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95 articles in this category
Chat Widget
- Acknowledgment Preferences### **Thank You Page Settings** Let's transition to the section visitors will see after they initiate a chat request—this will be your...
- Chat Widget WindowLet’s explore the appearance of your chat widget that visitors will see upon clicking to start a chat. ### Widget Preview Section This is a...
- Detailed Customization of Chat Widget[Embedded video/content](https://player.vimeo.com/video/1003852374?h=fd754a7e92&badge=0&autopause=0&player_id=0&app_id=58479) In this video...
- Engage Leads with the Chat WidgetAdd a Chat Widget to your website to enhance customer engagement and generate new leads. This tool allows you to gather contact details...
- Getting Started with Chat Widget# **What are Chat Widgets?** The Platform Chat Widget is an embeddable messenger that lets website visitors start real‑time conversations...
- Guide to Setting Up Your Chat WidgetThe Chat Widget provides a seamless way to engage visitors on your site, converting them into leads within your CRM system. If you’re...
- How to create an Embedded Voice AI Chat Widget## **What is the Embedded/Inline Voice AI Widget?** By default, Voice AI widgets appear as **sticky or floating** buttons that stay fixed...
- Preview of Chat Widget BubbleHere’s a glimpse of what your chat bubble will appear like on your website. As you make adjustments to your chat widget, you’ll be able to...
- Setting Up and Customizing Your Chat Widget[Embedded video/content](https://player.vimeo.com/video/1003836217?h=8baf1fe739&badge=0&autopause=0&player_id=0&app_id=58479) A Chat Widget...
Funnels
- Adding Products to Your Funnel### To add a product to a funnel or website, you first need to create a new funnel page or website page. #### Step 1: Create a New Funnel...
- Common Funnel ConceptsIf you're aiming to enhance client communication and automate parts of your workflow, setting up strategic funnels can be highly effective....
- Designing a Subscription Payment Funnel Page### Introduction to Subscription Integration To begin configuring your subscription payment page, the initial step involves linking your...
- Designing an Ebook FunnelCreating and Adding a Form to Your Ebook Funnel Introduction To kickstart your ebook funnel, the primary task is to design a form that...
- Introduction to Order BumpsAn order bump is a technique used in sales where an additional complementary product or service is presented to the customer during the...
- Managing and Customizing Sales Funnels[Embedded video/content](https://player.vimeo.com/video/1003836236?h=fe1b200447&badge=0&autopause=0&player_id=0&app_id=58479) Sales funnels...
- Optimizing Your Funnel Pages with Tailored PersonalizationPersonalization within your CRM refers to modifying digital interactions based on each user’s unique preferences, behaviors, and...
- Personalizing Your Funnel to Match Your BrandCustomizing your funnel is a crucial aspect of making sure it reflects your brand identity and resonates with your audience. One of the...
- Resolving Issues with Upsell Products in Your Funnel#### Grasping the Fundamentals Before attempting to troubleshoot, it's essential to understand the key components that ensure upsell...
- Setting Up Subdomains for FunnelsIn this guide, I'll walk you through the process of setting up subdomains for your website or funnel. This is a simple three-step process...
Websites
- Adding Products to Your Website### You can also add a product to a website by first creating a website. #### Step 1: Create a New Website To create a new website, click...
- Advantages and Implementation of the Buy Now Pay Later (BNPL) Feature#### Why Implementing Buy Now Pay Later (BNPL) is Essential for Your Business Boosted Sales Conversions: Offering a Buy Now Pay Later...
- Building and Overseeing Custom Websites#### Step 1: Building Your Website To kick off your website development, follow these steps: 1. Access the Websites Section: Start by...
- Overview Tab - Website AnalyticsThe "Overview Tab" provides a detailed analysis of the performance of each step on your website. It displays metrics such as the number of...
- Setting Up Subdomains for WebsitesIn this guide, I'll walk you through the process of setting up subdomains for your website or funnel. This is a simple three-step process...
- Website Creation OverviewThis section allows you to build a complete website tailored to your business needs. You can start with pre-made templates or design and...
- Website Pages OverviewIf you already have an established website, it will be displayed in the list here. #### Website Overview This section presents several...
- Website Sales TabThis section contains the sales information from the initial version (Version 1) of this funnel. For all orders and sales data related to...
- Website Settings OverviewThe Settings tab is where you control key aspects of your website’s configuration. This includes tasks like setting or updating the...
WordPress
- Backup & Restore WordPressIt's important to understand the key benefits this feature brings to your digital environment: - Customizable Timing: You control when your...
- How to Increase PHP Upload Limits on Your WordPress Site (Post Max Size, Upload Max FilesizeIf you have your WordPress site hosted with us and are experiencing issues uploading large files or themes due to PHP size restrictions,...
- Overview of WordPress HostingOur WordPress hosting management tools are crafted to elevate site administration, enhance security, and offer greater flexibility. These...
Blogs
- Blogging OverviewA blog post generally focuses on a particular subject or question and is usually informative. Additionally, blog posts can be designed to...
- How to Efficiently Create and Manage New Blog PostsCrafting and managing blog posts is a crucial aspect of keeping your website both engaging and informative. This guide provides a...
- Integrating a Blog Post into Your Funnel WebsiteStep 1: Writing and Structuring Your Blog Post The process of creating a blog post involves several important steps, from the initial setup...
- Integrating Blog Lists Into Websites And FunnelsThe blog post list feature makes it simple to display and organize your blog content. This tool enhances your site’s user experience,...
- Introduction To Blog BuilderKeeping your blog organized and current is vital for a well-maintained blog site. This guide outlines how to access your list of blog...
- Publishing or Scheduling Your Blog PostOnce you’ve saved your content, further details must be configured by selecting the "Publish" option. ### Customizing the URL This section...
- Simplifying Blog Creation with Content AI: Your Comprehensive GuideGenerating a blog outline with Content AI is an easy process that can greatly enhance your content production. Content AI, an innovative...
- Steps to Create an RSS Feed for Your Blog### To create an RSS feed for your blog, most platforms allow you to automatically generate the feed through built-in features. Here's a...
- Understanding SEO: Essential Strategies for Optimizing Your Blog PostsSearch engine optimization (SEO) plays a critical role in digital marketing, helping your blog and website rank higher in search results...
- Utilizing Blogs to Attract and Generate LeadsThis article serves as a detailed guide for utilizing a CRM to create a lead-generating blog. It’s tailored for business owners, marketers,...
Stores
- Building Your E-commerce PlatformIn today's digital age, the internet plays an integral role in our daily lives. From communicating to working, learning, and entertaining,...
- Displaying Your Product CollectionsProduct Collections are a powerful tool to help you organize and promote your products, boosting visibility and generating more interest in...
- How to Import Products into Your E-Commerce PlatformManaging your e-commerce store is all about keeping information organized and centralized, and your CRM plays a crucial role in that. If...
- How to Process Manual Payments in Your Online StoreManaging payments in an online store can be tricky, especially when customers prefer options like cash or bank transfers instead of digital...
- Implementing a "Buy Now" Button on Your Online StoreAdding a "Buy Now" button to your e-commerce platform provides customers with a quicker, more convenient way to make purchases. By...
- Integrating a Search Bar for Your E-commerce SiteWhen setting up your online store, the primary objective is to make it easy for customers to find and purchase products. However, if your...
- Overview of E-Commerce StoresOnline stores offer the advantage of delivering your products directly to customers, bypassing the expenses associated with physical retail...
- Product Display SectionYour online store serves as a direct link between your customers and the products you offer. It acts as the face of your business,...
Client Portal
- Client Portal Configuration ProcessStep 1: Access the Domain Setup in the Client Portal Begin by navigating through the left-hand sidebar to the "Sites" tab, then select...
- Comparison Between Client Portals and Memberships### CRM Memberships: Content Management and Delivery Summary The CRM's memberships feature focuses on offering structured content like...
- Enhanced Client Portal Dashboard### Our newly updated client portal dashboard offers a detailed summary of user activities, including invitation statuses and new member...
- Notifications System in the Client PortalThe Unified Notifications System in the Client Portal collects all notifications from the main portal and its linked child apps in one...
- Welcome to the Client PortalWelcome to the Client Portal, your personalized space to interact with our business. This guide will walk you through the steps of using...
Forms
- Comprehensive Guide to Customizing Form StylesTo customize the appearance of your form, access the Styles Tab in the form builder. This section lets you adjust design elements like...
- Form Elements Overview#### Types of Form Elements Whether you're gathering details from customers or company data, there are two categories for form fields:...
- How to Access Form SubmissionsOverview of Form Submission Data This area is where your CRM aggregates and organizes all form submissions. From here, you can review,...
- How to Set Up Active Prospect Consent Tracking on Your Form#### Step 1: Creating Your Form 1. Start Simple: Begin by designing your form within your CRM system, adding the fields your customers need...
- Implementing Auto Responders for Forms and SurveysThe auto responder functionality is designed to send tailored messages to clients automatically when they submit forms or surveys. This...
- Product Integration in Form Builder: A Comprehensive OverviewThe Product element within a form builder is designed to streamline payment integration, creating a smooth and professional transaction...
- Settings Panel in the Form BuilderThe Settings section within the form builder provides a comprehensive range of tools to tailor your form to meet your specific needs. ####...
- Step-by-Step Guide to Using the Form Builder[Embedded video/content](https://player.vimeo.com/video/1003836228?h=74b9b3a606&badge=0&autopause=0&player_id=0&app_id=58479) **Step 1:...
- Using Conditional Logic in Forms#### What is Conditional Logic? Conditional logic is a tool that allows forms to adapt dynamically based on the responses provided by...
- Utilizing URL Parameters for Pre-filling Form Fields#### Understanding URL Parameters Before we delve into the mechanics of pre-filling form fields, it's essential to understand how URL...
Form & Survey Builder
- Customizing Forms and Surveys with Line and Box StylesThe Line and Box style options give you the ability to include stylish dividers and borders between your form inputs, enhancing both the...
- Enabling Multi-File Upload in Forms and Surveys#### Introduction to Multi-File Upload The CRM system now includes the functionality to upload multiple files through forms, streamlining...
- Guide: Incorporating Custom Opportunity Fields in Forms & SurveysWelcome to an in-depth tutorial on integrating custom opportunity fields using our form and survey creation tools. By utilizing these...
- How to Add Payment Functionality to Forms#### Accessing Forms in CRM: Start by heading to the "Sites" section within your CRM platform. From there, select "Forms and Builder". This...
- How to Build a Basic FormFrom lead generation to signup forms and event scheduling, the form builder in your CRM provides extensive customization options. You can...
- How to Configure Preferred Languages for Your Forms and SurveysThis guide provides a thorough walkthrough for using the internationalization functionality in our CRM's Form and Survey Builder. Designed...
- How to Send Documents and Collect E-Signatures#### Overview of Signature Custom Fields The CRM system enables users to insert signature fields into forms and surveys, streamlining the...
- How to Use Undo and Redo Features in Forms & SurveysIntroduction We are excited to announce an update to our CRM's Survey and Form Builder, introducing undo and redo features. This new...
- Streamline Your Forms and Surveys with Folder OrganizationAdvantages of Organizing Forms and Surveys Before we delve into how to move your forms and surveys, let’s explore why this feature benefits...
- Version Control for Forms and SurveysEfficiently managing your forms and surveys is easier than ever with features like automatic version saving, simplified edit tracking,...
Funnel & Website Builder
- Differentiating Between Local and Organic SEOThis guide is designed to clarify the differences between local and organic search engine optimization (SEO) within the framework of a...
- Displaying a Popup Upon Entering a Funnel or WebsitePersonalizing Popup Configuration This guide explains how to activate a popup when a user visits a funnel or website. Popup Configuration...
- General Settings OverviewThe General Settings section shows the default label or name of the current edit option. You can either keep this default title or rename...
- Integrating Surveys into Your PageIf you've already created a survey, integrating it into your page is simple. Just drag the survey element to your desired location on the...
- Resolving Issues with Pop-Up Settings#### Typical Problems with Pop-Up Functionality A frequent problem users face with pop-ups is that they sometimes fail to display as...
- Sub-Headline Customization Guide#### General Settings Adding subheadings to your content is a simple task. Just drag the sub-headline element into the desired location...
- Text Element OverviewThe Text Element feature allows you to effortlessly incorporate key content aimed at your audience. While delivering information is...
- Toolbar Overview and SectionsWhen navigating the funnel builder, you will see a toolbar located at the top of the page. Among the options, there’s a "Sections" button...
- Video IntegrationThe video element offers flexibility in embedding videos from platforms such as YouTube, Vimeo, Wistia, and more, enhancing the overall...
- Web Page Personalization Features### Overview The general settings section allows you to modify basic aspects of your web page elements, such as adjusting titles and...
Surveys
- How to Obtain an I-Frame Code for a Form or Survey1. Access the Sites Section Start by navigating to the "Sites" tab. 2. Choose Between Forms or Surveys Here, you can select either "Forms"...
- Locating and Reviewing Survey ResponsesAccessing Survey Submission Data In your CRM system, you can find all survey responses under the "Submissions" tab within the "Surveys"...
- Styles Tab for SurveysThe Styles tab allows you to modify the appearance and overall design of your survey. ### Layout Settings This section provides options to...
- Survey Configuration OptionsThe Options tab allows you to adjust critical settings for your survey. ### Renaming Your Survey Easily change your survey's name within...
- Survey Creation Tool OverviewIntroduction This section guides you through creating surveys for various needs, such as gathering new leads from your website or...
- Survey Creation Tool Overview#### Introduction This section provides the ability to design surveys for collecting information in various contexts, such as generating...
- Terms and Conditions Customization GuideIn this section, we explore the newly added features in the Survey builder that allow you to customize your Terms and Conditions with ease....
- Terms and Conditions Feature OverviewThis section will introduce you to the latest enhancements in the Survey builder, specifically the new options for adding links and...
- Where to Access and View Survey Submissions#### Survey Submission Overview Within your CRM, the Submissions area found under the Surveys section enables you to store, sort, and...
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