user guide

 

use of screen shots and other visual aids make our guide easy to follow. You can also see a demonstration video on our website. If you require additional assistance, please contact our customer support

Use the navigation bar on the left side of the page to go to areas of interest, or click on a specific topic below

signup & install
signup
log into website
download application
enter payment data

login to application

Importing a Campaign
overview
creating a tab delimited file
creating a mapping file
special Calyx import

Service Provider
overview
client assignment
adding a client
client maintenance
client rates & fees
accounting entries
invoicing
invoice generation

The Main Window
overview
campaign central
campaigns created
view/edit libraries
acquiring campaigns
pay for your campaign
common tasks
print services
menu options

The CRM
overview
search & index
help
alter fields
alter records
templates
letters
postcards
emails

Editing Templates
overview
editor access
helper window

layout & usage
view menu
paragraphs
toolbox
campaign tokens
common tokens
editing text
adding pages

tables
inserting
modifying
using

images
inserting
image editing
modifying

Editor-Template Tech
overview
head tag
body tag
summary

Editor FAQs

Automotive
campaign creation
special auto options
auto's CRM
vehicle library
finance library
apply vehicles
apply financing

Real Estate
campaign creation
attribute selection
property library
apply library
application rules
recalculate

Conventional Mortgage
campaign creation
selection attributes
financial library
apply library
recalculate

Reverse Mortgage
campaign creation
selection attributes
financial library
apply library
recalculate