Archived Articles

Articles being scheduled for deletion

How to resend any sequence message to any number of contacts with one click

Avatar

By Brian Devlin

January 24, 2022

How to use the email reports feature

Avatar

By Brian Devlin

January 7, 2022

How to change the FROM name on your outgoing email broadcast

Avatar

By April Jamio

January 20, 2022

How To Edit Your Playbook Content in Canva & How to Upload to Onboard Me

Here's how you can edit and customize the playbook images and text in Canva and then upload them to your Onboard Me account.

Avatar

By Brian Devlin

January 3, 2022

How To Use Trigger Links in Journeys

Avatar

By April Jamio

March 31, 2022

How To Trigger A Date Specific Challenge Journey

NOTE: You will need to have all your assets (components of your journey) and tags (triggers) created prior to this step:

Avatar

By Brian Devlin

January 20, 2022

How to add multiple images in your playbook content

Avatar

By April Jamio

December 28, 2021

How to set a date-based drip schedule in your playbooks

Avatar

By Brian Devlin

January 7, 2022

How to drip your playbook tabs

Avatar

By Brian Devlin

January 7, 2022

How to enable playbook drip feature

Avatar

By PJ Jamio

January 7, 2022

How to embed video using widget toolbar

Avatar

By April Jamio

January 4, 2022

How to add multiple videos in your content editors

Avatar

By PJ Jamio

January 4, 2022

How to add users to a playbook using bulk action

Avatar

By April Jamio

December 30, 2021

How to edit your client portal and playbook delivery messages

Avatar

By Brian Devlin

January 20, 2022

How To Add Users To Your Onboard Me Locations

Avatar

By Brian Devlin

January 25, 2022

How To Resend Any Missed or Failed Sequence or Journey Email With 1-Click

Avatar

By Brian Devlin

January 12, 2022

How to disable Confirmed Opt-in when uploading a CSV list to Onboard Me

Warning: Proceed with caution!

Avatar

By Brian Devlin

January 3, 2022

How to Force Validate an "Invalid" contact email

Avatar

By Brian Devlin

January 19, 2022

Tags Mastery

Avatar

By Brian Devlin

December 28, 2021

How to create a Coach Bio Template

Avatar

By April Jamio

March 18, 2022

How To Give Your Members Access To The Challenge

Here is how you edit/update your Sequence to give your members access to the challenge. Remember, the Playbook needs to be assigned to the member prior to this step for this to work.  You do that by assigning them to the Playbook using a Journey o...

Avatar

By Brian Devlin

January 20, 2022

Editing Sequences For Monthly DFY Content

Avatar

By Brian Devlin

January 20, 2022

Editing & Scheduling Broadcasts AKA Your Core Emails

Avatar

By Brian Devlin

January 20, 2022

How to get Alicia's content into your Onboard Me account

You can log into The Content And Social Media Club Here. Member Login . AND...   If you don't have an account already you can get 50% off your first month here The first month will be $49 and then will go up to the regular price ($97 USD).  (Ther...

Avatar

By Brian Devlin

January 3, 2022

How To Download Your DFY Content CSV and Import to Onboard Me

Avatar

By Brian Devlin

January 20, 2022

How To Merge Contact Profiles In Your Contact Center

Avatar

By Brian Devlin

January 31, 2022

How to export your onboardme contacts

Avatar

By PJ Jamio

December 28, 2021