Frequently Asked Questions and Tutorial Videos for Your ArchReach Account

Have you completed the Onboarding Courses? If not, please take a few minutes to complete each course. It will give you a solid understanding of your ArchReach system and ready to start using it effectively in a short amount of time.

Need help getting started with your ArchReach Account?

Find your answer below or reach out to support@architectsmarketing.com.

Getting Started

ArchReach System Overview

Video Training (1hr 41mins) on ArchReach Basics!

How to login to my account?

How to add users to my account?

How to import contacts?

Can I import Linkedin contacts?

How to create a .csv file?

How to update or change my business contact information?

How to change the "from" email address in my emails?

How to edit the Done-For-You emails in the automations?

How to edit or create new message variables?

How to Opt-in your old or offline contact list?

Lists 

Important! Please read: Our List Import Policy

How to edit or make a new list?

Forms

How to create a new form?

How to change or edit the form fields?

How to integrate a form into my website?

Automations

How to create a new automation sequence?

How to edit the Done-For-You automations?

How to manually remove a contact from an automation?

How to organize all of your automations?

How to use your 30 Day Follow Up automations?

How to use your ArchReach Network Follow Up automation?

Campaigns 

How to send a Campaign Email?

How to add images to my Image Manager?

How to create a new email template?

Landing Pages

How to create a landing page?

Reports

How to generate reports?

Tags

How to use Tags to segment your lists?

How to add Tags to your contacts?