Knowledge Base
Getting Started
- New User Guide - Getting Started with WordFly
- Where should I start?
- WordFly School and trainings
- New User quick resources
- Tessitura Integration quick resources
- Centaman Integration quick resources
- How to create and send an email campaign
- Email scheduling options
- Can I resend an email campaign?
- Can I send an email without an unsubscribe link?
- How to start creating an email design
- How to duplicate or copy an email design
Pages
- Pages: Introduction
- Pages: RSVP and Survey form blocks (submit, radio, checkboxes, dropdowns, survey and text form blocks)
- How to associate subscribers to an RSVP or Survey Page
- How to send an anonymous Survey
- How to adjust the settings of your Page design
- How to hide blocks for a completed RSVP or Survey Page
Modern Editor
- Introduction to Modern Editor (responsive design)
- Editing the HTML or CSS of your design
- Keyboard shortcuts in Modern Editor
- Styles: font, headline, padding & more!
- Modern Editor Styles Troubleshooting
- Columns: sizes, padding, reverse stack on mobile, scale on mobile
Design Library
- Introduction to Blocks
- How to make custom blocks from Modern Editor
- Starter emails: creating, using, editing/deleting
- How to browse through email designs and media
- Media: editing images with Image Editor
- Media: managing media (upload, organize, and delete media files)
Personalization
- How does personalization work? (list data mapping)
- Conditions in email - NEW!
- Dynamic Tags: making sure dynamic tags work (best practices)
- Data Fields: WordFly's default data fields (First Name, City, WordFly Origin...)
- Data Fields: creating new data fields, updating and deleting
- Data Fields: date and number data fields
Account
- How to create user logins and manage permissions
- Help! I am having trouble logging in
- How to unlock a user's account or reset their password
- How to setup your Organization Info
- How to setup and use Labels
- WordFly billing: what to expect and downloading invoices
Subscribers
- Subscriber Insights: reviewing and exporting insight data
- How to import a list from a file
- How should I name my CSV files?
- How to add an existing list to a list
- How to merge my CRM list with my WordFly signup list
- How to manage unsubscribes and hard bounces in my lists
Testing
- How to send a test email
- How to export a png or pdf of my email design
- How to test personalized content
- How to review your email with Template Review
- Organization Name and Postal Address warning in Template Review
- Inbox Preview: test email across 50+ email clients
Reporting
- How to review sent emails for last month
- How to see campaign summary at a glance
- Sent email campaigns: reviewing results and calculations
- How does open tracking work?
- How does click tracking work? (email and SMS)
- What is an unsubscribe?
Deliverability
- IP warmup plan for neutral IPs
- How to keep emails out of the Spam folder
- How to safelist your emails
- List hygiene - 3-step plan
- Sending with a dedicated IP
- Sending with a shared IP
SMS
Tessitura
- How to import a Tessitura List Manager list
- How to import a Tessitura Extraction list
- How to import a Tessitura list from a file
- How to create a List Manager list in Tessitura
- How to create an Extraction in Tessitura
- How to troubleshoot Tessitura Extraction imports
Centaman
- Centaman integration 101 New User Training (video guide)
- How to test a Centaman list email campaign
- How to import a Centaman list
- How to import a Centaman list from a file
- How to create a new list (query) in Centaman
- How to create an appeal in Centaman