By Adam Carter - March 11, 2019
As you may have seen already, walkthroughs and tutorials are already available through a button in the bottom right hand corner of the platform, with some users already using the new feature. However if you are yet to give it a go, just click the ‘Walk Me Through’ button.
The walkthroughs range from ‘Campaign Creation’ to ‘How to add a Value Transform’, allowing you to search for anything specific you are looking to learn.
Below is a working example of a walkthrough:
We continue to grow the library of helpful tutorials, walkthroughs and guidance for all of the available functionality that we have to offer.
For further assistance or support on how the ‘WalkMe’ functionality works, please reach out via support@convertr.io.
Lock Jobs on Campaign Templates
Protect critical processes to avoid errors and compliance risk We recently introduced Campaign Templates and Guidance Notes to make it quicker and easier for your users to create a new campaign that is in accordance with your standard operating proc
Engagement Dashboard for Business Insights
Identify high-value actionable leads As part of our Business Insights suite, we're developing tools to highlight important 'signals' in your data that can identify high-value and actionable leads. Our initial release provides users with an easy i
Campaign Templates and Guidance Notes
Genuine templates help ensure campaigns are built correctly When users create a new campaign by simply copying from another, they have free reign to make as many changes as they want. It is common to have compiled detailed instruction manuals to tel
Book a demo with one of our experts to review your current demand generation process, define your objectives and answer any questions.
London: +44 (0)203 617 7659
Denver: +1 (720) 699 7880