Help Center

How can we help?

Search articles, browse by category, or chat with our team — get the answers you need fast.

Guided tutorials

Pick a how-to, take 2 minutes.

Step-by-step walkthroughs with real Jtek screens — so you can click along and get it done.

4 steps · 2 min

How to send a mass text

Blast an SMS to a smart list with merge fields, delivery windows, and opt-out handling — without triggering carrier flags.

Start walkthrough

New campaign ×

Smart List · New Leads

Hey {{first_name}}, thanks for reaching out! Quick q — still looking for a quote this week?

Sending to 247 contacts Send

Create a pipeline

Build a landing page that converts

Drag-and-drop editor, form capture, A/B variants.

Connect Instagram

Import contacts from a CSV

Map columns, dedupe, and tag in one pass.

Build a smart list that updates itself

Filter by tag, source, lifecycle — save once, reuse forever.

Connect your calendar & take bookings

Sync Google or Outlook, set hours, share a booking link.

Browse by category

What do you need help with?

Click any category to jump to its articles below.

Getting Started

Setup guides and first steps to get up and running quickly.

Contacts & Smart Lists

Import, organize, tag, and manage your contacts with filters.

Pipelines & Opportunities

Build pipelines and track opportunities through your sales stages.

Conversations & Inbox

Navigate your inbox, reply to leads, and use message templates.

Automations & Workflows

Build automated workflows, set triggers, and nurture leads hands-free.

Email Marketing

Send campaigns, build templates, and improve deliverability.

Get a number, register A2P, send SMS campaigns, and track calls.

Calendars & Bookings

Create calendars, share booking links, and automate reminders.

Funnels & Landing Pages

Build funnels, use templates, and track conversion analytics.

Forms & Surveys

Create lead capture forms, embed them, and build surveys.

Reporting & Analytics

Understand your dashboard, run reports, and track lead attribution.

Account & Settings

Manage your account, users, permissions, and integrations.

All articles

Full article directory

Every help article organized by category.

🔍

No articles found

Try a different search term, or .

Getting Started 5 articles

Quick Setup Guide Setting Up Your Business Profile Downloading the Mobile App Adding Team Members Understanding Your Dashboard

Contacts & Smart Lists 5 articles

Importing Contacts via CSV Adding Contacts Manually Using Tags to Organize Creating Smart Lists & Filters Adding Notes & Tasks

Pipelines & Opportunities 4 articles

Creating Your First Pipeline Managing Opportunities Customizing Pipeline Stages Pipeline Reporting & Stats

Conversations & Inbox 4 articles

Navigating Your Inbox Replying to Leads SMS vs Email — When to Use Each Assigning Conversations to Team

Automations & Workflows 5 articles

Building Your First Workflow Understanding Workflow Triggers Workflow Actions Explained Automated Lead Nurture Sequences Using Workflow Templates

Email Marketing 4 articles

Setting Up Email Sending Creating Email Campaigns Building Email Templates Improving Email Deliverability

Phone & SMS 5 articles

Getting a Phone Number Completing A2P 10DLC Registration Sending SMS Campaigns Setting Up Missed Call Text Back Call Tracking & Recording

Calendars & Bookings 4 articles

Creating Your First Calendar Sharing Your Booking Link Calendar Automation & Reminders Managing Appointments

Funnels & Landing Pages 4 articles

Building Your First Funnel Using Funnel Templates Connecting a Custom Domain Funnel Analytics & Conversion Tracking

Forms & Surveys 3 articles

Creating a Lead Capture Form Embedding Forms on Your Website Building a Survey

Reporting & Analytics 4 articles

Understanding the Reporting Dashboard Contact & Lead Reports Appointment Reports Lead Source Attribution

Account & Settings 3 articles

Account & Business Settings Managing User Permissions Connecting Integrations