Quick Start Guides – Value Builder System

[Table of Contents Getting Started Using the Sliders Scenario Planner Using the Black Box Scenario Planner Sharing and...]

[The User Management Console is a dedicated tool for Firms (Partner Firms) and their Administrators (Company Managers)...]

eBooks Unlocked: A Beginner's Guide to Lead Generation

[ Table of Contents Benefits of Implementing eBooks as Lead Magnets Setting Up Your eBook Lead M...]

The Ultimate Guide to Getting Started with Nurture Cycle

[Table of Contents Introduction Understanding the Nurture Cycle Process How to Activate and Configure Nurture Cycle Ma...]

Mastering Smart Flows: A Quick Start Guide

[Table of Contents What Are Smart Flows? Creating a Smart Flow Editing a Smart Flow Enrolling Contacts into a Smart Fl...]

Getting Started with Contact Import and Management

[Table of Contents Importing Contacts Creating Contact Lists & Filters Customizing Contact Columns Mass Actions on Co...]

Getting Started: Setting Up Email & Notifications

[Setting up your email and domain in Value Builder ensures seamless communication with clients and internal teams. Thi...]

[This guide helps you set up and maximize value from three powerful business owner assessments: Value Builder Score –...]

Getting to Know Your Most Active Contacts (MACs)

[The Most Active Contacts (MAC) feature helps you instantly identify which contacts are most engaged with your content...]

[Table of ContentsActivating EngagementConfiguring SettingsSending Module AgendasStep-by-Step Framework for Running Ea...]