Knowledge Base
Return to Aidium
How-to Videos
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Tasks
Introduction
Cross-team Tasks
Email and Text Messages
Email
Text Message
Opt-in / Opt-out
Automations
Introduction
Advanced
Build Specific Contact Automations
Playbooks
Introduction
Events
Loan Milestones
User and Team Settings
User Settings
Team Settings
Integrations
Enterprise Administration
EAM - Enterprise Automation Management
Integrations
Teams / Users / Login
Aidium - Support Articles
Contacts
Daily AI
Drip Campaigns
Transactions
Milestones
Settings
Contacts
Data Uploads
Media
Communications
Marketing
Tasks
Websites
Enterprise
Partners
User Roles and Permissions
Back to home
Knowledge Base
How-to Videos
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Tasks
Introduction
Cross-team Tasks
Email and Text Messages
Email
Text Message
Opt-in / Opt-out
Automations
Introduction
Advanced
Build Specific Contact Automations
Playbooks
Introduction
Events
Loan Milestones
User and Team Settings
User Settings
Team Settings
Integrations
Enterprise Administration
EAM - Enterprise Automation Management
Integrations
Teams / Users / Login
Aidium - Support Articles
Contacts
Daily AI
Drip Campaigns
Transactions
Milestones
Settings
Contacts
Data Uploads
Media
Communications
Marketing
Tasks
Websites
Enterprise
Partners
User Roles and Permissions
How-to Videos
Video Walk-throughs of Important Functions
Training Sessions
How-to Video - Introduction Training Session
How-to Video - Aidium Deep Dive
Dashboard
How-to Video - Your Home Dashboard
Contacts
How-to Video - Reassigning a Contact
How-to Video - CVS Export for Contacts
How-to Video - Filtering Contacts
How-to Video - Tags for Contacts
How-to Video - Import Contacts from CSV or Excel Upload
How-to Video - Create New Contacts Manually
See more
Transactions
How-to Video - CVS Export for Transactions
How-to Video - Saved Transaction Filters
How-to Video - Manually Add a Transaction
How-to Video - Editing a Transaction
Email and Texting
How-to Video - Send a Mass Email
How-to Video - Send an Individual Email
How-to Video - Communications Tab
How-to Video - Sending Individual Text Messages (SMS)
Tasks
How-to Video - Creating a Task
How-to Video - Create Tasks
Integrations
How-to Video - Maxa Email Integration
How-to Video - Email Integration Setup
How-to Video - Connecting Zapier with Aidium
Automations
How-to Video - Playbook Automations
How-to Video - Modifying Playbook Automations
How-to Video - Advanced Automations
How-to Video - Editing Contact Based Automations
User and Team Settings
How-to Video - Create a Contact Status
How-to Video - Team Settings
How-to Video - User Settings
How-to Video - Reset Password
How-to Video - Initial Setup of Texting (SMS) Number
See more
Admin Settings
How-to Video - Creating a New Team
How-to Video - Invite a User to an Enterprise
How-to Video - Enterprise Settings
Imports
Importing 101 - Contacts, Related Contacts and Transactions
