Learn all the functions and features of the platform with this step-by-step guide.
Under Settings → About section, you can add your startup name, your tagline, and a description.
Under Settings, in the Team area, you can invite your team members using their emails, and send them direct invites to their inboxes.
You can create an email with your domain for your team members.
Click on Settings → Emails → then scroll down to the bottom of the page and click on Add more emails at the bottom-left side of the page.
Then, type the details like name, the sender, and their customized email with your domain.
In The Branding area (Settings → Branding), you'll be able to add your logo and the connected domain.
You can also set up the basic design rules for your website. You can choose for example font and colors for your website design.
You can also decide whether to authenticate users through your back end.
Under Settings → Community, you can set up your community settings.
You can decide if to allow people to like and comment on your posts.
You can also add SEO elements so that your community can be found on search engines.
Finally, you can add the logo or an image that will appear when you share your community’s link.
Under Settings → Notifications, you'll be able to set up how often you want to receive notifications from Venturz.
You can also select what you want to include in those notifications: the comments, replies, reactions, and mentions in your community. Finally, you can select how frequently you want to receive the notifications in your inbox: weekly, daily, or never.
Under Settings → Live Chat, you can enable or disable your live chat on the website.
It will then appear at the bottom of your website and people will be able to send you a direct message through the live chat. You can also set the availability of the chat, or you can leave it empty.
Under Settings → Social Networks, you can connect your main social media channels so that you can post directly from Venturz.
Just click to enable the social media network that you want to add, and a connection window will automatically open.
Green means connected, and Grey means not yet authenticated.
The dashboard is your website analytics. You can see the website traffic and actions, and filter your analytics.
Click on the first drop-down menu on the top-left side of the page to filter according to these criteria:
Click on the second drop-down menu on the top-left side of the page to filter according to these criteria:
Click on Community → Create Post and start writing your content.
When you create a post, you can add simple text, or type / (slash) to add content blocks.
Additionally, you can add the following creatives:
Create a poll your audience can interact with.
Click on Add more choices to add answers to the poll.
You can select how long you want your Poll to last (some hours, days, or never-ending).
This function is simple, click on the Add an image icon.
Select the image to upload.
Click on the Add video icon.
Select the video you want to upload
You can start a live stream in your community directly from the Create Post function.
Click on the Go live icon.
Add a message or start live directly.
Click on the Create an event icon.
Select the date, time, and frequency.
Select the Location: you can have the event in the Community or select Others and add the third party platform link.
You can also select when you’d like to notify your audience (1 hour, 1 day or 1 week before).
Once you created an event, you can also create future posts to share directly on the Event’s feed.
For every post, you can decide if you want it to be public, or if you want only specific members to see the post.
You can manually select specific members from a drop-down menu or search for their names.
You can select if to post in the general Community or you can select an Event, if you want to post in an event’s feed.
Venturz supports posts on Facebook, Twitter, and LinkedIn.
At the top of the page, select if you want to post only in the Community, or cross-post on Social Media as well.
In Contacts, you will find all the contacts that have visited your website or that have subscribed or contacted you.
You can sort them by first name, or last seen.
You can filter contacts by segment, or create a new segment.
1. Start from the search bar.
2. Type the name of the new segment and press Enter.
3. Add rules (filters) to your segment.
4. Narrow down the segment further, if needed, using the AND/OR rules.
5. Click on Save Segment.
Under Metadata you’ll find all the details we know about the contact. You might see the full name and e-mail when they registered or sent a message.
If not, you'll see the available information such as state, city, and time zone.
Under Events, you can see what the audience did on the website. For example, if the contact viewed specific pages or clicked on specific buttons.
Under Recordings, you can see exactly the moves people made on the website through screen recordings.
You can see how they move through the website, where they stopped, what they've been reading, and where they exited.
Click on Create Message, select the sender and receiver, and write the Subject.
You can then write your email as simple text, or use the / (slash) to add content blocks.
You can filter your inbox based on sent or received emails.
In the inbox preview, you can see 2 different icons: they show which contacts are coming from the Live Chat and which ones are from your Email Inbox.
So if it's just, for example, a newsletter that you decide to send once, you need to select a One-off campaign. If it's a drip campaign (or automation), that means an email flow containing more emails, then you need to select Ongoing campaign.
For the One-off campaign you’ll need to select the following:
If you want to create a drip campaign, you'll have to click on Create Campaign here, add the name, and select Ongoing campaign.
Then, as for the One-off campaign, you’ll need to select the following:
Select when you want the campaign to stop sending messages to your contacts:
After adding your first email, you can add more emails to the flow by clicking on Add more steps.
You can then select the delay for the second email campaign.
If you want to delete one step of an email, click on this the Delete icon.
Once the flow is complete, you can click on Go live, and it will start and stop according to the criteria you selected.
After adding the subject, you can get creative with the email content.
You can use the / (slash) function to add content blocks to the campaign, or type your text first and format it at the end.
If you want to change the name of your campaign, from the campaign editor click on the three dots at the top-right side of the page, and type the new name of your email campaign.
Under Pages you can start creating your website.
Click on the arrows if you want to work on your content on a full page.
You can start typing the content you want to add, or you can use the blocks by using the / (slash) functionality.
If you type /, you'll be able to see all the available content blocks. You will find:
All the content blocks can be customized.
Go to the content block you created and click on the six dots you’ll see on the left side.
1. Type / and select the Form content block.
2. Edit the form sample question.
3. Type the question. If it requires a Text answer, customize the placeholder.
4. Select the Question type.
There are different types of questions.
5. Select if it’s a required (mandatory) field.
6. Once you created your form, you can click on Save and you'll find it on your page.
7. To add more questions to your form, click on Add field, then repeat the same process (steps 1 to 6).
On the left side of the form, click on the six dots.
By clicking on them you can change the design and layout of the form. You can customize:
Select the text you want to edit, and a bar will appear automatically above the text.
The icons represent, in order from left to right:
From your page, click on the three dots in the top-right corner.