Money Alive

Reissuing videos to viewers

Analytics

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

Dashboard filters

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

Scheduling a viewer invite link

Campaign Webforms

Campaign tracking links

Campaign forms

How to use tags on your forms via the URL

Form tags (URL)

How to tag clients automatically using form tags

Form tags

Allow your clients to invite friends or family to take the same journeys.

Refer a friend

Webforms

Client journey notes

Client journey outcomes

Clients report

Archiving journeys

Previewing a journey

Sending invites

Unable to edit client

Changing the default client journey email template

Forgot your password? or has your client forgot their password?

Resetting password

How do i search for an individual client within my account?

Searching your clients

How to help a client/viewer login for the first or subsequent times.

Helping a client login

The reminders feature sends automated email reminders to clients, prompting them to continue their journey.

Using the Reminders feature

Downloading journey report

A guide on what happens when a viewer/client completes all the videos in his/her selected video journey/topic

What happens when a completes their video journey?

How can I change a clients email address?

Changing a clients email

How can I add a new system user (administrator/adviser).

Adding/updating a new system user

Player branding

Aaron Coates

Dale Mooney

Using the Money Alive Admin (system users)

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

Getting started guide

Getting started

Money Alive for Business

Find answers and get help from Intercom Support and Community Experts

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