SETTING UP YOUR CAMPAIGN

Training Lessons

INTRO

GETTing started Guide 

DESCRIPTION:

A step-by-step handbook to launching your first campaign on Connect 365. For a complete rundown, get started here.

AUTHOR:

Pat Henseler

GETTING STARTED

how to link your gmail

DESCRIPTION:

Follow this short tutorial to help you connect your Gmail account to your Connect 365 account.

LENGTH:

~1 min.

GETTING STARTED

Uploading Contacts

DESCRIPTION:

This training lesson will walk you through how to upload your list of contacts and email information to Connect 365.

LENGTH:

~6 min.

OUTLOOK

Set-up an Alias Account for Outlook Users

DESCRIPTION:

Learn how to sync your Microsoft Outlook account with Connect 365 by creating an Alias account.

LENGTH:

~3 min.

GETTING STARTED

CREATING TAGS in C365

DESCRIPTION:

This lesson walks you through the use of Tags in our system. And how you'll use them to organize and label your contacts.

LENGTH:

~1 min.

GETTING STARTED

Creating a Campaign

DESCRIPTION:

Get a walkthrough on the differences between a scheduled and sequential campaign.

LENGTH:

~1 min.

GETTING STARTED

Adding a Message

DESCRIPTION:

Learn how to sync your Microsoft Outlook account with Connect 365 by creating an Alias account.

LENGTH:

~1 min.

HOW TO USE

Advanced Actions

DESCRIPTION:

This lesson walks you through the use of Tags in our system. And how you'll use them to organize and label your contacts.

LENGTH:

~5 min.

GETTING STARTED

Edit Contact Info

DESCRIPTION:

Get a walkthrough on the differences between a scheduled and sequential campaign.

LENGTH:

~20 sec.

ADVANCED

ADDING CUSTOM MERGE FIELDS

DESCRIPTION:

Learn how to sync your Microsoft Outlook account with Connect 365 by creating an Alias account.

LENGTH:

~2 min.

ZAPIER

INTEGRATIONS WITH C365

DESCRIPTION:

Utilize our integration with Zapier to sync Connect 365 with hundreds of other applications you already use.

LENGTH:

~10 min.

GLOSSARY

GLOSSARY OF TERMS

DESCRIPTION:

Get a walkthrough on the differences between a scheduled and sequential campaign.

LENGTH:

~3 min.

Why don’t other people send warm emails?

It's simple...they don't know they can OR, more specifically, they don’t know there is an automated way to send personal emails in bulk!

But as a member of Connect 365, you know it’s possible!!

Now, all you need to do is TAKE ACTION and implement the right nurture strategy to turn your cold prospect list into WARM leads and clients.

Now onto your first assignment...get ready to launch your new C365 Warm Email campaign!

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