Admin - Managing Content

Lead Nurture

• Creating a Marketing Piece from an Admin Account (Video)
• How do I create a Company Scheduled Send? (Zephyr Builder)
• Setting Up Collections (Video)
• Creating a Static Template in Zephyr

Drip Campaigns

• Creating a Drip Campaign (Video)
• Activating a Drip Campaign (Video)
• How to Activate a Drip Campaign
• Drip Campaign Steps
• Drip Campaign Template Requirements

Automation

• Admin Automation FAQs
• Quick Tour: Setting Up Automation (for Admins)
• Setting Up Automation and Template Requirements
• Setting Up Automation Templates

Content Management

• Template Details Page Updates (Video)
• Creating and Managing Templates (Video)
• How do I order more templates?
• Managing Template Categories (Video)
• How do I provide a template to a Group or individual agents only in Lead Nurture?
• How do I create and add templates to a Collection?

See all 7 articles

General Questions

• Where is the Marketing Piece that I started? (Admin)
• Navigation Changes: "Where Is X?" FAQ (Company Admin)