How To Use Venturz

Learn all the functions and features of the platform with this step-by-step guide.

In the settings section, users can dive into a wide array of options tailored to enhance their experience.

Under Settings → About section, you can add your startup name, logo, your tagline, and a description.

Under Settings → Domain section, you can connect/disconnect your website and email 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.

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 → Team → then scroll down to the bottom of the page and click on Add more address at the bottom-left side of the page.

Then, type the details like name, the sender, and their customized email with your domain.

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.

Under Settings → Referral Program, you can set up referral URL structure.

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:

In our Task feature, you can create and assign tasks as well as schedule meetings:

Start by giving the task a name to make it easy to identify.

Use our page editor use "/" to add and format detailed information about the task.

Tag the task and select team members to assign it to.

Set start and end times for the task.

Choose if you’d like the task to repeat weekly, monthly, or yearly.

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 image icon to upload an image.

Click on the Add a video icon to upload a video.

Then select the media 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 or segments 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, Instagram, LinkedIn, X (Formerly Twitter), YouTube, and TikTok

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.

Click on create contact . Here you can invite new contacts or bulk upload your own contact list.

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, device, zip code, continent and time zone.

Under Sessions, you can see what the audience did on the website.

A session is basically the time a user spends on a site from the moment they enter until they leave.

In each session, you can see how many actions a user has taken.

The action count is how many things they've done, like clicking or viewing pages, during that time.

You'll also get info like when the session happened, where the user was, what device and model they used, and their city and country.

Click on each session to see what happened. This means checking if the contact looked at certain pages or clicked on certain buttons.

Click on the play button 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.

Venturz unified inbox makes talking to customers simple. All your emails and live chat messages are in one spot, so it's really easy to keep track and reply.

To send an email, 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.

From the dashboard, click on Assistant. Our AI help you write blog posts, articles, emails, social media posts, create images, generate ideas, draft marketing copy, write product descriptions, and much more.

You can also access the AI Assistant from any part of the platform using the "/" command. Simply type "/" and select AI Assistant from the dropdown. For example, if you want to reply to an email, you don’t need to navigate back to the dashboard—just use "/" and let the AI assist you.

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.

You also have the option to repeat the campaign again after the last step or decide not to.

Select from the following options based on your campaign needs:

For the One-off campaign you’ll need to select the following:

1. The address you want to use as the sender

2. Select if you want to send the message immediately or if you want to add a delay (schedule).

If you want to send it right away, put "0" as the value. If you need to wait before sending, pick a number and decide whether it counts in hours or days.

If you want to create a drip campaign, you'll have to click on Create Campaign here, add the name, select segment and, ngoing campaign.

Then, as for the One-off campaign, you’ll need to select the following:

After adding your first email, you can add more emails to the flow by clicking on Add more steps.

Choose conditions to send the second email. There are two main reasons you can choose from: First, if the user is still included in the group you're targeting. Second, if the user hasn't answered the first email.

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 and segment 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.

Click on the information icon to view the variable codes available for use in the editor.

For a referral program, select Referral Program.

You can select the delay for your referral campaign.

After setting the first message, you can add more steps by clicking on Add more steps.
Set conditions under which the steps are triggered, such as:

Once the flow is complete, you can click on Go live, and it will start and stop according to the criteria you selected.

Under Pages you can start creating your website.

3. Type the Page Path.

4. Click on Create

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.

You can customize:

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:

Click on the three vertical dots on the right side of the block. There, you'll find options to duplicate, add to favorites, or delete a block.

You can decide to copy a block with sync or choose to do it without sync.

If you pick the option with sync, you can select the pages where you want this block to be synced. You can also choose where on those selected pages the synced block should appear.

You can mark a block as a favorite to easily use it again on different pages. The favorite block will show up under content blocks when you use the "/" (slash) command.

You can also delete a block from here.

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.

From there you can edit:

In the page settings, you can decide whether to turn on live chat or turn it off on a specific page.

Click on the page version history to look at all the past versions of the page where you made changes.

You can choose to bring back a specific version if you wish.

1. Click on the dropdown under the "Create Page" Button and select "From AI".

2. Next, write your prompt describing the type of site you want to build, including details such as colors and design preferences. Make sure to provide all key details to help the AI generate exactly what you want.

To use the Canvas Block, type "/" in the editor to access the content blocks and select the Canvas Block.

Once added, access the drag handle by clicking on the six dots at the top-left corner of the Canvas Block. This allows you to reposition and customize the block as needed.

Next, use the drag handle to adjust the post size. You can tailor the size to fit different platforms, such as LinkedIn, Facebook, or Instagram, ensuring it meets the specific requirements of each platform.

Select shapes from the drag handle menu. Add various elements and shapes to design your posts.

After completing your design, you can download your post in formats such as PNG, JPEG, or SVG

The Products Feature allows you to create subscription models and manage recurring billing options such as one-time, monthly, or yearly plans.

1. From the dashboard, click on Products to get started. This is where you can create, manage, and customize your product offerings.

2. Begin by adding your product name and a brief description. Make sure the description have clear details of product.

3. Next, specify the pricing details for your product. Choose the currency you want to use.

4. Now, set up your billing options. Select whether the product will have a one-time payment, or recurring billing such as monthly or yearly subscriptions.

5. Under the metrics section, you can add specific metrics to track the usage of your product. You could set up a metric like "Assistant Tokens" to monitor how many queries are allowed per user. Based on the pricing tier, you can create plans with limits—such as 100 queries for the basic plan and unlimited queries for the premium plan. This encourages users to upgrade for more comprehensive features and higher limits.

6. You can allow users to add promotional codes for discounts or special offers. This is a great way to incentivize purchases and attract new customers.

7. Under the Advanced Settings, you can add a Success URL to redirect customers after they complete a purchase successfully. Similarly, add a Cancel URL to redirect them if they cancel the purchase process.

8. Once everything is set up, you can display the billing options on your product page.

Can't find the solution to your problem and feeling stuck?

No worries at all! We're here to help you out. You can easily reach us in two ways: either by sending an email to support@venturz.co or by clicking on the live chat button located in the right bottom corner of your screen. Don't hesitate to get in touch with any questions you might have!