Video Tutorials & Documentation
- How to Create and Use Scarcity Countdown Timers
- How to Create and Use Logic Links
- How to Use Census Tract, Zip Code, and State Lead Assignment for Franchise Accounts
- How to Add Multiple Pulse Accounts to Easily Switch Between Each
- How to Search for Contacts by Their Marketing Status and Also Mass Update Their Marketing Permission
- How to the Next Task Popup Works and How to Configure the Settings
- How to Disable LastPass From Auto Filling Fields for Your Profile or Contact Records
- How to Add a Note with Files or Documents to a Contact Record
- How to Mass Assign or Use Automation to Assign Contacts to Accounts - Pulse for Franchises
- How to Change the Way Your Accounts are Labeled in a Pulse for Franchises Account
- How to Change the Franchise Wording in a Pulse for Franchises Account
- How to Add Franchise or Multi Location Accounts to Your Master Pulse Account
- How to Subscribe to a Pulse Subscription in a Franchisor or Multi Location Account
- How to Use the Lead Creation via Email Tool
- How to Use the HTTP Post Sequence Step to Post Data to External Applications and Zapier
- How to Use the Pulse Home Screen
- How to Create and Send Text Messages
- How to Use Search Filters in Pulse to Find Contacts
- How to Use the CRM - Contacts Section of Pulse
- How to Use a Cookie to Capture UTM Parameters in Pulse
- How to Post Data to a Pulse form using Webhooks by Zapier
- How to Create and Connect Integrations via API
- How to Add Contacts Using a Manual Lead Entry Form
- How to Use the Lead Qualification Board, Qualified Lead Board, and Active Customer Board
- How to Configure the Settings for Your Feedback and Referral Workflows
- How to Add a Phone Number for Text Messaging
- An Overview of Customer Success Packages and How to Use Them
- How to Upgrade to an Annual Subscription and Save 25 Percent
- How to Send Broadcast Emails and Text Messages
- Dashboard: How to Add and Use the Broadcast Stats Widget (Broadcast Reports)