Cinch

Getting Started 1

• Cinch Software Overview

Legal Information 2

• Terms of Services
• Privacy Policy

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

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

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

Analytics 0

Customers 2

• Managing the Customers Page
• Using the Customer Drawer

Transactions 0

Imports 1

• Importing a CSV File

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

Support 2

• How do I create a new support ticket in the knowledge base?
• How do I view the support knowledge base?