Reffle

Follow this guide to setup WhatsApp Business on the CRM

How to Setup WhatsApp on the CRM

Business Verification & Phone Number Setup Guide

If you need to export contacts from the CRM follow this guide

How to Export CRM Contacts

How to Import Contacts on the CRM

How to Use Ad Manager on the CRM for Meta Ads

Learn how to send and schedule emails on the marketing platform

How to Send/Schedule an Email

This guide explains how to create and manage smart lists in the CRM alternatively known as segments in some systems.

Creating and Managing Smart Lists

Guide on creating automation to contact new customers on the CRM

New Customer CRM Automation

So you can track who has actualy paid on the CRM

How to Tag Paying Customers on the CRM

Start tracking your links on SMS and Email with Trigger Links

How to Use Trigger Links

How To Send SMS

Alice Takacs

Anthony Hautin

How to guides for the Reffle Marketing Platform

Reffle Marketing Platform How To Guides

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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