Guides

Everything you need to attract leads, nurture them, and turn them into customers. Scroll down for guides and help articles. Search the database to the right.

🆘 Get Help

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🔧 The Platform: How Your Tools Work

Step-by-step guides for everything in your CapBloom account.

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Contacts & Smartlists

• Contacts & Smartlists
• Lead Score & Lifetime Score </aside>

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Calendar & Booking

• Calendar Settings
• Integrating Google Calendar </aside>

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Email

• Deliverability Setup
• Troubleshooting
• Welcome Sequence
• Nurture Sequence
• Email Campaigns
• Send an Email Campaign
• Custom Values & Merge Fields
• UTM Parameters Explained
• Setting Up UTM Parameters </aside>

📘 Playbooks: How to Grow

Playbooks show you how to actually grow, tuned to the kind of business you run.

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Capital Raising Playbook

For syndicators, fund managers, and GPs turning investor leads into committed capital.

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Social & Content

• Social Planner
• LinkedIn Strategy
• LinkedIn Guide
• AI Prompt: LinkedIn Hooks
• AI Prompt: Full LinkedIn Post
• How to Build and Send a Newsletter to Your List </aside>

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Website & Pages

• Website
• Landing Pages/Funnels
• Form Settings
• How to Create a Lead Magnet (Part 1)
• How to Build a Lead Magnet Page (Part 2)
• Webinar Setup
• How to Embed a CapBloom Form on Your Website </aside>

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SMS & Compliance

• How SMS Works
• A2P 10DLC Registration </aside>

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Workflows & Automations

• Workflows & Automations

• Account & Access

• Billing & Payments

• Social Planner </aside>

• Site Pages

  Playbooks

  Social & Content

  How to Create a Lead Magnet That Attracts Qualified Investors (Part 1)

Submit a Ticket

Tools

Office Hours

How to Connect Fathom to CapBloom and Automate Off Your Call Recordings

Recurring Event Setup — Registration, Reminders, and the Monthly Reset

How to Embed a CapBloom Form on Your Website