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Marketing & Communication

Emails, SMS, newsletters, automations, leads, reviews, social integrations.

53 articles

252 articles · 25 videos
  1. How Email Unsubscribe Links Work Learn how email unsubscribe links work in Zipper, including why test emails don't include them and how real recipients can manage their preferences.
  2. How to Add a Zoom Link to Class Confirmation Emails Set a Virtual Meeting URL on a timeslot and it automatically appears in every registration confirmation email sent to registrants — no separate automation needed.
  3. How to Add Stages to a Workflow Learn how to add stages to existing workflows. Stages represent steps in your sales process and help you track lead progression.
  4. How to Approve Content in Marketing Copilot Learn how to review and approve content in Marketing Copilot's review queue. Approved content can be scheduled for publishing to your social media platforms.
  5. How to Control Where System Email Notifications Go Zipper has two levels of notification settings: org-wide defaults and individual staff preferences. Here's how to configure both.
  6. How to Create a Blog Post Learn how to create blog posts with rich content for your website. Blog posts help you share updates, insights, and content with your audience.
  7. How to Create a Campaign in Marketing Copilot Learn how to create campaigns to organize your social media content. Campaigns help you group content by purpose, theme, or marketing initiative.
  8. How to Create a Custom Workflow Learn how to create custom sales workflows for lead management. Custom workflows help you organize leads by different sales processes or products.
  9. How to Create a Lead Learn how to create leads in your sales pipeline to track potential customers through your sales process. Leads help you manage prospects and convert them into customers.
  10. How to Enable Direct SMS for Staff Staff SMS notifications are configured under Settings → Organization Notifications — the same place you manage all system notifications.
  11. How to Generate Content with Marketing Copilot Learn how to use Marketing Copilot's AI assistance to generate social media content quickly and efficiently. AI generation helps you create content for Facebook, Instagram, and LinkedIn.
  12. How to Import Customers from CSV Learn how to bulk import customers from a CSV file. This saves time when adding many customers at once and helps you migrate customer data from other systems.
  13. How to Improve your SEO with Zipper's Blog Automation Use Zipper's AI-powered blog automation to publish SEO-optimized, industry-specific posts on a consistent schedule and distribute them across email and social — without the hours of manual work.
  14. How to Keep Drop-Ins and Intro Buyers as Leads Set up an automation that moves anyone who buys a drop-in or intro offer into your CRM lead pipeline automatically — so staff can follow up and convert them to members.
  15. How to Move a Lead to a Different Stage Learn how to move leads between workflow stages to track their progress through your sales pipeline. Moving leads helps you manage the sales process and understand where each lead is in the funnel.
  16. How to Publish a Review Learn how to publish customer reviews to make them visible on your website. Publishing reviews helps showcase customer feedback and build trust with potential customers.
  17. How to Duplicate a Contact List Learn how to duplicate contact lists to create variations quickly. Duplicating lists helps you create new lists with all contacts from an existing list.
  18. How to Reply to a Review Learn how to reply to customer reviews to engage with feedback and show that you value customer input. Replying to reviews helps build relationships and demonstrates responsiveness.
  19. How to Request Google Reviews with Zipper Google Reviews are critical to your online presence. Here's how to import, display, and request more Google Reviews from your customers using Zipper.
  20. How to Schedule Content in Marketing Copilot Learn how to schedule approved content for future publishing to your social media platforms. Scheduling helps you plan social media content in advance and publish at optimal times.
  21. How to Select Photos for Marketing Copilot Choose which photos Zipper's Marketing Copilot uses when generating social media posts and blog content for your studio. Step-by-step setup.
  22. How to Track SEO Keywords Learn how to track SEO keywords to monitor your search visibility and get AI-powered keyword recommendations. Keyword tracking helps you understand how your site ranks in search results.
  23. How to Trigger Automations on Form Submissions Learn how to configure automations to trigger when forms are submitted. This helps you automate follow-up communications and workflows based on form submissions.
  24. How to Use Marketing Copilot / Social Media Automation Learn what Zipper Marketing Copilot does, who it's for, and how it generates branded social posts for Facebook and Instagram in a few clicks.
  25. How to View Subscriber Status for Email and SMS Check whether a customer is subscribed or unsubscribed from your email and SMS lists.
  26. What the Meta Integration Email Is If you receive an email about your "Meta connection expiring" or "Facebook/Instagram integration needs renewal," here's what it means and what to do.
  27. Why Your Google Reviews Aren't Showing If Google reviews you imported or requested aren't appearing on your Zipper website, work through this checklist.
  28. How to Build a Contact List From Your Full Customer List Create a contact list populated with all customers so you can email or text your entire membership base at once.
  29. How to Link a Lead to a Customer Learn how to link leads to existing customer list entries. Linking helps you connect leads to your customer database and track lead conversion.
  30. How to Set Up Verified Sender Emails Learn how to set up verified sender email addresses to ensure reliable email delivery. Verified senders help maintain sender reputation and improve email deliverability.
  31. Automation Emails Overview: What's Available Zipper's automation builder lets you set up workflows that send emails, texts, and notifications automatically based on customer actions or time-based triggers. Here's a full reference of what's available.
  32. How Email Subscribing and Unsubscribing Works Zipper includes built-in email subscription management to help you stay compliant with email regulations and respect your customers' preferences. This article explains how subscribing and unsubscribing works for both you and your customers.
  33. How to Connect Facebook Pages Learn how to connect your Facebook Pages to Zipper so you can publish social media content directly to Facebook. Once connected, you can publish content library items and schedule posts.
  34. How to Connect Google Business Learn how to connect your Google Business listings to Zipper so you can import reviews and manage your Google Business presence. Once connected, you can import reviews and access Google Business data.
  35. How to Connect Instagram Learn how to connect your Instagram account to Zipper so you can publish social media content directly to Instagram. Once connected, you can publish content library items and schedule posts.
  36. How to Connect LinkedIn Learn how to connect your LinkedIn profile or page to Zipper so you can publish social media content directly to LinkedIn. Once connected, you can publish content library items and schedule posts.
  37. How to Connect Twilio for SMS Sending Learn how to connect Twilio integration to enable SMS sending capabilities. Twilio integration is required to send SMS messages to your contact lists.
  38. How to Connect Zipper to Google Calendar Add your Zipper appointments and class registrations to Google Calendar so everything stays in sync.
  39. How to Create an Email Campaign Learn how to create and send email campaigns to your contact lists or individual customers. Email campaigns help you communicate with customers, promote events, share updates, and drive engagement. You can track opens, clicks, and engagement metrics.
  40. How to Create an SMS Campaign Learn how to create and send SMS campaigns to your contact lists or individual customers. SMS campaigns help you communicate directly with customers via text messages.
  41. How to Email Your Entire Customer & Lead Base at Once Send a broadcast email to all your customers and leads in one campaign.
  42. How to Import Reviews from Google Learn how to import customer reviews from Google Business into your Zipper account. Imported reviews can be published on your website to showcase customer feedback and build trust.
  43. How to Set an Automation to Run Only Once Per Customer Learn how to configure automations to run only once per customer, preventing duplicate communications and ensuring each customer receives automation actions only once.
  44. How to Set Up a Birthday Offer Automation Send a personalized birthday message — with or without a special offer — to customers automatically on or before their birthday.
  45. How to Set Up a Win-Back Automation Re-engage customers who haven't attended or purchased in a while with an automated email or SMS offer.
  46. How to Set Up Custom Appointment and Class Reminder Emails Configure when reminder emails send, what they say, and (for classes) apply them per class type.
  47. How to Set Up SMS Notifications for Appointments Booked Get a text message (or send one to customers) when an appointment is scheduled.
  48. How to Test an Email Before Sending Learn how to send test emails to verify how your email campaigns look before sending to your full contact list. Testing helps ensure emails display correctly and look professional.
  49. How to Test an SMS Message Before Sending Learn how to send test SMS messages to verify how your SMS campaigns look before sending to your full contact list. Testing helps ensure messages are formatted correctly and within character limits.
  50. How to Track Automation Runs Learn how to view your automation History to understand when automations ran, which customers received actions, and how automations are performing.
  51. How to Create a Contact List Learn how to create contact lists for email and SMS marketing. Contact lists help you organize your audience and target specific groups for campaigns.
  52. Where to Find Leads and How to Manage Them Learn where leads go in Zipper and how to manage them through the Lead Board.
  53. How to Create an Automation Learn how to create automated workflows that trigger actions based on events. Automations help you send emails, SMS messages, assign tags, and perform other actions automatically when customers register for events, submit forms, purchase products, or perform other actions.
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