Core

Marketing, Content & Lead Capture

Publish, schedule, measure and capture - the marketing side of WorkBOS.

10 lessons1 h 19 min

Lessons

  1. 1.

    Marketing Module Overview

    Every marketing screen and how they connect to the CRM.

    8 min
  2. 2.

    Social and Content: Composing and Publishing

    Composer, channels, approvals and publishing.

    10 min
  3. 3.

    The Content Calendar

    Planning, drag and drop scheduling, and campaign views.

    8 min
  4. 4.

    Social Analytics: What Is Actually Working

    Metrics, comparisons, and exporting reports.

    8 min
  5. 5.

    Competitor Watch

    Tracking competitors and reading the digest.

    6 min
  6. 6.

    Social Inbox: One Queue for Every Channel

    Unified inbox, assignment, and replying.

    7 min
  7. 7.

    Content Sources and the Media Library

    Feeding ideas in and organising assets.

    7 min
  8. 8.

    Drip Email Marketing Campaigns

    Building a drip, audience, timing and measurement.

    10 min
  9. 9.

    Message Templates

    Reusable email and message templates with merge fields.

    6 min
  10. 10.

    From Form Submission to Closed Deal

    An end-to-end walkthrough of a real inbound lead.

    9 min
Marketing, Content & Lead Capture: module check

30 questions. Pass at 80 percent to complete this module's check.