Knowledge Base
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How-to Videos
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Aidium - Support Articles
Tasks
Introduction
Cross-team Tasks
Email and Text Messages
Email
Text Message
Opt-in / Opt-out
Communications
In-app Calling
Automations
Introduction
Advanced
Build Specific Contact Automations
Playbooks
Introduction
Events
Loan Milestones
Retargeting
Integrations
User and Team Settings
User Settings
Team Settings
Integrations
Notifications
Enterprise Administration
EAM - Enterprise Automation Management
Integrations
Teams / Users / Login
Integrations
Loan Origination Systems
Identity Providers
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
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Knowledge Base
How-to Videos
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Aidium - Support Articles
Tasks
Introduction
Cross-team Tasks
Email and Text Messages
Email
Text Message
Opt-in / Opt-out
Communications
In-app Calling
Automations
Introduction
Advanced
Build Specific Contact Automations
Playbooks
Introduction
Events
Loan Milestones
Retargeting
Integrations
User and Team Settings
User Settings
Team Settings
Integrations
Notifications
Enterprise Administration
EAM - Enterprise Automation Management
Integrations
Teams / Users / Login
Integrations
Loan Origination Systems
Identity Providers
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
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 - 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
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
Tasks
How-to Video - Creating a Task
How-to Video - Create Tasks
Integrations
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
How-to Video - Create a Refinance Check-in Automation
See more
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
Admin Settings
How-to Video - Creating a New Team
How-to Video - Invite a User to an Enterprise
Imports
Importing 101 - Contacts, Related Contacts and Transactions
