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Features by Screen: Admin
Admin Screen
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Need help in the Admin Menu?
Here's some in-depth how-to videos:
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This is where many of the administrative functions of the system live.
Email FROM Address Setup
Mail on behalf of your own domain. (Ex: you@yourdomain.com). Learn all about setting up your Email from addresses.
Email Blast/Postcard Schedule Viewer
View or remove scheduled email/postcard blasts. This is great as it allows you to stop a scheduled blast BEFORE it goes out, in case you've realized for some reason that you don't want it to go out. The rest is very self-explanatory once you go into that screen so we'll spare the extraneous details.
Field Editor
Add, edit, and delete the sections and fields that make up your contact records. Learn more about creating custom fields and sections.
Add/Edit/Delete available contact tags for better organization and list segmentation. Learn more about tags, tagging, and list segmentation.
Manage Domain Names
Add/Edit/Delete websites tracked with SendPepper and OfficeAutopilot and get the code to place on the pages of your site so you can track website visitors. Learn all about how to set up your website tracking.
Create forms that you can put on any website or landing page to automatically add contacts to your system, tag them, subscribe them to sequences, and more. Learn all about creating and posting SmartForms.
Manage "Tell a Friend" Forms
Create "Tell a Friend" forms. These are killer for 'viral' lead generation. Learn all about "Tell a Friend" forms.
Import Contacts
Use this tool to import contacts into your system. Learn all about importing your contacts.
File Manager
Upload, download and view files that you can have us host for your prospects and clients to download. To learn all about why you should be doing this, go here.
Video Manager
Upload raw video footage directly to us and we'll encode it, host it, and stream it. Learn more about the video manager here.
Export List Downloader
Go here to download previously exported contact records.
Product Manager
[Note: SendPepper Pro and above only]
Add/Edit/Delete products so you can track ROI and trigger follow-up from purchases. Learn all about the Product Manager, logging products, and marketing with razor-sharp pertinence based on past products purchased.
Manage Team and Permissions
[Note: OfficeAutopilot customers only]
Set up system permissions for different roles.
Manage Users
[Note: OfficeAutopilot customers only]
Add/Edit/Delete users that have access to your OfficeAutopilot system.
Manage Staff Custom Fields
[Note: OfficeAutopilot customers only]
Create staff custom fields for your team members to merge into emails, postcards, and more.
Lead Routing
[Note: OfficeAutopilot customers only]
Route new leads to the right OfficeAutopilot person or role on your team.
Default Merge
Set default values for merge fields. These will merge into emails, postcards, and landing pages when the field for a contact is blank. This is great for use if you don't have values for all your contacts for all the merge fields you're using in your emails, post cards, and landing pages.
Call Outcome Manager
[Note: SendPepper Pro and above only]
Set up task outcomes to automate what happens after a task.
Lead Scoring Manager
[Note: OfficeAutopilot customers only]
Setup your lead scoring rules.
Double Opt-In Manager
Add and Edit Double Opt-in Messages to verify email addresses and get better email delivery rates.
Fulfillment Manager
[Note: OfficeAutopilot customers only]
This is where you build fulfillment lists outside of sequences.
OfficeAutopilot API Key Manager
[Note: OfficeAutopilot customers only]
Add/delete keys for the application programming interface (API)
VoiceShot Admin
[Note: OfficeAutopilot customers only]
Set up VoiceShot to send voice broadcasts in sequences.
1ShoppingCart Syncing
[Note: SendPepper Pro and above only]
Manage Syncing with 1ShoppingCart.
Traffic Geyser Key
Key for Traffic Geyser link up.
UltraCart Configuration
[Note: SendPepper Pro and above only]
This feature allows you to get a key to use on UltraCart for seamless purchase handling and follow up.
SendPepper Affiliate Settings
Find your affiliate link here.
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