By now, you should have created your SmartrMail (SM) account through BookThatApp (BTA). If you haven’t set up your account yet, don’t worry—check out this article for step-by-step instructions.
This guide will walk you through the various sections of SM and explain how each one works, ensuring you have all the resources you need to maximize the benefits of this integration.
If you already completed these steps, feel free to skip to the next section where we provide details on the various sections of SM.
Initial Onboarding
When you first selected SmartrMail in BTA, you were guided through an onboarding process that included optional steps to:
- Enable Automations.
- Set up your Brand Kit.
If you skipped these steps, no problem! This section will help you locate and complete them now.
How to Access Onboarding Content
- Navigate to the Homepage in SM.
- Click the Get Started button located at the top of the page to access the onboarding content.
Detailed Walkthrough
Now we will walk you through the onboarding steps as we recommend addressing them.
- Brand Kit
- Profiles List
- Profiles Growth
- Smart Segments
- Welcome Series Automation
- Pop Up
- BTA Specific Features
- Abandoned Cart Automation
- Browse Abandonment Automation
- Thank You & Review Request Automation
- Coupons
- Product Feeds
- Recommendations
- SMS
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