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

Video forms

Use video forms to add interactive lead generation to your website

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

Using forms to generate leads

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

Auto archiving

Can I auto archive my 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 guide

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

Written by Aaron Coates
Updated over a week ago