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Advice and answers from the BrandBot Team

General BrandBot Questions

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By Lauren1 author4 articles

BrandBot 101

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By Lauren1 author10 articles

Account & Settings

Settings lay the foundation and groundwork for BrandBot. It's a great place to start in terms of getting set up! You can add team members, create user groups, and more.

Lauren Everett avatarEvan avatarDeirdre Horan avatar
By Lauren and 2 others3 authors23 articles

BrandBot Terms

Become familiar with some commonly used terms

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By Lauren1 author11 articles

The Calendar: Scheduled Emails & Tasks

The calendar is a great place to see all tasks, phone call reminders, and scheduled emails in one place.

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By Evan and 2 others3 authors24 articles

Scheduled Plans

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By Andy and 1 other2 authors4 articles

Auto-Campaigns

Campaigns that constantly evaluate client activity and automatically communicate with them based on their behavior!

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By Christa and 6 others7 authors23 articles

Contact Management

Import Your Contacts From Your Past Email Provider

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By Lauren and 4 others5 authors12 articles

Segments

Organize your contacts with segments!

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By Cait and 1 other2 authors21 articles

Landing Pages

Checkout pages that clients can purchase services from your studio!

HLauren Everett avatarEvan avatar
By Harry and 3 others4 authors40 articles

Forms & Waivers

Easily collect new leads and waivers

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By Deirdre and 3 others4 authors32 articles

Livestream Manager

Send class reminders to your clients with custom messaging!

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By Deirdre and 3 others4 authors6 articles

Email Templates & Other Assets

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By Lauren and 2 others3 authors4 articles

Mariana Tek Conditions Defined

Conditions are the lifeblood to segments and campaigns! This documentation provides the definition of the condition, and some practical use cases!

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By Stephanie and 2 others3 authors18 articles

SMS in BrandBot

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By Evan and 1 other2 authors6 articles

HQ Accounts

Key information for businesses that utilize an HQ account

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By Deirdre and 1 other2 authors16 articles

Onboarding

Getting set-up on Marketing Automation

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By Harry1 author3 articles
BrandBot Help Center