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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 - 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
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
