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Lead Pilot
The Basics
Account Set Up
- Connect Social Network Accounts
- Add CNAME Records to Network Solutions
- CNAME Record Help: Squarespace
- Authenticate Your Domain
- Verifying Email Addresses
- Creating Social Network Accounts
- Creating and Managing Users/Teams
- CNAME Record Help: IONOS
- Add Your Email Address to Lead Pilot
- CNAME Record Help: Wix
- Import Contacts to Lead Pilot
- (Optional) Adding an SPF/TXT Record
- Inviting users for seats
- Add CNAME Records to GoDaddy
- Editing Curated Campaigns
- Add CNAME Records
Share Content
- Header Tags
- Add Tweet Text
- Adding Links
- Share Content
- Edit the Twitter Preview Title, Image, and Description
- Add a Message with Your LinkedIn Post
- Single Column Mostly Text Newsletter
- Updating Content On Landing Page
- Curated Campaigns
- Schedule Posts | Twenty Over Ten - Help Center
- Create and Access Drafts
- Edit Emails
- Simple Newsletter Template
- Add a message to your Facebook post
- Add Posts to Your Website's Blog
- Title Tags
- Edit Your Facebook Post's Title, Image, and Description | Twenty Over Ten - Help Center
- Preview Content
- Edit the LinkedIn Preview Title, Image, and Description
- Send Emails to Specific Contact(s) on a List/Segment
- Deleting a Scheduled Post
- Preview My Email
- Select a Facebook Page to Post To
- Modular Email Template Without Borders
- Existing Editorial Content
- Modular Email Newsletter Template
- Creating and Managing Campaigns
- Customize the Look of Your Emails
- Image Tags
- Customize Your Email Footer Content
- Create Editorial Content
- Boxed-2-Column Email Template | Twenty Over Ten - Help Center
- Creating Plain Text Emails
- Downloading a PDF for Compliance
Manage Contacts
- Integrating with Redtail | Twenty Over Ten - Help Center
- Subscribe or Unsubscribe a Contact from Emails
- Integrating with Riskalyze
- Create & Edit Segments
- Exporting Contacts
- Integrating with Wealthbox
- Understanding the LEAD Score
- Edit an Existing Contact
- Sort Contacts
- Bulk Delete Contacts
- What are Profile Insights?
- View Contact History
- Manually Add a Contact
- View Contact Details
- Create & Edit Lists
Your Account
Analytics & Insights
Landing Pages
- Customize Your Landing Page's Subscribe Form | Twenty Over Ten - Help Center
- Preview Landing Pages
- Customize Your Landing Page's Featured Sidebar
- Adding a Scheduling Link
- FINRA BrokerCheck
- How to Gate Content Using the Subscribe Form
- Preview Landing Page Template
- Add a Default Logo to Landing Pages
- Content Block
- Customize Landing Page Style
- How do I turn off the subscribe form?
Compliance
Digital Marketing
FAQs
- Is this the same thing as Content Assist?
- How do I link back to my website in a landing page?
- Can I add my Facebook Pixel?
- What is actually being shared on my social networks?
- Do you have any advice on what images to use?
- What happens when landing page visitors fill out the subscribe form?
- Why do I need to include a physical address in my email template?
- Why hasn’t one of my contacts received my email?
- Can I access Lead Pilot from my Facebook, Twitter, or LinkedIn account?
- Do I need a Twenty Over Ten account to use Lead Pilot?
- Can I embed an eMoney video in a landing page?
- Who do I get in touch with if I have a question or problem?