General BrandBot Questions

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1 author4 articles

BrandBot 101

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1 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.

Evan avatarDeirdre Horan avatarLauren Everett avatar
3 authors23 articles

BrandBot Terms

Become familiar with some commonly used terms

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1 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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3 authors24 articles

Scheduled Plans

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2 authors4 articles


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

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7 authors24 articles

Contact Management

Import Your Contacts From Your Past Email Provider

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6 authors13 articles


Organize your contacts with segments!

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2 authors21 articles

Landing Pages

Checkout pages that clients can purchase services from your studio!

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4 authors40 articles

Forms & Waivers

Easily collect new leads and waivers

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4 authors32 articles

Livestream Manager

Send class reminders to your clients with custom messaging!

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4 authors6 articles

Email Templates & Other Assets

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4 authors5 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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3 authors18 articles

SMS in BrandBot

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2 authors6 articles

HQ Accounts

Key information for businesses that utilize an HQ account

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6 authors21 articles


Getting set-up on Marketing Automation

1 author5 articles

Franchise Fee Platform

Franchise Fee Management

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1 author19 articles

Transactional Messaging

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3 authors27 articles

Xplor Growth

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1 author13 articles