Visual Workflows Overview

Visual workflows can allow you to create specific actions that continue your marketing and sales processes to cultivate leads and increase sales. This video provides just a peek at this powerful tool.


Creating Dynamic Emails with SharpSpring

Dynamic email content is a powerful way to update your emails to provide tailored, timely, and useful information to each of your leads. It saves the time and effort of creating dozens of similar emails to tailor your messaging by instead using one email and custom content merge variables to insert the most relevant information for your lead. This video will detail how to add dynamic email content.


SharpSpring’s Dynamic Landing Pages

Providing content that is personalized to a visitor helps to increase conversions.
With SharpSpring's landing pages, you can add dynamic web content without the need for a developer.This video will detail setting up dynamic web content in landing pages.


Email Content Editor Overview

When creating emails, the Content Editor is what you use to customize the content of your email. If you have ever used a word processor, then you should feel right at home when utilizing its many features. This article will detail the available Content Editor toolbar menu options and features.


Creating Blogs In SharpSpring

With SharpSpring’s landing page and blog articles features, you can publish blog articles directly into a landing page. However, in order to publish a blog, you must first create the landing page the blog will be published to. This video will detail the processes involved in creating and publishing blog articles on landing pages.


SharpSpring's Contact Manager CRM

This video will provide you with an overview of functionality available within SharpSpring to manage and organize your contacts while utilizing the scoring and campaign tracking tools available gain more indepth knowledge of your leads and contacts which is all included in this CRM for small and medium sized businesses .

 

Adding Progressive Fields to SharpSpring Forms

Contact forms should include no more than four fields per form. Adding additional fields reduces the likelihood a lead will fill out your form and give you their information. To help keep your forms clean, you can add progressive profiling fields to your SharpSpring forms. Progressive profiling fields will only display if the information for the specific field is unknown. If you already have information for the lead, the field will be replaced with a field you have yet to collect. This video will detail how to add progressive profiling fields to a form.


Personas In SharpSpring

Personas are fictional representations of your customer audiences, designed to produce higher conversions by making personalized messaging simple. Personas in SharpSpring have many uses. Personas can be used for dynamic content in emails and landing pages, and they can be used as list rules for targeted email sends. Personas can be used by salespeople to shape the way you communicate with your leads during the sales cycle by allowing you to segment your customers and leads based on interests and behavior. This video provides a walkthrough on creating personas.


Lead Scoring

SharpSpring enables you to define custom lead scoring parameters. By incorporating score values based on key sales indicators, your sales team can get organize their pipeline to ensure they are working those contacts ready with information relevant to their stage in the sales cycle all included in the CRM. 


How to set up a campaign in SharpSpring.

This guide will show you how to create a campaign. SharpSpring enables a customer relationship management system to easily track all of your marketing campaigns in order to view their success over time. You can track each lead’s progress from initial source through the entire sales process, even if it occurs off-line or takes months to close.


Connecting SharpSpring to your Adword Account

SharpSpring enables you to easily link your Google AdWords account to track site usage from Google analytics. The following video will show you how to add a Google AdWords account to SharpSpring. 


How to Create and Embed a SharpSpring form on your Website.

SharpSpring enables you to create a custom form buttons. A form button serves as a Call-to-Action and is a key part of attracting the attention of visitors.

This video will show you how to create a custom form button in SharpSpring.


mapping Native & Third Party forms

SharpSpring enables you to map native and 3rd-party forms. The form Mapping Tool can be used to include one of your existing forms on your website, rather than replacing it with a SharpSpring form. Here we will show you how to map native and 3rd party forms in SharpSpring.


Setting Up Form Submission Notifications

SharpSpring enables you to create automation tasks to notify someone whenever a visitor fills out a form. Notifications can be sent by email or text. In order to create the automation rule, you create a form so that the workflow can reference it. It is a time saving feature included in this CRM.

This video will show you how to set up form filled notifications in SharpSpring. 


Setting up a Drip Campaign

A drip campaign is a great way to nurture leads who are going to need more convincing regarding your product or service. Creating a highly customized drip campaigns in SharpSpring is simple.  This support video will walk you through creating a basic behavioral drip campaign.

 


Automated Tasks

An Automation Task is a group of rules that are used to set off a Workflow.  Whether it is when a client visits a specific webpage, fills out a form or visits from specific referring sites, a Task will set in motion the series of communication and/or events. This video will show you how to create an Automation Task using SharpSpring.


Creating Custom Fields

SharpSpring enables you to create Custom Fields and add them to forms. Custom Fields can be used to trigger automation workflows, segment contacts to a list, inform sales people and more. This video will show you how to create a Custom Field in SharpSpring. 


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