Getting Started

Start Here - General Overview
This video gives a broad overview of the capabilities of your new platform
Sat, 3 Oct, 2020 at 2:21 PM
Account Settings
Let's get your account all set up correctly!
Mon, 10 Aug, 2020 at 2:08 PM
Connecting your Facebook Page
If you want to receive Facebook Messages (from your page) follow the steps in this video:
Mon, 10 Aug, 2020 at 2:10 PM
Dashboard - Overview
This is an overview of how to interpret and use your dashboard.
Mon, 10 Aug, 2020 at 2:11 PM
Conversations - Overview
This video shows you the capabilities and also how to use them within the conversations view. To view the full article: Click Here
Sat, 3 Oct, 2020 at 2:13 PM
Opportunities Overview
This video shows you how to use your opportunities pipeline.  To view the full article: Click Here
Tue, 16 Jun, 2020 at 6:14 AM
Creating Email Unsubscribe Links
This video shows how to create email unsubscribe links. To view full article: Click Here
Tue, 16 Jun, 2020 at 6:35 AM
Integrating Stripe
This video shows how to integrate Stripe with your account.  To view the full article: Click Here
Tue, 16 Jun, 2020 at 6:15 AM
How to use Tasks and Opportunity Owners
Assigning tasks to your team This video covers Tasks within Zipline. It covers how to find assigned tasks, as well as tasks that may not appear on your ...
Mon, 10 Aug, 2020 at 2:14 PM
When to manually stop a campaign and how (includes task allocation)
How to manually remove someone from a campaign so they do not receive the rest of the emails or texts If a campaign has worked and your customer has boo...
Sat, 3 Oct, 2020 at 2:08 PM