TeamUp Marketing Suite
Set up and get the most from Marketing Suite, the marketing add-on that connects to your member data so you can run email campaigns, automations, and an AI receptionist from one place. Find setup steps, feature guides, and answers to common questions here.
By Costa and 1 other2 authors11 articles
- Getting Started With TeamUp Marketing SuiteA step-by-step checklist for setting up TeamUp Marketing Suite, plus best practices to get the most out of it from day one.
- Introduction to TeamUp Marketing SuiteThis guide introduces TeamUp Marketing Suite, the marketing add-on that connects to your member data so you can run email campaigns, automations, an AI receptionist, and more from one place.
- Understanding Your Executive Report in TeamUp Marketing SuiteThis guide explains the Executive Report in Marketing Suite, including when the weekly and monthly reports arrive, what performance data they include, and how to view and navigate current and…
- How to Capture Leads With Forms in TeamUp Marketing SuiteThis guide explains how to capture leads with Forms in TeamUp Marketing Suite, including building and styling a form, embedding it on your website, reducing spam, and automating follow-up after…
- Using the Conversations Inbox in TeamUp Marketing SuiteThis guide explains how to use Conversations, the unified inbox in TeamUp Marketing Suite, including connecting channels such as email, Facebook Messenger, and Instagram, setting notifications, and working with your…
- How to Set Up the AI Chat Receptionist in TeamUp Marketing SuiteThis guide explains how to set up the AI Chat Receptionist in TeamUp Marketing Suite, including configuring its role and capabilities, adding knowledge, installing the chat widget on your website,…
- How to Set Up Automations in TeamUp Marketing SuiteThis guide explains how to set up automations in TeamUp Marketing Suite, including triggers, conditions, and steps, creating workflows from templates, and managing automations once they are running.
- How to Create and Send Email Campaigns in TeamUp Marketing SuiteThis guide explains how to create and send email campaigns in TeamUp Marketing Suite, including building multi-step sequences, choosing your audience with lists, sender settings, and tracking performance.
- Managing Contacts and Lists in TeamUp Marketing SuiteThis guide explains how to manage contacts in the TeamUp Marketing Suite CRM, including creating and editing contacts, organising them into static and smart lists, and importing or exporting contact…
- TeamUp Marketing Suite FAQs and TroubleshootingThis guide answers frequently asked questions about Marketing Suite and provides quick troubleshooting steps for common issues with access, contacts, email campaigns, and the AI chat widget.
- How to get support for Marketing Suite