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Using the Money Alive Admin (system users)
Using the Money Alive Admin (system users)
27 articles in this collection
Written by
Dale Mooney,
Aaron Coates,
and
Adam Olphin
Campaign forms
How to create custom campaign forms
Written by
Dale Mooney
Updated over a week ago
Form tags (URL)
How to use tags on your forms via the URL
Written by
Dale Mooney
Updated over a week ago
Form tags
How to tag clients automatically using form tags
Written by
Dale Mooney
Updated over a week ago
How to Use The Video Messenger
Understand how the video messenger works
Written by
Adam Olphin
Updated over a week ago
Video settings
Understanding your video settings.
Written by
Dale Mooney
Updated over a week ago
Refer a friend
Allow your clients to invite friends or family to take the same journeys.
Written by
Dale Mooney
Updated over a week ago
Reports
You can download your client data in the form of a CSV report.
Written by
Dale Mooney
Updated over a week ago
Forms
How to make use of forms
Written by
Dale Mooney
Updated over a week ago
Client journey notes
Adding notes to your client journeys
Written by
Dale Mooney
Updated over a week ago
Client journey outcomes
Attaching outcomes to client journeys
Written by
Dale Mooney
Updated over a week ago
Archiving journeys
Can I archive a client journey?
Written by
Dale Mooney
Updated over a week ago
Previewing a journey
Can i preview a video journey?
Written by
Dale Mooney
Updated over a week ago
Sending invites
Sending your client invites via Money Alive
Written by
Dale Mooney
Updated over a week ago
Unable to edit client
Unable to edit your client?
Written by
Dale Mooney
Updated over a week ago
Changing the default client journey email template
Updating your email templates
Written by
Dale Mooney
Updated over a week ago
Resetting password
Forgot your password? or has your client forgot their password?
Written by
Dale Mooney
Updated over a week ago
Searching your clients
How to search for your clients
Written by
Dale Mooney
Updated over a week ago
Helping a client login
How to help a client/viewer login for the first or subsequent times.
Written by
Aaron Coates
Updated over a week ago
Using the Reminders feature
The reminders feature sends automated email reminders to clients, prompting them to continue their journey.
Written by
Aaron Coates
Updated over a week ago
Getting a clients invite link
Lost your clients invite link?
Written by
Dale Mooney
Updated over a week ago
How do I download a client/viewers report?
Download your viewers (client) journey report
Written by
Dale Mooney
Updated over a week ago
How do I use a test viewer?
What to do when you have created a test viewer
Written by
Dale Mooney
Updated over a week ago
Can I change a client's email address?
What to do if you notice a client's email address is wrong or needs changing
Written by
Aaron Coates
Updated over a week ago
Adding a new Viewer (client)
How to add a new client/viewer to watch your selected Money Alive videos.
Written by
Aaron Coates
Updated over a week ago
What happens when a completes their video journey?
A guide on what happens when a viewer/client completes all the videos in his/her selected video journey/topic
Written by
Aaron Coates
Updated over a week ago
Adding/updating a new system user
How can I add a new system user (administrator/adviser).
Written by
Aaron Coates
Updated over a week ago
Getting started
Getting started guide
A few useful pages to get you up and running quickly using Money Alive
Written by
Aaron Coates
Updated over a week ago