CRM Tutorial Videos
Need some CRM training and help? Our non-techie, CRM tutorial videos show you how to use the key CRM features.
Introduction to the Simple Marketing Tool
Use our Simple Marketing tool to create and send great-looking emails then track your engagement levels.
How to Design Marketing Emails
Watch to see how easy it is to design great-looking emails using our Simple and Advanced Marketing tools.
How to Create Mailing Lists
Learn how to create Static and Dynamic Lists to segment your CRM database to target and personalise your mailings.
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.
Create and Use Consent Lists
Use Mailing & Consent Lists to collect and record consent from your contacts to receive your digital marketing.