How can we help?

Knowledge base

Explore product resources and learn best practices.

View all articles

Recent articles

• Lookup Workflow

  It's common for many of our partners to store complex information in...

• Adding Contact Fields

  Each contact can be assigned attributes, called contact fields, that hold va...

• Salesforce Contact and Field Exporting

  If you use Salesforce as your CRM tool, we provide an easy way to export Con...

• Salesforce Contact Importing

  If you use Salesforce as your CRM tool, we provide an easy way to import you...

• Trackable Links Workflow

  It's common to want to provide your clients with additional information...

• Opt-in Workflow

  A frequent request from our partners is to ensure that they've allowed ...

• Quickstart Guide

  Account Setup After you purchase a Community Connect account, your conta...

• Non-Responder Reminder Workflow

  Sometimes users who have received a survey or other campaign on our platform...

• Best Practices for Incentives

  Incentives can be an excellent way to increase completion rates for your sur...

• Starting a Flow

  We provide multiple options for starting flows to meet the specific needs of...