Managing Members

Managing Members

This video explains how to:

Find Product members in your contact lists

Create lists of members by product or offer

Change passwords for members

Add Offers to existing contacts




    • Related Articles

    • Managing Contacts

      A brief overview of the contacts page, including how to add and delete contacts, add tags, and mass move people through pipelines  

    • Dripping Content

      This video will show you how to give your members access to your course over a determined amount of time.

    • Task Reminders with Triggers

      You can send yourself or team members reminders (or other trigger actions) based on the due date of any tasks you have set. Note that if you would like a task reminder on the day of the task, simply set the 'date before' field as '0'.