started with Web Application
Getting Started with Mobile Application
User Guide
10
Working with Forms, Search & Views
How to Import/ Export Leads and Contacts
How to Automate Lead from Various Sources
Lead Management Overview
Opportunities or Deals Overview
View all 10
Administrator Guide
5
User Management & Security Settings Overview
Configuring Email, SMS Alerts
CRM Customization Overview
Reports & Dashboards Overview
Setup & Software Administration Overview
Marketing Automation
MAS - Email Marketing Essentials
9
Email sending domain verification and configuration via AWS
Email sending domain verification and configuration via GoDaddy
Adding a new sender email address
Why is my email address showing as Pending in Email Status?
Sender email - What is Domain Status?
View all 9
MAS - SMS Marketing Essentials
15
DLT Registration
DLT Registration with Jio
DLT Registration with Videocon
Header/Sender ID Registration
Header/Sender ID Registration with Jio
View all 15
MAS - Email Campaigns
5
Send new email campaign
Email liquids and merge tags for content personalization
Send a Test Email
Edit Existing Email Campaigns
Clone Email Campaign
MAS - SMS Campaigns
4
Send new SMS Campaign
SMS liquids for content personalization
Send a Test SMS
Clone SMS Campaigns
MAS - Workflow Automations
8
Workflow Automation
Workflow Essentials
Creating new automation workflow
Start a Draft Workflow
Stop an Active Workflow
View all 8
MAS - People
2
Import People
Custom Fields
MAS - Segments
10
Segments
Create a new segment
How to view the leads linked to the segments?
How to use the segments in the workflow trigger?
How to use the segments in the workflow decision?
View all 10
MAS - Tags
12
Tags
Create a new tag
How to view the leads linked to the tags?
How to assign tags for people?
How to use the tags in email campaigns?
View all 12
MAS - Forms
8
Forms
Embedded Form
Smart Form
Preview Form
Where can I get the form script?
View all 8
MAS - Reports
2
Email Log
SMS Log
MAS - General
0