Creating a Video Tutorial Page
AllClients White Label CRM includes dozens of tutorial videos that your customers can use to learn the system. Since some of the videos we've created might not pertain to (or confuse) your customers, we've left it up to you to decide which videos should be available to your customers.
For example, if you do not use the Newsletter functions, you should probably remove any Newsletter-related videos to avoid unnecessary support calls.
Here is how you can get the latest list of videos that we have available and edit it for your purposes.
1. From your Admin Panel, go to Content, Pages, and choose your Videos Page.
2. Copy the list of videos from the bottom of this document and paste into the page editor.
3. Edit the list of videos.
Using the editor remove links to videos that don't apply to your customer base. You can also add links to videos that you may have produced for training your customers.
4. Review the list every quarter.
Remember to review this list and repeat the steps every few months. We're constantly adding new videos. The links will not automatically update on your page when we create a new video. Our videos use the same coding so if we update the video, you will have the newest version.
Here is a list of the latest videos as of April 15, 2025:
Video Tutorials
Setup
- Navigating the System
- Customize the Dashboard
- Add a Contact
- Import Your Contacts
- Tags Overview
- Boards
- Sources Overview
- Categories Overview
- Category 2 Overview
- Custom Fields Overview
- Mobile
Contact Management
- Contact Card Overview
- Customize Your Contact List
- Sort and Segment Your Contacts
- Easily Opt-In Your Contacts
- Working with your Contact Groups
- Notes Overview
- To Do's Overview
- Working With Your To-Do List
- Add a Picture to a Contact Card
- Related Contacts
- Handle Duplicate Contacts
- Enter a Second Mailing Address
Automation
- Workflow Automation
- AI Newsletter
- Popup Forms
- Newsletter Overview
- Calendar
- Text Messaging & Text-to-Join
- Opt-In Numbers for Texting
- Email and Landing Page Editor: Overview
- Landing Pages: Adding a Form
- Start a To-Do Plan on a Future Date
- Call for Info
- Email Sending Domain
- Permission-Based Email
- Email Validation
- Real-Time Email Analytics
- Beautiful, Responsive Email Templates
- How to Create and Send Emails
- Email Autoresponders
- Personalize Your Letters and Emails with Mail Merge
- Blast Out an Email to Multiple Contacts
- Intelligent Links
- Send Autoresponder Emails to a Fulfillment House
- Include the "Other Contact" in Your Email Blasts
Teams
- Team Overview
- Database Sharing Groups
- Add a Team Member
- Delete a Team Member
- Team Member Permissions
- Assign To-Dos
- Re-Assign Contacts
- Sharing Templates