Video tutorials

Let us walk you through some of the important setup steps of Boma

Account Setup

Account Setup Tutorial

This tutorial will guide you through how to set up your new Boma account. In particular we’ll walk you through how to customise your brand theme, set your email template, sync your Xero HQ client list and connect to your social channels including Facebook, LinkedIn and Twitter

Account Setup

3rd Party Integrations Tutorial

This tutorial will guide you through the process of syncing your Xero HQ client list and connecting to your social channels including Facebook, LinkedIn and Twitter.

Contacts

Adding a New Contact Tutorial

In this short video Tutorial we'll guide you through the process of adding an individual contact to your Boma contacts list. We'll also show you how to add a Tag to the contact.

Contacts

Uploading Contacts via a CSV

This short tutorial guides you through the process of uploading contacts into your Boma account via a CSV file.

Content

Sending an Email Campaign Using the Xero Content Library Tutorial

In this short tutorial we guide you through the process of sending an email campaign using content from the Xero Content Library.