Using the Money Alive Admin (system users)

Reissuing videos to viewers

How to resend a box set to your client.

Written by Dale Mooney
Updated over a week ago

Analytics

Written by Aaron Coates
Updated over a week ago

Dashboard filters

How to filter the dashboard down to a topic or creator.

Written by Aaron Coates
Updated over a week ago

Scheduling a viewer invite link

How to set a client or members invite to be sent in an advanced

Written by Aaron Coates
Updated over a week ago

Campaign Webforms

How to use web forms on campaigns

Written by Dale Mooney
Updated over a week ago

Campaign tracking links

How to use tracking links on campaigns

Written by Dale Mooney
Updated over a week ago

Workflows

Previously called Campaigns on the Money Alive Platform.

Written by Daniel Stuessy
Updated over a week ago

Campaign forms

How to create custom campaign forms

Written by Dale Mooney
Updated over a week ago

Workflow Smartlink SSO API

How to integrate an existing application with a Money Alive workflow.

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

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

Webforms

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

Clients report

How can you download your client report?

Written by Dale Mooney
Updated over a week ago

Archiving journeys

How can you archive your journeys?

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

How can i send an invite to someone?

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 do i search for an individual client within my account?

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 Dale Mooney
Updated over a week ago

Downloading journey report

How can i download a journey report?

Written by Dale Mooney
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

Changing a clients email

How can I change a clients email address?

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 guide

A few useful pages to get you up and running quickly using Money Alive

Written by Aaron Coates
Updated over a week ago