Knowledge Base
Text Snippets (Templates)
Easily streamline your email creation process by inserting pre-saved text snippets into any email editor—whether you’re building templates or launching campaigns. This feature boosts efficiency, ensur...
Updated 8/13/2026
SMS Templates (Snippets) - Overview
Now you can easily create and save templates, eliminating the need to repeatedly write the same emails or SMS. This feature allows you to maintain consistency in your marketing efforts. SMS TEMPLATES ...
Updated 8/13/2026
Trigger Links - Overview
Trigger links are a useful method to redirect a user to a specific page after they click on it within an SMS, Email, GMB, FB/IG DM's and WhatsApp. When a user clicks on the trigger link, the system wi...
Updated 8/13/2026
How to clone templates in template library?
More Tutorials From the Community https://youtu.be/gkUtOinHmQY https://youtu.be/7ut-r0lnWPM To ensure that you have symmetry in your branding and reduce the time to build a new channel, it is effectiv...
Updated 8/13/2026
Add Custom Templates to Template Library
The Template Library is a collection of libraries with templates for specific products (email, funnels, etc). Agency Admins can add custom templates to the library(s). More Tutorials From the Communit...
Updated 8/13/2026
Template Library Overview & Setup
The Template Library in RYB Platform is a collection of professionally designed templates for websites, funnels, social media posts, email campaigns, and even more areas! These templates come with hig...
Updated 8/13/2026
Add Pinterest Pins in Social Planner
What's New? We're thrilled to unveil a brand-new feature in Social Planner: the ability to connect multiple Pinterest accounts and create endless pins. How Does It Work? 1.Navigate to Marketing > Soci...
Updated 8/13/2026
Add Location Tagging to Social Post
We're thrilled to unveil the brand new feature of tagging of Location to post on social media. Add Location tagging for enhanced Engagement, Increased Visibility, Local SEO Boost and Targeted Marketin...
Updated 8/13/2026
@Mention or Tag Profile in Posts from Social Planner
TABLE OF CONTENTS Mentioning and Tagging Profiles in Posts from the Social Planner Key Benefits of Tagging and Mention Profiles Key Information How to Add a Mention or Tag to Posts Step 1: Navigate to...
Updated 8/13/2026
How to set up a Manual SMS action
Are you looking for ways to incorporate personalized communication into your automated workflows? Do you need to add a human touch to your SMS marketing campaigns? SMS marketing has become an essentia...
Updated 8/13/2026
How To Add a Manual Call Action to a Workflow
This article will show you how to add a Manual Call action to a workflow in RYB Platform. This action allows you to create call tasks automatically when a workflow trigger is met. This is perfect for ...
Updated 8/13/2026
Overview of Conversation Filters
In this article, you’ll learn how to enable filters, manage multiple conversations effectively, and use additional tools to streamline communication. TABLE OF CONTENTS What are Conversation Filters? K...
Updated 8/13/2026
View & Edit AI Response Info in Conversations
This article provides a comprehensive guide about how to view the components of AI-generated responses and edit knowledge base entries directly from the conversation view. This functionality increases...
Updated 8/13/2026
Unread VS Read - Must Manually Mark as Read
How to mark the Conversation as read: 1. Click Mark as Read 2. Reply to the conversation manually 3. Use workflow action to edit conversation 4. Toggle on Auto Mark as Read in the workflow settings do...
Updated 8/13/2026
How to Share and Manage Documents via Client Portal and CRM?
TABLE OF CONTENTS Overview Why it Matters? How To Share and Manage Documents? Related Resources Overview This guide explains how CRM users share documents with contacts and how contacts upload files b...
Updated 8/13/2026
Importing Contacts using a CSV file
This article shows you how to import contacts into RYB Platform using a CSV file. You’ll learn how to upload, map, and confirm your data, and optionally choose to import Opportunities alongside Contac...
Updated 8/13/2026
Associating Contacts using Custom Labels
Managing relationships between contacts is an important aspect of organizing customer data efficiently. RYB Platform CRM’s Contact Associations feature allows structured connections between contacts a...
Updated 8/13/2026
Contact and Opportunity Followers in RYB Platform
The ‘Followers’ feature for Contacts and Opportunities allows multiple users to follow and access the same record. This provides you the ability to add up to 10 users as followers who are able to view...
Updated 8/13/2026
Contact Types
This article explains how to set up and use Contact Types in RYB Platform to better segment and manage your contacts. Contact Types are dropdown fields that help define what kind of relationship you h...
Updated 8/13/2026
Importing Contacts and Opportunities via CSV
Importing contacts and opportunities in bulk using a CSV file is an essential feature in RYB Platform that helps streamline data entry and organization. You can map fields, create or update records, a...
Updated 8/13/2026