Advice and answers from the BrandBot Team
General BrandBot Questions
BrandBot 101
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.
BrandBot Terms
Become familiar with some commonly used terms
The Calendar: Scheduled Emails & Tasks
The calendar is a great place to see all tasks, phone call reminders, and scheduled emails in one place.
Scheduled Plans
Auto-Campaigns
Campaigns that constantly evaluate client activity and automatically communicate with them based on their behavior!
HContact Management
Import Your Contacts From Your Past Email Provider
Segments
Organize your contacts with segments!
Landing Pages
Checkout pages that clients can purchase services from your studio!
Forms & Waivers
Easily collect new leads and waivers
Livestream Manager
Send class reminders to your clients with custom messaging!
Email Templates & Other Assets
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!
SMS in BrandBot
HQ Accounts
Key information for businesses that utilize an HQ account
Onboarding
Getting set-up on Marketing Automation
Franchise Fee Platform
Franchise Fee Management
Transactional Messaging