How to Use Venturz


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


About your business

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

Adding and managing team members

Under Settings, in the Team area, you can invite your team members using their emails, and send them direct invites to their inboxes.

Create emails for your team

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.

Branding: domain, logo, font, and colors

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.

Community Setup

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.

Live Chat

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.

Connecting Social Media

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.


Dashboard explained

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:

  • Country
  • Device type
  • Browser
  • Page URLs.
  • Referrer URLs: here you can choose if you want to narrow it down further by selecting the referring domains.

Click on the second drop-down menu on the top-left side of the page to filter according to these criteria:

  • The unique views
  • Website sessions.
  • Engagement per session
  • Weekly active users
  • Monthly active users
  • Bounces


Posting in the community

Click on CommunityCreate 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).

Upload an Image

This function is simple, click on the Add an image icon.

Select the image to upload.

Upload a video in the post

Click on the Add video icon.

Select the video you want to upload

Start a Live Stream

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.

Create and share an Event

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.

Posting a public vs restricted post

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.

Posting in an Event

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.

Posting on Social Media

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.

Sorting contacts

You can sort them by first name, or last seen.

Create Segments

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.


Send 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.

Filter inbox

You can filter your inbox based on sent or received emails.

Understand inbox source

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.


Create a new email campaign

  1. Under Campaigns, click on the button Create Campaign
  2. Give a name to your campaign.
  3. 3. Select if it's going to be a one-off campaign, or an ongoing campaign (automation or drip campaign).

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.

Send a one-off email campaign

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

  1. Segment (audience) you want to send your email to
  2. The address you want to use as the sender
  3. Select if you want to send the message immediately or if you want to add a delay (schedule)

Send an ongoing email campaign

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:

  1. Segment (audience) you want to send your email to
  2. The address you want to use as the sender
  3. Select if you want to send the message immediately or if you want to add a delay (schedule)

Add rules to the ongoing campaign

Select when you want the campaign to stop sending messages to your contacts:

  • Once all the messages are sent
  • Contact has responded
  • Contact is no longer part of the segment

Add more emails to the ongoing campaign

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.

Delete one step

If you want to delete one step of an email, click on this the Delete icon.

Start ongoing campaign

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

Creating the email content

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.

Content Blocks you can add to email:

  • H1 - big heading
  • H2 - medium heading
  • H3 - small heading
  • H4 - smaller heading
  • H5 - smallest heading
  • H6 - tiny heading
  • Button - add a simple button
  • Embed - YouTube, Tweet, Maps, Doc...
  • Divider Divide blocks
  • Bullet List
  • Number List
  • To-do list
  • Quote
  • Columns - add two columns

Change campaign name

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.

Website Builder

Under Pages you can start creating your website.

Create new page

  1. Click on Create Page.
  2. Choose whether the page is in the main menu or if it’s a subpage.

3. Type the Page Path.

4. Click on Create

Full-page editor

Click on the arrows if you want to work on your content on a full page.

Add content to the page

You can start typing the content you want to add, or you can use the blocks by using the / (slash) functionality.

Content Blocks

If you type /, you'll be able to see all the available content blocks. You will find:

  • Text - plain text
  • headings, there are six different types of headings
  • Upload an image or video - you just need to click on “upload” and select an image from your computer
  • Add a button and link it to a page.
  • Embed a link - it can be a Tweet, Google Maps link, YouTube link, or any other link
  • Page dividers - to divide the different sections on the page.
  • Lists - bullet lists, numbered lists, or to-do lists.
  • Quotes - they’re usually used for content such as testimonials.
  • Columns - divide the page into two columns and add content to each column
  • Create a form.
  • Import HTML - you will be able to import your HTML by typing “/” and selecting Import HTML from the menu.

Customizing Content Blocks

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:

  • Padding
  • Margins
  • Radius
  • Border
  • Text color
  • Background of the block
  • Add Shadow to the block
  • Width and height of the block

Adding Forms to pages

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.

  • Simple text question
  • Text area
  • Select - which is a drop-down menu.
  • Checkbox group, which is a multiple-choice question
  • Radio button group, which is a single-choice question.
  • File, where people can upload their picture or document

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).

Change the Form Design

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:

  • Padding
  • Margins
  • Radius
  • Border
  • Text color
  • Background of the form
  • Add Shadow to the form
  • Width and height of the form

Editing and Formatting Text

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:

  • Bold
  • Italics
  • Underlined text
  • Strikethrough text
  • Add bullet points
  • Add a quote
  • Text Alignment
  • Add a link to the text
  • Change the text color
  • Highlight the text
  • Change the font
  • Change the size of the text

Edit page settings

From your page, click on the three dots in the top-right corner.

From there you can edit:

  • Page path
  • SEO
  • Social Graph
  • Header links
  • Page Width
  • Page Visibility - you can also change this from your page editor, by clicking on the lock icon at the top-right side of your page