Database Management

Getting Started with the TRM Engine.

Watch this video from Laurent before moving forward!

Database Management Videos

Training Module Videos

Training Module Videos

  • 1️⃣ "Contacts Tab" Overview
  • 2️⃣ Filling Out Your TRM Database File
  • 3️⃣ Importing Your Database in the TRM Engine
  • 4️⃣ "Contact Profile Sheet" Deep Dive
  • 5️⃣ How to send emails & SMS to your list (or schedule them)
  • Extra: How to add tags / remove tags
  • Extra: How to create "Smart Lists"
  • Extra: How To Use & Understanding "Bulk Actions"
  • 8️⃣ Database Management Best Practices & How To Market To Your List

For quick access to a blank database file, click here, and make a copy of the file.

Builds & Templates

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