Part 2

Articles

Editing an email template
Video Length: 1:55 Video Description: This video will show you where to go to edit an email template within the ConnectBooster portal and how to test those templates. You can also review additional information in our Client Emails suppo...
Past due notices
Video Length: 2:22 Video Description: This   video walks through case uses for the Past Due Notices within ConnectBooster. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
Email settings (SendGrid)
Video Length: 2:08 Video Description: What is SendGrid? Why is it used? And, why is it important? You can find our support article on setting up the SPF records for SendGrid here . *Hearing impaired? Turn on the auto-generated subtitles ...
Client profiles
Video Length: 2:38 Video Description: Review the Client Profiles section of the ConnectBooster portal and learn how to best utilize them for your client base. For more information, you can also review our Client Profiles support articl...