Campaigns & Sequences

Creating your first campaign
A quick video on how to add and configure your first campaign
Thu, 2 May, 2019 at 6:18 PM
Appointment Reminder Campaigns
How to setup appointment reminder campaigns
Fri, 3 May, 2019 at 12:39 PM
Newsletter Campaigns
Newsletter Campaigns How to setup newsletter campaigns   Written by Chris Arnold Updated on 29 Apr 2019 Newsletter Campaigns are used to offer cont...
Mon, 29 Apr, 2019 at 4:53 PM
Round Robin Campaigns
How to setup round robin campaigns Round Robin campaigns are useful for clients who want to round robin incoming leads between multiple sales peopl...
Fri, 3 May, 2019 at 1:19 PM
Advanced Round Robin For Sales Teams
Do you run leads for sales teams ex. mortgage, real estate, insurance, watch this video!
Mon, 29 Apr, 2019 at 5:52 PM
Bulk Requests
How to bulk leads and customers into campaigns
Mon, 29 Apr, 2019 at 5:55 PM
Copying Campaigns
How to copy campaigns to new sequences
Fri, 3 May, 2019 at 1:30 PM
Merge Fields
Merge Fields Merged fields you can use in campaigns   Written by Chris Arnold Updated on 29 Apr 2019 {{contact.first_name}} {{appointment.start_tim...
Mon, 29 Apr, 2019 at 5:58 PM
Trigger Links Overview
Create trigger links, embed them into SMS & email campaign events and trigger actions off their clicks.
Mon, 29 Apr, 2019 at 6:12 PM
Importing Contacts (Lists)
How to import a list (csv) of customers or leads into Automation Concierge
Mon, 29 Apr, 2019 at 6:44 PM