FAQ
Form Builder
Flows
- [VIDEO] Repeat/Loop through condition in Flows
- (New) Campaigns Interface
- Assigning Activities to Workgroups in Epic via Pathway Flows
- Coverage Advisor – Overview and Setup
- eDelivery filter setup
- Flow Chip options
Getting Started
- Staff Merge Tags
- How do clients Unsubscribe from Pathway
- Levels of access in Pathway
- How to Reuse an Existing Flow for a New Campaign
- Pink Slips (eSlips)
- Pathway + Feefo Integration
Dashboard
Contacts
- Billing & Contact Overview
- Contact Overview Screen in Pathway
- How to create a Segment (client list) in Pathway
- Using Subcontacts on EPIC
- Using Subcontacts on Acturis
- [VIDEO] - How to mass unsubscribe contacts
- Can I upload my own HTML email?
- Is the unsubscribe link automatically added?
- What are positive and negative responses?
- How to Update the Subject Line and Sender Information of an Email
- How to Update Email Content, Design, or Merge Tags in a Campaign Flow
- Why Do Emails Include a Web Version Link?
Sign Up Forms
Library
Dispatch
Settings & Billing
- Integrating Feefo with Pathway
- Managing Report Questions for Acturis Sync
- Match Vehicle and Coverage in PowerBroker to sync Coverages
- [VIDEO] How to add Insurer company details
- How to Edit Your Current Plan
- How to setup business codes on your account
Self service Kiosk
- Removing a User from Self-Service Kiosk
- Adding another User to Self-Service Kiosk
- [VIDEO] How to Install the Self-Service Kiosk Widget
- [VIDEO] How to add a Kiosk Block to the email template
- [VIDEO] How to add a direct link for Kiosk Progressive Web App (PWA)
- Self-Service Kiosk Installation guide
Videos
- [VIDEO] How to set up Coverage Advisor
- [VIDEO] How to save flow as a template
- [VIDEO] - Copy flow content
- [VIDEO] How to download list of Risky contacts
- [VIDEO] - Custom Contact Tags
- [VIDEO] - Renewal eDelivery in Flows