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Chapter 2. Critical Tools for Mastery

In this chapter, we will cover the following topics:

  • Creating custom fields
  • Using merge fields
  • Using campaign merge fields
  • Using campaign links
  • Creating tags for database segmentation
  • Using internal forms for workflow
  • Using note templates for workflow
  • Creating great user experiences with tasks
  • Installing campaign templates from the Marketplace
  • Connecting web forms together
  • Chaining campaigns together
  • Working daily out of My Day
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