Account Build-Outs

Follow-along videos for building out your Sure Send account from scratch.

Articles

Video: Getting Started with Sure Send, Part 1 (Account Setup)

A full follow-along build of a new Sure Send account: stages, custom fields, appointment types, and ponds.

206 views • Updated 6 days ago
Video: Getting Started with Sure Send, Part 2 (Data, Smart Lists, and Your First Automation)

Bring your data into Sure Send, build your first smart lists, and set up your first automation.

110 views • Updated 6 days ago
Video: Getting Started with Sure Send, Part 3 (The Team Member Perspective)

Joining an account that is already built? See how a team member gets oriented and personalizes Sure Send for the way they work.

84 views • Updated 21 days ago

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