The Batch Delivery (Drip Mode) feature in Email Marketing is a strategic tool that allows you to send email campaigns in timed batches rather than to your entire audience simultaneously. This method helps manage a website or funnel traffic, preventing potential strain on your server. Before You Begin Ensure the following before diving into the batch...

One of the biggest obstacles to running an e-commerce store is that payment usually happens online, so it can get complicated if a customer wants to pay cash or maybe wants to do a bank transfer for a large order. However, since you are not selling from a brick-and-mortar location there is no register to take the money into. For those situations, yo...

When sending emails there might be times when you need more people than just the contact to receive the communications, there's when CC and BCC come in. CC (Carbon Copy) and BCC (Blind Carbon Copy) allow you to include additional recipients, when using the CC file everyone can see each other's email addresses if you want to keep the additional recip...

As an agency owner helping your customers is crucial. When a sub-account is restricted from sending messages a notification banner will replace the "You are now A2P 10DLC compliant" banner in the Phone Numbers section. This banner will display restriction statuses for accounts limited due to exceeding error rate and/or opt-out rate thresholds. Agenc...

Congratulations! You set up your E-commerce store and made your first sale give yourself a pat on the back. However, your journey is not over yet. Now it's time for you to send the client their product and fulfill the order. Since you will be making lots of sales, keeping track of them might become complicated but your CRM has your back. You can kee...

Product descriptions help customers make informed decisions, give extra transparency and security, and help you dispel common questions from the get-go. When creating an invoice or estimate for a product this important information may be the difference between a customer completing a purchase or abandoning your business because they feel confused or...

Your brand identity helps you make a lasting impression on prospective customers. We understand many pieces make that cohesive image, including fonts. Hosting your font files in the system helps prevent future headaches by keeping the online file easily accessible. To start, navigate to the Media Storage section and click Upload. Choose a supported ...

Google Sheets allows you to manage big loads of data efficiently, both online and offline, it keeps the editing and organizing process easy and is the favorite of many businesses small and large. However, manually moving your data from the CRM to your Sheets back and forth can be tedious and time-consuming, the more your database grows the more anno...

GoKollab is a platform where you can promote your communities to captivate new audiences and allow new people to discover you. Using it is quite simple as this is fully integrated into your CRM. To access it navigate to the GoKollab Marketplace tab inside the Memberships section. Get started by clicking Activate Now! Select the group(s) you want to ...

Documents and Contracts allow you to outline any terms and conditions to your customers, ensuring everyone is on the same page when completing a purchase. However, you don't want to overwhelm your customers with too many steps to acquire your services. You can prevent this from happening by collecting payment directly after a document has been signe...

The appearance tab within the email builder provides access to global-level settings that apply to all your emails by default. These include template settings, buttons, dividers, custom CSS, mobile formatting, and Links. Understanding these settings is essential for a consistent design across all your emails. Allowing you to create a professional-lo...

Instagram Reels are video content, similar to YouTube, that allow you to reach greater audiences. This enhances brand visibility and encourages viewers to interact with your page, brand, and, by default, products. You can seamlessly integrate your Instagram reels with the rest of your short-form video postings by using your Social Media Manager. How...

Social Media is a powerful tool to drive interest in your brand, it creates organic interaction and drives more customers to you. One way to increase your audience is by adding a location, this makes your post easier to find, gives you better insights into followers, likes, and comments, as well as drive a local audience closer to your business. To ...

The Social Planner is your one-stop shop for managing and posting to your social media accounts. It provides a comprehensive overview of your planned posts across all channels. Ensuring a well-organized and consistent social media presence for your brand. 📌Note: Access to the social planner depends on your user permissions. Settings To manage the so...

Tracking and checking the Call Status gives you insights into the success of your power dialler and manual calls. The call status is used in workflow triggers and automation, providing an interaction point with customers. So let's check how to view the Call Status. Inside the Conversations section open the contact's chat and click the three dots nex...

Subscription Management provides your business with a deeper insight into your customers' behavior, such as usage partners and renewal times, resulting in more consistent predictions for your revenue. It also enhances the customers' experience by allowing them to manage their subscriptions, invoices, and transactions while you get the space to offer...

Your Dashboard is the face of your account. It allows you to see where you're successful and where to improve. Adding branding and contrast makes it feel more personal and easier to understand, so let's check how to use and create Dashboard Themes to achieve this. Setting a Dashboard Theme Click the pencil icon in the top right corner of the Dashboa...

In the Calendars tab under Connections, you can manage integrations with Google, Outlook, iCloud, Calendly, Zoom, Microsoft Teams, and more. These connections streamline scheduling, sync external calendars, and help prevent double bookings. To get started, navigate to the calendar section, and click on Calendar Settings.  Click on the Connections ta...

Creating funnels and websites can be time-consuming and complex, but having someone build them for you is expensive, so what can you do? Prebuilt Section Templates might be just the solution you're looking for, they are completely customizable premade segments that you can add to your pages so the order and look of the elements is ready for you to e...

Chatting through WhatsApp allows you to communicate with your clients in real-time. It has a low response time since you can automate the messaging and a high visibility. One of the features that it offers is immediate insight into the message status. That Status can be used as a conditional inside your workflows, enabling you to create a fail-safe ...

Your Courses allow you to create learning opportunities for your clients, they offer extra value to your audience so why not leverage them into revenue for you and your business? That's where Offers come in, they allow you to assign a price to your products, whether individually or in bundles of multiple products.  Creating an Offer For new offers s...

Changing a business with an established phone number can be challenging since it’s integral to the brand, familiar to clients, and featured in promotional materials. However, a CRM-connected phone number offers significant advantages, such as tracking and logging calls with the Log External Call action. Connecting your phone system via a webhook all...

Maintaining consistent communication with your customers creates an environment of trust and helps you build a strong positive image that lasts long with every person interested in your business, with the help of Text Snippets you can easily keep the consistency up across the board by creating premade messages to quickly respond to your contacts. Th...

A great way to boost your sales is by keeping your customers inspired and wanting more. Grouping products helps you achieve that by showcasing several at once, this will create a cohesive idea in your client's mind, making up-selling easier than ever. Product Collections allows you to group similar products into the same category, this will help you...

Before submitting your A2P 10DLC registration you want to ensure that your business profile is completed to perfection, this will help you receive approval quickly, minimize the possibility of having to resubmit your application, and ensure you get to sending SMS messages to your contacts faster. So let's see how to set it up. For Registered Busines...

Calculations are a power tool; they give you an edge over the competition. They allow you to give estimates immediately, disqualify unfit candidates, and more. However, it can be time-consuming and complicated to deliver these results to your clients in real-time, and even worse, you may have to reconnect with a client who may have lost interest. Us...

Messaging through WhatsApp gives you an edge over the competition, especially with international customers, it allows you to chat with them in real-time like you would through Messenger but with more open options. One of the options it offers is creating Media Templates, which allow you to message new contacts or those who haven't been active within...

Web widgets allow you and your customers to add interest to your pages and make them more dynamic. Having the perfect piece to add to your website is incredibly value, and because we understand that need we want to walk you through how to sell, discover, and install widgets from the App Marketplace Selling Widgets If you are a developer, you can reg...

When you and your team are interacting with clients, a key element is keeping everyone updated. Activity Cards will aid you in ensuring everyone is aware of the major actions and events that have taken place, that way your team is notified of what's going on and you can edit and manage opportunities, appointments, contact preferences, and invoices, ...

Receiving payment can be the beginning of many steps to take with your clients, from fulfilling orders to upselling them, granting access to specific offers, and more.  After the payment is received you have to keep track of many things, which can get overwhelming fast. Good thing you have your CRM to help you, this trigger will help you automate th...

Instagram Stories are short content meant to quickly update and captivate viewers to redirect them to your profile. Posting them enhances brand visibility and promotes follower engagement. However, since they only last 24 hours stories are a numbers game. With the social media planner, you can organize and schedule yours, helping you keep relevant w...

Mobile devices are becoming increasingly popular for reading emails, so it's crucial to make sure your emails look great on smaller screens. In this guide, we'll show you how to edit your email template to ensure it's mobile-friendly using a drag-and-drop design editor. How To Make Templates Mobile Friendly? To start, navigate to the Email Templates...

The address element allows you to collect customer addresses as a customizable entry that results in a cohesive field in the contact details. Let's go over how to use it and the options it provides. To access the builder, navigate to the Forms/Survey tab inside the Sites section and create or edit a document. Click the plus sign icon to open the ele...

WhatsApp messages have different available statuses that give you a deeper insight into when and how your customers are interacting with them. Let's look into what these statuses are and how to view them. What Statuses are available? Total: These will show the number of WhatsApp messages triggered by the selected workflow action. Delivered: Monitor ...

Taxes are part of doing business, no matter the industry. They are one of the most important things in your finances. This is why efficiently managing them is crucial. One way to do it is by adding them directly to your products or invoices. This helps you stay organized, follow the rules, and make sure your finances are in order.  How to Manage Tax...

Reports allow you to provide concise and dynamic information about your company’s health. When handling your data inside the CRM you want an easy way to relay this information to your intended audience, so let's learn how to create reports within the Reporting section. To start click +New Report, this will open a pop-up to start the Report setup. Yo...

Your CRM search functionality is key in handing you the results you want. The fields contain all the relevant information about your contacts and opportunities. However, the standard may not suffice for your business. Maybe there's a field that your niche uses for searching but it's not common in the industry, or a unique identifier your company has...

It is important to connect your Facebook account with all of the permissions. If you are trying to connect your Facebook pages with GHL Connector, but some of the pages are missing from the list then you can follow the below guide: Navigate to Facebook Log in to your Facebook account, click the dropdown icon next to your profile picture, select Sett...

Account security is paramount in maintaining information private and systems functional, especially for HIPAA-compliant accounts. To make this security tighter you can enable automatic logout after a prolonged period of inactivity, to do so start by navigating to your Agency settings and accessing the Company tab.  Scroll down to the Enhanced Securi...

Managing your Community's Gamification ensures your members have a sense of purpose and encourages them to participate more in your groups. So let's check how to automate this process with the new trigger.  Getting Started Navigate to the Workflows tab inside the Automation section and create a new Workflow. Click +Add New Trigger and select Communi...

Content AI is a writing assistant driven by artificial intelligence, which aids in generating content more efficiently, effortlessly, and with superior quality. It can assist in creating content that aligns with specific tones and keywords, while also producing multiple variations. To create a new Social Media post using Content AI, click on the blu...

Documents and Contracts are the best way to keep the expectations and boundaries between you and your clients clear and accessible. Recurring products may have their terms and conditions, which is a great tool to streamline the process. Using this element, you can keep the invoicing and contractual process in one place, keeping the details organized...

Your Social Media helps you reach new audiences and grow your online presence. However, the biggest obstacle to maintaining relevance is being constant, which can get a little hard. Category Queues are one of the best tools your system offers you to capture the needed frequency.  Why Should I Use Category Queues? This passive tool breathes new life ...

This section allows you to customize your entire membership portal for your account. Before you go live with any of your portals you need to set up these three sections below in a way that is easier for visitors to find. To access the Settings open the drop-down menu for the Courses tab inside the Memberships section and select Settings. Site Detail...

The Contact Engagement score gives a numerical value to the level of activity of a contact, if they are interested in your business and responding to your campaigns the number goes higher, if they are not as active the number goes lower. With the Contact Engagement Score Trigger, you can easily separate your contacts based on that number, and market...

The Snippets section under the Marketing tab allows you to craft text messages and email templates, streamlining your team's ability to rapidly address common inquiries regarding your products or services. It is important to note that templates remain uniform across the entire CRM, and you can modify them in both Email Marketing and Conversations se...

Your phone number is more than a direct line to your company, it is a memorable part of your brand. It can help establish a stronger brand image and reassure your customers they are in good hands. In your CRM you can find the Phone Numbers section, dedicated to helping you acquire and manage phone numbers specifically for your business communication...

Effective management of your Business Profile is crucial for ensuring that your CRM environment operates smoothly and aligns with your business requirements. By understanding and utilizing these settings, you can tailor your CRM experience to better fit your operational needs and enhance overall functionality. By default, the Business Profile is the...

Creating new products within your CRM is a straightforward process that allows you to effectively manage and showcase your offerings. This guide will walk you through the essential steps, from entering product details and enhancing listings with images to configuring pricing and inventory options. Additionally, you will learn how to optimize your pr...

Spam calls, invalid numbers, and unknown callers can make your process less efficient and end up costing you resources that could be better elsewhere. The Number Intelligence is a bundle of functions that clarify details helping you avoid those issues altogether. To access it navigate to the Advanced Settings tab inside the Phone Number section of y...

The divider element is a great tool to add structure to your emails. They help you separate text, images, and buttons, making them stand out for maximum impact. Additionally, dividers can help distinguish and set Parameters for the different sections of your page which is immensely helpful for readers trying to collect information easily. Adding Div...

Despite the numerous benefits they bring, creating emails can often be tedious, time-consuming, and complex. Outsourcing this task can also incur significant costs. Therefore, we recommend utilizing your premade email templates to streamline the process and reduce expenses. Your Email Templates are completely customizable and easy to access inside y...

RSS, or Really Simple Syndication, is a powerful tool for business owners to deliver updates and blog content via email. Rather than inundating your user base with emails for every new blog post, RSS allows you to send periodic newsletters summarizing the content they might have missed. This guide will walk you through the process of creating and sc...

Having your business hours properly reflected in your calendar allows you to minimize confusion for your customers and maximize the accessibility of your appointments. However, your personal availability might be different. Maybe you offer different shifts to your team or need flexible scheduling. For those needs, you have the Availability tab insid...

Recurring timers are great tools to manage promoting events, sales, or activities that happen regularly. This timer type resets after each cycle providing ongoing reminders. Creating a Recurring Timer Navigate to the Countdown Timers tab inside the marketing section and click the + New button. Select a Design Template of your liking then click Conti...

Having someone answer calls for you is nice at any level. With the Voice AI Agent, you can move your human resources away from calls while still reaping the benefits of having a responder. So, let's check how to set it up. Navigate to the Voice AI Agents section inside your account settings and click + Create Agent. Agent Details Enter your Agent an...

The Dashboard is the first thing all users see when logging in to their account, it serves as an overview of your account and how things are going inside of it. Unfortunately, this also means you might run into having sensitive information displayed, or confused team members that don't understand certain additions. If you are a team manager/account ...

Effortlessly manage your Instagram Business Profile by connecting it to your Facebook account. This seamless integration allows for streamlined posting and provides LeadConnector with the necessary permissions, as required by Facebook. Before You Begin: Instagram Business Profile: Confirm that your Instagram profile is set up as a Business profile. ...

The Memberships section is the place to handle all learning and community-related things. This section houses Courses, Communities, and Certificates, by opening this section you'll be directed to the Dashboard for your Courses. Courses Courses allow you to offer learning opportunities to your audience, allowing you to create full lesson plans with a...

Organizing your day based on appointments helps you be more efficient, when it comes to making changes or reviewing the details of an appointment one way you can go about it is by checking them directly from the contact. There are two main ways to it, so let's give it a check, Inside the Contacts Section You can check a contact's appointment by navi...

The Auto-Complete Address element integrates Google Places API for address suggestions and details, providing a quick and easy way to add contact addresses. However, like with all APIs there are added costs related to this feature so let's check how to enable, rebill, and use it! How To Enable Auto-Complete Address Navigate to your settings and sele...

Scheduling Posts from the Social Planner helps you keep an active presence on social media. However, managing many accounts at once also means when you make a mistake several posts will contain it. For those still unpublished, you can follow these steps to remove it. Start by navigating to the Social Planner tab inside the Marketing section. Check t...

A2P (Application-to-Person) is a body that brings together all US carriers to form a centralized repository where businesses who want to send text messages must register. The A2P 10DLC prevents clients from receiving spam and unwanted messages. A2P (Application-to-Person): refers to the system by which an application sends messages directly to your ...

The Conversation AI helps you respond to customers and provides suggestions for handling the conversation. Controlling and easily monitoring those conversations is key to ensuring customer satisfaction since every person has a different set of needs, to manage an individual contact's experience you can enable or disable the Conversation Bot inside t...

Your communities are a hotspot for activity among like-minded individuals, you can leverage them to create brand advocates or maximize audience engagement with your products. However, there might be some pieces of information that you want to share with smaller parts of your communities. With Private Channels you can keep content private within your...

Your CRM is capable of providing multiple scheduling types to serve different purposes. Let's cover them one by one. Personal Calendar Personal Calendars allow you to organize your day while maintaining meetings closed and familiar, improving communication and trust overall. This is a simple calendar design for one-on-one meetings, virtual or in-per...

Creating a course is no small task since you're offering your clients a learning opportunity, keeping track of their progress helps you engage your clients better. This way you can ensure they complete the provided material and leave with a positive experience, priming them for upsells. Another aspect to consider is the ROI these courses are offerin...

Managing your agency wallet is key to limiting unexpected charges. This feature provides timely alerts when sub-accounts exceed predefined wallet usage limits, notifying you via email on the same day the sub-account exceeds the threshold. Why Use This Tool? This offers extra control over spending, with custom notification thresholds for wallet usage...

To compose and send messages within a client conversation, utilize the message box situated at the bottom of the page. Effortlessly transition between different communication channels during a conversation by selecting the desired channel icon positioned above the message box. This seamless functionality allows for smooth and efficient engagement wi...

Messaging Limits set boundaries on the amount of messages any sub-account can send out on a date, managing these limits allows you to help clients avoid unexpected costs and better manage their usage to avoid being marked as spam. What Is This Tool For? By default, this limit is capped at 5000 SMS per day after 8 days of using the platform. However,...

For a media content marketing campaign, knowing exactly what kind of image and video format to post, and how often is absolutely important. Here are the best sizes for sharing content on social media: For Images   Format Maximum File Size Aspect Ratio No. of Images MultiMedia Facebook Pages and Group PNG JPG GIF 10MB Recommended - need to keep the W...

There's a lot your workflows can do for you, from automating responses to handling payments to making sure your team is reminded of what to do next. However, the list of actions, even when always growing, can be a bit limiting. Have you ever wanted to do more with your workflows than what is set up already? With Custom Code Action you can! Adding Cu...

A crucial part of growing your business is improving and growing. Inevitably this means that you'll encounter changes in how you run things, including your recurring invoices. Modifying your invoices as needed ensures that your billing remains accurate and aligned with your current operations without restarting your invoice completely. Editing the r...

Data comes in many forms, sometimes in numbers, sometimes in checkboxes that your customers selected, and sometimes that data is weirdly formatted text. Luckily you have an awesome tool at your disposal.  The “Text Formatter” Action lets you grab text from any field and change it to match your needs. There are a few options to cover, so let's start ...

Do you wish you could have an assistant who could handle your appointment setting but lack the budget? With the "AI Appointment Booking Bot" that's not a problem! This action hands the contacts over to an AI Bot, the bot will chat with the user and try to book the appointment on the selected calendar. Sounds interesting? Let's learn how to set it up...

Limiting pain points in your booking process goes a long way in growing your business. Allowing customers to discover and book services without leaving the Google search results page does that. With Google Organic Booking, clients can schedule appointments directly from Google through a business's Google My Business (GMB) profile, enhancing the conv...

Live Chat is a dynamic real-time communication tool that empowers website visitors to establish direct and instant communication with users through a feature-rich web chat. This two-way communication system bridges the gap between users and their audience while amplifying the potential for meaningful engagements. With Live Chat, immediate assistance...

If you're running affiliate campaigns you might want to consider setting sub-affiliates. Sub-affiliates allow you to get the most out of your affiliate marketing by having your affiliate network grow your audience even more. You can enable this option from the get-go or if you have an active affiliate campaign you can add it at any point. To start g...

This easy-to-use feature allows you to add images with just a few clicks, making them more visually appealing and engaging. The result will be professional-looking emails that captivate audiences and take minutes to create. To do this, drag and drop the Image element from the left sidebar into the body of your email template.   Editing Image Setting...

Countdown Timers are a visual tool that helps you create interest and motivate customers. Since they are such a visual element, you want to ensure they match the look and feel of all your content. Or, maybe your project's timeline has changed and you need the timer to reflect that. If that happens, you can edit your existing countdown timers to fit ...

Posting to YouTube frequently and consistently is the most important thing when trying to grow and maintain an audience. The algorithm benefits channels that keep an active presence and thanks to the help of your Social Planner you can organize your content and boost your brand's presence.  Make sure you have connected your YouTube channel before pr...

In the Conversations tab, we have a few handy tools to help you organize and handle your messages more effectively. These tools include Conversation Filters and Bulk Actions. This article will explain how to use them. Using Bulk Actions You can perform actions on multiple conversations at once. However, keep in mind that you can only apply these act...

Chatting through WhatsApp allows you to communicate with your clients in real-time, it has a low response time since you can automate the messaging and a high visibility. Think of WhatsApp as a hybrid between chatting through SMS and Facebook Messenger. One of the advantages that it has is that you can send Bulk WhatsApp Messages to your contacts in...

Personal calendars allow you to organize your day while maintaining closed and familiar meetings, improving communication and trust overall. At the same time, this aims to simplify single-user experiences and cater to your specific needs. To set yours navigate to the Calendar Settings tab inside the Calendars section. Click Create Calendar then sele...

Your “Membership Products” is the place to create and manage any educational content you offer your audience. In the "Membership Product" section, you can edit their details and structure to ensure you have the products you love and your audience deserves. Filter by Search You can search for the name of a product If you want to access it quickly amo...

Invoices and receipts are the best way of ensuring your finances are clear and the clients know exactly what they paid for, minimizing complaints and increasing customer satisfaction. When doing a Sale from your POS you have a few ways to use those tools to your advantage, so let's give them a look. Click the Invoice option within the hamburger menu...

Communities are a hotspot for you to interact with your audience. They help you connect with your client base and leverage their interest into brand loyalty.  Of course, you'll want those communities to feel like an extension of your image too. With this handy tutorial, you can customize everything from the sidebar to your buttons to the color of yo...

Whether you are starting your business, you began taking appointments or you are simply having a slow month there will be times in which your calendar is mostly empty, that is a normal part of business. However, since we are dealing with humans showing an empty calendar to your clients might create some distrust, they might wonder why no one is sche...

Are you ready to start creating new calendars? By visiting the calendars tab in your CRM, you can create and manage different types of calendars based on your needs. These calendars allow you to create booking calendars for appointments, classes, and more! To get started, access your Calendar Settings inside your Calendars section. Locate the Create...

The Products tab in the Payments section of your CRM allows you to manage all your product listings, whether you are uploading them via CSV, importing them from Stripe, or creating new products from scratch. This feature provides an easy way to handle your offerings and ease the purchasing process for your clients while maintaining an organized view...

WhatsApp allows you to communicate with your clients in real-time, the way it works is a mix between SMS and Facebook Messenger. It has high feedback and visibility, a low response time, and interactive messaging. You can keep track of these interactions in your Conversations section inside the system. You can write your WhatsApp messages as you wou...

When navigating your system's calendar you will note that blocks of different colors can be found inside your daily spread, these will be the Appointments you have on a certain day. As we viewed in the “Calendars Overview” article they allow you to monitor and visualize the daily schedule you or your teammates have coming up. When viewing appointmen...

Making limited offers promotes desire and increases sales. Visual queues are highly effective at communicating information and captivating audiences. Mix them and you get a powerful tool to promote sales and increase conversions! Fixed Timers are the perfect tool to promote a feeling of exclusivity and need in customers and push them to complete the...

The Review Received Trigger will help you fully automate your review management, from filtering to responding, leading to more customer interactions and heightened efficiency. So let's check how to use it!  Create a new workflow inside the Automation section by selecting + Start from scratch. Click + Add New Trigger and select New Review Received. C...

When reaching out to your customers maintaining a personal touch helps build trust and grow brand loyalty, or you might need to add a link to track the contact's activity. However, this leaves room for making mistakes. Custom Values & Trigger Links allow you to add these details to your messages without spelling issues. Adding Custom Values Cust...

A Contact Engagement Score is a valuable tool for organizations to gauge the level of interaction and interest that a contact or lead has with their business. It is used to prioritize communication efforts, lead nurturing, and sales prospecting. Here's a breakdown of the components and purpose of a Contact Engagement Score: Manage Scoring Draft/Publ...

Each of your calendars has its own set of rules and parameters, starting with the type of appointment it is those differences result in meetings that might not be the same length or frequency. When creating or editing a calendar you can modify the days, times, and frequency inside the Availability tab, so let's check how it works! To access them go ...

Quickly manage your chats with ease by utilizing the Quick Filters button. This button is located to the right of the search bar and looks like a funnel. When you click on it you will see a variety of filter types relating to the contact's owner and latest message channel. This is especially helpful for sorting through a high volume of messages comi...

A Service Calendar allows you to streamline the scheduling process, allowing you to offer and manage various services, categorize them, and present them to customers through a single scheduling link referred to as the Service Menu. This way you can handle service-based offerings directly from your CRM, including Google Business bookings. Setting it ...

Wait is a unique type of workflow action designed to pause the contact at a specific step in the workflow until a desired condition is met. This useful tool is handy when waiting for a certain time, contact reply, or event that needs to be completed before moving the contact forward in the workflow. To insert this action between workflow steps, clic...

Rooms & Equipment are essential for Service calendars, they allow you to account for spaces and tools needed to complete an appointment. To help you better control them and avoid double bookings you can create and manage them inside your CRM and connect them directly to the booking calendars whose service requires the room and equipment. So, let...

QR Codes are versatile tools that allow you to bridge the gap between the physical and digital worlds. They are convenient for users since you can easily include them in emails, SMS messages, flyers, and the like, and they are accessible for customers since they are easily scanned with a phone or tablet camera.  How to Create a QR Code Navigate to t...

Social Planner has introduced a game-changing feature that allows you to schedule posts effortlessly using RSS (Really Simple Syndication) URLs. This powerful tool enables you to automate your content sharing, saving time and ensuring your feeds stay up-to-date. How to Find RSS Feeds? While RSS feeds may not be as prominently displayed as before, th...

Attachments make your communications more dynamic, they aid you in effectively conveying the information to customers. However, you might feel overwhelmed or confused when adding them because of SMS and email limitations. Our system aims to make this process straightforward by providing easy attachments. Adding an Attachment To add an attachment to ...

Upon opening a conversation, you can locate the contact details on the right-hand side of the page. All relevant information will be in that section, separated into a few tabs for your convenience. Let's give them a check and learn how to use them! Contact This section displays essential information such as the contact name, phone number, and email ...

One of the best ways to handle charging for subscriptions or repeatedly bought products is by sending a Recurring Invoice, they allow you to keep track of client payments and even automate the process.  Usually on the first purchase of this kind of product you may want to charge a bit extra whether it be as insurance, to cover extra costs, or to ope...

In the dynamic realm of social media, hashtags play a pivotal role in enhancing content visibility and expanding your audience reach. A well-crafted hashtag strategy can significantly boost engagement and categorize your content effectively. The Social Planner, equipped with robust features, allows you to take your hashtag game to the next level by ...

Collecting and recording payments is an equally important and exciting part of doing business, sometimes you will find yourself on the road and a customer wants to do business with you, or an old associate that wants to pay their dues. With the help of your Mobile App, you can do so for any invoice you may have. 📌Note: Depending on your permission l...

Points are key in your community gamification since they make members move up in rankings and gain levels in the leaderboard. By default, members will receive these points when their posts receive likes or responses, helping you promote interaction. But, to reward members for activities outside the community you can use the Grant Community Group Lea...

Certificates are one of the most important parts of courses, and there are plenty of ways to deliver them; one is by automating the sending process with workflows. Using workflows, you can seamlessly issue certificates when tasks are completed or products are finalized. To begin, click on the “+” icon in your workflow builder. From there, search and...

The Social Planner is an awesome tool to keep an active and relevant social media presence. With it, you can link your social media accounts and schedule posts directly from the CRM. We recommend checking the articles for each social media platform for specific details. However, let's check the general procedures for connecting your accounts! First ...

Your POS allows you to complete transactions with your clients right then and there, to complete the sale you need to have an accurate calculation of how much is owed by the customer including taxes and discounts you may offer. All charges must be included if they will pay for the products at that moment, which is why we'll teach you how to do it. A...

An e-commerce store brings your products directly to your customers, providing the convenience of online shopping without the expenses of a physical storefront. With your CRM, managing these stores is simple and efficient. The Stores tab is your central hub for creating, organizing, and maintaining online stores tailored to showcase your products. T...

The learning tab allows you one more point of contact with your communities, this added connection can turn a regular group lurker into a proactive brand advocate. Your Courses allow you to create learning opportunities for your clients, they offer extra value to your audience, and, with paid offers, they even allow you to leverage your audience's a...

Automated payments in recurring templates ensure timely invoice settlement without waiting for customer action. This feature automatically deducts the invoice amount from the customer's credit card on the due date. Enabling Auto Payment You can enable this option for both new and old invoices. To do so, start by going to the Recurring Invoices secti...

Your Funnels and Websites are the virtual face of your business, they are a source of exposition so your brand can grow and gain more customers. However, even though you want your website to look good and cohesive you may not have the expertise or time to edit every detail to perfection, that's where prebuilt elements come in. Prebuilt Elements save...

Different platforms have unique audiences, content formats, limitations, and engagement strategies. However, a single post may be a base for building the perfect posts for each platform. Ensuring they resonate with the specific demographics, behaviors, and preferences of users on each platform.  So let's see how to do it! Creating a Post Navigate to...

When a meeting is scheduled with you, it will reflect on the CRM calendar. One way you can easily monitor them is by accessing the Appointments tab inside the Calendars section. Here, you will see a list of all the appointments booked through the CRM, whether a customer or a team member books them. You can change the status of appointments and creat...

When reducing an element's height, width, or padding you might do so to such an extent it's no longer visible. Making you unable to select or edit that element. For such scenarios, we have a feature to view the complete element tree of your template. Manage Template You will see a burger menu at the top left corner of the email builder. Once you cli...

Within the Email Builder, the RSS Elements feature facilitates sending emails automatically with dynamically added content whenever a new Real Simple Syndication item is published. This functionality streamlines the sharing process for updated information with subscribers, ensuring they receive timely and relevant content without manual intervention...

Having the ability to load snapshots with an ad campaign or multiple ad campaigns included allows for a seamless setup process across different accounts. You can create and save pre-configured ad campaigns in one account and easily replicate them across new or existing locations. This will simplify the onboarding process and guarantee a consistent u...

Having a business Phone Number allows you to efficiently communicate with customers, and your CRM Number not only creates that bridge but allows you to personalize it to your particular needs further ensuring customer satisfaction.  How to Configure It? To start head over to your Settings and open the Phone Numbers section, this should open the Mana...

    With the URL redirects tool, you can redirect traffic from any URL on a hosted domain to any other URL. If you're looking to reroute your web traffic from one URL to another within a hosted domain, our URL redirects tool is the perfect solution! This user-friendly and efficient tool simplifies the process of redirecting visitors, ensuring a seam...

Utilizing the Text element feature, you can incorporate a text heading and description into your email. This is the designated area where you can input all the written content intended for your target audience. By effectively leveraging this feature, you can create engaging and informative emails that resonate with your recipients and convey your me...

Managing and creating Subscriptions & Invoices for your customers increases clarity and transparency in your financial records. You can conveniently take control of this process by accessing it through the information tab in Contact Details. Subscription Management Select “Create Subscription” from the Action dropdown menu to create or schedule ...

Organizing your template library is essential. It keeps things simple for users, improves efficiency, and allows you to prioritize what matters most to your specific service, by creating and managing Categories, Types, and Tags you create a personalized experience for your agency and give users a more intuitive experience that reflects the industry ...

Making your email marketing pop is essential to achieving brand recognition and growing customer acquisition. With layout elements, you can change the distribution of your email elements to make the information look good and easy to read. So, let's dive into editing layout settings. Layout Elements The Layout elements allow you to define how the con...

Legitimate businesses making voice calls may encounter their outbound calls being labeled as 'Scam Likely,' 'Spam,' 'Fraud Risk,' 'Robo Call,' or similar designations, depending on the recipient's app, device, or network. These labels can be frustrating, potentially resulting in unanswered calls or even call blockages. It's important to note that th...

Humans are, by nature, social animals, we love interacting with others and feeling like we belong. Communities allow you to create an online space for you and your audience to create bonds, develop loyalty and brand awareness, and promote a sense of belonging. How Communities Benefit You Communities have many benefits including: They allow you to tu...

One of the most important aspects of having affiliates is tracking the leads they bring in for you. In cases where the leads they generate may not convert into sales, you can utilize Forms, Surveys, or Calendars as alternative sources to track these leads. Begin by creating a new Affiliate campaign. Your first step will be to select your preferred s...

Hiding email elements for mobile and desktop view is crucial in optimizing your emails for mobile devices. Here's a step-by-step guide on how to do it: Start by creating a new email template or opening an existing email campaign that you want to optimize for mobile and desktop views. Once you access the Email Editor locate the element within your em...

One of the most tedious tasks in running a business is reminding your customers to pay you, it takes time and energy away from you that could be better spent. What if you didn't have to do it every time? With Reminders for Invoices, you can set them up once and forget about it. Your clients will receive an email/SMS from you every few days so they r...

On the far right side of any contact section, you'll find additional information about the contact in the contact information panel. This information is designed to give you more control over each contact in your system and allows you to perform different actions for each contact.   The contact information panel includes six tabs - Activity, Task, N...

Are you looking for an easy way to include your account information? The footer element contains all the needed details, keeping your emails compliant and providing an easy way for contacts to reach back. Adding Footer Element All you have to do is drag and drop it onto the page – it's that simple! Once added, the footer will automatically populate ...

When you're ready to publish new content, all you have to do is click the blue "New Post" button in the top right corner of your page. Alternatively, there's also a "New Post" link at the bottom of your posts list.  Then you can click on “Create New Post” in this next step. New Social Post Select the social media accounts or groups you want to share...

With the Social Planner users can keep a more active presence on social media, one of the tools that will help is the Recurring Post scheduling. This feature allows you to schedule posts at your desired frequency, whether daily, monthly, or yearly, and customize specific days, date ranges, and post times according to your preferences.  How to Use Th...

A statistically proven way to increase the conversion rate of your emails is by including a Call-to-Action (CTA). The button element encourages your audience to take action, whether it's to visit your website, download a resource, or make a purchase.  Adding A Button Element Drag the button element from the menu on the left side. Once placed the ele...

Efficiently managing your expanding social media presence demands a systematic approach to posting across diverse platforms. The Bulk Scheduling feature on Social Planner empowers you to streamline this process, sparing you from the laborious task of manual, post-by-post handling. To harness the full potential of this capability, it's essential to a...

Your A2P registration is an essential tool in getting and maintaining your customers' trust for calls since it helps you avoid showing up as Spam Likely or a robot caller, it is also a legal requirement for anyone looking to do marketing via SMS messaging in the United States so let's take a look on how to submit it. Step-by-Step Guide. Requirements...

Call Recordings aid you and your business in ensuring clarity and customer satisfaction, this powerful tool is available to you inside of your CRM, so let's explore how to use it and where to find the recordings. Enabling Call Recording. To enable Call Recording head to the Phone Number section under your settings, click the three dots next to your ...

The first thing you see when you log into your account is the Dashboard, though its main use is to provide you with a quick overview of how everything is going, it can feel impersonal or even boring. However, you can images to make it more dynamic and eye-catching.  By adding extra branding to your dashboard, hiding easter eggs for your team, or pro...

Maintaining open communications with your customers is key to ensuring their satisfaction. However, there will be times when your work hours don't align with your customer's time, or a message is needed but not urgent. For those occasions, one of the options you have at your disposal is Scheduling messages. To use this feature head to the Conversati...

Effectively analyzing the activity of your trigger links is essential to understanding their performance and optimizing their impact. While automation takes over once a link is triggered, gaining an understanding of its success requires tracking and interpreting key data points, such as clicks and activity metrics. By closely examining these insight...

Your Saas Plan Add-Ons are additional services you can offer to customers to make your offer more enticing. Once a sale happens for the SaaS plan, an event is sent to the reselling service communicating the details of the SaaS sub-account, along with the configurations. To select Add-Ons to offer, navigate to the SaaS Configurator section and create...

When gamifying your communities, being able to identify the progress of each user is key. Here's where Badges come in, this visual distinction aids you in managing the members and motivates them to interact more and achieve higher status. To access the detailed breakdown of your level progression (1) and the level distribution across all group membe...

The App Marketplace offers a variety of solutions for your business needs, such as external API integrations and workflow solutions. This tool provides a catalog of the available apps directly inside your workflow builder. To access it, add a Trigger or Action. This will give you the option to switch to the Discover tab. When searching from the glob...

Facebook Reels are short-form videos that can be up to 90 seconds long. Similar to TikTok and Instagram Reels, they allow you to reach a wider audience since they are shown to people outside of your followers. This enhances brand visibility and encourages viewers to interact with your page, brand, and, by default, products. You can seamlessly integr...

When creating a calendar you have a few types to choose from, one of them will be the Round Robin. This kind of calendar allows you to add as many team members as needed and rotate between them, based on priority or availability, ensuring all team members that take these appointments get booked and available hours don't go unnoticed.  Navigate to th...

Creating email templates and campaigns offers many options. You can choose from existing emails, customize templates, or even craft your own from scratch, which can be overwhelming. If you find editing email content confusing, don't worry; we'll show you how easy it can be! Add Layout To create an email template, or organize the structure of an exis...

A big part of running a business is collecting payments, and two common ways to do so are by sending invoices and providing estimates. Invoices help you collect payments from clients after a sale or service, while estimates give clients an idea of the expected costs before committing. You might be used to the standard approach for creating invoices ...

When fulfilling orders, you want to ensure client satisfaction, and one of the most common pitfalls is missing items during the packaging step. By creating the Shipping Labels and Packing Slips directly from the order, you aid yourself in this process by ensuring everything is properly listed, allowing you to fulfill orders easily and accurately. Ho...

The Code element is an excellent choice for those with technical expertise who wish to personalize their email templates beyond the standard options. To use this feature, create or edit an email to access the template/campaign builder. Drag the Code Element from the menu to add it to your build. Click on the element to open the HTML editor in the le...

In the dynamic world of team collaboration, Collective Bookings emerge as a game-changer, offering a sophisticated way to schedule meetings involving multiple team members seamlessly. This feature integrates individual team members' availability into a shared calendar by synchronizing the schedules of different team members, providing a unified time...

The Reputation tab is where you manage your reviews improving your relationship with your contacts, and the Review settings allow you to personalize and brand the review requests messages and automated responses. 📌NOTE: Depending on your user permissions, you may not have access to all of the components. Review AI This allows you to control the Revi...

You may already know the benefits of having a Chat Widget, it allows you to connect with your customers easily, reduce the churn they might feel in your website, and get you more leads. So let us help you in your journey of creating one that fits your brand and satisfies your specific needs. Creating a New Chat Widget Inside the Chat Widget tab with...

The Chat Widget lets you instantly capture visitors from your website and transform them into leads inside the system. If you are here that probably means you've already created a Chat Widget and are ready to use it. However, your Chat Widget has to be connected to a website to be functional. So who do you connect it? The answer will depend on where...

Creating the perfect Funnel or Website to fit your brand image with eye-catching pages consistent across all devices requires precision, however, the result is worth it as it motivates customers to engage and explore its content, increasing the time they spend on your pages and helping you convert more leads into sales. Follow these easy steps to ta...

Audit Logs provide a record of all activities within the system, they are instrumental in tracking the source of changes, ensuring data integrity, and making troubleshooting easy. For the Calendars, they also help you view extra information about the appointments or changes to them. This helps keep accountability across team members and saves any mi...

Whether it be a burnout list, spam contacts, or people who've opted out there will come a time when you need to delete a few contacts from your system. If you need to delete contacts, one or many, this article is for you. Deleting Contact(s) To delete the contacts to the Smart Lists tab inside the Contacts section. Select the contacts by clicking th...

Handling taxes is an unavoidable part of having a business since you want your business to be compliant with the law and have your finances in order. Being accurate and efficient with your taxes benefits all aspects of your business, so to make this process easier you can handle it directly on your CRM. Tax Settings allows you to add, manage, and ap...

The GMB Chat widget allows you to connect with your clients instantly, it’s the face of your business for anyone who finds you as a Google Business Page, so why not put an actual face to it? With this tutorial, we’ll take you through adding a Profile Picture to your GMB Chat widget directly inside of your CRM. How to Change the Picture? Go to the In...

Posting to LinkedIn allows you to connect with a business-minded audience. Thanks to the help of your Social Planner you can organize your content and boost your brand's presence. You can create posts from scratch or upload ones you have created to be posted for you by utilizing this awesome tool. For New Posts To create a post from scratch start by...

This guide will walk you through automating affiliate commission payments using PayPal. Before proceeding, ensure your PayPal account is connected. You can verify this by navigating to the Payments tab and selecting Integrations. If your account is connected, you'll see the option to Manage it. If not, please connect your account first. For assistan...

Whether you are starting your website or have a good library already Blog posts can lend you a hand in building interest in your business and creating a hotspot for engagement. These pieces of content let you grow confidence in your business and a point of reliability and comprehension between you and your potential clients. So, let's look at the Bl...

Gauging the effectiveness of your WhatsApp Templates is key to optimizing your communication strategies. These insights will give you a comprehensive view of their strengths and weaknesses to minimize your expenses and ensure customer retention. So, let's get right into it. How to view WhatsApp Template Insights Start by navigating to the Templates ...

Private groups are specialized, restricted-access communities designed for confidential discussions and collaboration. An integral part of community management, private groups offer a range of functionalities. Owners and admins can create and manage these groups, converting regular groups to private ones. How to Set Group Privacy in Communities? Joi...

Communities promote interaction and engagement with an already interested audience. The best way to keep them dynamic is by regularly posting to them, which you can do from the comfort of the Social Planner. It works just the same as posting to regular social media. Getting Started Navigate to the Social Planner tab inside the Marketing section and ...

      Adding Social Element   ​​When it comes to email marketing, you may be unaware of the small but powerful social media element that can help you build trusted relationships with your customers and leads by easily including all your social media links in each email.   Not only can this quickly link them to your social platforms, but investing in...

Have you ever needed to restore a contact that you accidentally deleted from your CRM? Fortunately, you no longer need to worry about deleting contacts permanently! You have the ability to easily and quickly restore them back into your system. This is an incredibly useful function for any user of a CRM, providing extra peace of mind. A lot of time a...

Once you connect your Google Accounts, empower yourself to use the power of Google My Business! With this connection, you can manage all GMB messaging right inside your CRM. Call tracking will establish a unique tracking phone number and attach it to your GMB location. This method separates traditional customer phone calls from more organized intera...

Overview Presenting the groundbreaking Conversation AI from our CRM. Harness the power of our AI-driven automation to enhance your customer engagements. The Conversation AI is a sophisticated feature that uses AI technologies to improve customer communication and automate the scheduling of appointments. It primarily operates in two modes;   Suggesti...

The "Add Manual Sales For An Affiliate" action streamlines the commission process for your affiliates by automating the calculation based on the campaign's default settings. This ensures timely and accurate rewards for your affiliates, eliminating the need for constant manual verification. By integrating this action into your workflow, you can effic...

We all know the regular affiliate model, you give them a link, they get you a sale and they get a commission for it right? When your business relies more on leads than sales this might become a bit murky especially if you have sales happening offline. With the "Add Leads under an Affiliate" action, you can ease the process for yourself and your team...

The best indicator that a customer has finished one of your products is when a certificate for it is issued. This is a great opportunity to upsell them whether that be to other courses or to extra services you have. One way to do it is by using the "Certificates Issued" trigger to start nurturing them. By clicking on Add filter you can keep it only ...

Subscriptions and refunds are two big tells of how a customer's journey is going, they may be the perfect point to engage more with them or the moment to cut things off. But you may not have the time to keep checking on those details with each customer, right? That's where workflows come in handy, especially with the “Subscription” or “Refund” trigg...

Have you ever run into issues with your email formatting? Not to worry, with the Preview in Browser element, you can ensure that your contacts can see your emails in their intended format. This element is added by default to all your blank email templates.   For any marketing templates or already created emails, you can add the preview from the Elem...

One of the best ways to drive sales is social media engagement. Organic social media engagement is especially valuable since it's solid proof that the customer is interested in your services. Of course, you don't have all day to check your Facebook and respond, so why not automate it?  By using this feature you can ensure you don't miss follow-up op...

When doing an SMS campaign you want to make sure every message counts, just like with your emails you want to make sure that you know exactly what is going on. The best way to have that control is by checking your analytics and limits for them. You can access these features in Settings under the Phone Numbers section.  Messaging Analytics Gain insig...

The first thing you see when you log into your account is the Dashboard, this helps you have a quick overview of how everything is going, from checking if there are pending tasks, to how your contacts are moving inside the system. But, it can feel impersonal or confusing for your team, adding a few elements to your dashboard takes its organization, ...

The Dashboard holds all of the relevant information to your business inside the system, from things like the stage a contact is on in opportunities, to how successful your ad campaigns are. Even though all those metrics are useful, the visible information might make your dashboard cluttered or hard to follow. Here the Title element comes in handy, w...

When setting up your store the main goal you have in mind is selling your products. However, if your site is complex to manage or the customers can not find their desired product they might become discouraged from completing a purchase.  Since driving more sales is your goal, you want to make the shopping experience as simple and enjoyable as possib...

When you have your own business you become familiar with invoices, and if you have been using the system for a while you might be used to the basis of how they work. You add your product or service, and the contact information, and they can pay for it. However, what if you want to give them more flexibility while having control over the amounts you ...

The Dashboard is the first thing all users see when logging in to their account, and since it holds an overview of everything inside the account it is a great place for you to add notes to your team.  Whether it be a motivational quote or a goal to keep in mind make sure everyone sees it by adding it inside a Text Box element in your Dashboard.  To ...

Organizing your day by appointment gives you more control over your day, improves efficiency, and allows you to offer a better experience to your customers. However, if you've been doing it for a while the appointments you've had are tiny insights into the health of your business, things like the time spent, which team member is leading them, and wh...

When creating Text inside your Funnels and Websites you want to be as engaging as possible. One way to do so is by having visually appealing text.  The Block Editor allows you to play with different looks for part of the text instead of the entire Text Box, taking the customization to another level. This results in a more dynamic and eye-catching te...

One of the best ways to make your Funnel/Website more interesting is by adding dimension and movement to it, Shadows are one of the ways you can add that depth to your pages. The shadows help you highlight your elements, show an element is interactive, and separate elements from one another. Navigate to Advanced Settings in Your Page To add shadows ...

Posting to Pinterest has never been simpler than now. Thanks to the help of your Social Planner you can organize your content and boost your brand's presence. You can create posts from scratch or upload ones that you have already created to be posted for you by utilizing this awesome tool. For New Posts To create a post from scratch start by clickin...

Team Management lets you control how your clients and agency members see and interact with your CRM. With it, you can pick and choose what information is visible making it easier for you to protect your client's data, keep your clients away from assets they don't need or are not paying for, and ensure that your team stays focused on the accounts the...

The template library lets you offer easy marketing alternatives to your clients, from email campaigns to websites you can lower the time it takes them to complete their goals. One of the things you can do here is add the templates yourself.  This way you can offer your clients a more personalized service and proven methods to boost their business. T...

Communities promote interaction with your audience, they help you build a connection with like-minded individuals interested in your business. Having a community for your business allows you to create aware and interested clients that get your products/services and serve you as brand ambassadors that expand your audience even more. One of the most i...

Payment Links are an amazing tool that helps you complete a sale while minimizing the churn to your clients since most things are prefilled for them. Overall, it simplifies the process since instead of going through an invoice or purchasing process, the client can simply click the link and pay without the need for extra steps You can send the same P...

Your Product Collections let you group your products for more exposure, generating more demand and interest in your brand. Leverage that power inside of your store by adding the Collections List Element. This Element will showcase your collections inside your store helping you catch the eyes of all that pass through it. Additionally, they make the s...

Your e-commerce store bridges the gap between customers and your products. This is the front of your business displaying everything you offer. Whenever you create a store it will automatically add the Product List, think about it like virtual product shelves where everything is displayed. It keeps a view of all products you've created with the optio...

The Chat Widget is a great addition to your website, it helps you generate new leads and communicate with customers, keeping the interest active and the connection going. Your Chat Widget constantly captures contact information for you whether you decide to respond in a text back later or have a team responding for you 24/7. 📌Note: Depending on your...

Remember the days when sending emails meant only using plain text? Those days are long gone! With your CRM taking your email communications to the next level is now easier than ever. You can easily include videos, ensuring that all your email conversations stand out from the crowd. So end your dependence on simple text and start enriching your email...

Collective booking calendars enable you to schedule meetings involving multiple team members, by integrating the individual team members’ availability you simplify collaborative endeavors and minimize the risk of them missing important information or needing to reschedule because their time wasn’t as clear. However, there might be times when you nee...

Documents and Contracts have certain criteria to meet to be completely functional and legal, but why complicate yourself and your agency users by creating them from scratch when you can simply have a template ready to go and share it over different sub-accounts? In this tutorial, we'll teach you how to do it. Access the Templates under the Documents...

Using a dedicated email domain increases trust and credibility in what you are sending, increases deliverability, and aids you in avoiding getting marked as spam. However, as you run your campaigns you might find a bit of resistance. As people unsubscribe, bigger loads of emails are sent, and your campaigns run for longer times the domain may become...

The idea for your CRM is that it helps you, amongst other things, to keep all information organized and centralized so you don't miss anything. However, for those who already had a store outside the system or were keeping manual control of their products and inventory having to move that information can be a daunting task. With the help of this guid...

 The App Marketplace allows you to expand the connection and usability of your system, from allowing external integrations to lead mapping and AI you can use them as a way to maximize the potential your clients see in your system and make growth and creation easier for them. However, you want to keep the experience on brand. There may be some apps t...

Your Business Profile is the face of your company for any contact interacting with you through WhatsApp. There, they can find all the information about you, from your business name to your address or website, helping to strengthen the bond between you and help you gain the customer's trust, grow interest, and encourage engagement. Customers can view...

Posting to Twitter keeps you relevant with your audience by using short and fast to create content. Thanks to the help of your Social Planner you can organize your content and boost your brand's presence. You can create posts from scratch or upload ones you have created to be posted for you by utilizing this awesome tool. For New Posts To create a p...

Booking directly through WhatsApp encourages immediate action from your contacts, providing them the comfort of pre-filled details which ensures a seamless experience. Using this feature allows you to create interactive, guided conversations that simplify the appointment scheduling experience, reducing drop-offs and boosting booking rates. How To Se...

From waivers to terms of service and more, Documents and Contracts keep the expectations and boundaries between you and your clients clear and accessible. Since they help define the expectations and obligations on both sides you want to guarantee everyone involved reads it. By customizing your subject line for the emails sent with your Documents/Con...

Generate new invoices directly from your CRM to efficiently bill contacts for their purchases of your products and services. This seamless integration streamlines the billing process, allowing you to manage customer relationships and financial transactions with ease, ultimately enhancing your business operations. Creating A New Invoice To create a n...

Communities are a hotspot for interaction, they allow you and your audience to interact and create a space for everyone to express, learn, and grow together. However, to keep that space safe and productive you need to establish rules and people to ensure everything runs smoothly. Understanding Member Roles Think of a community group as a team. In th...

Your calendar is the best tool to organize your day and establish follow-up after appointments to increase customer satisfaction.  One of the most popular ways to keep your scheduling process open and working is Calendly. Calendly is a user-friendly scheduling platform, which is why it might be your preferred one. However, even with its ease of use ...

The Troubleshooting Tool in Calendars helps you increase the functionality and availability of your calendars by providing insights into your calendar issues and conflicts, allowing for quick identification of problems with calendar settings. To use it start by navigating to Calendar Settings inside the Calendar sections. Click the three dots menu n...

One of the most critical aspects of running a successful business is ensuring consistent follow-through. Keeping in touch with your contacts and addressing any pending items must remain a top priority. However, managing this process effectively can be challenging. By assigning followers to your contacts, you can ensure that no contact is overlooked—...

Within the Team Management portion of the My Staff area, you have access to a variety of team management options, including the ability to add or remove users from your account. This centralized location allows you to efficiently manage and update your team's access and membership as needed. 📌NOTE: Depending on your user permissions, you may not hav...

The Text Element allows you to seamlessly input all the essential content for your target audience. While conveying information is crucial, it's important to avoid overwhelming visitors with dense blocks of text. Let us guide you on how to effectively utilize this feature to create an engaging and informative website. How to Add It? Start by creatin...

In the Overview section of the affiliate marketing campaign, you can quickly get a view of your affiliate campaign activities. The dashboard provides essential information on revenue generated and the number of customers invited through your affiliate links.   Add New Campaign To create a new Affiliate Campaign, click on the '+Add' button. This dire...