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Knowledge base
General
Getting Started
1
Cinch Software Overview
Legal Information
2
Terms of Services
Privacy Policy
Product Details - Admin
Companies
2
Managing your Company with Cinch
Managing your Company’s Email Suppression Settings
Users
2
Creating a New User
Managing User Access and Roles
Roles
2
Managing Permissions within Roles
Editing Permissions for Users
Product Details - Marketing
Customer Journeys
16
How do I manage the Customer Journeys page?
What nodes can I use in customer journeys?
What triggers are supported in nodes?
What Actions are supported in nodes?
What conditions are supported in nodes?
View all 16
Two-Way Messaging
2
Video: Text Messaging Communication Tools
How to use Two-Way Messaging Center in Cinch
Broadcasts
2
Using Broadcasts to send email messages
Video: Creating Broadcast Marketing Emails
Product Details - Assets
Segments
4
How do I manage segments?
How do I add a new segment?
Appended Data Use & Data Key
Video: Segments - Dynamic vs. Static
Templates
6
How do I manage templates?
How do I add an email template?
How do I add a new mail template?
How do I use the Email Editor in Templates?
How do I use the Advanced Editor in Templates?
View all 6
Locations
0
Data Fields
0
Web Forms
4
How do I manage web forms?
How do I add a web form?
Video: Google Forms in Cinch Web Forms
Video: Dynamically capturing Facebook Lead Ads in a Cinch journey
Phone Numbers
1
How do I set up a phone number to use for SMS/MMS Text messaging?
Files
0
Product Details - Data
Analytics
0
Customers
2
Managing the Customers Page
Using the Customer Drawer
Transactions
0
Imports
1
Importing a CSV File
Product Details - Settings
Integration Setup Processes
4
How do I configure a Facebook Ads integration?
Jiffy Lube GROW Integration Setup
How to set up Cinch's Shopify Integration
Video: Zapier Integration Setup
Product Details - Support
Support
2
How do I create a new support ticket in the knowledge base?
How do I view the support knowledge base?
Help Desk Software
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