During Onboarding, we get you started with everything you need to hit the ground running. In these guides, you'll learn how to edit the assets we've set up for you and even create your very own marketing assets from our templates!
Configuring Your User and Account Settings
Learn how to configure your RocketLevel user and account settings. As you edit your settings, be sure to save as you go.
- User Settings: Written Guide | Video Guide
- Account Settings: Written Guide | Video Guide
Sending Mass Emails and Text Messages
Learn how to send mass emails and text messages to entire lists of contacts.
- Custom List Actions: Written Guide | Video Guide
Creating Emails from Templates
Learn how to create and edit a template email to add new text, images, and more!
- Creating an Email from a Template: Written Guide | Video Guide
- Editing an Email: Written Guide | Video Guide
- Email Shortcodes: Written Guide
- Email Text Markup (bold, italic, hyperlink, etc.): Written Guide
Creating and Configuring Marketing Journeys
Learn more about creating marketing journeys from your library of templates and editing the actions they execute to personalize them to your marketing goals.
- Marketing Journeys: Written Guide | Video Guide
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