Not a traditional ‘Course’ or ‘Sequential Series’, the Tips N’ Tricks Series isn’t limited to just one concept or area of the platform. Impromptu? Irreverant? Is that so wrong?!?
The Language of Automation
As you begin your SuiteDash journey, it makes sense to learn the “language” before you start. Join Taylor in a walkthrough of key automation concepts, use cases & examples!
Forms + Lead Gen Funnel
Using Forms & Portal Pages to create a Lead Gen Funnel – a complete walkthrough! See the creation and hear the explanation of every step involved in creating a Lead Generation Funnel.
Email Marketing + Forms
Get up to speed with Email Marketing, and learn how to create a form you can add to your website that adds Subscribers to an Email Marketing List and triggers an Autoresponder / Drip Campaign.
Automate Project Creation
Take your Automation game to the next level by watching this step by step walkthrough of a typical workflow. Kickoff Forms, Start Pages, Update Forms, Project Profiles, OH MY!! This TnT is a must watch!
FLOWS : Data + eSign
Build a FLOW that lets you automate the collection of customizable data, and then use that custom data immediately in a Read & eSign step. Use this workflow standalone, or incorporate these concepts into your existing workflow.
Client Specific Announcements
Although you can only show/hide Announcements based on Role (Client, Prospect, etc…), this little hack will let you show generic Announcements, but customize the message itself uniquely to each Contact if need be.
Dashboard Widgets
As the Super Admin or Admin, you are able to customize the Widget configuration for each of the Roles. Learn how to setup these configurations, and save a specific configuration for each Role, including your Prospects & Clients.
