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Smart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts. You may use as many filters as you like, completely customizing the experience, and how thoroughly filtered you want contacts to be. ...
Using a Workflow and Smart List To Track Failed SMS Contacts
If you are sending SMS communications in LANA, and the SMS fails to go through, you may want to track those contacts for a variety of reasons (i.e. perhaps you want to call or email them to confirm their mobile number for SMS communications.) You can ...
Customizing Your Settings in Workflows
This tutorial will show you how to customize your Workflow Settings. Navigate to the Settings tab within the Workflow Builder. Here you'll see a list of customizable settings. Choose a sending window. If you select Any Time, the workflow will occur ...
How To Customize The Tax Settings in Your Payments Section
Tax adds up quickly, so it’s critical to ensure you are capturing the correct taxes for your business. Using the Tax Settings feature, you can quickly and easily add one or multiple taxes to LANA. This will allow you to capture taxes for your ...
Profile and Phone Settings
This video discusses the account settings profile section.