String

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

How-To Guides

Samir Rashed

How To?!

How to add New Lead?

Bulk upload leads from an external source such as a CSV file

How to Import Leads?

Export leads to a CSV file for external use or backup.

How to export Leads?

Use various criteria to narrow down the list of leads.

How to filter Leads?

Easily update lead details directly from the Lead Card.

How to Quickly Edit Lead Info

Allocate a lead to a specific agent or team member for follow-up

How to assign lead to agent/team member?

How to Change the Lead Stage/Status?

How to Assign a Lead to a Group?

keep your leads database clean and focused

How to Delete a Lead?

Efficiently manage and track leads with customizable pipelines and automated workflow.

Manage Leads

Handle your business branches, including adding new branches, assigning agents, products to branches, and managing branch details

How to manage branches?

Simple steps to organize and oversee your business branches 

Manage Branches

Organize and Oversee Your Team Keep your team structured by creating departments based on different functions or projects.

How to create departments?

Add and manage team members in your system

How to add team members?

Ensure that team members have the appropriate roles and permissions for their responsibilities and access needs.

How to assign roles and permissions?

Organize and collaborate with your team effortlessly

Manage Team

Add a new product or service to your offerings

How to add new product or service?

Personalize the way your product and service list is displayed

How to customize product / service list view?

Remove a product or service from your offerings

How to delete product or service?

Manage Product & Service

Design and organize email templates, web content, and pop-ups

Manage Templates

Design and save a new email template for repeated use.

How to create a new email template?

Update the content or settings of an existing email template

How to edit an existing email template?

Remove an email template that is no longer needed

How to delete an email template?

Email Templates 

How to Create a web template/landing page?

How to Edit an Existing web template?

How to delete a web tempalte?

Web Templates

How to create pop-up template?

How to edit pop-up template?

How to delete pop-up template?

Pop-Up Templates 

Create, assign, and track tasks within the platform for streamlined project management and improved team collaboration

How to manage team tasks?

How to use activity log?

Manage Tasks

Organize and manage your media files with ease. Create folders, delete files, and control privacy settings for enhanced security

How to manage folders/media "My Space"?

Manage Media & Files

Design and publish a new public form to collect data

How to create public registration form?

Modify an existing public form to update fields or settings

How to edit forms?

Embed your form into a website by generating and copying the code (JavaScript, Iframe, HTML) and pasting it into your landing page

How to embed form into website?

Review and assess the data collected from your forms to gain insights and make informed decisions.

How to analyze forms?

Permanently remove a form from your platform to manage and streamline your lead capture process.

How to delete form?

Manage Public Forms

Create and send targeted email marketing campaigns

How to setup and send email Marketing campaign?

Engage leads and customers through SMS messages.

How to setup and send SMS Campaigns?

Easily plan, run, and monitor your campaigns

Manage Campaigns

Managing your leads journey effectively involves setting up different stages and statuses to track the progress of each lead

How to manage a Leads Journey?

Segment leads and customers based on criteria for targeted marketing

How to Manage Segments?

Manage your sales sequences and keep your team informed, you can assign email notifications for each stage and status within String platform

How to Manage Sequences?

Groups are essential for organizing your contacts, leads, and customers based on shared characteristics

How to Manage Groups?

Manage Automations

Step by step of managing reports and insights 

Manage Report

How to Use General Reports?

How to Create Customized Reports?

Performance Reports 

How to View Google Analytics Reports?

How to Access & Track Facebook Business Reports?

How to Access & Track TikTok Business Reports?

How to Access & Track Snapchat Business Reports?

Marketing Campaigns Reports for Marketing channels   

Campaigns Reports 

Chatbots in String help automate customer interactions across multiple channels, improving engagement and response time

How to Set Up & Customize a Chatbot?

Communicate with leads and customers via WhatsApp

How to Use WhatsApp for Customer Communication?

Step by Step managing Communications with Customers  

Manage Communications 

String's Omnichannel Solution ensures seamless communication across multiple platforms, helping businesses engage customers effectively.

How to Enhance Customer Experience with Omnichannel Solution?

How To Use Omnichannel Features

Manage Omnichannel 

How to Configure General Settings?

Ensure professional email delivery with verified sender addresses

How to update email sender details?

Configure General Settings

Find answers and get help from Intercom Support and Community Experts

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