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Video Library

Page history last edited by Tobin Poppenberg 11 months, 2 weeks ago

Overview

 

Learning Resources

Getting Set Up

Features by Screen

 

Affiliate Management <NEW!

 

Payment Processing System <NEW!

 

Wordpress Integration (PilotPress) <NEW!

 

Advanced Users

 

Email Best Practices

 

Postcards

 

Get Involved

 

Work With Us

 

Contact Us

What We're Working On

 

Done-For-You Campaigns

 

Other Cool Stuff


 

 

Learning Resources: The Video Library 


The Video Library

This is the collection of tutorial videos. Note that some of these videos contain training that is specific to features and functionality that

is only available at our higher level accounts, but all such videos are noted.  Note also that many of these videos contain random and spontaneous bits of humor that may not be suitable for the most serious of business people.  Beware.

 

Overview

 

A Guided Tour 

Contacts Tab (OfficeAutopilot)
Contacts Tab (SendPepper)
Tasks Tab

[SP Pro and above only]
Tracking Tab Overview [OfficeAutopilot only] 
Message Library 
Postcards 
Landing Pages

[SP Habanero and above]
Tagging 
Split Testing

[SP Habanero and above]
Autopilot Tab 
Active Response [OfficeAutopilot only] 

Dashboard 
My Account Screen and Buying Postcard Credits

Postcards & Landing Pages 

Autopilot Tab Videos 

Autopilot Tab: Overview

Sequences:Creating (OfficeAutopilot)

Sequences:Creating (SendPepper)

Scheduling Steps in a step sequence

(Note: there have been upgrades to the way steps are scheduled in a step sequence since this video was created. Click here to read about the new scheduling feature)

 

Scheduling Steps in a date sequence

[SP Habanero and above]

Adding Email Steps

Adding Postcard Steps

Adding Task Steps

[SP Pro and above only] 

Adding Rules Steps

[OfficeAutopilot only] 

Adding Fulfillment Steps

[SP Pro and above only] 

Subscribing Contacts to a Sequence

Split Testing Emails

[SP Habanero and above]

Split Testing Postcards

[SP Habanero and above]

Active Response

[OfficeAutopilot only] 

 

"How do I..."

(Email & Contacts)

"How do I..." Videos

(Tracking)

...create a Tracker & phone tracking?

[OfficeAutopilot only]
...track a specific page or link on my website to trigger

rules/lead scoring?

[OfficeAutopilot only] 
...add a Redirect Domain?

[OfficeAutopilot only]

Watch it Work-Optimize

Refine 

Dashboard

Other Valuable Data

Selective Opt Out

 

 

 

 

 

 

 

 

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