Basic Guides - Start here! 🚀

Our written and video guides are here to help you get started with RocketLevel. To help you focus on the parts that will make the biggest immediate impact on your marketing, we've gathered links to the most important guides below!

Adding Contacts

Learn how to add an individual contact or a contact list to your RocketLevel account so that you can start sending emails and text messages.

• Adding a Contact: Written Guide | Video Guide
• Importing a Contact List: Written Guide | Video Guide
  • ⭐️ A one-time import is included in your onboarding package.

Contact Profile

Learn how to view, edit, and delete contact profiles, send an email to a contact, send a text message to a contact, and add a contact to a Marketing Journey (ex: requesting reviews).

• Navigating Contact Profiles: Written Guide | Video Guide
• Contact Profile Actions (sending emails and SMS): Written Guide | Video Guide

Creating Segments

Learn how to filter out your contacts into different segments.

• Custom Lists: Written Guide | Video Guide
  • ⭐️ A one-time custom list creation service is included in your onboarding package.
• Custom Fields and Field Groups: Written Guide
• Tags: Written Guide

Text Messaging

Learn how to use RocketLevel's text messaging features in one-on-one conversations, to contact an entire list of people, and to send a text messaging drip.

• Using Text Message Features: Written Guide | Video Guide
• Using RocketLevel's Mobile App for Texting: Written Guide