I was just wondering if there were any user guides or anything I could send to new clients who will be logging in and creating campaigns themselves from templates? I've had a look around the site but couldn't spot anything. It's be great if there was already something available so I didn't have to create one myself!
Hey Ali, we don't have anything like this available right now, but it is something we've been considering putting together on your behalf for some time now. Would anyone else here find this useful for their clients. It would be white label, or re-brandable of course, so you could easily make it look like your own guide.
Yeah, we would find that pretty handy.
Couldn't it just be part of the help section?
We've had great success with making videos using screen capture software to walk users through sending email using Campaign Monitor. It's fairly quick to do and means that it's branded up with our logos and the templates they will see when they log in.
How about this - letting each of us create our own help section where by we could include links to our own help and how-to content. This way we can control the type/level and depth of help, reducing the burden on the CM team and allowing us to have a help system we can populate ourselves with answers, FAQs and video how-to's. I would do this right now, but have no way of linking to it inside the app.
My vote is for the CM team to do this, as it would also be kept more up-to-date with any changes
Re-brandable PDF user guide of sorts would be super helpful. Thanks!
Very helpful, I would love something like this!