General FAQ
Every e-mail template has a "Header" and a "Footer" section. The "Header" is the section that contains your logo at the top of...
Thu, 17 Jan, 2019 at 3:29 PM
All Prospects Tab You can see the full list of prospects who have ever been through the system on the "All Prospects" tab from your dashboard...
Wed, 30 Jan, 2019 at 12:19 PM
Two-Factor Authentication If you have trouble linking your Microsoft Exchange/Outlook account to Harbor with your normal password, it may be because of...
Thu, 14 Mar, 2019 at 2:11 PM
Answer: Follow up and try to get them to schedule a meeting! When a prospect fills in the Financial Health Quiz, you'll get an e-mail with Subject: ...
Thu, 17 Jan, 2019 at 3:57 PM
Answer: The option to unsubscribe prospects, or delete them completely can be found on the user detail page. If you click on the user ID, you'll go...
Mon, 4 Mar, 2019 at 10:32 AM
Step 1. Access Campaign Summary Page On the dashboard, click "Edit Campaigns" to review all campaigns you have access to (direct link) ...
Wed, 30 Jan, 2019 at 1:45 PM
You may have received a message from DashFox that looks like this: Subject: **YOUR APPROVAL REQUIRED** - Resume Automated Campaigns Auto-Paused...
Thu, 30 Mar, 2023 at 10:53 PM
To remove a contact from any future campaigns, you have two options: Mark Inactive: This removes them from any campaigns, but lets you potentially re-...
Tue, 12 Feb, 2019 at 1:38 PM
Answer: Upload it, and Send the link Because templates get sent out lots of times, it's better to host a file online, and link to it, rather than at...
Wed, 13 Feb, 2019 at 12:52 PM
Answer: You can change your settings by editing the campaign for that lead source. By default, all messages from Harbor will require your approval befo...
Tue, 28 May, 2019 at 2:16 PM