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Web Geek’s

Support Library

Through our instructional and directional articles and video, our goal is to offer as much informational assistance to our clients as possible. Should you need further assistance please send us a support ticket and a team member will contact you within 24 business hours.

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Content AI – Managing Your Content

Where To Find And Organise All Of Your AI Generated Content During this video Allie mentions sending a support ticket, to find out more about this process please see the accompanying video Here. Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. With all of the Ai features available within...

Getting Support From Our Team

How To Contact Us From Within Our Marketing Platform Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Sometimes in life, watching technical support videos just isn't enough to fix a problem. Sometimes there may be something that isn't working properly on the system. Or perhaps you need something changed...

Creating And Using Email and SMS Templates

Using The Templates Feature In The Conversation Area Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. In business, we often need to send the same message to many different customers. A good example of this is when a customer purchases a new product. When this happens, we need to...

Creating And Scheduling A Post With The Social Planner

How Using The Social Planner Can Save You Time And Worry Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Harnessing the power of social media, is a must-do task for all businesses in this digital age. Social media has created a way for you to expand your reach beyond...

Contacts – Bulk Actions

Find Out How To Perform All Of the Bulk Actions Available In The Contacts Area In this video Allie mentions the imprting/exporting feature to see the accompanying video click Here. Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. With so many contacts to deal with, businesses can spend a...

Contacts – Importing And Exporting

How To Import And Export Your Contacts With With Web Geeks Marketing Platform Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. It is always good practice in business to keep back-ups of information, things such as contacts are one of the important things you should think of when it...

Contacts – Smart Lists

Making Organisation A Simple And Efficient Process In This video Allie mentions activities, for more information on activities please see the accompanying video Here Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Businesses have many contacts, depending on the size of the business you could have hundreds to thousands...

Contacts – Understanding Activity

How Understanding Your Customers Can Help Your Business This video talks about a feature in our contacts area, to see an overview of the contacts area see the following video Here Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Having customers is great! It is, after all, what a...

Contacts – Appointments

Setting An Appointment With A Contact From The Contacts Area In this video Allie mentions integrating your calendar into our marketing platform to see the accompanying video click Here. Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Running a business requires a lot of conversing with people, we need...