Guide to Advanced Journey Building
Getting Started
Getting started with Evolved Office
How to Get Started
How to Set Up Email Authentication in Evolved Office (SPF, DKIM)How to Upload Contacts into Evolved Office: Create a List, Map Fields & ImportHow to Connect Social Media Accounts to EOSocial (Facebook, LinkedIn, Instagram & More)How to Add CNAME Records for SPF & DKIM by DNS Provider (GoDaddy, Cloudflare & More) | Evolved Office
Dashboard / Reporting
Contact List
How to Upload Contacts into Evolved Office: Create a List, Map Fields & ImportHow to Add Contacts to an Existing List in Evolved Office (Manual, Upload, or Segment)How to Export a Contact List in Evolved Office (Download as CSV)How to Assign or Share a Contact List with a User in Evolved OfficeHow to Combine or Merge Contact Lists in Evolved OfficeHow to Rename or Edit a Contact List in Evolved OfficeHow to Create a New Contact List in Evolved Office (and Add Contacts)How to Remove or Delete a Contact from a Contact List in Evolved Office (Manage Subscriptions)How to Edit or Update a Contact's Information in Evolved OfficeHow to Manually Unsubscribe a Contact from Emails in Evolved OfficeHow to Delete a Contact in Evolved Office (Single or Multiple)
Managing User Accounts
How to Add a New User to Evolved Office (Set Permissions & Feature Access)How to Upload or Update My Profile Photo in Evolved OfficeHow to Reset Another User's Password in Evolved Office (Admin)How to Edit or Update a User's Details in Evolved Office (Admin)How to Change My Own Username or Password in Evolved OfficeHow to Update My Personal Information in Evolved Office (Name, Email & Username)How to Delete a User from Evolved Office (Admin)
Notifications
Company Information and Branding
How to Edit or Update an Email Footer in Evolved Office (Branding Settings)How to Upload or Update Your Company Logo in Evolved Office (Branding Settings)How to Update Your Company Information in Evolved Office (Name, Address & Contact Details)How to Add or Manage Alternate Contacts in Evolved Office (Company Info Settings)How to Change Your Brand Colors in Evolved Office (Branding Settings)How to Set a Default Email Header or Footer in Evolved Office (Branding Settings)How to Upload a Custom Email Header or Footer Image in Evolved Office (Branding Settings)How to Add Additional Locations or Branches in Evolved Office (Company Info Settings)How to Add or Edit a Branch Location in Evolved Office (Company Info Settings)How to Edit Your Landing Page Footer in Evolved Office (Branding Settings)How to Add Your Social Media Profile URLs in Evolved Office (Branding Settings)How to Add Brands and Vendors to Your Evolved Office Product Library
Newsletter/eSHOTs
Creating and Structuring Your Email
The Complete Guide to Creating an eSHOT in Evolved Office (Step-by-Step)Email Campaign Best Practices in Evolved Office (Subject Lines, Personalization, CTAs & More)How to Start a New eSHOT in Evolved Office (Quick Start)How to Create a Newsletter in Evolved OfficeHow to Find and Use eSHOT Templates by Category in Evolved OfficeHow to Add Structures to Your eSHOT or Newsletter in Evolved OfficeHow to Save, Use, and Delete Favorite Structures in Evolved OfficeHow to Add and Manage Category Tags in Your Evolved Office Email Campaigns
Adding and Customizing Content
How to Add Articles and Products to Your eSHOT or Newsletter in Evolved OfficeHow to Edit Articles and Products Directly in the Evolved Office eSHOT/Newsletter EditorHow to Resize and Insert Images into Your eSHOT or Newsletter in Evolved OfficeHow to Resize and Add an Animated GIF to Your eSHOT or Newsletter in Evolved OfficeHow to Replace an Email Header or Footer in the Evolved Office eSHOT EditorHow to Attach or Link a PDF or Document to a Button or Image in Evolved OfficeHow to Add or Insert Variable Contact Data to Your Email in Evolved Office (First Name, Company & More)How to Add Clickable Social Media Icons to Your eSHOT or Newsletter in Evolved OfficeHow to Configure Button Actions in the Evolved Office Email Editor (Links, Email, Call & More)
Formatting and Design
eoJourney: Mastering Drip Campaigns
Comprehensive Guide: Creating a Journey and Multi-Rep Journey with Multi-Assign FeatureGuide to Advanced Journey BuildingUnderstanding Rules and Actions for Creating Journey or a Drip CampaignHow to Create Rep Segments in Journey List ManagementSuggested Journeys: How to Launch a Prebuilt Drip CampaignHow to Change or Edit an Email (eShot) in the Journey ManagerHow to Use Journey Tracking in Evolved Office (Stats, Points & Recipient Insights)
eoScribe: EO's Powerful AI-Driven Assistant
Getting Started with eoScribe: Evolved Office's AI-Powered Marketing Assistant
eoScribe in Creating an Article
eoScribe in Creating an Email
eoScribe in Creating an eSHOT
eoScribe in Creating a Newsletter
eoScribe in Creating Social Media Post
eoScribe in Creating an Image
eoSocial: Streamline Your Social Strategy
eoSocial Quick Start: Sign In, Connect Profiles, Create Posts, and Manage Engagement
Adding Profiles
How to Reconnect Your LinkedIn Profile: Preparing for LinkedIn's Community Management API ChangesAdd a LinkedIn ProfileAdd a LinkedIn Company Page to EOSocialAdd a Facebook Page profileSet up geotargeting for a Facebook Fan PageAdd Instagram Business profile(s)Add a Twitter profile to EOSocialAdd social profiles to EOSocialCan I add multiple social profiles to the same user account on EOSocial?Create and manage Profile ListsEdit and delete existing profiles
Posting Messages
How to Schedule Social Media Posts Using eoSocialPost an Instagram Story or carousel postWhat are Optimal Times and how are these calculated?What are the sending limits for my account?Can I delete posts on my social profile from EOSocial?Create Profile ListsCan I Delete a Post After It’s Published?Add UTM tracking to linksHow to Measure Social Media ROI Using UTM LinksHow to Schedule Social Media Posts Using eoSocial (Updated for EO Content)Using EO Content in eoSocial: Share Ready-to-Go Posts, Edit with AI, or Create New Posts
Creating Content
Composing Messages
Activity
Collaborating / Approvals
Reporting
Troubleshooting
What troubleshooting steps can I try if something's not working as it should?What can I try if I'm not able to add an Instagram profile?Reconnect a Twitter profileReconnect a LinkedIn profileBest practices: LinkedIn posting limitsRevoke and reconnect a LinkedIn profileWhy are my images cropped either side when posting to Linkedin Profiles?Instagram undelivered error messagesReconnect Instagram Business profile(s)Why is my Instagram account not appearing when I try to (re)connect it?What can I try if I'm having trouble with Facebook geotargeting?Reconnect a Facebook Page profileWhat can I try if I'm not able to add a Facebook profile?Why is my Facebook Page not appearing when I try to (re)connect it?What can I do if the emojis in my post don't appear correctly?Delete duplicate profilesWhat can I try if I'm having trouble with a social profile?Remove or revoke EOSocial's access to social sitesWhy are my messages being sent at incorrect times?Why do images look different when posted through EOSocial?Where should I check if my message hasn't been posted?What does "No profiles selected" on scheduled or sent messages mean?
Video Messaging
The Power of Personalized Video Messaging with eoVideoQuick Guide on How to Shoot a VideoHow to Edit a Video in eoVideoUnderstanding Video Libraries in Your AccountHow to Easily Add eoVideo to Your Bookmark BarHow to Upload and Customize Videos: A Step-by-Step GuideHow to Instantly Share Video Messages on Social MediaHow to Upload or Update a Custom Thumbnail in the Video EditorHow to Allow Microphone/Camera Access for eoVideo Recording
Digital Hub
Form Creation & Management
Product Library
CRM Integrations with Evolved Office
Agent Dealer Integratiomn
SalesChain Integration
Compass Sherpa Integration
EO University
EO University - Collection of In-depth Webinars and Trainings
eoMasterclass
Marketing Mastery
Diverse Perspectives