Software Basics

Contacts

Tasks

E-Marketing

• Email Templates
• Setting Up an E-Marketing Campaign
• Adding a DNS Record
• Recommended SMTP Providers

Clixsign

• Sending and Completing a Clixsign Request
• Clixsign Settings
• Clixsign Report

SMS

• SMS: Understanding Message Segments
• SMS: Triggers
• SMS: Campaigns
• SMS: Sending Clixsign or E-Sign Requests
• SMS: Sending and Receiving SMS Messages on the Client Dashboard
• Setting up the SMS Platform

Enrollments / Payments

• Submitting, Approving and Enrolling Contacts
• Graduating Clients
• Reset Client
• Enrolling a Contact
• How to Reschedule a Transaction
• ACH Return Codes

Reports

• DebtPay Insights Overview
• Campaigns Report
• States Report
• Status Report
• Docs Report
• E-Sign Report

FAQ

• How to Take Screenshots or Capture a Video
• FAQ - Software Basics
• System Performance