Media Shield Orientation Sessions

Unlock Your Business Potential using Media Shield with In-Person Support and Expert Guidance.

Have an expert walk you through and teach you how to grow and scale your business, ensuring the use of Media Shield to its fullest. Building out your Media Shield account with you. Work more productively and efficiently with best practices and training for you and your team to help gain knowledge on the software and become a pro in no time.

Our 2 Sessions Will Cover:

Session #1

Basic - Staff and Admins

Dashboard

Feature Walkthrough

All in one inbox

Feature Walkthrough
Templates
Request payments

CRM

Feature Walkthrough
Contact cards
Assign tasks
Add notes
Fill out forms
Custom fields and custom folders
Advanced filter segmentation
Send mass SMS or Email

Calendars

Feature Walkthrough
Schedule a new appointment
Send your scheduling link
Workflows and automation

Settings

Business setup
Personal profile setup
Phone system
Custom fields (admins only)

Session #2

Advanced - Admins Only

Settings

Integrations
API Integrations
Custom Folders & Customer Fields
Email server

Automation

Workflows
Automation
Integrations
Campaigns
Triggers

Marketing

Social Planner
Email Marketing Templates

Calendars

Round Robin settings
Embedding Calendars

Phone Center

Buy numbers
Individual number settings

Sites

Websites
Funnels
Website Chat Widget
Forms & Surveys
Shared Media

Get Started

Launch Your Business to New Heights Today with Expert Guidance and Support!

Gain access to Media Shield customized strategies, training, and support, which can help them achieve their goals quickly and efficiently.

For Only