Help & FAQ
How to use LifeStyle CRM day to day — contacts, campaigns, templates, and more.
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Contacts & groups
Open Contacts and add people one at a time, or import a list when you need to bring in many records at once. Include email and/or phone depending on how you plan to reach them.
Go to Groups, create a group, then add contacts to it. You can also open a group’s details page to manage its members.
Each contact can be marked for email and/or SMS. When you run a campaign, only contacts opted in for that channel are included. Update opt-in on the contact record before you send.
Add them to the Suppression List, or turn off their email/SMS opt-in on the contact. Suppressed contacts are kept out of future sends.
Campaigns
Open Campaigns, create a campaign, choose Email or SMS, write the message or pick a template, then choose who receives it (a group, individuals, or both). Send now, save as draft, or schedule a time.
Yes. In the campaign audience options, choose a group, one or more individuals, or both. For a new person, you can add their email or phone from the campaign form when needed.
When creating or editing a campaign, choose Schedule, set the date and time, then save. Use Draft if you want to finish the message later without sending.
When you write an SMS campaign or template, watch the character counter under the message box. Shorten the text until it fits before you send.
Templates & history
Go to Messages → Templates, create a template, choose Email or SMS, write the content, and save. You can select that template later when building a campaign.
Open Message History to review past sends and their status.
Segments & drip sequences
Segments help you work with focused parts of your audience. Use them when you want a reusable view of contacts for ongoing messaging.
A drip sequence is a series of messages sent over time. Open Drip Sequences, create a sequence, add steps with content and timing, then activate it when you are ready.
Open My Account, enter your current password, then choose a new password and confirm it.