How do I…?

… set up a brand new campaign, better organize my SEO efforts, keep track of my email sends, report on results, learn about new inbound marketing trends…? You have probably asked yourself many of these and a whole host of similar questions.

It’s likely you have also pondered how to spend less time on all of the above, still get everything done and use fewer resources while increasing your output. Cloning yourself is not an option and using voodoo to make leads auto-magically appear sounds great but does not work. Let’s face it, inbound marketing is more than just a buzzword. A whole lot of brainpower and effort goes into your campaigns in order for them to deliver results.

To make your daily life easier and give you actionable and insightful results, we have many resources to get you quickly up and running with Optify. No matter if you are trying to set up your account, add a user, or research inbound marketing options, we have a team of professional problem solvers whose #1 goal is to help.

Here is the quick digest on where you can get answers to many of your daily ‘how to’ questions (or, if you prefer a video, watch the ‘get inbound marketing help’ clip below):

1. Take a look at our ever-expanding ‘Help’ library.

You can choose to search and read up on a topic, or simply view one of our short videos that explain how to get things done the Optify way. To keep things quick and easy our videos are generally no longer than 5 minutes.

• You can reach our ‘Help’ desk directly from your account by clicking on ‘Help with this page’. This will get you to a page related to the topic you are working on.



• You can click here to access the full ‘Help’ system, including our video section.

2. Use our trainer widgets. For a quick feature overview you may want to check out our trainer widgets. These can be found at the bottom of the browser window in many of our applications directly in your Optify account.

3. Contact us directly. If you need more information, submit a ticket or – if you prefer to talk to a real person – call us. We’ll work on a speedy resolution.

• Submit a ticket or email us at support@optify.net.
• Call us at 1.877.2.OPTIFY. We are available during business hours (PST).

4. Schedule 1×1 training. If you prefer to work 1×1, you can add additional training hours at any time; for example, if you are expanding your team, or need help with the set up of a specific campaign. We’ll make sure you know about timesaving workflows that will simplify the daily marketing juggle. Call us at 1. 877.2.OPTIFY or email us at support@optify.net to learn more.

5. Use a trusted source to expand your inbound marketing knowledge. There is a lot of information on the Internet but not everything is sound, tried and true. If you are looking for campaign advice and news on the latest inbound marketing trends that go beyond software tips and tricks, we can help. Check out our marketing resources to get expert vetted information:

• Whitepapers
• Webinars
• Lead Generation Blog

6. ¿Habla usted español? If you are one of our overseas customers and English is not your preferred language, we can likely help – our team is fluent not just in marketing but a whole host of languages.

Stay tuned. Going forward we will regularly post Optify tips and tricks on this blog. If you have questions or feedback, we’d love to hear from you.

Cheers,
Elisabeth