Xplor Triib

Learn how to format your CSV file for a successful upload into Marketing Automation.

How to Format your CSV File

If a Contact is manually uploaded into BrandBot and then later on they make a profile in the booking platform with the same email address, will the profiles be combined in BrandBot?

Integrating Your Vimeo OTT Account with Marketing Automation

Learn how to connect new leads from 1000s of apps with Zapier and Marketing Automation

Adding Contacts Using Zapier

How to upload clients into Marketing Automation both manually and through a .CSV

Manually Adding Contacts to Marketing Automation

What are tags and when can they be useful?

Tags and Tagging in Marketing Automation

Manage who receives your messages by unsubscribing a group of contacts in bulk or on an individual basis.

Manually Unsubscribing Contacts

What happens if I update the email address for a contact in my booking software?

Can I see a detailed history of my Contacts?

What happens when I delete a contact?

How do I export a list of unsubscribed contacts?

How do I export a list of subscribed contacts?

Daniel Freire

Contact Management

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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