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Getting Started
Introduction to Penbox
Workspace Setup
Account Information
Branding
Domains & Emails Configuration
Invite your coworkers
PENBOX REQUESTS
Sending Requests
Processing Requests
Requests Statuses
PENBOX FORM STUDIO
Studio Basics
Automations
Triggers in Automations
Actions in Automations
API Action
Create a request as automation
Advanced Tools
Variables
Contact Settings
Script Mode
PenScript Operators
Penscript Logic
List & Loops
Objects
PENBOX LISTS & CAMPAIGNS
Introduction to Lists and Campaigns
How to Create a Campaign
How to Plan, Pause, or Reschedule Your Campaign
How to Create a Customer Data Update Campaign with BRIO
Step 1: Adapt the Form Options for Customer Data Update
Step 2: Extract Customer Data from BRIO
Step 3: Create and Schedule the Campaign in Penbox
Step 4: Import back your data in BRIO
INTEGRATIONS
Default Integrations
BRIO
BrokerCloud
Custom Integrations with CONNECT
Demo form: Customer data update form
Get your credentials
Create your first request
Complete the Penbox request
Importing data back
Download response as PDF
Download attachment
Archive request
List requests
Send a document for signature via Connect (API)
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Updated 6 days ago
