RiTA

Getting Started

• Engaging your Team with RiTA

• Logging in to RiTA
• How does RiTA use my data?
• Your SPAM compliance obligations when using RiTA
• RiTA Tutorial Videos
• RiTA Training

Managing Your Account

• Account Administrators
• Agents

Action Templates

• SMS Action Templates
• Email Action Templates

• What are Action Templates?
• Creating new Action Templates
• How do I update the templates?
• Editing and managing Action Templates
• Merge Fields in Action Templates
• Why am I unable to access certain action templates?

Automations

• How do lead automations work in RiTA?
• Lead automation filters
• Troubleshooting common lead automation failures
• How do list automations work in RiTA?
• What can I access in list automation settings?
• Managing and reviewing list automations

Integrations

• External APIs
• CRM Integrations
• Lead Integrations

Managing Contacts

• RiTA's Filters
• Segments
• Segment Layering
• Enhanced Searching in RiTA
• What to do with data that an agent leaves behind
• Editing Contact Details in RiTA

Managing Call Lists

• Overview of call lists in RiTA
• Creating a custom call list in RiTA
• How do I find a call list from a previous day?
• How do I review a team member's call list?
• How do I skip contacts in my call lists?
• Troubleshooting call lists

Analytics & Reports

• Monitoring email campaign performance in RiTA
• Analytics Tour
• Activity Report
• Contact Analytics
• List Analytics
• Market Analytics Report

Troubleshooting common problems

• General RiTA Troubleshooting
• How do I fix the log in errors?
• Is RiTA displaying dates to you in the wrong format?
• Troubleshooting - Logging In