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User's Guide
User's Guide
- Ryan Schefke
Owned by Ryan Schefke
- Account Settings
- Account Status
- Alerts
- Automation
- Automation FAQ
- Behavioral Automations
- Change Cost and Program Attribution
- Clearing Values
- Cloning Automations
- Create Automation Campaigns
- Deactivating Automations
- Deleting Automation Campaigns
- Execution Times
- Fulfillment Actions
- Limits on Real-Time Automations
- Manage Automation Campaigns
- Repeatable Actions
- Stats
- Test Mode (Emails)
- Blacklisting Visitors
- Branding
- Bulk Actions
- Revelation - Content
- Connexions
- Coupons
- CRM Integrations
- Custom Activities
- Custom Elements
- Demo Portal
- Domain Lists
- Exhibitor Portal
- Email Marketing
- Auto-Click Protection
- Blocked Emails
- Creating an Email
- Creating an Email Marketing List
- Custom Fonts
- Custom Unsubscribe
- Double Opt In
- De-Duping Contacts in a List
- Email Categories
- Email Design Guide
- Email Marketing Settings
- Email Reports
- Embedding Video Into Emails
- Emojis
- Is My List Okay to Use?
- Laws in North America and Europe
- Links are Clicked but no Website Activity is Recorded
- Locked Emails
- Managing Bounced Emails and Unsubscribes
- Managing List Unsubscribes
- Managing Special Characters
- Operational Emails
- Question & Answer
- Removing & Unsubscribing Contacts
- Resend Attempts
- Send to Friend
- Sending Emails
- Sending Mail through 3rd Party Email Systems
- Sending Mail through 3rd Party SMTP Services
- Sending Thresholds
- Spamtraps
- Split Tests
- Templates
- Types of Email
- Validating Email Addresses
- What are the Canadian Anti-spam laws?
- Who Can I and Can't I Email?
- EventGen
- Exporting Data
- Folders
- Gift Cards
- Google ReCAPTCHA
- Granting Lead Liaison Support
- Handwritten Letters
- Hot Prospects
- Implementing SSL
- Inactivity Periods
- Integrations
- Adobe Marketo
- Account Engagement (Pardot)
- Administrate
- AWS S3
- Bizzabo
- Chat
- Data.com Connect
- Domo
- GEVME
- Grip
- Google Analytics
- Google Analytics Tracking Integration
- GoToWebinar
- RingCentral (Hopin)
- HubSpot
- Swoogo
- iDonate
- Integrate
- Jifflenow
- Microsoft Dynamics (Professional)
- Microsoft Dynamics (Standard)
- Oracle Eloqua
- Paid Search (AdWords)
- PandaDoc
- Salesforce (Professional)
- Signing into Salesforce
- Bi-Directional Syncing and Initial Data Load
- Creating Tasks
- De-Duping
- Duplicate Management for Salesforce
- Finding Your Security Token
- Lead Liaison Marketing Data
- Lead Liaison Visual Force Data
- Linking to Most Recent Salesforce Lead/Contact
- Logging Marketing Emails in Salesforce
- Manage Fields
- Operational Specifics
- Opportunities
- Replacing Users
- Self-Healing Sync
- Salesforce Campaign Filters and Actions
- Sync Log
- Trusted IP Addresses
- Triggering off Data Changes in SFDC
- Salesforce (Standard)
- Salesforce Marketing Cloud
- Selligent
- SSH File Transfer Protocol (SFTP)
- Slack
- Swapcard
- Vii Events
- Zaps
- Zones and Mobile Attendee App Integration Spec
- Zoom
- Interactions
- Landing Pages
- Layout Templates
- Lead Analyzer
- Lead Grading
- Lead Nurturing
- Lead Ownership
- Lead Scoring - Custom
- Lead Scoring - Out of the Box
- Lead Tracking
- Lifecycle Stages
- Lists
- Managing Fields
- Managing Filters
- Managing ISP Tracking
- Managing Passwords
- Managing Users
- Managing Visitor Tracking
- Marketing Calendar
- Marketing Dashboard
- Measuring Activity
- Media Manager
- OneFocus CRM
- Page Patterns
- Parent/Child Accounts
- Payments and Donations
- People Search with ZoomInfo
- Personal Email Domains
- Postcards
- Privacy
- Programs/Campaigns
- Prospects
- QR Codes
- Recycle Bin
- Referrer Domains
- Reports
- Return on Investment
- Reward Center (Tokens & Reward Points)
- Sales Enablement
- Security Profiles
- Segmentation
- Send and Track for Google Chrome
- Send and Track User Guide
- Setup Wizard
- SiteEngage
- Smart Match
- Smart Surveys
- Social Media
- Tags
- Teams
- Trackable Content
- Tracking URLs
- User Profile
- Video Marketing
- Web Form Tracking
- Webhooks
- Creating Your Own Webhook
- Inbound Webhooks
- Testing Your Webhook
- Webhooks Use Case: Adding Proposify Proposals to Timeline Using Zapier
- Webhooks Use Case: Sending Direct Mail
- Webhooks Use Case: Sending Emails Using Zapier
- Webhooks Use Case: Sending Text Messages
- Webhooks Use Case: Adding Intercom Messages to Prospect Profile
- Webhooks Use Case: Adding Zoom Webinar Registrations to Prospect Profile
- Webhooks Use Case: Sending Prospect Data to Marketing Automation Platforms
- Web Forms
- Website Visitor Reporting
- Welcome Screen
- API
- Lead Capture Management
- Accessories
- Activations
- Creating an Activation
- Activation Graphics
- Activation Builder Options
- Activation Library
- Air hockey
- Ascent
- Audience Poll
- Bingo
- Black Jack
- Captello Bridge
- Captello Crush
- Captinko
- Capture (Activation)
- Captarget
- Captellipede
- Captello Capture
- Catch
- Crack the Safe
- Crazy wheel
- Engagem
- Fundraising
- Guess How Many
- Guess the Word
- Invaders
- License Plate
- Memory Match (Leaderboard Available)
- Match
- Pattern
- Photo Booth
- Pick a Winner
- Puzzle
- Quetrix
- Racing
- Rearrange Words
- Roll Doubles
- Roulette
- Rummage
- Scratch Off
- Slice
- Sliding Puzzle
- Slot Machine
- Spin to Win
- Survey
- Swervy Bird
- Swipe
- Three Cards
- Three Cups
- Trivia
- Waypoint
- Whack-a-Mole
- Wheel Of Riches
- Wordzy
- Morphique
- Web-based Activations
- Leaderboards
- Activation Campaigns
- Questions
- Teams for Activations
- Previewing Activations
- Activation Actions
- Guidelines
- Goals
- Player Profile
- Prize Drawing
- Progress Reports
- Scavenger Hunts
- Zones
- Badges with Avery
- Badges with Dymo
- Capture Portal
- Hosted Events
- ID Data Capture
- Lead Capture Mobile App
- Signup via Referral / eCommerce Purchase Portal
- Badge Scanning Request
- Events Dashboard
- Hospitality
- Transcription Invoices
- Event Badge Providers API Limitations
- Purchase Credits
- Single Sign On (SSO)
- Lead Distribution
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