Marketing¶ Email marketing Email marketing dashboard Default kanban view and stages List view Graph view Filters, Group By, and Favorites search options Settings Create an email Recipients Add a recipient filter Mail body tab Settings tab Mailing campaigns Create new mailing campaign (from Settings tab) Create new mailing campaign (from Campaigns page) A/B testing Send, schedule, or test Mailing lists Create mailing lists Add contacts to a mailing list Create new mailing list from contact detail form Link a mailing list to website (Newsletter blocks) Manage unsubscriptions (Blacklist) Enable the Blacklist feature Blacklist Unblacklist contacts Marketing Automation Getting Started Marketing automation campaigns Campaign configuration Campaign filter rules Target an audience Configure target filters Use cases Scenario #1: Narrow target down to new opportunities in the pipeline Scenario #2: Narrow down target to event attendees who purchased a specific ticket Campaign workflow activities Add workflow activities Activity types Email activity Server action activity SMS activity Trigger Expiry duration Activity and applied filters Workflow activity Child activities Testing/running campaigns Test campaigns Run campaigns Stop campaigns Advanced Campaign metrics Activity analytics Activity graph tab Activity filter tab Link tracker Traces Participants SMS Marketing Essentials SMS essentials SMS marketing dashboard Create SMS messages Writing SMS messages Track links used in SMS messages Adjust SMS settings Send SMS messages Visualize reports SMS campaign settings SMS campaign setting A/B tests Campaigns page Campaign templates Sending SMSs through the Contacts app Set up SMS templates for future use Mailing lists and blacklists Mailing lists Mailing lists contacts Communication history in the Chatter Blacklist Importing blacklists Pricing and FAQ SMS Pricing and FAQ What do I need to send SMSs? How many types of SMSs are there? How much does it cost to send an SMS? How to buy credits More common questions Events Event essentials Kanban concepts and organization Create a new event Add and sell event tickets Send automated emails, text, and social posts to event attendees Attach a questionnaire to event registrations Log internal notes or add ticket instructions Invite attendees to the event Select invitees and configure recipient filters Build a custom event invite Modify event invite settings Send event invitations to recipients Publish events Sell tickets Configuration Sell tickets through sales orders Sell tickets through the website Track and manage talks Configuration Talks, talk proposals, and agenda Manage talk proposals Attendees list and attendance Manage registrations Lead Generation Rules Surveys Survey essentials Getting started Questions tab Create questions Create sections and questions Conditional Display Options tab Questions Scoring Candidates Live Session Description tab Test and share the survey Scoring surveys Timed and randomized questions Time limit Randomized selection Social Marketing Essentials Social marketing essentials Social media accounts Social media streams Posts Create leads from comments Insights Create and post social media content Post detail form Company Post on Message Attach Images Campaign When Push Notification Options Posts page Visitors Social media page Social accounts page Social streams page Social marketing campaigns Campaigns page Create social marketing campaigns Edit social marketing campaigns Social marketing campaign templates Add content and communications to campaigns Edit on GitHub
