Cratio Support Center

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

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?

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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

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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?

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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