Product Certification for Partners: Getting Started
1 hr: 16 min
Getting Started for Managers
Welcome to the Sendoso. Learn how you can get started in this quick video tour of the Sendoso Platform
3 min
Sending: Get to Know
Learn more about available sending options and how to send from your CRM solution.
7 min
Account Balance: Get to Know
Get a high-level overview of the five financial functions on the Account Balance Page.
5 min
Account Balance: Funding Sources
Learn how to set up and assign funding sources to users, teams, and campaigns. Without funding, you can’t start sending.
11 min
Account Balance: User Spending Limits and Settings
Learn how to manage your money by assigning, moving, removing, and adjusting your Sendoso balances.
11 min
Account Balance: Invoices & Receipts and Activity Feed
Learn how to track the money you and your teams have used from the Invoices & Receipts and Activity Feed tabs.
7 min
Teams & Users: Get to Know
Get a high-level overview of how to create and manage teams, users, and departments.
5 min
Teams & Users: Create Departments and Teams
Learn how to group your users into teams and departments. Once they're grouped you manage permissions, funding, and campaigns.
5 min
Teams & Users: Manage Teams and Departments
Learn how to assign team touches and make changes to existing teams and departments.
8 min
Teams & Users: Create and Manage Users
Learn how to invite new users, assign permissions, and make changes to existing users.
8 min
The Customization Center
Learn how to further brand and personalize your digital sends using the Customization Center and Themes.
4 min
