Nurture FAQs

[Unfortunately, contacts can only be actively enrolled in one Smart Flow at a time.  In order to add a contact to anot...]

[Within each Smart Flow that you have created, you will see the Audience tab.  The Audience tab provides you insight i...]

[Once contacts have been enrolled into the Smart Flow and the first step of the Smart Flow has executed, the Smart Flo...]

[You can remove contacts from a Smart Flow in two ways:   1. From their individual contact profile You can remove a co...]

[There are multiple ways that you can add your contacts to a Smart Flow.   1. Adding an Individual Contact You are abl...]

[To view and organize contacts based on their current step in your Smart Flow, you can go into the Audience tab within...]

[We have implemented a new exceed-limit functionality for our emailing system. This will help to ensure that emails ar...]

[Using tags will help organize and segment your contacts to better manage your growing contact list.Please visit our h...]

[With our new product release, you are now able to send an email to multiple contacts. To do this, go to the Contacts ...]

[Applying tags to contacts during the import process is not currently available. However, this functionality is on our...]

[Yes, you can remove tags from multiple contacts. To do so, go to your Contacts tab and select the relevant contact li...]

[Yes, you can now choose which Contact List will be pinned when you access your Contacts tab. Once you have selected t...]

[Yes, you can add tags to multiple contacts. To do so, go to your Contacts tab and select the relevant contact list vi...]

[Only contacts that exist within your portal account can be added to the "To:" field. You can do this by searching for...]

[Depending on the contacts, some of the selected recipients of the email may have invalid emails, unsubscribed from bu...]

[You may see that you are unable to reassign a contact to another advisor within your company as the advisor's name wi...]

[In order to edit the filter on the All Contacts list, you will need to create a clone of the list. Once the list has ...]

[Yes, you are now able to reassign multiple contacts to another advisor. To do so, go to the Contacts tab and select t...]

[Anytime that you click into a contact's profile, it is captured as a view. This can be from clicking on the contact's...]

[You are able to create and customize different list views to help keep your contacts organized.   To create a list vi...]

[Yes, you can add attachments to your bulk email communication. We recommend that the file size of your attachments is...]

[There can only be one email address in our system. If you try to add a contact with an email address that already exi...]

[Yes, only accounts with the Company Manager account type are able to reassign contacts that they do not own to other ...]

[In the Activity Feed, you may see that a contact has opened an email multiple times. The most likely scenario is that...]

[The Dashboard Activity Feed is the best way to monitor the activity of your leads and clients. It’s a great tool for ...]

[You can find all copies of the eBook Lead Magnets in our help center by going to the Generate category and into the L...]

[All documents and resources available within the Content Library tab of the advisor portal are available to you as a ...]

[The Dashboard Latest Content Updates widget is the simplest way to find new content that you can use to win more clie...]

[The Nurture Cycle is designed for warm leads, not cold leads. If you are uploading a list to be added to the Nurture ...]

[When new content is available to nurture your contacts, you will receive a preview of the email that your contacts wi...]