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Welcome to Video Training Library

Onboarding (START HERE)

Synergy Overview and Features
How to Set Up Your Synergy Integrations
Verify your Login Email / Password and Settings
How to Change Your Synergy Password

Dashboard

Dashboard – Overview

Conversations

Conversations – Overview

Calendars

Understanding Your Synergy Calendar
Confirm that your Calendar Settings are Checked

Contacts

About the CONTACTS Database
Why tags are important for list segmentation
How to Use a Contact’s (3 Part) Profile
How to Add Contacts to Your Database

Opportunities

Understanding the Opportunities Area

Payments

Marketing

Social Planner – Overview
About Emails (Campaigns & Templates)
About Snippets
How to Edit any SMS / Emails from Doren’s Campaigns

Automation

Understanding the Automation Area
About the Realtor Attraction Campaign
Realtor Attraction – Understanding the Automation
Realtor Attraction – RAC (Objection Handling) Responses
How to Upload a Spreadsheet (csv) List
Realtor Attraction – How to Launch This Campaign
About the Dead Lead Resurrection Campaign
About All Other Campaigns

Sites

Forms – How to Build a Form
Surveys – How to Build a Survey

Memberships

Media Storage

How to Add Media to your Media Storage Library
How to Delete Items from Media Storage

Reputation

About Reputation (Google & Facebook Reviews)
How to check the status of your Google Review Campaign

Reporting

About Reporting

App Marketplace

Settings

Business Profile & My Staff
How to Create and Use Custom Fields
How to Create and Use Custom Values
How to Create and Use Tags