Getting Started with Connect 365 - What Do I Need to Understand to Launch My First Campaign

Within the Connect 365 Training Library, you have access to a treasure trove of information to help with your Prospecting (finding people to message), Messaging (a full list of templates and recommendations), and Automation (how to set it all up within Connect 365).

We pride ourselves on not just providing software solutions, but also helping train our customers on the underlying systems that will help them create successful marketing and lead generation campaigns.

In this KnowledgeBase article we are going to break down where to locate the training that you need to become a more effective user.

Quick Links:

The Training Library

Program Bonuses - Connect 365 subscribers have access to a number of additional bonus training and programs for being a part of our community. Check out your bonus material here!

The LEAD Generator Course - A 4-part training series to teach you how to position your business online, how to use social media to connect with and stay top-of-mind with your ideal prospects, and the messaging campaigns to convert those prospects into sales appointments or leads. This is the process that we recommend for best results.

Massive Referral Network Accelerator Course - A proactive way to generate more referrals by building a network of influencers who will provide new leads and clients. Ideal for businesses that do not have a current prospect list to email and/or target consumers or individuals that are not easily searchable through LinkedIn or other database building options.

Daily Implementation Bootcamp - Need a daily lesson to help keep you accountable to your goals and ensure you set-up yourself for success with Connect 365? This is your training series. We've broken the foundational and advanced elements of the Connect 365 system into short 15-20 minute lessons. If you follow along with this training for 10 short lessons, you'll have the guide to launch both short-term lead generation campaigns as well as long-term nurture campaigns to automate your sales process for months to come.

Messaging Templates - All users can access the list of templates at this link...OR directly within the application by clicking on Campaigns > 'Create Campaign' > 'Use Template'

Unsure which template is right for your situation?

Take our quiz here to get matched to a suggested template

Still unsure? Send our team an email to support@connect365.io to let us know a little more about your business, your prospects and what you are trying to accomplish. And our team will follow-up with a suggested starting point based on our experience of managing these campaigns with our customer base.