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  1. Gainfully
  2. General

General

Admin Guide

  • Send Invitation Email
  • Activity Reports
  • Segments
  • Email Templates
  • Endpoints
  • RSS Feeds
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Organization Management

  • Access agreement
  • User disclosures
  • Ensuring email deliverability
  • Compliance Approval and Denial of Content
  • Feature Management
  • Advertising review guide

User Help & FAQ

  • Merging Accounts
  • Using Single Sign-On (SSO)
  • Account Delegation for Support Staff
  • Account Delegation for Advisors
  • Sharing Content Via Client Email
  • Client Campaign Messages
See all 29 articles
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