User Guides and How Tos
Best Practices
- Contact Management: How do I handle an inappropriate contact?
- Contact Management: What is Auto Enroll and how can it be used?
- Messaging: How and when should I use the Autoresponder?
- Messaging: How do I avoid spam filters from mobile carriers?
- Messaging: How long should my message be?
- Messaging: How to set up an effective opt-in chain
My Settings
Mobile App
User Guides
Inbox Management
Analytics
Messaging
- How do I send a message to more than one contact using advanced search?
- How do I send a message with an image?
- How do I view/delete future messages for a single contact?
- How do I send or schedule a message to more than one contact?
- How do I edit future scheduled messages?
- How do I send or schedule a message to a single contact?
Contact Management
- How do I create and access a saved search filter?
- How do I delete a group_list?
- How do I search for a contact?
- How do I edit a contact's group(s)?
- How do I add new contacts and update existing contact data in the same file?
- How do I update existing contact data?
Program Management
- How do I adjust counselor settings?
- How do I adjust program settings?
- How do I change a field's display name?
- How do I hide a field?
- How do I make a field read-only?
- How do I create new custom fields?
User Management
- How do I resend or revoke a user invitation?
- How do I invite Counselors in bulk?
- How do I invite Program Admins in bulk?
- How do I add a new counselor?
- How do I update the permissions of existing users?
- How do I delete a user?