Using the Money Alive Admin (system users)

Analytics

Written by Aaron Coates
Updated yesterday

Dashboard filters

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

Written by Aaron Coates
Updated yesterday

Scheduling a viewer invite link

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

Written by Aaron Coates
Updated yesterday

Campaign Webforms

How to use web forms on campaigns

Written by Dale Mooney
Updated yesterday

Campaign tracking links

How to use tracking links on campaigns

Written by Dale Mooney
Updated yesterday

Workflows

Previously called Campaigns on the Money Alive Platform.

Written by Daniel Stuessy
Updated yesterday

Campaign forms

How to create custom campaign forms

Written by Dale Mooney
Updated yesterday

Workflow Smartlink SSO API

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

Written by Dale Mooney
Updated yesterday

Form tags (URL)

How to use tags on your forms via the URL

Written by Dale Mooney
Updated yesterday

Form tags

How to tag clients automatically using form tags

Written by Dale Mooney
Updated yesterday

Refer a friend

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

Written by Dale Mooney
Updated yesterday

Webforms

How to make use of forms

Written by Dale Mooney
Updated yesterday

Client journey notes

Adding notes to your client journeys

Written by Dale Mooney
Updated yesterday

Client journey outcomes

Attaching outcomes to client journeys

Written by Dale Mooney
Updated yesterday

Clients report

How can you download your client report?

Written by Dale Mooney
Updated yesterday

Archiving journeys

How can you archive your journeys?

Written by Dale Mooney
Updated yesterday

Previewing a journey

Can i preview a video journey?

Written by Dale Mooney
Updated yesterday

Sending invites

How can i send an invite to someone?

Written by Dale Mooney
Updated yesterday

Unable to edit client

Unable to edit your client?

Written by Dale Mooney
Updated yesterday

Changing the default client journey email template

Updating your email templates

Written by Dale Mooney
Updated yesterday

Resetting password

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

Written by Dale Mooney
Updated yesterday

Searching your clients

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

Written by Dale Mooney
Updated yesterday

Helping a client login

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

Written by Aaron Coates
Updated yesterday

Using the Reminders feature

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

Written by Dale Mooney
Updated yesterday

Downloading journey report

How can i download a journey report?

Written by Dale Mooney
Updated yesterday

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 yesterday

Changing a clients email

How can I change a clients email address?

Written by Aaron Coates
Updated yesterday

Adding/updating a new system user

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

Written by Aaron Coates
Updated yesterday

Getting started guide

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

Written by Aaron Coates
Updated yesterday