Contacts

• Contacts Overview
• Creating A Contact
• Creating Campaign Phone Number
• Creating Contact Manually
• Deleting a Twilio Number
• Exporting Contacts with Addresses & Creating Smart List
• How to Import Contacts
• How to Import Contacts
• Sending Emails from Contact
• Sending Text Message from Contact
• Sending Text Message from Conversation Tab
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Conversations

• Booking an Appointment from the Conversations Tab
• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• Sending Email from Conversation Tab
• Sending Text Message from Contact
• Sending Text Message from Conversation Tab
• Unread VS Read - Must Manually Mark as Read

Marketing

• Adding a Chat Widget to Your Own Website
• Choosing Your Landing Page and Landing Page Elements
• Creating an Unsubscribe Link
• Creating Contact Manually
• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• Duplicating Triggers
• Editing Landing Pages
• Email Marketing Designer
• How to remove Chat Widget from Landing Pages
• How to use the Form Builder
• Landing Page Best Practices
• Media Storage and Trigger Links
• Pipeline Workflows and Creating a New Workflow
• Sending an Automated Contract
• Sending Email from Conversation Tab
• Setting and Sending Review Requests
• Triggers - Overview
• Web Design Builder from Scratch
• Web Design Builder from Template
• What is a Workflow and Form Submission Automations
• Workflow Notifications
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• Emails and Campaigns

  • Adding Signatures To Email Replies & Manual Emails
  • Creating Campaign Phone Number
  • Duplicate or Copy Campaign to New Location
  • Email Signatures
  • Emails Not Sending
  • How to Test Campaigns
  • Mailgun - Overview
  • Making Your Landing Page Live
  • Sending Email from Conversation Tab
  • Sending Emails from Contact
  • SMS & Email Templates - Overview
  • Stop on Response - Campaign Configurations
  • Why are my emails going to spam?
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  • Templates (SMS and Email)

    • Sending Email from Conversation Tab
    • Sending Emails from Contact
    • Sending Text Message from Contact
    • Sending Text Message from Conversation Tab

Opportunities and Pipeline

• Create a Pipeline
• Create an Opportunity
• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• How to delete ALL opportunities in a Pipeline

Phone

• Creating Campaign Phone Number
• Creating Contact Manually
• Sending Text Message from Contact
• Sending Text Message from Conversation Tab

• Inbound

  • Articles coming soon

• Outbound

  • Articles coming soon

• SMS

  • Sending Text Message from Contact
  • Sending Text Message from Conversation Tab

• Voicemail

  • Voicemail For Company And For Users

Reporting

• Ad Hoc Email Reporting Statistics
• Agent Report Overview
• Attribution Reporting: Source and Conversion Overviews
• Call Report Overview
• Create an Opportunity
• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• Workflow Reporting

Settings

• Adding Google Meet
• Admin Vs. User Permissions
• Agency Settings
• Archived Campaigns
• Billing
• Calendar Sync Option explained
• Company Settings
• Connecting your Calendar to Vintory
• Connecting your Calendar to Vintory
• Creating Calendar (Basic Setup)
• Creating Calendar (Basic Setup)
• Custom Fields and Tags
• Custom Values
• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• Google and Facebook Integration
• How do I change my Client's Address?
• How do I find my client's location ID in Vintory
• How do I find my Google My Business Chat Business Messaging Agent ID?
• How to connect Instagram Business account with Social Planner
• How to create a user or admin to manage multiple locations without giving them agency access?
• How to Delete Locations
• How to Sync Outlook Calendar with Google Calendar
• Password Reset
• Re-routed Scans
• User Access
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• Integrations

  • Calendar Sync Option explained
  • Connect Your Zapier Account
  • Connecting your Calendar to Vintory
  • Connecting your Calendar to Vintory
  • Creating Calendar (Basic Setup)
  • Creating Calendar (Basic Setup)
  • Google My Business Overview
  • How to Import Contacts
  • How to Import Contacts
  • How to Sync Outlook Calendar with Google Calendar
  • Outlook Email 2-Way Sync Integration
  • Outlook Integration - Syncing Vintory CRM Calendars With Outlook
  • Yext Overview
  • Zoom Integration
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Design Studio Documentation

• Direct Mail Lists

  • Append A Direct Mail List
  • Contact Data Field Lengths and Info
  • Direct Mail Contact List Tips
  • Edit List Mapping
  • FAQs – Direct Mail Lists
  • Import Mailing Lists With Excel or CSV Files
  • Invalid Contact List Records
  • Search For Contacts Across Mailing Lists
  • To Edit a Contact List
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• Direct Mail Campaigns

  • Add A Mail Drop For Multi-touch Campaigns
  • Archived Campaigns
  • Cancel a Campaign
  • Delivery And Response Status Codes
  • Delivery Times
  • Delivery Tracking Events Start Date
  • Direct Mail Campaign Settings Page
  • FAQs – Direct Mail Campaigns
  • How to Edit a Creative Template Used In An Ongoing Triggered Drip Campaign
  • Re-routed Scans
  • Returned to Sender Scans
  • Send Samples
  • Smart Send Direct Mail Campaigns
  • Triggered Drip Campaign Test Mode
  • Triggered Drip Direct Mail Campaigns
  • Vintory Paper and Print Specifications
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• Direct Mail Creative Templates

  • 3 ROI-Generating Examples of Direct Mail Marketing to Inspire Your Next Campaign
  • 7 Direct Mail Examples to Inspire Your Next Campaign
  • Direct Mail Design Best Practices — Increase Your Direct Mail ROI
  • Direct Mail Letters Online – Now Supporting Multiple Pages
  • Direct Mail Postcards That Produce – 7 Tips
  • Direct Mail Success – 7 Direct Mail Experts Reveal Their #1 Tip
  • Everything You Need To Know About Direct Mail Sizes – Postcards & Letters
  • How To Write An Effective And Automated Sales Letter

• Direct Mail Analytics

  • Campaign Mail Events Report
  • Direct Mail Dashboard Terms And Definitions
  • Get A List Of Delivered Mail Or Returned Mail
  • Vintory Home Dashboard

• Online Response Tracking

  • FAQs – Online Response Tracking: pURLs, QR Codes and Domains
  • How To Test Your pURLs and QR Codes
  • QR Codes
  • Tracking Code Overview