Video Tips & Tricks

Short clips showing tips, tricks and shortcuts to get the most out of Big Purple Dot
How to Add a Hyperlink to an Image
Adding links to images within your emails will help you keep your emails short and to the point. Your hyperlinks can redirect contacts to a website with additional information, an application or a video that can elaborate on what you reference in an email template.
How to Add/Edit/Delete a Status Tag
Status tags are the heart of a Big Purple Dot account. The great thing about our status tags is they're fully customizable! We recommend using our status tags to help you organize your entire sales workflow which includes automating everything from task reminders for all team members, auto-response SMS and email messages to speed up your initial follow-up to new leads, and drip campaigns to help with ongoing follow-up. Watch this video to find out how easy it is to add new status tags and to edit or delete your current status tags.
How to Add an Email Template
With Big Purple Dot, you're able to create and store templates using both plain text and HTML coding. Additionally, you can create templates with images, attachments and hyperlinks. By storing your email templates in your Big Purple Dot account you'll increase how quickly you're able to follow-up with one or more contacts in your database. Also, to help you track how your email templates are performing, we have a reports section dedicated to showing you who is opening your emails and which links they're clicking on.
How to Add an Autoresponse Email
Automating a single email to be sent to one or more contacts when you or a team member applies a specific milestone status tag will ensure the right update or document is sent to contacts in your database right away, every time.