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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...

  • What is export CSV?

    The term "export CSV" refers to a type of step that can be incorporated into your automation (a.k.a. drip campaign). This steps automates an export a file of contacts that flow through a step and e...

  • What is a role?

    The term 'role' refers to permissions applied to administrators of your account.  These permissions define what an administrator may access in the account.System (default) RolesAll Access Pass: All...

  • How do Lead Alerts work in Automation?

    DESCRIPTION: The term "Lead Alert" is a feature of Automation that allow you to set a notification to an internal recipient.  Lead alerts are typically used to notify a sales rep of new contacts e...

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

    DESCRIPTION Lead Alerts provide real time feedback to your team. Add a Lead Alert to any point in your automation (a.k.a. drip campaign) to notify an internal recipient of new contacts in an automa...

  • 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 Contact engagement or Lifetime Engagement?

    The Lifetime Engagement Score that is stored on the Contact record refers to historical campaign action data (opens, clicks, forwards, etc.) compared to the number of messages the Contact has recei...

  • How are duplicate email addresses handled?

    DESCRIPTION: Below you will find information about how duplicate email addresses are handled.  By default, your account is setup with the email address being the unique key.  This means that only o...