Knowledge Base

Email

General

• What is CAN-SPAM? (unsubscribe link)
• How To Connect Smartmarketer.ai To Your Email Account?
• Default Email vs. Personal / Business Email
• Why Are My Emails Going To Spam?
• How To Create An Email Signature?
• Issues Connecting Outlook/Office365

Marketing

Campaign

• How To Create A Drip Marketing Campaign?
• How To Set Your Time Zone For A Campaign?
• How Do I Add A Contact To Multiple Campaigns?
• How To Use Zapier With A Campaign?
• How Do I Connect My Facebook Lead Ad To A Campaign?
• How Do I Get My Leads Inside of A Campaign?
• Round Robin / First To Claim Rules
• How To Automatically Stop A Campaign When Someone Responds?
• How To Clone / Duplicate a Campaign?
• How To Share A Campaign With Another User?

Campaign Templates

Quick Replies

• How Do I Create A Quick Reply Template?
• How Do I Send A Quick Reply?

Video Email

• How To Create A Video Email?
• What File Types Are Allowed?
• What Is The Max File Size For Video Email?

Ringless Voicemail

• How to Record a Ringless Voicemail?

• How To Use Pre-Built Campaign Templates?

Form Builder

Forms

• How Do I Create A Form?
• How Do I Connect A Form To A Campaign?
• How To Automatically Create A New Deal When A Form Is Filled Out?
• Where Do I Find Completed Forms In The System?

Inbox

General

• How Do I Send A Message?
• How Do I Send A Quick Reply From The Inbox?

Contacts

Contacts

• How Do I Get Contacts Into The System?
• How To Upload Contacts?
• Duplicate Contacts
• How To Create A Contact List?
• How To Filter Contacts?
• How To Upload Contacts Without Adding To A Campaign?
• How To Bulk Add Existing Contacts To A Campaign?

Opportunities & Sales Pipeline

Opportunities & Sales Pipeline

• How To Create & Edit A Sales Pipeline?
• How To Send Messages From The Pipeline Screen?
• How To View Contact Info From Pipeline Screen?
• How To Mark A Deal As Won or Lost?
• How To Move A Deal To Another User's Pipeline?
• How To Create Multiple Pipelines?

Integrations

General

• How Do I Request A New Integration?

Feature Requests

Feature Requests

• How Do I Submit My Idea For A New Feature?

Lead Distribution Rules

Round Robin

• Round Robin

Mobile App

Mobile App

• Download the Mobile App for Android
• Download The Mobile App for Iphone