Videos on Demand

Video: Bulk Email

Learn more about sending bulk email jobs, how to create them, how to see if they deployed and more! (Length 12 min.)

Video: Discovery guides

Learn about Discovery guides, how and when to use them. Where to find Discovery guides and how to configure them. (Length 14 min.)

Video: Unsubscribes

Learn more about unsubscribes, how they are processed, where to find them and how to know if someone is unsubscribed (Length 4 min.) Click Play Below:

Video: More on working with Contacts and Contact records

Watch this video to learn more about working with Contacts and Contact records. Where to find and record more information as it relates to your contacts.

Video: New Advantage Anywhere User Logging in and Getting Started

A MUST WATCH first video for New Users. An expanded video with many tips, especially for new users. How to get started, log in and change your password, creating your first contact record, are all addressed in this video. Great for new users, new associates at your organization. Click play below:

Video: Contacts and Contact Record Basics

Learn more about properly filling out contact records and specifics regarding categories of contact records. (Approx. Length 8 min.)

Video: Must Watch! for All Advantage Anywhere Users

This is a must watch video regarding the use of Advantage Anywhere and complying with the CAN SPAM Act of 2003. All users need to know how to comply with this act and why they must completely fill out their own contact record. See the complete list of CAN SPAM Act details in the Q & A section. (Length 4 min.) Read more

Video: Creating Relationships

Want to recognize a relationship? Wish you could tie contacts together? Here’s how to use Relationships in Advantage Anywhere to recognize and tie various people together. Relationships are a way to link contact records and further define their connections. Useful for identifying those who are the primary contact, are the decision maker, or partner. Watch the video to see how Read more

Video: Administrative Access and Administrative Features

MUST WATCH FOR ADMINISTRATORS – Watch this video if you manage a business, location or users. This video is an introduction to all things for Administrators including: Access levels, adding users, archiving users, restricting access, making changes, viewing dashboards and more (approx. 32 mins.)

Video: Changing Passwords

Learn more about how to change or reset passwords for both the user and the Administrator. Also includes use of the ‘Forgot Password’ link found on the sign in page. (Length 2 min.)

Knowledge Base

Videos on Demand