tiny gear

Shape your account to better nurture your relationships.

Follow the videos in sequence, and your account will be set to best meet your goals.


Guidance from the pros, to set you up for success.

Walkthroughs developed by Contactually experts to properly set up your account.


Step by step tutorials to help you along the way.

You’ll find help on everything from basic to advanced features right here.

Learn how to…

create a bucket.

Buckets will help you organize and categorize your important relationships.
Watch the video.

createabucket round

bucket contacts.

The easiest ways to organize your contacts so you can start nurturing and growing your relationships.

Watch the video.
bucket contacts

understand the Dashboard.

The Dashboard is the powerhouse of Contactually, and where you’ll do most of your work.

Watch the video.
understandthe dash

send a follow-up.

Stay personal and relevant in order to nurture and grow your relationships.

Watch the video.
send a follow up

add an Email Template.

Pre-made content for any occasion. Email Templates make work easier and more personal.

Watch the video.
add an email template

send a Scalemail.

Bulk messaging with a personal touch. Send up to 50 messages at a time, and 300/day.

Watch the video.
send a scalemail

add a Program.

Automate your efforts with Programs. Build a systematized business process that’s custom fit for you.

Watch the video.
add a program

add a Pipeline.

Map and visualize business processes that are specific to you.

Watch the video.
add a pipeline badge

share an article.

An easy way to add high quality follow ups and become an influencer in your network.

Watch the video.

create introductions.

Become an influencer within your network by introducing your connections.

Watch the video.
Create intros badge


send a follow up

add a bucket to a program

add an email template

add a contact to a bucket

add a program

email tracking

add a pipeline from the library

share pipelines

You've gotten started with Contactually.

Still have questions? Head over to our support site for more information.