All Collections
Refundo Growth Marketing Training Videos
How To Add Individual Contacts
How To Choose A Phone Number
How To Adjust Your Website Template
How To Add Team Members To Your Account
How To Send A Text Blast
How Do Text And Email Campaigns Work?
How To Schedule An Appointment
How To Create Your Appointment Calendar
How To Send An Email Blast
How To Set Up Your Chat Bubble
How To Handle Cancellations And No Shows
How To Set Up Your Review Link
How To Set Up Your Domain Name
How Our Pre-Built Websites WorkIn this video, we walk you through the different websites you can choose from, and how they will work for your tax business.
Where can I see Customer Responses?
Importing Your Contact ListIn this video, we show you how to import your client list into the software.
How To Link Your Calendar To Your Email And Text CampaignsIn this video, we show you how to link the calendar you created in the software into all of your campaigns.
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.
How To Assign Tasks And Leads To Team Members
How To Set Time Zones in U.S. and Canada
Tags Overview
How to Send a Test Email and SMS
How To Use Time Delay In The Funnel Builder and Websites
How to Change a Logo
How To Customize Your Funnel and Website for Mobile
How The Marketing Dashboard Works
How to Add A Facebook Pixel to a Funnel
How to Create and Use a Coupon/Promo Code
How To Upload Images and Use the Graphics Library
How To Use Stripe Test Mode
How to Configure the Buttons on your Website
How To Set Up a Sub-Domain
How A Thank You Page Works
How To Activate The One-Click Purchase In Your Funnel Step
Using the Bulk Actions Features
How to Look Up Form Attribution
How To Add a Tag to New Contact List Import
How to Export Contacts
How To Delete A Contact
How To Import Contacts
How to Add or Remove Logo from Forms
How To Edit A Contact
How To Locate Survey and Form Answers
How To Submit Mock Data for Forms and Surveys
How Sticky Contact Works
Viewing the Deliverability of Messages in Campaigns
How To Edit Standard Fields Within a Form Or Survey
How And When To Use The Event Start Date In A Campaign
What Are Round Robin Campaigns And How To Use Them
How To Ensure That Leads Can’t Enter Into the Same Campaign More Than Once
Calendar Color Codes
How To Customize The From Email Address Configuration
How To Push Campaign Steps
How to Control Timing of Campaign Steps
Pausing and Resuming a Campaign
How To Copy A Campaign
How To Use The Manual SMS Event
How Does Stop On Response Work In A Campaign
What Is The Manual Call Event And How To Use It
How To Create An Appointment Confirmation And Appointment Reminders Campaign
How To Create A Basic Campaign
How To Test A Campaign
How To Mark Appointment Status as Invalid
How To Add A Contact To Multiple Opportunities
What To Do If you Get the Google Calendar Writer Access Error
How to Add Facebook Pixel to Survey, Forms & Calendars
Calendar Sync Options
Create a Pipeline
How To Block Off Your Calendar
How to End an Opportunity
What To Do If Your Send Email Trigger Action Is Not Firing
Whisper Message
How to Duplicate Triggers
How to Create a Double Opt-In System
How To Check What Triggered Someone Into a Campaign
How To Create Folders For Your Triggers
What Are Custom Actions (Triggers) and What Does Each Option Do
How to Set Up Email/SMS Notification When An Action Occurs
How Triggers Work
How To Access Push Notifications For Triggers
Test Email Error Troubleshooting
How to Delete a Twilio Phone Number
How To Record Calls And Listen To Recordings
Understanding Twilio Numbers
Complete Twilio Setup
How to Create or Edit Your Email Signature
How To Convert Voicemail Drop Files into MP3 or WAV
How To Make HTML Emails
How To Set Up A Voicemail Drop
"Add This To Your Calendar” Custom Values
How SMS And Email Templates Work
How To Get an Outbound Phone Number
How Inbound Call Routing Works
How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns And How They Work
How to Update Facebook Page Selection & Permissions
How To Use The CRM Phone For One-Time Outbound Calls
How To Troubleshoot When Your Call Event Is Not Working
How To Troubleshoot When Your Zapier Is Not Working
Integrating with Google
How to Transfer a Domain to CloudFlare
How To Add Hyperlinks to Websites And Funnels
How To Integrate Your Facebook Account
How To Redirect Domains (from www to non-www) - Google Domains
How to Add Facebook Pixel to Your Website
How To Change Settings For Your Website
How To Create and Update Global Sections
How To Add Messaging To Your Google My Business Listing
How To Understand Time Zones
How To Set Up Your App To Work With Your Review System
How To Reset Your Password
How to Create, Edit and Delete Custom Fields
How to Edit User Information and Permissions
How To Update Your Company Settings
How To Manage Team Management
How To Include Email Signatures On ALL Outgoing Messages