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Introduction to Coaching Programs

Updated Jun 17, 2025

228 Park Ave S
Suite 92530
New York, NY 10003
United States

Customer service

Contacts

Introduction to Contacts

Search, Filter, and Save Views

Seeing What Your Customers Sees

Bulk Actions

Merging Duplicate Contacts

Who Counts as an active contact

Do not Contact

Archived Contacts

Contact Cleanup

Creating a Personalized Log in Email

Lists

Introduction to Lists

Creating a List and Importing Subscribers

List Confirmation

Manage Your Lists

Deleting a List

Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume

Retargeting Not-Engaged Subscribers

Exporting Contacts From My List

Preventing SPAM Contacts

5 Kick @$$ Strategies to Build your List

Create a List Opt-in Form

Utilizing More Than One Opt-in Form

Troubleshooting Opt-in Form Issues

Auto-Responders

Resending Auto-responders

Deadline-Funnels

Segments

Create a Segment

Perform an Action

Conditional Segments

Notes and Tags

Introduction to Notes

Notes

Introduction to Tags

Tags

Support Tickets

Set up Support tickets

Using Support tickets

Tickets search tool

Create a new ticket on behalf of a contact

Re-Assign functionality

Create and manage Macros

Tickets Stages

Surveys

Build your survey

Survey Settings and Triggers

Manage Survey's Responses

Main Website

Website Overview

Designing a Product Page

Triggers

Triggers Overview

Adding a New Trigger to an Existing List or Product

Triggers on Link Clicks

Triggers on Prices

Abandoned Cart Trigger

Account Triggers - Targeting and Re-Targeting Leads

Sending a Text Message (SMS)

Working with Webhook Triggers

Broadcasts

Broadcast Overview

Email Font Size

Creating a Broadcast

Quick Emails

Send an Email to an Individual or Single Contact

Resend a Broadcast

Handle Replies to Mass Emails with Ease

Expiring Links

Insert Option for Broadcasts

Magic Content URL

Interpolation Keys

Editing an Incorrect Link in a Broadcast

Dripping a Page in a Broadcast

Adding Emojis to Your Broadcasts

Subject Lines and Preheaders

Email Deliveries

About Open Rates for Broadcasts and Auto-Responses

How the Sending Limit Works