Using DoInbound Software

Wondering how a certain feature inside the platform works? This is the place to find the answer!

Andrew Dymski avatar Gray MacKenzie avatar
57 articles in this collection
Written by Andrew Dymski and Gray MacKenzie

How to Use Team Allocation Reports

Learn how to set User Availability so You can run Team Allocation Reports on any page inside DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Manage One-Time Tasks

Learn how to set up the framework to manage one-time tasks for clients and internal agency activities
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Written by Andrew Dymski
Updated over a week ago

How to Set Up HubSpot Integration

Learn how to configure HubSpot so you can easily create assets for each client right from a task in DoInbound
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Written by Andrew Dymski
Updated over a week ago

Mastering DoInbound: Beyond the Basics

Learn the Advanced Techniques to Streamline Your Client and Agency Team Management 🤓
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Written by Andrew Dymski
Updated over a week ago

What is Included in the Advanced Package

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Written by Andrew Dymski
Updated over a week ago

How to Navigate Your Way Around DoInbound

Learn How the Major Pieces Fit Together 🗺 🚦
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Written by Andrew Dymski
Updated over a week ago

5-Step DoInbound Set Up Guide

How to Organize DoInbound to Handle All of Your Agency Projects and Processes
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Written by Andrew Dymski
Updated over a week ago

Step 1: Add Team Members

How to add team members to DoInbound
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Written by Andrew Dymski
Updated over a week ago

Step 2: Create Deliverable and Campaign Templates

How to create deliverable and campaign templates
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Written by Andrew Dymski
Updated over a week ago

Step 3: Add a Client and Start a Campaign

How to add a client and start a campaign in DoInbound
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Written by Andrew Dymski
Updated over a week ago

Step 4: Manage Your Daily Tasks

How to manage your day inside of DoInbound
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Written by Andrew Dymski
Updated over a week ago

Step 5: Monitor Campaign Progress

How to monitor the progress of your client's campaigns inside DoInbound
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Written by Andrew Dymski
Updated over a week ago

Advanced Privacy Settings

Want to restrict viewing access for certain Campaigns, Deliverables, or Tasks? Here's how!
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Written by Andrew Dymski
Updated over a week ago

DoInbound Terminology

This page helps to break down all of the terminology used throughout the DoInbound platform.
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Written by Andrew Dymski
Updated over a week ago

How to Create Calendar-Based and Sequence-Based Campaign Templates

Learn the best-practices for creating the Campaign Templates that will power your agency processes.
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Written by Andrew Dymski
Updated over a week ago

How to Set Up Recurring Tasks

This article will help you configure your Campaign and Deliverable Templates to Include Recurring Tasks
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Written by Andrew Dymski
Updated over a week ago

How to Delete Campaign & Deliverable Templates

This article will help you organize your Template Builder by removing old or unnecessary Campaign & Deliverable Templates
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Written by Andrew Dymski
Updated over a week ago

5 vs. 7-Day Campaign Templates

Learn how to plan campaign templates around your weekends!
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Written by Andrew Dymski
Updated over a week ago

Navigating the DoInbound Template Builder

A basic introduction on how to navigate and get started with the new DoInbound template builder.
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Written by Andrew Dymski
Updated over a week ago

How to Create a Deliverable Template

Deliverable templates help you document the services your agency provides. Here is an overview on how to create them!
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Written by Andrew Dymski
Updated over a week ago

How to Create a Campaign Template

Campaign templates help you plan your projects or retainers for your clients.
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Written by Andrew Dymski
Updated over a week ago

How to Clone Campaigns

Learn how to clone a Campaign and quickly move it to another client portal.
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Written by Andrew Dymski
Updated over a week ago

How to Set Up and Use Team Boards and Task Stages

This article will help you create and organize custom workflows using task stages and monitor your progress using boards.
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Written by Andrew Dymski
Updated over a week ago

How to Sync Your DoInbound and Work Calendars in Google Calendar

Learn how to sync Google Calendars so your scheduled tasks in DoInbound don't get double-booked
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Written by Andrew Dymski
Updated over a week ago

Advanced User Permissions

Customize What Users Can View, Edit, or Create
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Written by Andrew Dymski
Updated over a week ago

Campaign Status Indicators

Easily visualize the status of your Campaigns, Deliverables, and Tasks with campaign status indicators.
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Written by Andrew Dymski
Updated over a week ago

How to Create and Filter Template Tags

Template tags make organizing Campaign and Deliverable templates much easier. Here is the best way to use them!
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Written by Andrew Dymski
Updated over a week ago

How to Customize Notification Settings

Want to change the number of emails or in-app notifications you get from DoInbound? Here's how!
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Written by Andrew Dymski
Updated over a week ago

How to Archive Clients

Pausing your relationship with a client but don't want to delete their data? Now you can archive them instead.
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Written by Andrew Dymski
Updated over a week ago

How to Create and Use Template Tags

You can now keep your templates more organized with template tags!
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Written by Andrew Dymski
Updated over a week ago

How to Integrate Zapier with DoInbound

Let's make your apps play nicely together and help automate your day-to-day workflow with Zapier and DoInbound 🤓
Gray MacKenzie avatar
Written by Gray MacKenzie
Updated over a week ago

How to Push Back the Due Date of an Entire Campaign

Need to move all of the deliverable and task due dates of an entire Campaign? Here's the easy way to do it.
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Written by Andrew Dymski
Updated over a week ago

How to Add a Client, Campaign, Deliverable or Task from Anywhere

Quickly add a client, campaign, deliverable, or task from anywhere inside the platform without having to navigate to a specific screen.
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Written by Andrew Dymski
Updated over a week ago

How to Create and Save Deliverable Templates on the Fly

Learn how to easily save your work as templates as you are creating deliverables for your clients.
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Written by Andrew Dymski
Updated over a week ago

How Can I Submit Feedback, Bug Reports, and Feature Requests?

Learn the most effective way to help us improve the product and make your life better. Plus, why it matters 😄
Gray MacKenzie avatar
Written by Gray MacKenzie
Updated over a week ago

Move Campaigns, Deliverables, and Tasks Between Clients

This article explains how you can move created templates between clients easily in the DoInbound platform.
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Written by Andrew Dymski
Updated over a week ago

How to Add Additional Info to Campaigns/Deliverables/Tasks

How to Add Additional Info to Campaigns/Deliverables/Tasks in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Attach Files

How to Attach Files in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Complete a Task

How to Complete a Task in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Create a Client Report

How to Create a Client Report in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Create a Time Report

How to Create a Time Report in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Sync Personal Tasks with Google Calendar

How to Sync Personal Tasks with Google Calendar in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Use the Agency Overview Calendar

How to Use the Agency Overview Calendar in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Use the Activity Feeds

How to Use the Activity Feeds in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Update Your Billing Information

How to Update Your Billing Information in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Check the Status of Each Team Member

How to Check the Status of Each Team Member in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Track Late Deliverables

How to Track Late Deliverables in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Assign an Owner to a Task

How to Assign an Owner to a Task in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Communicate with Team Members

How to Communicate with Team Members in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Use Your Personal Task List

How to Use Your Personal Task List in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to See Your Notifications

How to See Your Notifications in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Set Default Task Owners

How to Set Default Task Owners in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Manually Add Time

How to Manually Add Time in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Use Budgeted Time

How to Use Budgeted Time in DoInbound
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Written by Andrew Dymski
Updated over a week ago

How to Archive, Activate, and Delete a Campaign

How to Archive, Activate, and Delete a Campaign in DoInbound.
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Written by Andrew Dymski
Updated over a week ago

How do I Upload a Profile Picture?

How to upload a profile picture in DoInbound.
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Written by Andrew Dymski
Updated over a week ago

How to Add a Client Logo

Speed up your workflow and brighten your DoInbound portal by uploading your client logos.
Gray MacKenzie avatar
Written by Gray MacKenzie
Updated over a week ago