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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' ...

  • How do I remove a list of email addresses from a category?

    Easily unsubscribe multiple contacts from a category by simply importing a CSV file of email addresses then selecting the categories the contacts should be unsubscribed from. This useful tool can b...

  • 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.

  • Online Learning: 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...