Below you can find a comprehensive list of all the basic features that you should be using inside FT CRM to make sure that you and your team are working in the right way from the start.
Open up each expanding box to reveal; more information about each functionality, reasons why it's important and links to other pages that will help you get started.
Icons
The icons in the titles below refer to the different stages on the Fast Track Pathway. The icon lets you know that by completing the functionality, you will be making improvements in that stage on the pathway.
⏲ = Free up time
πŸ”„ = Scale with Automation
πŸ“Š = Find the bright spots
πŸ‘―β€β™€οΈ = 1:1 Experiences
πŸ€– = Self Learning

πŸš€ Activities

Specific Date & Time Activity | ⏲
Recurring/Automated Activity | ⏲ πŸ”„
Multiple Actions in One Activity | ⏲
Multiple Markets in One Activity | ⏲
Set up Transactional Emails | ⏲

⚑️ Triggers

Set up Commonly used Triggers | ⏲
Reuse Triggers | ⏲

πŸ‘©β€πŸ‘©β€πŸ‘¦β€πŸ‘¦ Segmentation

Segmentation Builder | ⏲
Reuse Segments | ⏲
Set up Smart Segments | ⏲
Smart Segments | ⏲

🎬 Actions

Import Action Groups | ⏲
Scheduled Actions | ⏲

🌏 Communication Profiles

Set up Communication Profile(s) | ⏲

πŸ“§ Email Templates

Set up Email Template(s) | ⏲
Reuse Email Templates | ⏲
Content Blocks for Email Templates | ⏲

πŸ“š Media Library

Media Library | ⏲

πŸ‘―β€β™€οΈ Cloning

Clone Triggers | ⏲
Clone Segments | ⏲
Clone Action Groups | ⏲
Clone Activities | ⏲
Clone Email Template Versions | ⏲
Clone Content Block Versions | ⏲
Copy Event Structures (Lifecycles) | ⏲
Clone Lifecycle Versions | ⏲
Clone Lifecycle Projects | ⏲

πŸ§ͺ QA / Testing

Quality Assure Activities | ⏲
Quality Assure Lifecycles | ⏲
Set up Test User(s) | ⏲
Activity Testing | ⏲
Activity A/B Testing | ⏲ πŸ“Š
Lifecycle (Version) A/B Testing | πŸ“Š
Control Groups | πŸ“Š

πŸ’œ Lifecycles

Live Lifecycle (Specific Date and Time) | πŸ”„
Live Lifecycle (Automated) | πŸ”„
Split Audience in Lifecycles | ⏲ πŸ”„
Automate your Onboarding | πŸ”„
Automate your Retention | πŸ”„
Automate your On-site Engagement | πŸ”„
Automate your Reactivation | πŸ”„
Automate your Churn Prevention | πŸ”„

🧠 Integration

Custom Bonus Integration | ⏲