NextStep Training Center

Operator lessons

• Quick Start — From Signup to First Send — Get up and running in roughly 15 minutes.
• Account and Team Setup — Understanding your workspace and managing team roles.
• Brands Overview — Creating and configuring brands, the core organizing unit.
• Email Sender Setup — Configure your email sending domain and warm-up policy.
• Connecting Social Accounts — Link Facebook, Instagram, and LinkedIn to a brand.
• Contacts and Tags — Add and manage contacts, and use tags to segment them.
• Segments and Signup Forms — Group contacts dynamically and capture new subscribers.
• Consent and Suppression — How NextStep handles opt-ins, opt-outs, and bounces.
• Email Templates & Personalization — Design reusable emails and use merge tags.
• Campaigns — Organize related posts and emails into campaigns.
• Journeys Basics & Enrollment — Understand journey statuses, activation, and automatic enrollment.
• Building the Journey Graph — Add steps, branches, and wait conditions to your journey.
• Delivery Safeguards — Control message caps, time windows, and consent.
• Journey Example: Welcome Sequence — A step-by-step example of a common nurture sequence.
• Social Posts, Calendar, & Approvals — Plan, schedule, and approve content.
• Inbox and Replies — Managing incoming social comments and messages.
• AI Studio — Generate and refine content using AI.
• Analytics and Logs — Track performance and review delivery logs.
• Activation & Launch Checklists — Pre-flight checks to ensure your campaigns and journeys launch safely.
• Troubleshooting — Common issues and how to resolve them.