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Knowledge Base
How-to Videos
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 – Sending an Email Test for Quality Check
Imports
Importing 101 - Contacts, Related Contacts and Transactions
Contacts
How-to Video – Reassigning a Contact
How-to Video - Import Contacts from CSV or Excel Upload
How-to Video - Create New Contacts Manually
Transactions
How-to Video – Manually Add a Transaction
Tasks
How-to Video - Creating a Task
Training Sessions
How-to Video - Aidium Deep Dive
Integrations
How-to Video - Inbox Integration Setup
How-to Video - Connecting Zapier with Aidium
Admin Settings
How-to Video: Creating a New Team
Automations
How-to Video - Playbook Automations
How-to Video – Advanced 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
