Video: Lead Flow Workshop
Set up Lead Flow rules to route new leads: distribution, round robin vs. first to claim, and ponds.
108 views
•
Updated 21 days ago
Workshops
Replays of Sure Send workshops. Topics and themes are tags on each article.
Articles
-
-
Video: AI-Powered Email Templates Workshop
Use AI to build clean, branded email templates you can paste right into Sure Send, with a free skill to download.
172 views -
Video: Relationships and Companies Workshop
Use relationships and companies on your contacts to connect the people and businesses in your database.
88 views • Updated 21 days ago -
Video: Connect Sure Send to Your Tools with Zapier
Build Zaps with Sure Send triggers and actions, use Zapier Copilot, filters, and paths, and understand Zapier plan limits.
83 views • Updated 21 days ago -
Video: Facebook and Meta Ads with Connect Landing Pages
Ad strategies for driving Facebook and Instagram traffic to your Sure Send Connect landing pages.
93 views • Updated 21 days ago -
Video: Sure Send Connect Workshop
What Sure Send Connect is, the page types available, how it captures leads, and the saved search handoff.
110 views • Updated 21 days ago -
Video: Property Pages and Facebook Ads Workshop
Build open house and single property pages, run Meta ads to them, and set up your pixel.
54 views • Updated 21 days ago -
Video: Bulk Actions with Smart Lists Workshop
Filter a smart list down to the right contacts, then run bulk actions on all of them at once.
60 views • Updated 21 days ago -
Video: Clean House Account Cleanup Workshop
Clean up a messy Sure Send account: merge duplicates, fix tags, move stale leads, find deleted contacts, and run five saved lists every month.
21 views • Updated 7 days ago -
Video: Contracts Part 1, Foundations
The building blocks of contracts in Sure Send: contract roles, stages, pipelines, and custom fields.
78 views • Updated 6 days ago -
Video: Contracts Part 2, Milestones, Email, and Text
Set up contract milestones that send emails and texts and create tasks, so every deal keeps moving.
70 views • Updated 6 days ago -
Video: Contracts Part 3, Creating a Contract
Create a contract, add the parties and their roles, and move it through stages and milestones.
53 views • Updated 21 days ago -
Video: Install Templates and Automations from the Sure Send Library
Install ready-made email templates, automations, smart lists, and starter packs from the Sure Send Library.
58 views • Updated 21 days ago -
Video: Use Sure Send Inside Your AI Assistant (MCP)
Connect Sure Send to an AI assistant like Claude or ChatGPT through MCP, and put it to work on your CRM.
66 views • Updated 21 days ago -
Video: Build Better Looking Emails Workshop
Weekly workshop replay: Build Better Looking Emails.
3 views • Updated 1 day ago -
Video: Weekly Workshop — May 8, 2026
Weekly workshop replay: May 8, 2026.
2 views • Updated 1 day ago -
Video: Weekly Workshop — July 1, 2026
Weekly workshop replay: July 1, 2026.
2 views • Updated 1 day ago
Need more help?
Can't find what you're looking for? Try searching or contact support.