Nurture

Stay Top-of-Mind with Business Owners and Deepen Client Relationships

Marketing Assets

  • Marketing Psychographics

    [Wondering how to market effectively to different types of business owners?  This presentation outlines the three diff...]

Smart Flows

  • Smart Flows

    [Smart Flows is a powerful feature designed to streamline and enhance your email nurturing efforts. Smart Flows allow ...]

  • Viewing Step Statistics in Your Smart Flow

    [Within your Smart Flow, you can easily monitor the performance of each step through detailed statistics. These insigh...]

  • Editing a Smart Flow

    [In a Smart Flow, you have full control to customize each step according to your preferences.   Editing the Title and ...]

  • Smart Flow Statistics

    [In each of your Smart Flows, you can view overall performance data in the Statistics tab. This tab provides a compreh...]

  • Smart Flow on Contact Lists

    [The Contacts tab provides powerful tools to help you organize, add, and remove contacts from a Smart Flow. Adding Con...]

  • Audience Tab in Smart Flow

    [The Audience tab in your Smart Flow gives you detailed insights into each contact that has been added to the flow, al...]

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Contact Management

  • How to Build Your List

    [In the world of business consulting, every advisor brings their own unique approach to building a list of prospects. ...]

  • Contact List Mass Actions and More

    [With our newest update, mass emailing, you can use your newly curated contact lists to send targeted emails promoting...]

  • Segmenting Your Contact List with Tags

    [You already know that each contact in your list is different.  But if you have thousands of contacts on your list, ho...]

  • Add a Contact

    [  You have two options to add a contact to your portal. Add an individual contact or import a contact list.    To add...]

The Nurture Cycle

  • Nurture Cycle Updates

    [In our September 2022 product release, we have made changes that allow you to have more control of the Nurture Cycle ...]

  • Recent Changes to Nurture Cycle

    [    We have recently made some changes and enhancements to your Nurture Cycle as part of a larger refresh project. I...]

  • Nurture Cycle Subscription Management

    [Contents Contact status Display options Activate and Deactivate Contacts in the Nurture Cycle Individual Contacts...]

  • Activating Nurture Cycle & Configure Settings

    [Contents Nurture Cycle activation for existing contacts Nurture Cycle emails Call to Action Automatic Opt-in De-Activ...]

  • Nurture Cycle Process

    [The first step of the Nurture Cycle process is to activate the Nurture Cycle and configure the settings to meet your ...]

  • What Is The Nurture Cycle?

    [Save time by putting your contact nurturing on autopilot. The Nurture Cycle allows you to cultivate your existing rel...]

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Lead Magnets

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