📋 How-to Guides

Step-by-step instructions for specific tasks and common scenarios. These guides assume you’re familiar with Cast.app basics - if you’re new, start with our Getting Started guide.

🚀 Setup & Configuration

Getting your environment ready

• How to set up DNS for custom domains - Configure custom email domains
  🟡 Intermediate • 15-30 minutes
• Totango sync setup - Connect your Totango data
  🟡 Intermediate • 20-45 minutes
• Adding CSM images to contact lists - Personalize with team photos
  🟢 Beginner • 5-10 minutes

📊 Data & Integrations

Connecting your data sources

• Setting up Salesforce integration
• Configuring HubSpot sync
• Connecting Gainsight data
• Snowflake integration setup

🎨 Design & Customization

Making presentations look great

• Slide title toggle configuration - Show/hide slide titles
  🟢 Beginner • 2-5 minutes
• Custom branding setup - Apply your brand colors and logo
  🟢 Beginner • 10-15 minutes
• Avatar and voice configuration - Customize presentation avatars
  🟡 Intermediate • 15-20 minutes

📧 Campaigns & Delivery

Getting your content to customers

• Email template customization
• Scheduling automated campaigns
• Setting up in-app delivery

🔧 Troubleshooting

Common issues and solutions

• FAQ - Frequently Asked Questions
• Data validation issues
• Preview not showing updates

📞 Need More Help?

Can’t find what you’re looking for? We’re here to help:

• 📧 Email Support: support@cast.app
• 🗓️ Live Demo: Book a personalized walkthrough
• 📖 Documentation: Browse our full documentation