Software Basics

Contacts

Tasks

Files

• Uploading files

Documents

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

E-Marketing

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

SMS

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

Enrollments / Payments

• Earned Performance Fee Control
• Earned Performance Fee Reversal
• Submitting, Approving and Enrolling Contacts
• Graduating Clients
• Cancel Program
• Reset Client

Reports

• DebtPay Insights Overview

FAQ

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