Joomag

David Aslanyan

Import, export, view your subscribers, manage and target them segmenting into different lists

How to export all contacts, bounced contacts, or a specific list from the CRM as a CSV file.

Export contacts from the CRM

How to grant contacts access to a paid or restricted collection directly from the CRM.

Grant Access to a collection via CRM

How to import contacts from an XLS, XLSX, or CSV file into the Joomag CRM.

Import contacts to the CRM

Learn how to configure a BCC address for a contact using a custom CRM field so every outgoing email is also copied to a specified address.

Using BCC addresses for outgoing emails

How to view, filter, edit, and delete CRM contact properties in Joomag.

Working with the contact properties

Contacts

How to use Advanced Search in the CRM to filter contacts by email, subscription, access, creation date, or custom properties.

Filter contacts with the advanced search

Filters

How to rename a contact list or change its color in Joomag CRM.

Edit a contact list

Lists

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.