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Getting Started

Getting started with Evolved Office

How to Get Started

Getting Started with Email Authentication and Using eosends.com for Improved Deliverability How to Upload a List of Contacts How to Connect Your Social Accounts to EOSocial

Dashboard

How to View Full Stats of a Campaign How Lead Scoring Works

Contact List

How to Update an Existing List How to Export a List How to Assign a List to a User How to Combine Lists How to Edit a List How to Create a List How to Remove an Existing Contact to a List How to Edit a Contact How to Unsubscribe a Contact How to Delete a Contact How to Upload a List of Contacts

Managing User Accounts

How to Add a User to Your Account How to Upload My Photo How to Reset a User’s Password How to Edit a User in Your Account How to Change My Username or Password How to Edit My Personal Information How to Delete a User From Your Account

Managing Contacts and Company Information

How to Edit Our Company Information How to Add Alternate Contacts to Our Account How to Add Additional Locations/Branches How to Add/Update Branch Location

Customizing Headers, Footers, and Branding

How to Edit a Footer How to Set Default Header or Footer How to Upload Customized Header and Footer How to Upload Custom Header or Footer How to Edit Your Landing Page Footer How to Add Social Media Links How to Add Vendors to Your Product Library

Customizing Account Appearance and Media

How to Upload a Logo How to Edit Account Colors How to Upload My Photo

Notifications

How to Enable Lead Scoring Alerts How to Edit Email Broadcast Stats Settings How to Enable Email Broadcast Stats

Email Campaigns: Crafting Content

Creating Effective Email Campaigns with Evolved Office

Creating and Structuring Your Email

How To Add/Create a New eSHOT How to Create a Newsletter in Evolved Office How to Use Suggested eSHOT Templates for Your Marketing Needs How to Add Structures to Your eSHOT or Newsletter How to Save/Tag a Structure as Favorite

Adding and Customizing Content

How to Add Content, Articles, or Products How to Edit Products or Articles Directly in the Editor How to Resize and Insert Images into Your eSHOT/Newsletter How to Resize and Add an Animated GIF How to Replace a Header or Footer How to Link Documents to Buttons or Images How to Add or Insert Variable Data into Your Email for Dynamic Personalization How to Add Clickable Social Media Icons

Formatting and Design

How to Stylize Text How to Adjust Button Width for Optimal Design How to Change the Background Color of a Structure How to Convert a PDF and Upload It as an Image in Your Campaign How to Set Up Auto-Populated Email Links for 'Contact Us' Buttons or Text

Testing and Sending Emails

How to Preview Your Newsletter/eSHOT How to Send a Test Email How to Schedule and Send a Broadcast Email How to Cancel a Scheduled Broadcast Email

eoJourney: Mastering Drip Campaigns

How to Create a Journey or Drip Campaign Guide to Advanced Journey Building Understanding Rules and Actions for Creating Journey or a Drip Campaign

eoScribe: EO's Powerful AI-Driven Assistant

Getting Started with eoScribe: Evolved Office's AI-Powered Marketing Assistant

eoScribe in Creating an Article

Understanding Article Prompts: Maximizing Your eoScribe Experience

eoScribe in Creating an Email

Understanding Email Prompts: Maximizing Your eoScribe Experience

eoScribe in Creating an eSHOT

Understanding eSHOT Prompts: Maximizing Your eoScribe Experience How to Use eoScribe for Creating Targeted Email Campaigns

eoScribe in Creating a Newsletter

Understanding Newsletter Prompts: Maximizing Your eoScribe Experience

eoScribe in Creating Social Media Post

Understanding Social Media Prompts: Maximizing Your eoScribe Experience

eoScribe in Creating an Image

Understanding Graphics Prompts: Maximizing Your eoScribe Experience

eoSocial: Streamline Your Social Strategy

Mastering eoSocial: A Complete Guide

Adding Profiles

Reconnection needed for LinkedIn profiles -Preparing for LinkedIn's Community Management API changes Can I add multiple social profiles to the same user account on EOSocial?Edit and delete existing profiles Set up geotargeting for a Facebook Fan Page Add Instagram Business profile(s)Create and manage Profile Lists Add a Twitter profile to EOSocial Add social profiles to EOSocial Add a Facebook Page profile Add a LinkedIn Company Page to EOSocial Add a LinkedIn Profile

Posting Messages

How to Schedule Social Media Posts Using eoSocial Post an Instagram Story or carousel post What 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?

Creating Content

Post native videos to LinkedIn Company Pages Can I access images that I've created on Canva?Create content with Canva Include emojis in posts Add an Instagram geolocation tag to posts View and use the calendar Include an @ tag in a post

Using RSS Feeds

Troubleshoot an RSS feed Checking and posting updates for an RSS feed Add an RSS feed

Composing Messages

How can I select a thumbnail for my video post?

Activity

Reply to a message View Social Feeds How can I view a conversation?Will Instagram notifications appear in the Priority Inbox?View, archive, and restore Priority Inbox messages Priority Inbox

Collaborating / Approvals

Set up custom fields Manage notifications Pause scheduled messages

Reporting

Export report data as a CSV or HTML file Best practices: Download reporting data Reports glossary Quick Reports Create a custom report

Settings

Set up custom fields Manage notifications Pause scheduled messages

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 profile Reconnect a LinkedIn profile Best practices: LinkedIn posting limits Revoke and reconnect a LinkedIn profile Why are my images cropped either side when posting to Linkedin Profiles?Instagram undelivered error messages Reconnect 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 profile What 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 profiles What can I try if I'm having trouble with a social profile?Remove or revoke EOSocial's access to social sites Why 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 eoVideo Quick Guide on How to Shoot a Video How to Edit a Video in eoVideo Understanding Video Libraries in Your Account How to Easily Add eoVideo to Your Bookmark Bar How to Upload and Customize Videos: A Step-by-Step Guide

Form Creation & Management

How to Create Forms

EO University

EO University - Collection of In-depth Webinars and Trainings

eoMasterclass

The Power of Personalized Video Messaging Unlock Customer Loyalty: Master Personalized Video Messaging with eoVideo Mastering eoJourney: Elevate and Automate Your Campaigns with Drip Campaigns

Marketing Mastery

Mastering AI Commands

Diverse Perspectives

The Power of Integration: Mastering Next-Gen Marketing with SalesChain and Evolved Office Fearless Upselling: Unleash the Power of Content Automation and AgentDealer to Crush Your Competitors

Trend Watch

AI and the Future of Sales & Marketing for Business Technology Resellers - A Roundtable Discussion

Guide to Advanced Journey Building

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