How-to Videos

Video Walk-throughs of Important Functions

Dashboard

• How-to Video - Your Home Dashboard

Email and Texting

• How-to Video - Send a Mass Email
• How-to Video - Send an Individual Email
• How-to Video - Sending Individual Text Messages (SMS)
• How-to Video - Send an Email Test for Quality Check

Imports

• Importing 101 - Contacts, Related Contacts and Transactions

Contacts

• How-to Video - Reassigning a Contact
• How-to Video - Filtering Contacts
• How-to Video - Import Contacts from CSV or Excel Upload
• How-to Video - Create New Contacts Manually

Transactions

• How-to Video - Saved Transaction Filters
• How-to Video - Manually Add a Transaction
• How-to Video - Editing a Transaction

Tasks

• How-to Video - Creating a Task
• How-to Video - Create Tasks

Training Sessions

• How-to Video - Introduction Training Session
• How-to Video - Aidium Deep Dive

Integrations

• How-to Video - Email Integration Setup
• How-to Video - Connecting Zapier with Aidium

Admin Settings

• How-to Video - Creating a New Team
• How-to Video - Invite a User to an Enterprise

Automations

• How-to Video - Playbook Automations
• How-to Video - Modifying Playbook Automations
• How-to Video - Advanced Automations
• How-to Video - Editing Contact Based Automations
• How-to Video - Create a Refinance Check-in Automation

User and Team Settings

• How-to Video - Create a Contact Status
• How-to Video - User Settings
• How-to Video - Reset Password
• How-to Video - Initial Setup of Texting (SMS) Number