String

Provide detailed instructions to help users navigate and make the most of the platform's features.

- <a href="https://help.thestring.net/en/articles/10377203-signing-up">How to sign up and log in.</a>
- <a href="https://intercom.help/the-string/en/articles/10377212-complete-setup-your-business-profile" rel="nofollow noopener noreferrer" target="_blank">How to set up your business profile.</a>
- <a href="https://help.thestring.net/en/articles/10500155-dashboard-navigation">How to navigate the dashboard effectively.</a>
- <a href="https://help.thestring.net/en/articles/10388146-create-a-new-branch">How to create a new branch</a> 
- <a href="https://help.thestring.net/en/articles/10388294-create-a-new-category">How to create a new category</a> 
- <a href="https://help.thestring.net/en/articles/10388409-add-a-new-service">How to create a new service </a>
- <a href="https://help.thestring.net/en/articles/11194177-add-a-new-source">How to create a new source </a>
- <a href="https://help.thestring.net/en/articles/10388370-add-a-new-product">How to create a new Product</a>
- <a href="https://help.thestring.net/en/articles/11196626-add-faqs">How to add FAQs </a>
-

- <a href="https://help.thestring.net/en/articles/10398193-how-to-add-new-lead">How to Add a Contact / Lead </a> 
- <a href="https://help.thestring.net/en/articles/10398268-how-to-import-leads">How to Import Contacts / Leads</a>
- <a href="https://help.thestring.net/en/articles/10398289-how-to-export-leads">How to Export Contacts / Leads</a>
- <a href="https://help.thestring.net/en/articles/10398305-how-to-filter-leads">How to Use Filters </a>
- <a href="https://help.thestring.net/en/articles/10398599-how-to-quickly-edit-lead-info">How to quickly edit lead info </a>
- <a href="https://help.thestring.net/en/articles/10398607-how-to-assign-lead-to-agent-team-member">How to assign lead to team member</a>
- <a href="https://help.thestring.net/en/articles/10895279-how-to-change-the-lead-stage-status">How to change the leads stage / status </a>
- <a href="https://help.thestring.net/en/articles/10895269-how-to-assign-a-lead-to-a-group">How to assign leads to group</a>
- <a href="https://help.thestring.net/en/articles/10406917-how-to-delete-a-lead">How to delete a lead </a>

- <a href="https://help.thestring.net/en/articles/10421551-how-to-manage-folders-media-my-space">How to create and manage folders in "My Space.</a>
- <a href="https://help.thestring.net/en/articles/10421430-how-to-create-public-registration-form">How to build and customize registration forms.</a>
- <a href="https://help.thestring.net/en/articles/10423092-how-to-setup-and-send-email-marketing-campaign">How to launch and monitor email campaigns.</a>
- <a href="https://help.thestring.net/en/articles/10423088-how-to-use-whatsapp-for-customer-communication">How to set up and send WhatsApp campaigns.</a>
- <a href="https://help.thestring.net/en/articles/10423100-how-to-manage-segments">How to Segment Contacts</a>
- <a href="https://help.thestring.net/en/articles/10423087-how-to-setup-and-send-sms-campaigns">How to set up and send SMS campaigns.</a>
- <a href="https://help.thestring.net/en/articles/10439445-templates">How to use templates for email, web, and popups.</a>

- <a href="https://help.thestring.net/en/articles/10423099-how-to-manage-a-leads-journey">How to set up a leads journey workflow.</a>
- <a href="https://help.thestring.net/en/articles/10423100-how-to-manage-segments">How to create and manage segments.</a>
- <a href="https://help.thestring.net/en/articles/10423101-how-to-manage-sequences">How to build and optimize sequences.</a>
- <a href="https://help.thestring.net/en/articles/10423110-how-to-manage-groups">How to manage groups </a>

- <a href="https://help.thestring.net/en/articles/10421475-how-to-manage-team-tasks">How to manage tasks and track activities.</a>
- <a href="https://help.thestring.net/en/articles/10495535-how-to-use-activity-log">How to access and review activity logs.</a>
- How to manage your subscription and billing.
- <a href="https://help.thestring.net/en/articles/10495621-how-to-configure-general-settings">How to adjust general settings.</a>

- <a href="https://help.thestring.net/en/articles/10497894-how-to-use-general-reports">How to access general reports</a>.
- <a href="https://help.thestring.net/en/articles/10497899-how-to-create-customized-reports">How to create customized reports.</a>
- <a href="https://help.thestring.net/en/articles/10497929-how-to-view-google-analytics-reports">How to view Google Analytics reports. </a>
- How to generate <a href="https://help.thestring.net/en/articles/10497930-how-to-access-track-tiktok-business-reports">TikTok</a>, <a href="https://help.thestring.net/en/articles/10497931-how-to-access-track-facebook-business-reports">Facebook</a>, and <a href="https://help.thestring.net/en/articles/10497932-how-to-access-track-snapchat-business-reports">Snapchat</a> business reports.

- <a href="https://help.thestring.net/en/articles/10497939-how-to-set-up-customize-a-chatbot">How to set up and deploy chatbots.</a>
- <a href="https://help.thestring.net/en/articles/10423088-how-to-use-whatsapp-for-customer-communication">How to use WhatsApp for customer communications. </a>
- <a href="https://help.thestring.net/en/articles/10497948-how-to-enhance-customer-experience-with-omnichannel-solution">How to use omnichannel communication tools </a>

- <a href="https://help.thestring.net/en/articles/10495621-how-to-configure-general-settings">How to configure general settings.</a> 
- <a href="https://help.thestring.net/en/articles/10420985-how-to-manage-branches">How to manage branches?</a>
- <a href="https://help.thestring.net/en/articles/11172157-how-to-update-email-sender-details">how to update email sender details</a>
 ​

1. Getting Started
 - <a href="https://help.thestring.net/en/articles/10377203-signing-up">How to sign up and log in.</a>
 - <a href="https://intercom.help/the-string/en/articles/10377212-complete-setup-your-business-profile" rel="nofollow noopener noreferrer" target="_blank">How to set up your business profile.</a>
 - <a href="https://help.thestring.net/en/articles/10500155-dashboard-navigation">How to navigate the dashboard effectively.</a>
 - <a href="https://help.thestring.net/en/articles/10388146-create-a-new-branch">How to create a new branch</a> 
 - <a href="https://help.thestring.net/en/articles/10388294-create-a-new-category">How to create a new category</a> 
 - <a href="https://help.thestring.net/en/articles/10388409-add-a-new-service">How to create a new service </a>
 - <a href="https://help.thestring.net/en/articles/11194177-add-a-new-source">How to create a new source </a>
 - <a href="https://help.thestring.net/en/articles/10388370-add-a-new-product">How to create a new Product</a>
 - <a href="https://help.thestring.net/en/articles/11196626-add-faqs">How to add FAQs </a>
 - 
 
2. Contacts
 - <a href="https://help.thestring.net/en/articles/10398193-how-to-add-new-lead">How to Add a Contact / Lead </a> 
 - <a href="https://help.thestring.net/en/articles/10398268-how-to-import-leads">How to Import Contacts / Leads</a>
 - <a href="https://help.thestring.net/en/articles/10398289-how-to-export-leads">How to Export Contacts / Leads</a>
 - <a href="https://help.thestring.net/en/articles/10398305-how-to-filter-leads">How to Use Filters </a>
 - <a href="https://help.thestring.net/en/articles/10398599-how-to-quickly-edit-lead-info">How to quickly edit lead info </a>
 - <a href="https://help.thestring.net/en/articles/10398607-how-to-assign-lead-to-agent-team-member">How to assign lead to team member</a>
 - <a href="https://help.thestring.net/en/articles/10895279-how-to-change-the-lead-stage-status">How to change the leads stage / status </a>
 - <a href="https://help.thestring.net/en/articles/10895269-how-to-assign-a-lead-to-a-group">How to assign leads to group</a>
 - <a href="https://help.thestring.net/en/articles/10406917-how-to-delete-a-lead">How to delete a lead </a>
 
3. Marketing
 - <a href="https://help.thestring.net/en/articles/10421551-how-to-manage-folders-media-my-space">How to create and manage folders in "My Space.</a>
 - <a href="https://help.thestring.net/en/articles/10421430-how-to-create-public-registration-form">How to build and customize registration forms.</a>
 - <a href="https://help.thestring.net/en/articles/10423092-how-to-setup-and-send-email-marketing-campaign">How to launch and monitor email campaigns.</a>
 - <a href="https://help.thestring.net/en/articles/10423088-how-to-use-whatsapp-for-customer-communication">How to set up and send WhatsApp campaigns.</a>
 - <a href="https://help.thestring.net/en/articles/10423100-how-to-manage-segments">How to Segment Contacts</a>
 - <a href="https://help.thestring.net/en/articles/10423087-how-to-setup-and-send-sms-campaigns">How to set up and send SMS campaigns.</a>
 - <a href="https://help.thestring.net/en/articles/10439445-templates">How to use templates for email, web, and popups.</a>
 
4. Automations
 - <a href="https://help.thestring.net/en/articles/10423099-how-to-manage-a-leads-journey">How to set up a leads journey workflow.</a>
 - <a href="https://help.thestring.net/en/articles/10423100-how-to-manage-segments">How to create and manage segments.</a>
 - <a href="https://help.thestring.net/en/articles/10423101-how-to-manage-sequences">How to build and optimize sequences.</a>
 - <a href="https://help.thestring.net/en/articles/10423110-how-to-manage-groups">How to manage groups </a>
 
5. Management
 - <a href="https://help.thestring.net/en/articles/10421475-how-to-manage-team-tasks">How to manage tasks and track activities.</a>
 - <a href="https://help.thestring.net/en/articles/10495535-how-to-use-activity-log">How to access and review activity logs.</a>
 - How to manage your subscription and billing.
 - <a href="https://help.thestring.net/en/articles/10495621-how-to-configure-general-settings">How to adjust general settings.</a>
 
6. Reports
 - <a href="https://help.thestring.net/en/articles/10497894-how-to-use-general-reports">How to access general reports</a>.
 - <a href="https://help.thestring.net/en/articles/10497899-how-to-create-customized-reports">How to create customized reports.</a>
 - <a href="https://help.thestring.net/en/articles/10497929-how-to-view-google-analytics-reports">How to view Google Analytics reports. </a>
 - How to generate <a href="https://help.thestring.net/en/articles/10497930-how-to-access-track-tiktok-business-reports">TikTok</a>, <a href="https://help.thestring.net/en/articles/10497931-how-to-access-track-facebook-business-reports">Facebook</a>, and <a href="https://help.thestring.net/en/articles/10497932-how-to-access-track-snapchat-business-reports">Snapchat</a> business reports.
 
7. Communication
 - <a href="https://help.thestring.net/en/articles/10497939-how-to-set-up-customize-a-chatbot">How to set up and deploy chatbots.</a>
 - <a href="https://help.thestring.net/en/articles/10423088-how-to-use-whatsapp-for-customer-communication">How to use WhatsApp for customer communications. </a>
 - <a href="https://help.thestring.net/en/articles/10497948-how-to-enhance-customer-experience-with-omnichannel-solution">How to use omnichannel communication tools </a>
 
8. Configure General Settings
 - <a href="https://help.thestring.net/en/articles/10495621-how-to-configure-general-settings">How to configure general settings.</a> 
 - <a href="https://help.thestring.net/en/articles/10420985-how-to-manage-branches">How to manage branches?</a>
 - <a href="https://help.thestring.net/en/articles/11172157-how-to-update-email-sender-details">how to update email sender details</a>
 ​

Step-by-step guides to make the most of String platform.

How-To Guides

Find answers and get help from Intercom Support and Community Experts

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How-To Guides

Step-by-Step Tutorials

Getting Started

Contacts

Marketing

Automations

Management

Reports

Communication

Configure General Settings