How-to Video - Lendware Deep Dive
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How-to Video – Advanced Automations
Automations in Lendware give you powerful tools to streamline your workflow. From flexible triggers and assignment rules to timed actions and delays, you can build automations that fit your exact needs. In this video, we’ll take a closer look at ...
How-to Video – Initial Setup of Texting (SMS) Number
Getting started with text messaging in Lendware is quick and simple. In this short video, we’ll walk you through setting up your team’s dedicated Lendware phone number so you can start sending SMS messages right away. Once your number is ready, ...
How-to Video - How to Copy Enterprise-Level Tags to Team-Level Tags
Learn how to copy Enterprise-level tags to the Team level in Lendware. In this video, we’ll walk you through the steps to locate existing Enterprise tags, copy them to specific teams, and verify that they are available for team-level use. ...
How-to Video – Sending an Email Test for Quality Check
Ensuring your marketing or newsletter emails look perfect before hitting “send” is essential. In this video, we’ll guide you step by step on how to send your email to a third-party service for validation and quality review. This helps you catch ...
How-to Video - Inbox Integration Setup
Connecting your email is an essential step in completing your Lendware account setup. With just a few clicks, you can integrate your company email—whether Gmail or Outlook—and start sending and receiving emails directly within Lendware. Most users ...