Refundo Growth Marketing Training Videos

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115 articles in this collection
Written by Jesse Arroyave

How To Add Individual Contacts

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Written by Jesse Arroyave
Updated over a week ago

How To Choose A Phone Number

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Written by Jesse Arroyave
Updated over a week ago

How To Adjust Your Website Template

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Written by Jesse Arroyave
Updated over a week ago

How To Add Team Members To Your Account

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Written by Jesse Arroyave
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How To Send A Text Blast

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Written by Jesse Arroyave
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How Do Text And Email Campaigns Work?

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Written by Jesse Arroyave
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How To Schedule An Appointment

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How To Create Your Appointment Calendar

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Written by Jesse Arroyave
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How To Send An Email Blast

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How To Set Up Your Chat Bubble

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How To Handle Cancellations And No Shows

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How To Set Up Your Review Link

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How To Set Up Your Domain Name

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How Our Pre-Built Websites Work

In this video, we walk you through the different websites you can choose from, and how they will work for your tax business.
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Written by Jesse Arroyave
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Where can I see Customer Responses?

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Importing Your Contact List

In this video, we show you how to import your client list into the software.
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How To Link Your Calendar To Your Email And Text Campaigns

In this video, we show you how to link the calendar you created in the software into all of your campaigns.
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Written by Jesse Arroyave
Updated over a week ago

How Do Lead Magnets Work?

In this video, we explain how lead magnets work within your website, and why they're so important for your success.
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Written by Jesse Arroyave
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How To Assign Tasks And Leads To Team Members

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Written by Jesse Arroyave
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More Resources

How To Set Time Zones in U.S. and Canada

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Written by Jesse Arroyave
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Tags Overview

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How to Send a Test Email and SMS

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Written by Jesse Arroyave
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How To Use Time Delay In The Funnel Builder and Websites

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Written by Jesse Arroyave
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How to Change a Logo

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Written by Jesse Arroyave
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How To Customize Your Funnel and Website for Mobile

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Written by Jesse Arroyave
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How The Marketing Dashboard Works

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Written by Jesse Arroyave
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How to Add A Facebook Pixel to a Funnel

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Written by Jesse Arroyave
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How to Create and Use a Coupon/Promo Code

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Written by Jesse Arroyave
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How To Upload Images and Use the Graphics Library

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Written by Jesse Arroyave
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How To Use Stripe Test Mode

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How to Configure the Buttons on your Website

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Written by Jesse Arroyave
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How To Set Up a Sub-Domain

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How A Thank You Page Works

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Written by Jesse Arroyave
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How To Activate The One-Click Purchase In Your Funnel Step

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Written by Jesse Arroyave
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Using the Bulk Actions Features

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Written by Jesse Arroyave
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How to Look Up Form Attribution

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Written by Jesse Arroyave
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How To Add a Tag to New Contact List Import

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Written by Jesse Arroyave
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How to Export Contacts

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Written by Jesse Arroyave
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How To Delete A Contact

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Written by Jesse Arroyave
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How To Import Contacts

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Written by Jesse Arroyave
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How to Add or Remove Logo from Forms

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Written by Jesse Arroyave
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How To Edit A Contact

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How To Locate Survey and Form Answers

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How To Submit Mock Data for Forms and Surveys

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Written by Jesse Arroyave
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How Sticky Contact Works

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Viewing the Deliverability of Messages in Campaigns

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How To Edit Standard Fields Within a Form Or Survey

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Written by Jesse Arroyave
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How And When To Use The Event Start Date In A Campaign

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Written by Jesse Arroyave
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What Are Round Robin Campaigns And How To Use Them

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How To Ensure That Leads Can’t Enter Into the Same Campaign More Than Once

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Written by Jesse Arroyave
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Calendar Color Codes

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Written by Jesse Arroyave
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How To Customize The From Email Address Configuration

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Written by Jesse Arroyave
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How To Push Campaign Steps

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How to Control Timing of Campaign Steps

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Pausing and Resuming a Campaign

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How To Copy A Campaign

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How To Use The Manual SMS Event

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How Does Stop On Response Work In A Campaign

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What Is The Manual Call Event And How To Use It

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How To Create An Appointment Confirmation And Appointment Reminders Campaign

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Written by Jesse Arroyave
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How To Create A Basic Campaign

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How To Test A Campaign

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How To Mark Appointment Status as Invalid

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How To Add A Contact To Multiple Opportunities

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Written by Jesse Arroyave
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What To Do If you Get the Google Calendar Writer Access Error

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Written by Jesse Arroyave
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How to Add Facebook Pixel to Survey, Forms & Calendars

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Written by Jesse Arroyave
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Calendar Sync Options

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Written by Jesse Arroyave
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Create a Pipeline

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Written by Jesse Arroyave
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How To Block Off Your Calendar

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Written by Jesse Arroyave
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How to End an Opportunity

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Written by Jesse Arroyave
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What To Do If Your Send Email Trigger Action Is Not Firing

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Written by Jesse Arroyave
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Whisper Message

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Written by Jesse Arroyave
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How to Duplicate Triggers

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How to Create a Double Opt-In System

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How To Check What Triggered Someone Into a Campaign

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​How To Create Folders For Your Triggers

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Written by Jesse Arroyave
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What Are Custom Actions (Triggers) and What Does Each Option Do

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Written by Jesse Arroyave
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​How to Set Up Email/SMS Notification When An Action Occurs

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​How Triggers Work

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​How To Access Push Notifications For Triggers

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Test Email Error Troubleshooting

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How to Delete a Twilio Phone Number

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Written by Jesse Arroyave
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How To Record Calls And Listen To Recordings

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Written by Jesse Arroyave
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Understanding Twilio Numbers

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Complete Twilio Setup

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How to Create or Edit Your Email Signature

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Written by Jesse Arroyave
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How To Convert Voicemail Drop Files into MP3 or WAV

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Written by Jesse Arroyave
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How To Make HTML Emails

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Written by Jesse Arroyave
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How To Set Up A Voicemail Drop

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Written by Jesse Arroyave
Updated over a week ago

"Add This To Your Calendar” Custom Values

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Written by Jesse Arroyave
Updated over a week ago

How SMS And Email Templates Work

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Written by Jesse Arroyave
Updated over a week ago

​How To Get an Outbound Phone Number

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Written by Jesse Arroyave
Updated over a week ago

How Inbound Call Routing Works

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Written by Jesse Arroyave
Updated over a week ago

How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns And How They Work

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Written by Jesse Arroyave
Updated over a week ago

How to Update Facebook Page Selection & Permissions

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Written by Jesse Arroyave
Updated over a week ago

How To Use The CRM Phone For One-Time Outbound Calls

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Written by Jesse Arroyave
Updated over a week ago

​How To Troubleshoot When Your Call Event Is Not Working

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Written by Jesse Arroyave
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​How To Troubleshoot When Your Zapier Is Not Working

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Written by Jesse Arroyave
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Integrating with Google

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Written by Jesse Arroyave
Updated over a week ago

How to Transfer a Domain to CloudFlare

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Written by Jesse Arroyave
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How To Add Hyperlinks to Websites And Funnels

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Written by Jesse Arroyave
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​How To Integrate Your Facebook Account

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Written by Jesse Arroyave
Updated over a week ago

How To Redirect Domains (from www to non-www) - Google Domains

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Written by Jesse Arroyave
Updated over a week ago

How to Add Facebook Pixel to Your Website

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Written by Jesse Arroyave
Updated over a week ago

​How To Change Settings For Your Website

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Written by Jesse Arroyave
Updated over a week ago

How To Create and Update Global Sections

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Written by Jesse Arroyave
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How To Add Messaging To Your Google My Business Listing

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Written by Jesse Arroyave
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How To Understand Time Zones

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Written by Jesse Arroyave
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​How To Set Up Your App To Work With Your Review System

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Written by Jesse Arroyave
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​How To Reset Your Password

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How to Create, Edit and Delete Custom Fields

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Written by Jesse Arroyave
Updated over a week ago

​How to Edit User Information and Permissions

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Written by Jesse Arroyave
Updated over a week ago

​How To Update Your Company Settings

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Written by Jesse Arroyave
Updated over a week ago

​How To Manage Team Management

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Written by Jesse Arroyave
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​How To Include Email Signatures On ALL Outgoing Messages

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Written by Jesse Arroyave
Updated over a week ago