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How To?!
How To?!
Step-by-step guides to make the most of String platform.
By Samir
1 author
50 articles
How-To Guides
Manage Leads
How to add New Lead?
How to Import Leads?
How to export Leads?
How to filter Leads?
How to Quickly Edit Lead Info
How to assign lead to agent/team member?
How to Change the Lead Stage/Status?
How to Assign a Lead to a Group?
How to Delete a Lead?
Manage Branches
How to manage branches?
Manage Team
How to create departments?
How to add team members?
How to assign roles and permissions?
Manage Product & Service
How to add new product or service?
How to customize product / service list view?
How to delete product or service?
Manage Templates
Email Templates
3 articles
Web Templates
3 articles
Pop-Up Templates
3 articles
Manage Tasks
How to manage team tasks?
How to use activity log?
Manage Media & Files
How to manage folders/media "My Space"?
Manage Public Forms
How to create public registration form?
How to edit forms?
How to embed form into website?
How to analyze forms?
How to delete form?
Manage Campaigns
How to setup and send email Marketing campaign?
How to setup and send WhatsApp Campaigns?
How to setup and send SMS Campaigns?
Manage Automations
How to manage a Leads Journey?
How to Manage Segments?
How to Manage Sequences?
How to Manage Groups?
Manage Report
How to Use General Reports?
How to Create Customized Reports?
How to View Google Analytics Reports?
How to Access & Track TikTok Business Reports?
How to Access & Track Facebook Business Reports?
How to Access & Track Snapchat Business Reports?
Manage Communications
How to Set Up & Customize a Chatbot?
How to Enhance Customer Experience with Omnichannel Solution?
Configure General Settings
How to Configure General Settings?
