Popular Articles

  1. How Your Customers Update Their Credit Cards

    Pro-Tip! Follow the steps below, to automate the credit card update process. If you don't have all of this set up previously to a card failing, you could simply create an order form with a $0 product and have them fill it out to capture their n...
  2. OAuth Authentication

    Developers use this OAuth process for API integrations. Jan 5, 2020 Update : Please note that we recently migrated our API Proxy provider from Mashery to Apigee. Please check out these API community posts for FAQs and to ask questions to our AP...
  3. Email Broadcast Reports

    There are several marketing reports that will help you evaluate email marketing effectiveness. To see all of these reports, go to Marketing > Reports in the main navigation menu. Email Broadcasts Report The Email Broadcasts report shows you ...
  4. How to find unengaged contacts

    Engagement is a measure, in days, of how long it has been since a contact has filled out a webform, purchased a product, opened an email, or clicked on an email. Sending emails to unengaged contacts can drastically reduce the success of your email...
  5.  Campaign Goals - Task Completed

    Your browser does not support HTML5 video. A task completed goal allows you to require specific tasks be completed before the campaign will continue. Because tasks can have varied outcomes, this goal can be used to create different automation p...
  6. Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI

    Email Builder Choose from a wide selection of hand-made email templates, or build it from scratch using our Email Builder tool. Send an Email Broadcast Send an immediate or scheduled marketing email to your contacts. It's suggested th...
  7. Stop an email broadcast

    Alert ! Modifying an already queued email may not give you the results you desire. When you schedule an email broadcast to be sent at a day and time in the future, it is added to a broadcast queue until that time arrives. Once the broadcast is sc...
  8. Cancel your customer's subscription

    You are able to cancel and deactivate subscriptions manually when a customer contacts you by phone, email, or in person and asks to discontinue a service or upgrade to another service.  Automation Warning!  These instructions will help you turn o...
  9. Send a re-engagement email to your unengaged contacts

    Navigate to Marketing  and click Email & Broadcasts. On the Email Broadcast page click Create email broadcast Select your sender Add   your  subject line Add your audience Click in the box an...
  10.  Create a Referral Partner record (manually)

    Referral Partners are partners who sell your products on their sites for a commission that you pay to them, or they might sell a complementary product or solution to your own. It’s one way to get revenue from your products without having to do all...