Software Basics

Contacts

Tasks

Files

• Uploading files

Documents

• Creating Document Templates with the PDF Builder
• Adding attachments to email templates
• Adding a hyperlink to a template
• Adding and editing an image to a template
• HTML editor
• PDF document builder

E-Marketing

• Email Templates
• Setting up an e-marketing campaign
• Adding a DNS record
• Recommended SMTP providers

SMS

• SMS: Understanding message segments
• SMS: Triggers
• SMS: Campaigns
• SMS: Sending ClixSign or e-sign requests
• SMS: Sending and Receiving SMS Messages
• Setting up the SMS platform

Enrollments / Payments

• Submitting, Approving and Enrolling Contacts
• Graduating Clients
• Cancel Program
• Reset Client
• Enrolling a Contact
• How to Reschedule a Transaction

Reports

• DebtPay Insights Overview

FAQ

• How to Take Screenshots or Capture a Video
• FAQ - Software Basics
• System Performance
• Changing or resetting your password