Your Account
Contacts & Lists
- Creating and managing users (2 mins)
- Who can create a send list?
- How do I create a criteria based list based for my contacts?
- Who can create a contact list?
- How do I create a list based on specific contacts?
- How do Admins share lists with each other?
- How do I use a list?
- Criteria and Segmentation
- How to add a new user in goHappy
- Reviewing and Understanding Your Data (3 mins)
Notifications & Calendar
- What will the notification emails look like?
- How do I view details of the calendar items?
- When will digests be sent to my email?
- Will Non-Admin (Manager) users have access to access and get notified about items they have permission to view?
- How do I access my notification preferences?
- What type of information will display on my calendar?
- How do I know what activities are new since my last visit?
- How do I ensure I receive important emails from goHappy?