CRM Tutorial Videos

Need some CRM training and help? Our non-techie, CRM tutorial videos show you how to use the key CRM features.

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Introduction to the Simple Marketing Tool

Use our Simple Marketing tool to create and send great-looking emails then track your engagement levels.

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How to Design Marketing Emails

Watch to see how easy it is to design great-looking emails using our Simple and Advanced Marketing tools.

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How to Create Mailing Lists

Learn how to create Static and Dynamic Lists to segment your CRM database to target and personalise your mailings.

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Introduction to the Advanced Marketing Tool

An introduction to the Advanced Marketing tool, showing you how to use the advanced features integrated with your CRM.

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Create and Use Consent Lists

Use Mailing & Consent Lists to collect and record consent from your contacts to receive your digital marketing.

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