<p class="PlaygroundEditorTheme__paragraph"><br></p><h1 class="PlaygroundEditorTheme__h1" dir="ltr"><span style="white-space: pre-wrap;">🎥 </span><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK" rel="noreferrer" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Click here to watch the replay</span></a></h1><h1 class="PlaygroundEditorTheme__h1" dir="ltr"><br></h1><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Below is an overview of what was discussed on the call - </strong></b></h3><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK" rel="noreferrer" class="PlaygroundEditorTheme__link"></a></h3><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Getting Started with Simple Business Suite @ 0:00</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Kaylin discussed her initial experience with accessing and exploring the Simple Business Suite platform, noting the availability of helpful videos and tutorials. She expressed frustration with the repetitive nature of certain tasks in her previous platform, Kartra, and is looking forward to the live support and streamlined workflows offered by Simple Business Suite.</span></p><p class="PlaygroundEditorTheme__paragraph"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=256" title="PLAY @4:16" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Automating Event Workflows @ 4:16</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie walked Kaylin through setting up automated workflows to handle event-related communications, including welcome emails, reminders, and follow-ups. She demonstrated how to create flexible workflows that can adapt to when participants join, ensuring everyone receives the appropriate messages regardless of their start date.</span></p><p class="PlaygroundEditorTheme__paragraph"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=2129" title="PLAY @35:29" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Customizing Branding and Contact Information @ 35:29</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Kaylin and Stephanie discussed customizing the platform's branding and contact information, including uploading a logo, setting up a dedicated email domain, and configuring phone number and SMS capabilities. They also explored ways to manage and update contact information within the platform.</span></p><p class="PlaygroundEditorTheme__paragraph"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=60" title="PLAY @1:00" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Maintaining Email List Hygiene @ 1:00:15</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie explained the platform's built-in email list hygiene features, including automatically removing unengaged or unsubscribed contacts and providing options for users to update their email preferences. They discussed the appropriate timing for enabling these features, considering Kaylin's current list-building efforts.</span></p><p class="PlaygroundEditorTheme__paragraph"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=66" title="PLAY @1:06" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Recap and Next Steps @ 1:06:04</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie and Kaylin reviewed the key topics covered during the meeting, including the setup of automated workflows, branding customization, and email list management. Stephanie emphasized the importance of enabling the unsubscribe/bounce/spam workflow to maintain good email deliverability. They also discussed next steps for Kaylin as she continues to onboard and utilize the Simple Business Suite platform.</span></p>

You can find the replay for the office hours session from December 18, 2024.

# 🎥[Click here to watch the replay](https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK)

### ****Below is an overview of what was discussed on the call -****

### [Getting Started with Simple Business Suite @ 0:00](https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&timestamp=0 "PLAY @0:00")

Kaylin discussed her initial experience with accessing and exploring the Simple Business Suite platform, noting the availability of helpful videos and tutorials. She expressed frustration with the repetitive nature of certain tasks in her previous platform, Kartra, and is looking forward to the live support and streamlined workflows offered by Simple Business Suite.

### [Automating Event Workflows @ 4:16](https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&timestamp=256 "PLAY @4:16")

Stephanie walked Kaylin through setting up automated workflows to handle event-related communications, including welcome emails, reminders, and follow-ups. She demonstrated how to create flexible workflows that can adapt to when participants join, ensuring everyone receives the appropriate messages regardless of their start date.

### [Customizing Branding and Contact Information @ 35:29](https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&timestamp=2129 "PLAY @35:29")

Kaylin and Stephanie discussed customizing the platform's branding and contact information, including uploading a logo, setting up a dedicated email domain, and configuring phone number and SMS capabilities. They also explored ways to manage and update contact information within the platform.

### [Maintaining Email List Hygiene @ 1:00:15](https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&timestamp=60 "PLAY @1:00")

Stephanie explained the platform's built-in email list hygiene features, including automatically removing unengaged or unsubscribed contacts and providing options for users to update their email preferences. They discussed the appropriate timing for enabling these features, considering Kaylin's current list-building efforts.

### [Recap and Next Steps @ 1:06:04](https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&timestamp=66 "PLAY @1:06")

Stephanie and Kaylin reviewed the key topics covered during the meeting, including the setup of automated workflows, branding customization, and email list management. Stephanie emphasized the importance of enabling the unsubscribe/bounce/spam workflow to maintain good email deliverability. They also discussed next steps for Kaylin as she continues to onboard and utilize the Simple Business Suite platform.

<h1 class="PlaygroundEditorTheme__h1" dir="ltr"><span style="white-space: pre-wrap;">🎥 </span><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK" rel="noreferrer" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Click here to watch the replay</span></a></h1><hr><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Below is an overview of what was discussed on the call - </strong></b></h3><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK" rel="noreferrer" class="PlaygroundEditorTheme__link"><br></a></h3><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Getting Started with Simple Business Suite @ 0:00</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Kaylin discussed her initial experience with accessing and exploring the Simple Business Suite platform, noting the availability of helpful videos and tutorials. She expressed frustration with the repetitive nature of certain tasks in her previous platform, Kartra, and is looking forward to the live support and streamlined workflows offered by Simple Business Suite.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=256" title="PLAY @4:16" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Automating Event Workflows @ 4:16</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie walked Kaylin through setting up automated workflows to handle event-related communications, including welcome emails, reminders, and follow-ups. She demonstrated how to create flexible workflows that can adapt to when participants join, ensuring everyone receives the appropriate messages regardless of their start date.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=2129" title="PLAY @35:29" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Customizing Branding and Contact Information @ 35:29</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Kaylin and Stephanie discussed customizing the platform's branding and contact information, including uploading a logo, setting up a dedicated email domain, and configuring phone number and SMS capabilities. They also explored ways to manage and update contact information within the platform.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=60" title="PLAY @1:00" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Maintaining Email List Hygiene @ 1:00:15</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie explained the platform's built-in email list hygiene features, including automatically removing unengaged or unsubscribed contacts and providing options for users to update their email preferences. They discussed the appropriate timing for enabling these features, considering Kaylin's current list-building efforts.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mzqvbtRUdxTWaLovsPD-YjGET4DymqsK?tab=summary&amp;timestamp=66" title="PLAY @1:06" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Recap and Next Steps @ 1:06:04</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie and Kaylin reviewed the key topics covered during the meeting, including the setup of automated workflows, branding customization, and email list management. Stephanie emphasized the importance of enabling the unsubscribe/bounce/spam workflow to maintain good email deliverability. They also discussed next steps for Kaylin as she continues to onboard and utilize the Simple Business Suite platform.</span></p>

Office Hours: December 18, 2024

All replays of our office hour calls can be found here.