Salesforce
- Video guide – Salesforce app installation
- Getting Started – inwise app for Salesforce – Installation and configuration
- Settings – automatic lead sync & unsubscribe
- Settings – adding inwise modules – campaign control
- Settings – adding inwise modules – Contacts/Leads analytics
- Settings – adding inwise modules – fast SMS
- Creating, Syncing and receiving analytics from Salesforce campaigns
- Synchronizing contacts / leads from Salesforce to inwise
- Automatic lead sync from landing pages to Salesforce
- Send a fast SMS to a contact / lead
- Send SMS through Salesforce Flow
- Send Email through Salesforce Flow
- Send Email & SMS through Salesforce Flow and inwise automation
Campaign
- Create and edit an email campaign
- Video – design & edit an email campaign – newsletter
- Video – Send an email campaign – newsletter
- Create an SMS Campaign
- Create a WhatsApp Campaign
- AB Testing campaign
- Adding personal fields to campaign
- Adding Tags to email campaign
- Setting reply-to email address
- Dynamic content
- Personal interaction with the contacts in the “To” line
- Adding Links (Navigate, Calendar, WhatsApp etc.)
- On site
- “Advertisement” on the subject line
- Limit sending pace
- Blocking sending on certain dates
- Update sent campaigns
- Personal attachments
Pages and forms
- Create and design landing pages
- Video – Create and design a landing page
- Create and design Popup Forms
- Video – Create and design a popup form
- Create signup forms (Embedded in a website)
- Create and Edit Forms
- Video – Design and Edit Forms
- Link to a landing page in an Email campaign
- Add tracking code to landing pages
