The videos below will teach you how to navigate your RocketLevel account to maximize the power of lead to customer nurturing and customer advocacy (reviews and referrals). Click on the name of the video to watch the full video, or click on the timestamps to jump to the exact topic you'd like to explore.
Want to learn the basics in 15 minutes or less? Check out our Quick Start guide!
Account and User Settings
Watch the video above to learn how to navigate your RocketLevel user profile.
00:04 Access your user profile
00:20 Set an email and phone number for notifications
00:30 Configure notifications
00:55 Change your password
Watch the video above to learn how to configure your RocketLevel account settings. As you edit your account settings, be sure to click "Save" on each account tab!
00:04 Access your account settings
00:20 Business name, time zone, date format
01:08 Account colors
01:44 Access SMS number and configure SMS start/end times
Visit our knowledge base article to learn how to claim your SMS number: https://rocketlevel.zendesk.com/hc/en…
02:31 Connecting to Facebook/add Facebook Pixel
Managing Your Contacts
Watch the video above for an in-depth look at RocketLevel’s contact profiles—the features at the heart of our lite CRM.
Contact Profile Walkthrough
0:24 Viewing index of all contacts
1:02 Accessing a single contact
1:42 Editing a contact / adding a tag
2:45 Viewing the custom lists a contact belongs to
3:01 Viewing a contact's form submissions
(Note: form submission data automatically feeds into the contact profile)
3:14 Viewing a contact's active/completed marketing journeys
3:47 Viewing a contact's history
4:12 Access the inbound/outbound SMS conversation with that contact
4:20 Sending an SMS to a contact
4:29 Adding a note
Contact Profile Actions
4:54 Sending a one-off email
5:15 Sending an SMS to a contact (2nd way)
5:32 Adding contact to a Marketing Journey
6:08 Delete a contact
6:16 Adding to a Do Not Contact List (email/SMS)
6:49 Removing from Do Not Contact List (email/SMS
Watch the video above to learn how to add a new contact to your RocketLevel account.
Watch the video above to learn how to import a list of contacts all at once into RocketLevel. This video includes footage in Excel but this data can also be manipulated in Google Sheets, Numbers, or other spreadsheet software that allows you to export a .csv file. All you need to be familiar with is editing a cell, copying and pasting columns, and exporting to .csv in your chosen software.
0:35 Accessing your import template file
0:56 How custom fields and custom field groups work
1:33 Adding a custom field
2:15 Downloading your import template file
3:02 Transferring your data into the template file
4:11 What to do if you're missing a column in your template file
5:14 Export as .csv file in Excel
5:27 Importing your .csv file into RocketLevel
7:02 Viewing the import report
Watch the video above to learn how to filter out your contacts into different segments to send them emails and text messages!
0:08 Introduction to custom lists
0:21 Accessing and creating a custom list
--- 1:08 "Does Not Equal"
Everyone in the account with an email address
--- 1:35 "Does Not Equal"
Everyone in the account with a phone number
--- 1:58 "Equals"
Everyone in the account whose State is Georgia
--- 3:00 "Contains"
Everyone in the account whose profile includes a tag
--- 4:00 "Contains"
Everyone in the account who has unsubscribed
Contact List Actions
5:00 Send a mass email
5:20 Send a mass text message
5:44 Add entire list to a marketing journey
6:00 Edit custom list
6:03 View all leads in the list
6:15 Export your custom list to .csv
6:20 Delete segment
Marketing Emails, SMS, and Automated Marketing Journeys
Watch the video above to learn more about creating marketing journeys from your library of templates and editing the actions they execute to personalize them to your marketing goals.
This video covers an example COVID-19 journey.
0:19 Accessing marketing journeys
--- To learn how to add a marketing journey from a template, skip to 9:05
0:56 Edit journey details: "From Name" and "From Email"
1:20 Understanding "inactive" marketing journeys
1:33 "Leads can enter this journey multiple times" feature
2:00 Journey triggers
2:13 Journey actions
2:23 Accessing an email that's going out (To edit)
2:26 Previewing an email that's going out
3:03 Editing "Send text message to lead" action
3:22 Ignoring hours on SMS marketing journey actions
4:45 Changing time intervals between actions
6:27 Adding actions
8:18 Activating your marketing journey *add cards for editing emails
9:05 Creating a marketing journey from a template
Watch the video above to learn how to create an email from the email templates in your RocketLevel account.
0:26 Creating a new email
0:36 Creating from a template
1:00 Selecting your template
1:04 Previewing your new email
Watch the video above to learn how to edit a template email to add new text, images, and more!
0:11 Accessing and previewing your emails
0:31 Walkthrough of email layout screen (name, description, plain text, metadata, email stats, blocks)
1:04 Plain text emails explained (includes how to edit)
2:28 Email blocks explained
3:03 Editing blocks
3:58 Uploading images to the media library
4:42 Creating custom links (for images and buttons)
* Remember to include http:// or https:// in your URL!
5:58 Changing colors on block elements
6:03 Changing account primary and secondary colors
7:08 Lead field shortcode example [
More editing examples]
9:29 Moving blocks around
9:58 Editing a button block
11:57 Deleting/hiding blocks
12:42 Adding new blocks to an email
Watch the video above to learn how to use RocketLevel's text messaging features to expand your marketing channels and interact with your leads in a way that's convenient for them.
0:00 Introducing SMS features
0:53 Sending an SMS to a single contact
1:37 Viewing a contact's text message logs
1:58 Sending a text message blast to a list
2:30 Sending a text message in a new marketing journey
5:52 Adding text message actions to existing marketing journeys
6:08 Viewing the last messages you've received and sent out
If you have any questions while you're navigating your RocketLevel platform, please reach out to us via live chat in the lower right-hand corner of your app or submit a ticket at firstname.lastname@example.org.