Making your dashboard work for you has never been easier, thanks to the ability to duplicate widgets. Whether you’re managing similar widgets or building complex variations, this feature lets you skip the hassle of starting from scratch. 📌NOTE: Custom Widgets in the General section cannot be edited. Enter Edit Mode To begin, click the "Edit" button ...

Managing contacts efficiently is crucial to maintaining a smooth workflow. The Contacts module on the mobile app provides a seamless experience by centralizing all your essential contact information and actions in one place. This module allows for faster, simpler, and more organized management of your contacts, helping you stay productive and connec...

Integrating Shopify with your CRM is a powerful way to centralize your business operations, from managing orders and products to optimizing customer data for marketing. This seamless integration allows you to keep all crucial data in one place and automate key processes, ultimately improving both efficiency and customer experience. Access Your Shopi...

The Sales Tab provides quick access to your funnel’s sales data, helping you monitor performance and track customer purchases. Here's an overview of how to navigate and use this feature effectively. Sales Tab Overview To access the sales info for a specific funnel, navigate to the "Funnels" tab. Select the funnel you wish to analyze and click on "Sa...

As you create workflows and incorporate workflow triggers, you'll discover a category called Shopify Triggers. These triggers are specifically designed to streamline your e-commerce operations on the Shopify platform by automating essential processes such as monitoring incomplete checkouts, tracking placed orders, and confirming order fulfillment. T...

The Social Share element in your CRM enables visitors to share your content effortlessly across various social media platforms, increasing your online presence. This guide explains how to utilize the Social Share element to maximize your content’s visibility. Navigate to a funnel or website of your choice, and access the page with the Blog element a...

The birthday reminder trigger is an automated feature designed to celebrate a customer’s special day by initiating a personalized notification. This tool not only creates memorable interactions but also helps you build stronger, lasting relationships with your customers. By leveraging these reminders, your brand demonstrates appreciation and thought...

Before launching your Voice AI Agent to interact with customers or prospects, it’s crucial to ensure it functions effectively. Testing allows you to evaluate how well your agent responds to inquiries, providing valuable insights to fine-tune its performance for improved conversion rates. How to Conduct a Test Call Testing your Voice AI Agent is a st...

The Remove Assigned User workflow action streamlines your processes by automating the removal of assigned users from contacts after specific events are completed. This feature ensures smooth transitions within your workflows and helps maintain an organized system, saving valuable time for your team. Start by adding a suitable Trigger to the Workflow...

Category completion certificates provide learners with official recognition for completing a specific section of a course. These certificates allow instructors to highlight progress within a broader curriculum, making it easier to acknowledge milestones in a student’s learning journey. To add a category completion certificate, first, navigate to the...

The Analytics tab in your CRM offers valuable insights into your form submissions and performance. This tool makes it easy to store, organize, and analyze key data, helping you track progress and optimize your forms for better engagement. Let's dive into the features and functionalities of the Analytics tab. Clicking in on the Analyze option in the ...

In this guide, we’ll walk you through the process of setting up card payment authorization on your website. This feature allows you to temporarily deduct a specific amount from a customer’s bank account to verify they have sufficient funds before completing a purchase. Once authorized, the system refunds the amount. This is particularly useful for s...

The Number Formatter Premium Action is a versatile tool that simplifies handling and reformatting numerical data across various business scenarios. Whether you need to convert text to numbers, format currencies, or generate random numbers, this feature enhances workflows with precision and efficiency. In the workflow, add a suitable Trigger, click t...

When an opportunity's pipeline stage is updated, the Pipeline Stage Change workflow trigger will be activated. This trigger operates as the opportunity card progresses through any stage within the pipeline, activating the workflow at each stage. Adding the Pipeline Stage Changed Trigger To begin, click on the "Add New Trigger" button and select “Pip...

Managing documents and contracts in your CRM should be straightforward, with an efficient process for sharing these essential business documents. This guide will walk you through how to quickly send a link for your clients to view, accept, or reject a document or contract, helping you stay focused on your business operations. Accessing and Sharing D...

The Media Library in your CRM’s mobile app is your go-to hub for managing all your media files. Whether you’re uploading images, videos, or documents, this section ensures your media is organized and easy to access. In this guide, we’ll walk you through how to navigate the Media Library, upload files, and make the most of its features. Log into the ...

Managing refunds within your CRM is essential for maintaining customer satisfaction and streamlining financial transactions. Here are steps and considerations for effectively managing refunds within a CRM. Integration With Payment Providers Ensure that your CRM is integrated with various payment providers such as Stripe, Authorize.net, NMI, or PayPa...

The "Update Conversation AI Bot and Status" action allows users to assign Conversation AI bots to contacts while managing their status (Active or Inactive) automatically. This functionality optimizes bot interactions, eliminates manual assignments, and ensures efficiency in managing workflows and tailored interactions. To get started add a suitable ...

The Workflow Slack Premium Action allows you to automate Slack messages for specific users, private channels, or public channels, making team communication efficient and seamless. Here's a simplified guide to understanding and using this feature: To get started, choose a suitable trigger, then select the Slack Action. 📌NOTE: This is a Premium Action...

Posting on TikTok through the Social Planner in your CRM is a streamlined process that allows you to create, customize, and schedule engaging video content directly from your dashboard. Follow these steps to get your videos ready for TikTok in no time. To get started, navigate to Marketing > Social Planner > + New Post > Create New Post. In...

The Trigger Link Clicked automation is designed to automate actions after a customer clicks on a trigger link. This trigger link can be used to book an appointment, place an order, and perform other actions. By setting up this trigger, businesses can streamline their workflow and automate specific actions, allowing for a more efficient and personali...

The Opportunity status change trigger is activated only when an opportunity's status changes in the Opportunities CRM section, moving from one status to another. This trigger will not be activated unless the opportunity card status changes. Adding the Opportunity Status Changed Trigger To get started, click on “Add New Trigger”, then search and sele...

This policy outlines the rules and guidelines for sending messages through the LC-Phone platform within the CRM. It ensures that messages are delivered effectively and comply with legal and industry standards. Below is a detailed breakdown of the policy: Consent ("Opt-In"): Consent cannot be purchased, sold, or transferred. This means you cannot obt...

The Messaging Ramp Progress Card is a powerful tool designed to provide users with a clear understanding of their SMS messaging limits and progression. This feature enhances the user experience by offering actionable insights and step-by-step guidance on how to unlock higher messaging levels. You can access the Messaging Ramp Progress Card by naviga...

In this guide, we'll show you how to set up conversion tracking for Google Ads. This will help you monitor important website actions and make your online advertising campaigns more effective. Access Your Google Ads Account First, log in to your Google Ads account. If you don't have one, you'll need to create it. Go to Goals Once you're logged in, cl...

The Funnel Step Tab is your go-to hub for managing, customizing, and optimizing individual steps in your sales funnel. From adding new steps to conducting split tests, this guide walks you through the features available, ensuring your funnel aligns with your marketing goals. To get started, go to the Sites section of the CRM. In the Funnels tab choo...

When running a business, getting documents signed by multiple people can be time-consuming and error-prone. Multi-recipient signing is designed to simplify this process by letting you assign specific parts of a document to different people.  Instead of managing multiple documents, you send a single document, and each recipient receives a secure, per...

Customizing your web app's branding is an essential step in making it uniquely yours. By doing this, your customers will see your branding when they log into HighLevel. It's a great way to create a professional and cohesive experience for your users. Here's a simple guide to white-label your web app in just four easy steps: DNS Provider Setup Open a...

Effectively managing campaigns and workflows is essential to your business processes. Whether you’re starting fresh or integrating an existing campaign into a new workflow, having clear guidance makes all the difference. This step-by-step guide walks you through the process of importing a campaign, and customizing it to meet your specific needs. To ...

Sales data is a valuable resource for understanding how your Website performs and where improvements can be made. This guide will help you navigate the sales features available for Version 1 (Pre-upgraded) websites, while also directing you to the Payments > Transactions tab for sales data from Version 2 (Upgraded) websites. Share Website To shar...

The Voicemail action lets you send pre-recorded voicemail messages directly to your contacts, adding a personal touch to your automated workflows. This feature ensures you can communicate important messages efficiently while maintaining a professional tone.  Assign User Action Start by adding the “Assign To User” action to the workflow. This action ...

The Date/Time Formatter Premium Workflow Action is a versatile feature designed to simplify date and time management in workflows. This feature allows users to reformat date structures, compare dates, and automate date-related calculations, saving time and ensuring consistency. In this guide, we will explore its capabilities, benefits, and practical...

The Messenger action in your workflow sends a message to your contacts via Facebook Messenger. The contact needs to have previously messaged the connected Facebook page in your account no more than 24 hours before arriving at this event for the message to be successfully delivered Utilize this workflow action to quickly follow up with a prospective ...

Google Sheets Premium Workflow Action is a feature designed to make your life easier when dealing with data in Google Sheets. Imagine you have a magic tool that can perform tasks like adding, updating, and deleting rows in your Google Sheets without having to do it all manually. That's what the Google Sheets Premium Workflow Action is all about. It'...

Through the Add to Workflow action, users can add a contact to another workflow from their current workflow. This workflow action is useful for adding a contact to another workflow once they’ve reached a certain step in the current workflow, allowing for seamless movement. Start by adding a suitable Trigger to the Workflow, click the “+” icon to sea...

The TikTok Form Submitted trigger will run your workflow when a TikTok Lead Form has been submitted. If you have not already mapped out the TikTok fields in your CRM, visit the Integrations tab under Settings in your CRM and click on TikTok Fields Mapping. This will ensure that all of the information collected in your TikTok lead form will be integr...

The Appointment Status Trigger is designed to activate when an appointment is being scheduled, or the status of an appointment has changed. This will trigger your workflow based on the appointment status filter the user chooses. This feature enables businesses to create more specialized workflows with varying degrees of automation and customization ...

Authorize.Net is an online payment service that offers comprehensive security measures for users and businesses of all sizes, ensuring maximum protection of sensitive data and reliable uptime when handling transactions. It goes above and beyond with its range of features, like recurring billing solutions to suit the needs of merchants offering subsc...

Push notifications are a fantastic way to keep your audience engaged, deliver timely updates, and encourage action. With the Smart Push Notification Action, you can create personalized, actionable notifications that truly resonate with your users.  First, add a trigger to your workflow. This could be something like a user signing up, or completing a...

The Product Started trigger is a powerful workflow tool that enables businesses to monitor when customers start accessing a product, automating processes that enhance user experience and streamline operations. This trigger becomes active when a customer starts their access to a specific product, subsequently initiating the designated workflow. Addin...

The Instagram Interactive Messenger action in your workflow enables you to send messages directly to contacts via Instagram Messenger. To successfully deliver the message, the contact must have previously interacted with your connected Instagram account within 24 hours of reaching this workflow event. This action is a powerful tool for promptly foll...

With the Add to Notes workflow action, you can add a note to the contact record. Use this workflow action to add notes to a contact record that can be shared with other assigned users to grasp information about content you’d like to share. Start by adding a suitable Trigger to the Workflow, you can add other actions that fit the task before clicking...

Quizzes are a great way to engage your audience, but the real magic happens after they hit "Submit." The Quiz Submission Trigger lets you automate actions based on quiz results, saving time and enhancing user experiences. Whether you're sending feedback, segmenting users, or assigning tasks, this feature makes it easy to turn responses into actionab...

In competitive online retail, showcasing deals effectively can make all the difference. The “Compare At” feature is an excellent tool for displaying discounts, allowing you to show both the original and discounted prices side-by-side.    This simple adjustment adds value to your listings by clearly highlighting the savings. The “Compared At” feature...

NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process online transactions securely and efficiently. NMI's payment gateway allows merchants to accept credit card and eCheck payments from their customers through multiple channels, including websites, mobile apps, and ...

Folder permissions play a vital role in the world of workflow management, offering a way to control who can access and modify important workflows. In this article, we'll explore the concept of folder permissions and why they matter in Workflow. Why Folder Permissions Are Important When you create workflows to automate tasks and organize content, you...

The Custom Webhook LC Premium Action is a game-changer for businesses that rely on real-time communication between their CRM and third-party services. It simplifies data sharing by allowing you to send and receive information directly to and from external systems. With features like customizable HTTP methods, secure authorization options, and seamle...

Workflow Actions are the backbone of automation, enabling you to define what happens after a workflow is triggered. While Triggers define the starting point of any automation, actions determine the steps that follow, eliminating repetitive manual tasks. From sending emails and SMS to updating contact details and notifying your team, workflow actions...

QR codes make it easy to share information instantly with just a scan. Whether you’re directing customers to a website, collecting reviews, or providing contact details, creating a QR code takes just a few steps. This guide will show you how to generate, customize, and download a QR code for your needs. Accessing the QR Code Generator To create a QR...

An order bump is a limited-time, exclusive offer presented to customers immediately after they make a purchase or express interest in a product. Available only following a specific purchase, the order bump aims to encourage customers to make an additional purchase while they are already engaged in the buying process. Therefore, this technique can si...

Subscription-based businesses can efficiently handle failed payments by configuring automated payment retries. This ensures minimal disruption to services while giving businesses control over retry attempts and scheduling. To get started, navigate to Payments > Settings > Subscription to configure payment retry options. Payment Gateway Compati...

The ClickFunnels Importer simplifies funnel migration, allowing you to integrate your ClickFunnels pages into your CRM effortlessly. This guide will walk you through the process of importing funnels efficiently. 📌NOTE: Use the publishable (live) link, not the shareable ClickFunnels link. Importing one Funnel Step at a time from ClickFunnels ensures ...

The Create/Update Opportunity workflow action allows you to create a new opportunity or update an existing one in the pipeline you select. This workflow action allows you to automate opportunity status changes based on a workflow trigger, getting rid of manually moving contacts to new opportunities. In the workflow builder choose a suitable Trigger....

When your Facebook Conversion API (CAPI) workflow isn’t working as expected, it can disrupt tracking and affect your campaign performance. Resolving these issues requires a clear understanding of how workflows integrate with Facebook’s system and the right approach to testing and optimizing them. This guide walks you through practical steps to ident...

The Stats Tab provides an insightful overview of your website's performance, helping you track visitor activity and evaluate the effectiveness of your pages. With key metrics like page views, opt-ins, and earnings, you can make data-driven decisions to optimize your website's performance. To get started navigate to Sites > Websites. Then Select t...

The ability to select the right currency for your documents is a huge improvement, especially for businesses dealing with international clients. This feature eliminates the challenges of handling various currencies and allows you to easily select the currency that matches your client’s location.  Whether you’re sending an invoice, estimate, or a con...

The Product Access Granted trigger comes into play when a customer receives access to a particular product, initiating the designated workflow. By using this trigger, businesses can effectively manage and track customer access to products, ensuring a smooth process and an enhanced customer experience while maintaining oversight of product access. Ad...

Offering Apple Pay and Google Pay as payment options on your order forms can give customers a faster, more secure way to complete their purchases. In this guide, we will walk through the steps to enable these digital payment methods and provide troubleshooting tips to ensure everything runs smoothly. How To Use Apple Pay And Google Pay  To use Apple...

The Set Event Start Date action allows you to define a specific day, date, and time for an event to commence. This guide will walk you through the Set Event Start Date action, explaining its purpose and how to configure it effectively for your needs. How to Set Event Start Date The Set Event Start Date workflow action provides users with the ability...

This User Login workflow will be activated each time a user logs in to your membership platform, ensuring efficient management and monitoring of user activity, ultimately leading to an enhanced user experience and improved membership administration. The User Login trigger initiates the specified workflow when a user signs in to their membership acco...

Creating engaging social media posts is seamless with the ability to select, manage, and rearrange multiple media files directly from the Media Library in the Social Planner. This functionality simplifies your workflow, enabling you to organize media efficiently and focus on delivering impactful content that connects with your audience. To begin, na...

Manually adding notes to appointments can be tedious and easy to forget. Automating this process ensures important details are recorded instantly, keeping everything organized without extra effort. Why Automate Appointment Notes? Eliminates Manual Entry: Automatically record important details without human intervention. Enhanced Organization: Keep a...

The Contact Created trigger enables workflows to automatically activate when a new contact is added to your CRM. With customizable filters like tags or custom field data, this trigger gives you the flexibility to tailor workflows based on specific criteria. Adding the Contact Created Trigger  Start by clicking the Add New Trigger button and selectin...

The Array Functions Premium Action is a powerful tool that enables users to locate and manipulate array data efficiently. Whether you’re handling Shopify order line items or webhook triggers, this action simplifies the process of extracting useful information. In the workflow, add a suitable Trigger. In this demo, we are using the Shopify Order Plac...

Abandoned cart notifications can help you recover lost sales by automatically reminding customers to finish their purchases. This feature not only saves you time but also allows for personalized follow-ups that align with your brand’s voice.  Before diving into the setup, it’s important to make sure you have an email template ready, as that’s what w...

The Facebook Interactive Messenger action in your workflow sends a message to your contacts via Facebook Messenger. The contact needs to have previously messaged the connected Facebook page in your account no more than 24 hours before arriving at this event for the message to be successfully delivered. Utilize this workflow action to quickly follow ...

It's crucial to be aware that when importing products into Stripe, only those designated as Recurring/Subscription plans are eligible for import. Unfortunately, one-time prices cannot be imported through this process and must instead be created directly within the system. This distinction is essential for maintaining an organized and accurate workfl...

Understanding the Default Currency Setting Your CRM assigns a default currency automatically, based on the location in your Business Info. For instance, if you’re operating out of the United States, the default currency will be set to USD. This setup is useful for many users, but if you need to conduct transactions in another currency, you can easil...

Coupons are a powerful tool for businesses and organizations to attract customers and drive sales by offering discounts on purchases. This guide provides a comprehensive overview of creating, customizing, and managing coupons within your system.  You will learn how to set up coupon codes, specify discount types, and establish validity periods to pro...

The Stop Bot Action feature enhances customer interactions by automatically stopping the AI bot’s responses when specific conditions are met. It ensures smoother conversations, prevents unnecessary back-and-forth messaging, and gives you full control over your bot’s behavior. Whether ending conversations gracefully or pausing interactions temporaril...

In workflows, the Go-To Action simplifies transitioning contacts from one step to another. It's an essential tool for managing complex workflows with multiple branches, ensuring seamless movement through the process without duplicating actions. To begin, click on the “+” icon, search and select the “Go To” Action, save the action, and then click on ...

The Contact Changed workflow trigger activates whenever specific details of a contact—such as Tags, Assigned Users, Do Not Disturb (DND) status, or Custom Fields—are updated. This feature automates actions or notifications to keep your team informed and ensure efficient contact management. Adding the Contact Changed Trigger To get started, click on ...

The Call Status Trigger is a workflow trigger that runs on both outbound and inbound calls. This trigger can be activated by call directions and statuses either from the current workflow or from another workflow linked to it. By using this trigger, businesses can customize their workflows to automate specific actions based on call statuses, improvin...

An Inbound Webhook is a powerful feature that helps data move automatically from external systems to your CRM. This integration improves how different systems work together. When something happens in an external system (like a new customer order), it sends a message (HTTP request) to a specific address in your CRM. This message then starts a series ...

When a proposal is accepted, the next logical step is to generate an invoice. With Automatic Invoice Creation, this process becomes seamless and hands-free. Instead of manually creating invoices, this ensures that an invoice is automatically generated based on the specifics of the accepted proposal, including all listed products, quantities, and pri...

The Update Appointment Status workflow action allows users to change the status of an appointment. If a contact was added to the workflow via an appointment-related trigger such as Appointment or Customer Book Appointment, the status of that appointment will be updated. However, if a contact is added through another method, the status of the most re...

Effectively managing AI bots is essential for maintaining seamless workflows and achieving consistent results. With a user-friendly interface and a range of actions available directly from the bot menu, managing bots has never been simpler. From creating new bots to duplicating or setting a primary bot, these tools empower you to handle tasks with e...

The Settings Tab is where you configure the essential elements of your online store, ensuring it is functional, professional, and tailored to your business needs. From naming your store and connecting a domain to setting up tracking codes and optimizing performance, this tab provides all the tools you need to manage your store effectively. Accessing...

The Assign to User action is designed to assign the identified contact to a specified user or multiple users using a round-robin assignment method.  To get started, click on the “+” icon to add a new workflow action, and select Assign to User. Utilize this workflow action to assign the workflow or specific workflow actions to a team member or multip...

The Manual Call workflow action creates a manual task for an individual to directly send a Call to a contact. You can locate these manual tasks in the Contacts > Manual Actions section. This action is great for when you want a team member to follow up with a contact in your CRM following a certain trigger or event. Creating Manual Actions In Work...

Quizzes are a great way to engage your audience, gather insights, and test knowledge in a fun and interactive way. Whether you’re creating quizzes for educational purposes, lead generation, or entertainment, the Quizzes Builder provides all the necessary tools to design, manage, and analyze your quizzes effectively. To get started, navigate to Sites...

The Abandoned Checkout trigger is used to engage with the shoppers who spent a good amount of time on your website and added a few products but left the store without completing their purchase. It is designed to connect with customers who have spent a significant time browsing products on your website but did not complete their purchase. Use this wo...

Quizzes are a great way to engage users, collect insights, and assess knowledge. Once participants complete a quiz, their responses are stored in the submissions section, where you can easily access and manage the data. This guide walks you through how to view, filter, and export quiz submissions effectively. To access submissions, navigate to Sites...

Primary bots play a pivotal role in managing general inbound communications, serving as the foundation of your communication strategy. Non-primary bots, on the other hand, are specialized to enhance workflows by addressing specific tasks within designated channels when integrated into a workflow. Effectively allocating communication channels to both...

The Manual SMS action creates a manual task for a person to send an SMS directly to the contact. (You can find the manual tasks under Contacts > Manual Actions). Utilize the Manual SMS workflow action when you want a team member to follow up with a client after a certain event was triggered. Creating Manual Actions In Workflows Assign To User To ...

Creating a form that's tailored to your needs is an essential part of gathering the right information from your customers or team. Whether you're designing a form to capture customer details or gather business demographics, understanding the available form element types can help you build forms more effectively. Form Element Types Form fields are di...

The Media Storage section of your CRM is designed to simplify your image-sourcing needs. By integrating Unsplash, a royalty-free stock media platform, directly into your library, you gain access to an expansive collection of high-quality visuals at no additional cost. To get started, navigate to Media Storage in your CRM and select "Unsplash" from t...

Managing memberships and payments can be time-consuming if the information is scattered. Fortunately, your CRM offers a seamless way to consolidate all transactions from the Memberships section into the Payments section, giving you a single, unified view of all activities. This makes it easier to track both one-time and recurring payments in one pla...

Automatically tagging contacts based on how they interact with your email campaigns can make your marketing efforts more efficient and personalized. This guide will show you how to set up tagging rules, track interactions, and manage tagged contacts, streamlining your workflow while improving your campaign's effectiveness. To begin, go to Marketing ...

Setting up an RSS feed for blogs typically involves configuring your blogging platform to generate an RSS feed automatically. Here are the steps for setting up an RSS feed for blogs in general. Navigate to the Sites > Blogs. Here you can find the blogs in your CRM.  Next, look for the "Settings" section in your blog dashboard. A gear or cogwheel ...

The Media Storage section of your CRM offers a great solution to fulfill all of your image requirements. Pixabay, a royalty-free stock media website, is easy to integrate into your library. With just one simple step, you can benefit from the limitless range of media options now available at no extra cost! To begin accessing it, go to the Media Stora...

The Product Access Removed trigger initiates a workflow when a customer's access to a specific product has been revoked. By employing this trigger, businesses can efficiently manage and monitor customer access to products, ensuring that only authorized customers can utilize the products while maintaining control over the access process. Adding the P...

Tags help keep your contacts organized and enable more efficient segmentation for targeted campaigns. The Add Contact Tag workflow action allows you to automatically add tags to contacts when specific triggers are activated, such as form or survey submissions. This action ensures your contact database stays organized and that you can easily manage y...

Custom field support in the CRM’s Document and Contract Editor brings a new level of flexibility that helps businesses streamline their processes.  With this feature, you can add specific text fields to any document, allowing for an easy signing experience. It’s a crucial tool for industries like real estate, legal services, or any business that han...

With the Call workflow action, if a contact is assigned to a user, this event will call the user and play a whisper message. If there is no assignment, the number stated in Settings > Company tab > Company Phone field will be called and the whisper message played. If the person on the receiving end presses any number key during the call, we wi...

The Product Completed trigger is activated when a customer fully completes their access to a specific product, initiating a designated workflow. This automation enables businesses to efficiently monitor and manage product completions, ensuring no milestone goes unnoticed. Adding the Product Completed Trigger To configure the Product Completed trigge...

The "Stats Tab" provides an in-depth view of the performance of each step within a funnel. It allows you to track visitor activity, including the number of page views, opt-ins, and sales, giving you actionable insights into user behavior and conversion rates. Stats Page Overview To access the stats for a specific funnel, navigate to the "Funnels" ta...

The Offer Access Granted trigger automates workflows whenever a customer gains access to a specific offer. By using this trigger, businesses can simplify how they manage and monitor customer access to special deals or promotions. It ensures a process that not only enhances customer satisfaction but also supports operational efficiency. Adding the Of...

Managing invoices doesn’t have to be complicated. With customizable invoice templates and automated workflows, your business can easily stay on top of invoicing while saving time. Creating And Using Invoice Templates Instead of manually creating invoices each time, you can convert any invoice into a reusable template. Here’s how: Convert Any Invoice...

Keeping your store’s pages organized and functional is key to creating a seamless shopping experience for your customers. Whether you’re adding new pages, editing existing ones, or duplicating them, the Pages Tab provides the tools you need. This guide will walk you through how to effectively manage your store’s pages. Accessing the Pages Tab To man...

The Send SMS workflow action allows you to send automated text messages to your contacts when a workflow is triggered. Whether you’re sharing updates, confirmations, or promotional messages, this action streamlines communication and ensures your customers receive timely information. Setting Up the Send SMS Action To get started, click on the “+” ico...

Offering a range of payment options is essential for businesses aiming to enhance customer convenience and streamline the payment process. ACH Direct Debit is a reliable and secure payment method that integrates with one-time invoices, Text2Pay links, and recurring invoices, including auto-payments. This guide covers the availability, pricing, payme...

The Offer Access Removed trigger automates the process of revoking customer access to specific offers, ensuring better control over promotions and eligibility. This helps businesses streamline workflows, maintain consistency, and improve the overall customer experience by handling access updates efficiently. Adding the Offer Access Removed Trigger W...

Within this section, you can incorporate sales funnels for your marketing campaigns or develop new ones to support your promotional efforts. These funnels can vary in length and be employed in numerous ways to effectively market your products and services. However, you'll first need to establish funnel steps before adding elements like products to a...

The Social Planner for mobile is a robust tool for managing and publishing posts directly from your device. With its easy integration across multiple social media platforms, it allows you to stay consistent and organized, ensuring a strong social media presence. 📌 NOTE: Access to the Social Planner may depend on your user permissions. To access the ...

Importing email templates from Mailchimp can be a useful if you want to use your Mailchimp email designs in other email marketing services. In this guide, we'll walk you through the steps to import Mailchimp email templates.  Log in to Mailchimp Start by visiting the Mailchimp website and logging in with your credentials to reach the dashboard. Acce...

Managing stored payment information is a critical aspect of maintaining smooth business operations and secure customer transactions. The "View and Delete Cards on File" feature allows businesses to access and control stored payment cards with ease. Whether you need to review a customer’s saved cards or remove outdated payment methods, this feature p...

Downloading estimates from your mobile app is a straightforward process that allows you to easily access and store your estimates. Follow these steps to download your estimate to your device’s file app. To begin, open the mobile app and log in with your preferred account. From the left-hand navigation drawer, head to the Estimates section. Locate th...

Workflow Recipes are pre-designed templates that offer a starting point for creating workflows within the CRM. These templates are crafted to cover a wide range of business needs, from appointment booking to long-term customer nurture. The beauty of Workflow Recipes lies in their flexibility; while they provide a solid foundation, they can be fully ...

Content AI is a writing assistant that employs advanced machine learning and natural language processing to help you generate blog outlines, article introductions, and specific sections effortlessly and at a much faster pace. This allows writers and content creators to allocate their time to refining and enhancing their work instead of spending coun...

The ability to collect signatures digitally is a game-changer for businesses and individuals alike. Whether you’re closing a deal, finalizing a contract, or simply streamlining paperwork, the mobile app makes it easy to create, share, and collect signatures on documents—all from the palm of your hand. Here’s how you can do it. Start by logging into ...

Do you currently accept payments using PayPal? Take advantage of connecting your PayPal account to your CRM.  Within the Payments tab, visit the Integration section, and scroll down to locate the PayPal option, once found, click on the Connect button – to gain access to payment credentials used to authenticate and give permission for payment data fl...

The Goal Event feature automatically moves contacts to the next step in the workflow once they meet the goal conditions that the user has specified. This can happen regardless of where the contact is in the workflow. This workflow action is great for ending a stream of workflow actions once a customer has met your goal, such as completing a Purchase...

The New Signup trigger initiates your workflow when a customer or potential lead subscribes for a Course. By implementing this trigger, you can effectively manage new member signups, streamline onboarding processes, and ensure a seamless experience for your organization and the newly enrolled members. Adding the New Signup Trigger To set this up, cl...

AI Voice Agents are transforming how businesses interact with customers by automating voice-based communication. These agents leverage advanced natural language processing to handle inbound calls, execute actions, and provide seamless support. This guide gives you an overview of managing AI Voice Agents for your business. To begin setting up your AI...

Creating visually stunning images using AI can elevate your marketing materials and streamline content creation. With the Content AI feature in your CRM, you can easily generate unique images tailored to your needs. This guide will walk you through the steps to create AI-generated images, customize them, and seamlessly save them in your Media Storag...

Understanding your store's performance is crucial for making data-driven decisions and optimizing your business strategy. The Stats Tab in the Stores section provides detailed insights into key metrics, helping you analyze visitor behavior, track conversions, and measure revenue. This guide will walk you through how to access and interpret these sta...

The first step in generating documents and contracts is to create a template within the CRM. This section will guide you through the process of setting up a template that can be customized and reused for various clients and projects. Accessing the Template Section Start by heading over to the Payments tab in your CRM’s sub-account view. Under this s...

Invoice functionality within your CRM allows you to seamlessly generate and manage invoices for your business. This integrated feature enables you to issue invoices directly to your customers or clients, utilizing the products you have established in your sub-account. The invoicing dashboard offers real-time multi-currency support, ensuring accurate...

With adjustable backgrounds, you can easily elevate your site's design to reflect your brand’s identity and captivate your audience. This feature allows you to explore and apply professionally designed background illustrations, adding a personal and polished touch to your project. To access this feature, navigate to the Media Storage section of your...

The Options tab in the form builder gives you the tools to tailor how your form behaves and interacts with users. From configuring submission responses to tracking events and optimizing user experience, this section ensures your form aligns with your goals. To access the Options tab, click on the control icon at the top-right corner of the form buil...

This feature enables one-way syncing of invoices created in the CRM to your Wave account, saving you the hassle of manually duplicating them. Follow the steps below to set up the integration and enhance your Lead-to-Payment process. Go to Settings > Integration > Wave and select the Manage button to proceed with the integration. Select the Int...

The "customer replied" workflow trigger runs when an incoming message is received from a contact. It is an advanced workflow with a lot of filters and variables. This trigger can be used to build automation that performs actions based on customers replying and even from a specific communication channel such as SMS or Email. In a new workflow add the...