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Video Tutorials

Getting Started

  • Getting started video
    This video shows you how to login, get help from our team and how to navigate to all the basic functions you need to get started. It includes, adding customers, creating email lists, sending emails, managing your sales opportunities, viewing and creating reports and approving your social media posts on your planning page.

  • Quick Reference Guide ( document)
    This document has all the screen shots from the get started video and short explanations. If you prefer to read instead of watch a video , this walks you through the same basic navigation to get started.

  • Service Level Agreement & Terms and Conditions (document)
     IMPORTANT:  read this as it explains our commitment to response time based on priority, what you get each month, and  our terms and conditions that our clients agree to at the time they sign their  credit card authorization or online payment for our support programs.  This may be updated periodically . Check back as needed.

General Videos

  • Complete Video Tour

    In this video, you'll learn about effective online strategies and how you can apply them in your online business for maximum results. You'll get a complete overview of the system's functionality, so you'll better understand how it works and how you can be successful online with us.

  • System Orientation & Introduction

    In this introductory video you'll get a quick introduction to the system, including the basics like how to log in, how to get help and generally how to find your way around. You'll also learn how to do some of the basic tasks needed to run your online business - like editing a web page. Recommended for beginners.

Website Related Videos

  • Using Sitewalk

    This video covers how to use Sitewalk to quickly and easily make changes to your site.

  • Creating and Adding Web Pages

    In this video tutorial, we go through how to add a new web page to your site. We cover web page creation, and how to link those pages into your navigation menus.

  • Blogs Overview

    This video discusses creating a blog and adding it to your site. We cover how to post and how to link to your blog from your pages. You'll also learn how you can customize your blog to look exactly how you want it to look!

  • Using the WYSIWYG Editor

    Here we cover the online editor in detail. You'll learn how to find your way around the editor, how to set page titles, cutting and pasting from other programs, inserting images and links, and more.

Module Related Videos

  • Capturing Leads with Web Forms

    In this video we cover how to create and modify web forms. You'll learn how to replace an existing webform with an updated version, and how to view your web form submissions that have been captured in your built in customer database.

eCommerce Related Videos

  • A comprehensive overview of eCommerce functionality

    After watching this video you'll have a better understanding of the power and range of features available to you to set up your online shop to sell your products. You'll see how catalogues and products work together and how to add new products to your shop.

  • Setting up Shipping Options

    In this video you'll learn about our flexible shipping options capabilities. We'll take you through how you can define your own shipping options in your shopping cart so that you can charge your own custom shipping fees to suit your business.

Email Marketing Related Videos

  • Using Email Marketing Campaigns

    In this video you'll get a quick overview of how to use the system's email marketing capabilities. You'll see how to create both once-off campaigns and loyalty campaigns, to get your clients coming back to your online business again and again!

  • Using Lists for targeted Email Marketing

    In this video you'll learn what Lists are and how to manage them for effective email marketing.

Customer Related Videos

  • Customer Database Overview

    In this overview video, you'll learn how customer records work in the system. You'll understand how to work with customer data, and how to create specific customer reports to segment your customer database.

Administration Related Videos

  • Managing Users & Roles

    In this video you'll learn what users and roles are and how they work together. You'll also see how to add users and how to configure roles correctly.

  • Using Workflows

    Here we explain what a workflow is and how you can use them as a valuable customer service tool. You'll learn how to manually trigger workflows, how to create and modify a workflow, and how to notify external parties and customers as part of a workflow. We'll also cover workflows for online shop orders and more.

  • Import Data

    In this video you'll learn about the importing features of this system. You'll understand how to setup your import file so you can easily and quickly import information specific to your company into this system.

  • Using Categories

    In this video you'll learn about Categories, which are used to help organize your site content via classification. (Please note, these are unrelated to Catalogs in your online shop.)