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Marketing Suite
The articles in this section cover our Marketing Suite feature, including how to create and send automations, create newsletters, and more.
23 articles
Marketing Suite Product Overview Video Series
Day Before First Visit Prep
Happy 1st Anniversary! Email & SMS Templates
Happy Birthday Email Templates
Headspaces
A Guide to Building Journeys
A Guide to Creating Audiences
What are journeys, automations, audiences, and conditions?
How to Turn on Journeys and Automations
Create a Staff Login for Marketing Consultants
Newsletters & Scheduled Emails
Scheduled Email / Newsletter Stats
Marketing Suite Implementation
Request Contact CSV Import
Quickly Make Marketing Suite Templates Using Canva