MARCH WRAP-UP
- Cultivating Sales PRO -
G
GRATEFUL
Today I feel grateful for Spring! Living in Wisconsin, we have very long Winters. When the sun shines and the world starts to turn green again, I feel a sense of renewal. This motivates me to make new things happen in our business.
R
RESOURCE
Did you attend or watch the replay of our Email Deliverability Workshop? We had an outside developer build each of you a special resource that will help you achieve the same kind of open rates we get. Don't know what I'm talking about? Reply to this email or email [email protected] for the details.
O
OBSERVATION
The trend in marketing is to use content to drive connections and build communities. Watch this space for a new community tool Cultivating Sales will be launching inside our Course Builder this quarter. One more way to incorporate everything you need into one platform!
W
WORD OF MOUTH
I am not the best speller in the world. For that reason, I rely on Grammarly to help me. Did you know that it works beautifully from within our platform? It's so helpful! Here's a link if you don't always use Grammarly but would like to check it out. https://grammarly.go2cloud.org/aff_c?offer_id=182&aff_id=118243
Help Widget!
Got questions? Have you tried our help widget yet? It is located in the bottom right corner of your screen. Click it while you're on any page in CSP!
Live chat with tech support
Knowledge library
Free courses
Template marketplace
and more!
NEW FEATURES
Invoice Notifications
Customize email and SMS notifications for the customer receiving the invoice, and for the team member who is sending the invoice
Click 'Payments' > 'Invoices' > 'Settings'
Class Booking Calendar
Allow multiple attendees to reserve a spot in the same time slot/event, and set the maximum number of seats per slot, perfect for webinars, workshops, or trainings.
Click 'Settings' > 'Calendars' > 'Create Calendar' > 'Class Booking'
Membership Triggers
New membership triggers are available in workflows, such as category started, lesson started, product started, and lesson completed. Use if/else conditions with these triggers, and use memberships in custom values for emails, sms, etc.
Edit Emails From Contacts
Edit emails directly from the contacts page instead of going back to the email builder. While sending an email, simply hover over the email and click 'edit' to make changes, which will update the email template in emails too.
Google Sheets Integration
In workflows,
Upcoming Events
If the event has a * this event is for CSP clients only
NOTHING TO PROMOTE AT THIS TIME!
Join Our Facebook Group
Where we talk all things sales, marketing, and automation
The Academy for High Level
Our certification is growing!
Automation Architect Directory
Need help with your High Level/Cultivating Sales automation software?
Loved By Our Clients!
RESOURCES
Tier One Support
Free Options
Email our support team 7 days a week at [email protected] or submit a ticket below
Live chat our support team 7 days a week from 10am - 6pm CST from within our software platform.
Access our help library for a plethora of videos, transcriptions, explanations, gifs, and submit a ticket to our support team from within our software platform
Tier Two Support
Free Options
Register for our many free courses to learn step by step how to build the most common project types in CSP
Register for our Tips & Tricks course to learn commonly missed ways to utilize the system, CSS hacks, integration ideas, and more!
Join our live open office hours 1x a week for clients. These sessions provide help, demonstrations, troubleshooting, and more.
Tier Three Support
Paid Options
Purchase a 30-minute help session with our team to receive 1-on-1 assistance
Hire CSP to build out a project or template for you. Give us the information and we will build it!
Purchase a CSP template to skip past the building part of a project...just customize a template and launch!
Browse our automation architect directory for people who have completed our rigorous platform certification program.