Using the Money Alive Admin (system users)

Dale Mooney avatar Aaron Coates avatar Daniel Stuessy avatar
29 articles in this collection
Written by Dale Mooney, Aaron Coates, and Daniel Stuessy

Analytics

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Written by Aaron Coates
Updated this week

Dashboard filters

How to filter the dashboard down to a topic or creator.
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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
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Written by Aaron Coates
Updated over a week ago

Campaign Webforms

How to use web forms on campaigns
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Written by Dale Mooney
Updated over a week ago

Campaign tracking links

How to use tracking links on campaigns
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Written by Dale Mooney
Updated over a week ago

Workflows

Previously called Campaigns on the Money Alive Platform.
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Written by Daniel Stuessy
Updated over a week ago

Campaign forms

How to create custom campaign forms
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Written by Dale Mooney
Updated over a week ago

Workflow Smartlink SSO API

How to integrate an existing application with a Money Alive workflow.
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Written by Dale Mooney
Updated this week

Form tags (URL)

How to use tags on your forms via the URL
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Written by Dale Mooney
Updated over a week ago

Form tags

How to tag clients automatically using form tags
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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.
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Written by Dale Mooney
Updated over a week ago

Webforms

How to make use of forms
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Written by Dale Mooney
Updated this week

Client journey notes

Adding notes to your client journeys
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Written by Dale Mooney
Updated over a week ago

Client journey outcomes

Attaching outcomes to client journeys
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Written by Dale Mooney
Updated over a week ago

Clients report

How can you download your client report?
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Written by Dale Mooney
Updated over a week ago

Archiving journeys

How can you archive your journeys?
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Written by Dale Mooney
Updated over a week ago

Previewing a journey

Can i preview a video journey?
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Written by Dale Mooney
Updated over a week ago

Sending invites

How can i send an invite to someone?
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Written by Dale Mooney
Updated over a week ago

Unable to edit client

Unable to edit your client?
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Written by Dale Mooney
Updated over a week ago

Changing the default client journey email template

Updating your email templates
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Written by Dale Mooney
Updated over a week ago

Resetting password

Forgot your password? or has your client forgot their password?
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Written by Dale Mooney
Updated over a week ago

Searching your clients

How do i search for an individual client within my account?
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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.
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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.
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Written by Dale Mooney
Updated over a week ago

Downloading journey report

How can i download a journey report?
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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
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Written by Aaron Coates
Updated over a week ago

Changing a clients email

How can I change a clients email address?
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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).
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Written by Aaron Coates
Updated over a week ago