The "Contacts & Emails" tab is a key area for organizing and managing contacts, creating segmented lists, and performing bulk actions. It also includes tools for handling email campaigns, designing email templates for consistency, and setting up SMS and WhatsApp message templates. This section streamlines communication by keeping all messaging tools in one place for efficient outreach and engagement.
1. The Contacts & Emails tab is one of the most used areas inside of the system, so make sure to get familiar with it!
2. Head to the left side bar under "Contacts & Emails" and select "Contacts".
3. The Contacts section is one of the most used areas inside of OS. This is where you can manage all of your contacts, create your lists and take many different bulk actions!
4. Next, click on "Emails".
5. This is where you can manage your email campaigns!
6. Next, click on "Email Templates".
7. The "Email Templates" are is where we suggest to create all of your emails. This allows for clear organization and cleanly styled emails.
8. Next, click on "SMS Templates".
9. This section is where you will create all of your SMS Templates. These can be used in your texts and social media messages!
10. Next, click on "Whats App Templates".
11. This is where you can manage all of your WhatsApp message templates. You will only have access to this after signed up for the WhatsApp integration!