Tutorials
Learn Crossflow
Step-by-step guides to get the most out of every feature. New tutorials added regularly.
Getting Started
4 tutorials- Setting up your accountSoon
- Adding your first clientSoon
- Inviting your teamSoon
- Using the ARIA onboarding tourSoon
Client Management
4 tutorials- Navigating Client CentralSoon
- Setting up the brand status radarSoon
- The client activity timelineSoon
- Setting portal visibility for clientsSoon
Tasks & Projects
5 tutorials- Creating your first taskSoon
- Setting up your Kanban columnsSoon
- Assigning tasks to team membersSoon
- Using the Timeline viewSoon
- Logging time on tasksSoon
Social Media
4 tutorials- Creating and uploading a social media postSoon
- The client approval workflowSoon
- Reading the copy edit historySoon
- Pushing to your social schedulerSoon
Sales & Pipeline
3 tutorials- Setting up your sales pipelineSoon
- Creating a proposal from a dealSoon
- Tracking lead sourcesSoon
Invoicing
3 tutorials- Creating your first invoiceSoon
- Logging a paymentSoon
- Reading the invoice dashboardSoon
Communication
4 tutorials- Connecting Microsoft OutlookSoon
- Using the Unified InboxSoon
- Sending an SMS from a client cardSoon
- Setting up group chatSoon
Client Portal
4 tutorials- Understanding the client portalSoon
- Creating a portal requestSoon
- Sending a portal notificationSoon
- Using the Audit DiarySoon
Email Marketing
4 tutorials- Building your first email campaignSoon
- Using the template librarySoon
- Segmenting your audienceSoon
- Scheduling a campaignSoon
ARIA
3 tutorials- What is ARIA and what can it do?Soon
- Replaying the onboarding tourSoon
- Using the ARIA Command CentreSoon
Can't find what you're looking for?
ARIA can answer most how-to questions directly in the platform. Or contact us and we'll help.
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