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Stephanie Price-Bell

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  • Can I attach a file to an email?

    DESCRIPTION Attachments aren't supported in any type of campaign, including ones originating from the API.  Instead of a traditional attachment, you can include a hyperlink to the file hosted in yo...

  • How do I see how many contacts are in a segment and export them to excel?

    DESCRIPTION There may be times where you need to not only see a count for the segment, but export the full segment list.  Simply hover over the segment to get the Edit menu to show. Select 'test' ...

  • What is Export CSV?

    The term "export CSV" refers to a type of step that can be incorporated into your automation. This steps automates an export a file of contacts that flow through a step and email it to an identifie...

  • What is a role?

    The term 'role' refers to sets of permissions applied to account administrators in the system.  These permissions define what an administrator may access in the account.System (default) RolesAll Ac...

  • How do I use a lead alert in my automation?

    Lead Alerts provide real time feedback to your team. Add a Lead Alert to any point in your automation to notify an internal recipient of new contacts in an automation, or contacts in an automation ...

  • How do I change the status of one contact?

    DESCRIPTION This article will walk you through changing status for one contact in your account. HOW-TO 1. Go to the 'Contacts' dashboard.2. Find the relevant contact record by using the search box ...

  • What is a preference center?

    The term "preference center" refers to a hosted form often used in the footer of sent campaigns in lieu of a one click unsubscribe where recipients can manage their own subscriptions.

  • Lesson: Content Snippets

    Want to learn more about Snippets and how to use them?  Click here to walk through an online resource.    

  • What is Mailing engagement?

    The term "engagement" that is seen in mailing/campaign reports refers to a formula involving campaign recipient actions (opens, clicks, forwards, unsubscribes, etc.) divided by the number of recipi...

  • What is Lifetime Engagement?

    The Lifetime Engagement Score (a.k.a. contact engagement) that is stored on the Contact record refers to historical campaign action data (opens, clicks, forwards, etc.) compared to the number of me...