The Learning Site The Learning Site
  • Solutions
        • PLATFORM
          menu
          • Marketing Automation
          • Email Marketing
          • Event Marketing
          • Fund Document Distribution
          • Reporting and Analytics
          • Integrations
        • AGENCY SERVICES
          menu
          • Strategy and Consulting
          • Campaign Management
          • Benchmarking
        • CLIENT OUTCOMES
          menu
          • Increase Client Engagement
          • Elevate Client Experience
          • Minimize Operational Inefficiencies
  • Blog
  • Learning
  • Pricing
  • About
        • ABOUT US
          menu
          • Why StoneShot
          • Careers
          • Contact Us
        • INDUSTRIES
          menu
          • Asset Management
          • Private Banking
          • Wealth Management
Login
Sign up
Sign up!

We’ll make your inbox a more beautiful place. You’ll only ever get content on the topics you choose, too.

Sign up!

You must register to access the resources on this site. Please enter your email below to get started.

You can unsubscribe at any time using a link in our emails. Please check out our Privacy Policy for more info.

loading
loading
Your Info
Your Preferences
loading
Sign Up

Thanks for signing up!

We're excited to share our content with you, and as an email subscriber you'll see our blogs and news ahead of the pack.

Want to catch up while you're waiting the fresh content?

Visit Blog
Thanks for Updating

We're excited to share our content with you, and as an email subscriber you'll see our blogs and news ahead of the pack.

Want to catch up while you're waiting the fresh content?

Visit Blog
Categories
Getting Started
  • Getting Started
  • Users
  • Videos
  • Contact Us
Agency Services
  • Agency Team
  • Campaign Management
  • Coding and Testing
  • Custom Development
  • Creative
  • Briefing Process
  • Support categorisation
Email Marketing
  • The Art and Science of Email
  • Email Library
  • Creating an Email
  • Managing Images
  • Send Time Optimization
  • A/B Testing
  • Dynamic Emails
  • Google Analytics
  • Email FAQs
Event Marketing
  • Overview
  • Creating Events
  • Creating Add to Calendar
  • Creating a Registration Form
  • Setting up Sessions
  • Event Schedules
  • Editing Event Emails
  • Inviting and Launching
  • Managing Venues
  • Managing Speakers
  • Attendance Certificates
  • Event check-in app
  • Check-in app – multi users
  • Event FAQs
Marketing Automation
  • Automation Overview
  • Automating Insight/Blog Emails
  • Dynamic Sender
  • Workflows
  • Marketing Automation Strategy
  • Dynamic Merge Fields
Reporting
  • Reporting Overview
  • Blocking Fake Activity
  • Reporting
  • Insight Benchmarks
  • Engagement
  • Unsubscribes
  • Unsubscribe and Bounce Reports
  • Forms
  • Video Reporting
  • Visitor Tracking
  • Feeds
  • Fund Documents
  • Bounce Meanings
  • Troubleshooting Campaigns
Contacts and Lists
  • Contacts & Lists Overview
  • Managing Contacts
  • Managing Lists
  • Managing Segmentation
  • Importing
  • Exporting
  • Engagement Scoring
  • Contacts & Lists FAQ
Teams and Tags
  • Teams
  • Tags
  • Using Teams & Tags
  • Tagging strategy
  • Inputting tags
  • Campaign Categorisation
Integrations
  • Integrations Overview
  • Salesforce
  • Salesforce User Authentication
  • Salesforce Embeds
  • Salesforce FAQ
  • Microsoft Dynamics
  • Microsoft Dynamics Embeds
  • Microsoft Dynamics User Authentication
  • StoneShot for Sales
  • Video
  • StoneShot API
Security
  • Security
  • Sender Authentication
Support
  • Change Log
  • Coming Soon
Fund Documents

    SOLUTIONS
    Platform
    • Marketing Automation
    • Email Marketing
    • Event Marketing
    • Fund Document Distribution
    • Reporting and Analytics
    • Integrations
    Agency Services
    • Strategy and Consulting
    • Campaign Management
    • Benchmarking
    Client Outcomes
    • Increase Client Engagement
    • Elevate Client Experience
    • Minimize Operational Inefficiencies
    RESOURCES
    Learn
    • Learning
    • Blog
    ABOUT
    About Us
    • Why StoneShot
    • Contact us
    • Cookie Policy
    • Privacy Policy
    Download the StoneShot Events check-in app
    logo
    Download the StoneShot Events check-in app
    logo