EnrollTools Documentation

Account Setup

Complete your initial account configuration and preferences.

Initial Configuration User Preferences Team Management

First Steps

Essential tasks to get your system up and running quickly.

Create Your First Contact Import Existing Contacts Send Your First Campaign

Essential Training

Core concepts and compliance guidelines you need to know.

Compliance Guidelines Platform Overview Industry Best Practices

SMS Marketing

Create powerful text campaigns that get read and responded to.

Creating SMS Campaigns Message Templates SMS Automation

Email Marketing

Design and send professional email campaigns that convert.

Email Campaign Builder Email Templates Outlook Integration

VOIP & Calling

Make professional calls with recording and tracking capabilities.

VOIP Configuration Call Recording Call Analytics

Contact Organization

Organize and segment your contacts for targeted outreach.

Contact Groups Tagging System Advanced Filtering

Data Management

Import, export, and maintain clean contact databases.

Bulk Import/Export Custom Fields Data Cleanup Tools

Contact Profiles

Detailed contact management and interaction history.

Profile Management Activity Tracking Notes & Comments

Campaign Analytics

Track performance across all your marketing campaigns.

Campaign Performance Engagement Metrics Conversion Tracking

Business Intelligence

Advanced reporting and business insights.

Dashboard Overview Custom Reports Data Export Options

Compliance Reporting

Ensure compliance with detailed audit trails and reports.

Audit Trails Compliance Reports Opt-out Management