Getting Started 22

• Login (1)
• Chrome Browser Display Issues
• Account Setup
• Login (2)
• Co-Branding

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Partner Onboarding 7

• Creating Accounts
• Upload Market Assets
• Email Partner Login Credentials
• Partner Project Management
• Login to Partner Account

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Database Management 15

• Importing
• Exporting Contacts
• Groups
• Merge Duplicates
• Creating Contacts & Accounts

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Account Center 6

• Disable Users
• Updating Organization Information
• Create a New User
• Permission Groups
• Permission Management

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Marketing Execution 35

• Send Vendor Library Emails
• Send Vendor Email Series
• Send Vendor Nurturing Campaign
• Send Your Own Emails
• Tasks & Alerts

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Lead Management 9

• Viewing your leads
• Leads
• Changing Stages
• Creating Leads Manaually
• Creating and Managing Leads/ Task Stages

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Website Management 13

• Add/Remove Pages
• Modify Existing Pages
• Creating Forms
• Form Distribution
• Managing your Site Map

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Projects 2

• Managing Projects
• New Project Template

Program Setup 12

• Create Marketing Assets
• Custom Fields - Managed Marketing
• Customize File Types
• Custom Translation Settings
• Creating New Video Players

See all 12 articles

Content Management 23

• Point & Click Templates
• Creating Co-Branded Emails
• Creating Campaigns
• Creating an Email Series
• Linking to Landing Pages

See all 23 articles

Website Content Syndication 4

• Analytics
• Updating Existing Content
• Overview
• Page Management

Q3 2022 3

• Release Notes 07/06/2022
• Release Notes 07/27/2022
• Release Notes 08/17/2022