Documentation Team
Articles
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SMS Campaigns
Boost customer engagement with dedicated SMS campaigns or multi-step campaigns combining email and SMS. Whether promoting offers, sending invitations, or requesting reviews, you can efficiently not...
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Automation Templates
What are automation templates? Automation templates will allow you to save time and streamline workflows! You can create your own, or use a pre-made template. How do automation templates work? Step...
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Send SMS via Automations in Inbox
This powerful automation step allows you to confidently send SMS messages via Inbox. How to use SMS via Automations in Inbox Step 1 - Open Automations. Step 2 - Open an automation, or create a new ...
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Send Plain Text Emails via Automations in Inbox
This powerful automation step allows you to confidently send plain text emails via the Inbox. How to send plain text emails via Automations in Inbox: Step 1 - Navigate to Automations. Step 2 - Open...
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Update Company trigger in Automations
This powerful automation step allows you to confidently use the when a company is modified event as a trigger:Name of the trigger in the platform: When a Company is created or modifiedHow to update...
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Email Configuration
You can review SPF/DMARC/DKIM setup by navigating to Administration > Email Configuration. A red circle with the exclamation point next to a record indicates it has not been verified. A green circ...
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Neighborly: Connect Google Analytics
To connect your Google Analytics account, navigate to Administration > Connections > Browse. Click the GA4 card > Add Connection to begin connecting the desired Google account.
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Neighborly: Quickbooks Integration
The Quickbooks Integration allows you to sync data between Quickbooks and Neighborly. Setting up the Integration You can set up a connection with Quickbooks by navigating to the Connections page of...
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Neighborly: Web forms to capture leads in CRM & Inbox
A custom form can be created in Neighborly and installed on a website landing page or ‘contact us’ page with a simple embed code. When it is filled out, it will create a contact in the CRM, and cr...
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Configuring My Products in Neighborly
The My Products page offers a comprehensive list of all of your business's products for easy accessibility through Broadly. From this page, you will see all of the active products on your account, ...