The training center will take you through the basics of using DSS, understanding the navigation, the different dashboards, and where to find the most frequently used sections of DSS. The different sections that follow will give you quick and easy directions for all of the features and options in DSS.
- Page 2
-
Bio PagesManage bio pages in DSS: create, edit, and assign access levels, author tags, and display options for team members and website profiles
-
Body Content Editor
-
How to Create a Homepage, Header & Footer in DSS?Pages Menu
-
Standard Content Fields
-
Blasts & NewslettersMaster email marketing with DSS Blasts & Newsletters. Learn to select recipients, schedule sends, craft compelling content, and track campaigns
-
Creating a CampaignCreate DSS campaigns: set up email sequences, define delivery schedules, and assign tags or offers to automate lead follow-up and marketing.
-
Email TemplatesEmail template design guide: defaults, full-width elements, boxes, content elements, images, text, buttons, columns, and complex elements
-
Creating Offers and Forms
-
Clio Integration Set Up InstructionsLearn how to set up the DSS integration with Clio Grow. Learn how to import and export contacts, manage tags, and streamline your case management
-
Upload Contacts to DSSLearn how to upload, map, and tag contacts in DSS without errors. Discover smart tips to cleanly import your list and avoid CRM syncing mistakes.
-
Leads and Reports OverviewStop guessing which leads convert! Discover how to classify my leads in DSS? Client journeys from first contact to case value - are you missing these ROI steps?