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 ...

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 ...

Your CRM is capable of providing multiple scheduling types to serve different purposes. Let's cover them one by one. Service Calendar A Service Calendar is a tailored calendar type created to simplify the scheduling process of service-based businesses. In this calendar type, users can create different services they offer, group them by categories, a...

Email marketing is a strong tool that helps you reach your audience and connect with people interested in your brand so you can convert them into sales. It also gives you insight into how your clients are interacting with your brand and what kind of email is working the best. Despite the numerous benefits, creating emails can often be a tedious, tim...

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...

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, ...

One of the most important aspects of having affiliates is tracking the leads they bring in for you, which is easy enough when selling a product. However, 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. Your first step will be to select the so...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

E-commerce stores allow you to bring your products directly to your customers where they are, with all the benefits of having a store without the added costs of a brick-and-mortar location. Inside your CRM, you have a tab dedicated exclusively to those websites called Stores. Here you'll find all the websites you've created to display and sell your ...

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 ...

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 ...

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...

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...

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...

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...

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...

I n this particular section, you can oversee your various social media platforms, enabling you to publish content on Facebook, Instagram, and even Google My Business! Additionally, you can efficiently manage your posting schedule by utilizing the calendar feature, which provides you with a comprehensive weekly and/or monthly overview of your planned...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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...

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...

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...

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 having to reconnect with that client that may have lost interest. By us...

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...

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...

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 allow you to group similar products into the same category, this will help you...

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! How to Create a New Calendar To get started, access your Calendar Settings inside your Calenda...

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...

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...

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...

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...

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...

    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...

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...

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...

When fulfilling orders you want to ensure client satisfaction, and one of the most common pitfalls you could fall into 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 a...

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...

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. The Invoice Section In the Invoice section of your...

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...

For Businesses with an established Phone number getting a new one or changing it is a challenge, not only is the current phone part of your brand, but clients have already memorized it and it's part of your promotional material. However, you don't want to miss out on the benefits of a CRM-connected phone number such as the call registry. If this sou...

Trigger Links - Analyze Analyzing your trigger link activity is critical to using trigger links accurately. After triggering a link, automation takes over, which is the main goal. However, gaining an in-depth insight into whether a link is genuinely successful requires analyzing data around it - clicks and activity metrics must be tracked for valuab...

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. Site Details Here you can set up your site info and Branding. Site Info Title: You can customize the title of your membership port...

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...

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...

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 ...

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...

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...

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 Templates (Snippets) you can easily keep the consistency up across the board by creating premade messages to quickly respond to your ...

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...

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 ...

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...

📌Note: Before jumping into it make sure you have connected your PayPal account, you can check by going into the Payments tab > Integrations. If the account is connected it will say Manage. Otherwise please connect it first, we have a few articles on it already so please check them out if you need help. This short guide will help you automate the ...

      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...

What is a Service Calendar A Service Calendar is a specialized calendar designed for service-based businesses to streamline the scheduling process. It allows businesses to offer and manage various services, categorize them, and present them to customers through a single scheduling link, often referred to as the Service Menu. Here are the key compone...

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...

In the Connections section of the Calendars tab, you can manage calendar integrations with Google or Outlook calendars, Zoom, Google Organic Booking, and Local Service Ads. These connections allow for a more seamless flow when scheduling appointments and utilizing virtual meetings via Zoom. Connecting your Google or Outlook calendars allows you to s...

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...

Creating new products within your CRM is a simple task. Start by visiting the Payments tab in your CRM, and click on the Products section on the top. You will see a blue button that says Create Product on the top right of the page. Click that button to add a new product. When you click the button, you will be redirected to a new page where you can i...

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 by...

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 New Invoice To create a n...

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...

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...

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...

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 will help you create evergreen content across social media platforms in a streamlined way. This feature allows you to schedule posts at your desired frequency, whether daily, monthly, or yearly, and cu...

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 at once. This method helps manage a website or funnel traffic effectively, preventing potential strain on your server. Before You Begin Ensure the following before diving into the ...

Mastering RSS Email Campaigns Introduction 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...

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...

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.  Creating Your ...

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...

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...

Certificates are one of the most important parts of courses, and there are plenty of ways to deliver them one of them is by automating the sending process with one of your workflows. This could be from you marking a task as completed or them completing the product for example To set this up start by adding a new action and selecting Issue Certificat...

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 ...

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...

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...

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...

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...

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 ...

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 ...

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...

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 ...

A big part of running a business is collecting payment, and one of the most common ways to do so is by sending invoices to your clients for them to fulfill the payment. You might be used to the common formula of creating Invoices, you add the client's and item's information and send it out. But there are a few things you can set up in the system to ...

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...

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...

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...

From wavers 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/Cont...

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

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...

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...

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...

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...

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 insi...

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...

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...

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 ...

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...

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, enhancing brand visibility and encouraging viewers to interact with your page, brand and by default products. You can seamlessly integrate yo...

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...

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...

 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...

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 ...

Invoices are the way you communicate to your clients how much they owe you and when they should pay, they serve you as a way to keep your finances in order and minimize the risk of now getting paid. However, if you are offering Payments Plans you might still worry about future payments, you don't want the clients to miss a payment because they forgo...

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...

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 of the ways to do it is by adding 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 T...

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...

Among the most important things for your business is to follow through, keeping in touch with the contacts and following up with any pending items is always a priority. However, it's not always easy, right? One way to ensure no one falls through the cracks is by assigning followers to your contacts, you can automate the process with this action! Wit...

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...

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...