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Knowledge Base

Email & Messaging Management

Email & Messaging Management

Email & Messaging Management enables you to add/edit email templates that you send to Advocates emails & phones! Check out the use cases and tutorial!

Email & Messaging Management

Email & Messaging Management

Manage Email Notification Settings

Changing Automated System Email Name

Email Merge / Token Fields

Messaging Templates for Phones

Find and Customize your Email Template

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Referral Boost

Referral Boost Overview

How to Upload Contacts into Referral Boost

How to Customize Referral Boost Templates

How to Send Emails to Contacts

Setting Up Advocate Welcome SMS

Referral Boost FAQs

See more