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Getting Started

  • Sign Ups: Getting Started
  • Sign Ups: Installing Sign Ups
  • Project Notebooks: Getting Started
  • Messenger
  • Messenger: New to Messenger
  • Messenger: Tags
  • News Articles: Intro
  • Pages: The Page Builder
  • Project Notebooks: Understanding Project Notebooks
  • Project Notebooks: Installing Project Notebooks

How-to

  • Sign Ups: Create your first sign up
  • Sign Ups: Create tasks/slots
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Review system emails
  • Sign Ups: Customize the display scheme
  • Sign Ups: Set plugin administrators
  • Messenger: How to send a message
  • Messenger: How Do I Import My List?
  • Messenger: Create and connect a Form
  • Messenger: Editing the contact page to show what you want
  • Messenger: Merging contacts
  • Messenger: How to bulk edit contacts
  • Messenger: How to search for contacts
  • Messenger: Tags
  • Messenger
  • Pages: The Page Builder
  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples
  • News Articles: Posts Slider module
  • News Articles: Posts Carousel module
  • News Articles: Posts module
  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Review system emails
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Hide or show notebook sections on front-end
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Create tasks
  • Project Notebooks: Create meeting minutes
  • Project Notebooks: Create a project budget
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Approve project administrator requests

Troubleshooting

  • Sign Ups: Sign up not appearing on front-end

FAQs

  • Messenger: Why are My Contacts Unmarketable?
  • Messenger: Why are Emails Going to Spam?
  • Messenger: Why Are My Emails Not Sending?
  • Messenger: Basic terminology
  • Messenger
  • Project Notebooks: Understanding Project Notebooks
  • What is a shortcode?
  • Project Notebooks: How to display meeting minutes on the website
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  • Messenger: Basic terminology

Messenger: Basic terminology

Table of Contents
  • Basic Terminology

Basic Terminology #

You may not be familiar with all of the terminology used in Messenger, so if you don’t know a term get its description here.

  • Contact – A contact is someone who is in your CRM and has opted into Messenger through a form or another point of entry. Contacts can be exported, imported and modified. Contacts within Messenger ARE NOT users in your database.
  • Email – You can create emails to send out in Messenger through a funnel or through a broadcast.
  • Broadcast – A broadcast is when you send a single email to multiple contacts all at once, like a newsletter.
  • Funnel – A funnel is the marketing automation area of Messenger. You can create funnels to lead contact through a series of steps until they purchase something or sign up for something. It’s up to you!
    • Benchmark – A benchmark is a “touchpoint” in your funnel when a contact does something that evokes a response. Like a contact filling out a form.
    • Action – An action is a response to a benchmark, such as sending out an email.
    • Step – A step is just a generic name for both benchmarks and actions.
  • Event – An event is a scheduled action for a contact. For example, when you send out a broadcast, it creates an event to send out an email to that contact at the given time.
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Updated on October 10, 2022
Messenger: Why Are My Emails Not Sending?Messenger

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Table of Contents
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