Lead Connector

1-Step Order Form

2-Step Order Form

A Simple Calendar Workflow

ACH Debit payment method on invoices

AI Appointment Booking Bot

Abandoned Checkout

Acknowledgment settings

Action - Drip

Action - Find Contact

Action - Update Custom Value

Activate Google My Business Chat

Activity Cards in Conversations

Add Contact

Add Contact Tag

Add Custom Value

Add Email Template

Add Payments to Appointments

In this article, I'm going to show you how you can accept payments for your appointments.

Add SMS Template

Add Task

Add To Google Adwords

Add To Google Analytics

Add To Notes

Add To Workflow

Add/Update Opportunity

Adding Content AI

This section will teach you how to use Content AI to generate content for Funnels/Websites. Content AI helps generate 10X faster, more effortless, and better Content.

Adding Products To Funnels & Websites

Adding a widget to the Dashboard

Addings Blog Lists to Websites & Funnels

Advanced Call Reporting Filters

Affiliate Campaign

Affiliate Manager Overview

The Affiliate Manager system provides an affiliate management tool to Agency owners to manage their affiliate/referral network within their CRM.

Affiliate Payouts

Affiliates

Agent Call Metrics

View the stats for calling activities performed by each agent in your team. These metrics are great resources to develop an insight.

Agent Conversions Reporting

Agent Efficiency

Efficiency Gives you the information about the outcome generated from the efforts of an individual agent.

Agent Leaderboard

Agent Reporting - Overview

Analyze Forms

Analyze Surveys

Analyze Trigger links

Appearance Tab

Appointment Report - Overview

Appointment Status (Triggers)

Appointments Section within Calendars Tab

Appointments Section within the Calendars Tab

Assign To User

Attach Files To A Contact Record

Attachments Made Easy in Conversations

Attribution Report - Overview

Audit Log / Real-Time Event Communication

Authorize.net

Backgrounds

You can use this backgrounds for your funnel or website needs.

Birthday Reminder

Blog Overview

Blog Post

Book New Appointment

Builder Tab

Building Emails

Bulk Actions - Overview

Bullet List

Business Profile

Button

Button Element

CRM Actions

CRM Document Management

Calendar

Calendar Color Codes

Calendar Connections

Calendar Overview

Calendar Preferences

Calendar Settings

Calendar Types

Calendars Overview

Call

Call Reporting

Call Status

Category Completed

Category Started

Chat Bubble

Chat Widget

ChatGPT

Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons

Cloudflare MX Records

Follow these steps to setup mx records in your Cloudflare account.

Code Element

Columns

Common Funnel Ideas

Common Use Cases

Communities - Badges and Optimizations

Communities Overview

Company Overview

Connecting "Other" SMTP Email Services

Lets you connect other email service providers. In this article, we will learn how to connect Sendinblue SMTP to your CRM.

Connecting Facebook & Instagram

Connecting Facebook Pages (Social Posting)

Connecting GoDaddy MX Records

Connecting Google Email Services

Connecting Google My Business Location

Connecting Instagram (Social Planner)

Connecting LinkedIn Profile & Page (Social Posting)

Connecting Sendgrid to Email Services

Connecting Social Accounts

Connecting TikTok (Social Posting)

Connecting Twitter account (Social Posting)

Contact Changed

Contact Created

Contact DND

Contact Details

Contact Details - Information Panel

Contact Details - Messages Panel

Contact Details - Overview

Contact Engagement score

Contact Tag (Trigger)

Content AI

Content AI Image

Content AI Text

Content Management in Communities

Conversation AI

Conversations

Conversations Overview

Conversations Timeline

Conversion Report

Countdown

Create Group Hashtags within the Social Planner

Create New Blog Post

Create New Workflow

Create invoice templates and automatically send an invoice in a workflow using templates

Custom Date Reminder

Custom JS/HTML

Custom Values

Custom Widgets FAQ

Custom Widgets Overview

Customer Replied

Customize Email and SMS notifications for invoicing

Customizing a widget

Dashboard Overview

Your platform’s Dashboard is the central hub for accessing key features and displaying informative sales metrics.

Day Timer

Different Email Sending/ Delivery Method(s) - Send Now, Schedule, Batch, RSS Schedule

Divider Element

Do Not Disturb

Domains

Edit Conversation

Elements

Email "Edit" Section

Email & SMS Scheduling within Conversations

Email Builder - Hidden or Broken elements

Email Events

Email Layouts

Email Reporting

Here you can view the stats for the Email campaigns run by an individual agent/ CRM user.

Email Templates vs Email Campaigns

Enrollment History Tab

Execution Logs Tab

FAQ

Facebook - Add To Custom Audience

Facebook Ads Reporting

Facebook Conversion API

Facebook Conversion API Workflow Trigger Not working?

Facebook Form Fields Mapping

Facebook Lead Form Submitted

Facebook Pages Not Showing

Facebook Post Failed to Publish

Featured Posts (Pinned Posts)

Fields Tab

Find Appointments within a Contact

Finding Call Recordings In Conversations

Footer Element

Form

Form Builder Overview

Form Element

Form Submitted

Funnel Builder Overview & Settings

Funnel Paths

Funnels Overview

GDPR Compliance and Data Privacy

GMB Messaging

General CRM Overview

This article will give you a broad overview of your dashboard and the options on your left sidebar that you can use to access your platform’s features

Getting Started With SMS & Email Templates

Go To Event (action)

Goal Event (action)

Google

Google Ads Reporting

In this section, you will be able to access the stats with respect to your google ads campaigns with all the different parameters.

Google Organic Booking

Headline

Hide Email Elements on Mobile View

How To Add A 2-step Order Form To A Funnel

You can use this element to get the shipping detail of your customer and some other information. For 2-Step Order Form, you will have the Shipping details and the information in two separate forms.

How To Add A Tag To Multiple Contacts

How To Add Multiple Contacts To A Campaign / Workflow

How To Add/Update Opportunities For Multiple Contacts

How To Configure Your Appointment Confirmation & Notifications

How To Create A New Calendar

How To Create A New Invoice

How To Create A New Post

How To Create Smart Lists

How To Delete Multiple Contacts

How To Download A List Of Your Opportunities

How To Edit/Update The Calendar Availability & Slot Settings

How To Enable Calendar (What To Do If Calendar Is Greyed Out)

How To Enable Call Recording

How To Export Multiple Contact

How To Get An I-Frame Code For A Survey/ Form

How To Import Multiple Contacts

How To Integrate PayPal

How To Merge Multiple Contacts

How To Remove A Tag From Multiple Contacts

How To See Additional Information On An Opportunity Card

How To Send A One-Off SMS To Multiple Contacts

How To Send A Review Request

How To Send An SMS

How To Send Review Requests To Multiple Contacts

How To Sort/Filter Opportunities

How To Use Custom Values

How To Use Text 2 Pay

How to CC and BBC for email composer

How to Create a Simple Form

How to Create a Simple Membership Area

How to Create a Simple Survey

How to Customise post for each socials?

How to Group Contacts within an Organization using the 'Company Object' Feature

How to Import Email Template(s) from Mailchimp

How to Invite Members to Your Group via Email

How to Manage Members Inside Groups

How to Post as a Page on Facebook Groups

How to Schedule Batch Email Campaign(s)?

How to Set Up Recurring Appointments

How to Set Up an RSS Feed for Blogs

How to Update SEO for Blog Post

How to Use Community Tagging Feature

How to add Taxes Overview

How to authorize card payments in Websites

How to configure Staff Member selection in Round Robin Calendars?

How to connect your Instagram business account with your Facebook account?

How to copy contact to another account?

How to create an opportunity

How to create blog post outline with Content AI?

How to edit your Email Format for Mobile

How to enable Sales Receipts for Order Forms, Calendars, and Invoice payments

How to get a Conversion List for Google Ads in Workflows

How to import HTML Email Templates/ Campaigns

How to import a Funnel From ClickFunnels?

How to input Multiple Phone Numbers for a Contact

How to make your Groups private/ public in Communities

How to manage Refunds within the CRM?

How to post Instagram Reels

How to post Instagram Story

How to post Recurring Social Posts through the Social Planner?

How to schedule Posts using RSS URL?

How to send an email

How to set up a Calendar for Classes

How to use Collective Bookings in Calendars?

How to use Conversation Filters & Bulk Actions Overview

How to use Custom Fields for Opportunities

How to use the Inbound Webhook Workflow Premium Trigger?

How-to Send RSS Email Campaign(s)

If/Else Condition (action)

Image

Image Element

Image Feature

Importing Stripe Products

Inbound IVR

Instagram DM

Instagram Direct Messaging

Integrating Google Calendar

Integrations - How To Integrate Stripe

Invite members via link

Invoice (trigger)

Invoices - Overview

Learning Tab (Courses)

Live Chat

Manage Auto Payment

Manage Settings

Manage Smart Lists

Manual Actions

Manual Calls (action)

Manual SMS (action)

Manually Import Facebook Leads Into a Workflow

Map

Map Facebook Fields

Math Operation (action)

Media Library Overview

Here you can manage the media files in your CRM.

Membership

Membership Analytics

Membership Grant Offer

Membership New Signup

Membership Offers

Membership Products

Membership Revoke offer

Membership Settings

Memberships Overview

Merge Fields (Custom Values)

Messenger

Microsoft Outlook

Minute Timer

My Media

Namecheap MX Records

This article will be helpful for setting up MX records in your namecheap account settings.

Navigation Menu

Note Added

Note Changed

Notification for Expired Social Accounts

Offer Access Granted

Offer Access Removed

Opportunities Card / Opportunity Details Breakdown

Opportunities Overview

Opportunity Status Change

Option tab

Options Tab

Order Confirmation

Order Form Submission

Order Fulfilled

Order Placed

Pages Tab - Websites

Paid Groups

Paragraph

Payment Integrations

Pipeline Stage Changed

Pipelines

Pixabay

Lets you access "Pixabay" a royalty-free stock media website for your image requirements.

Post Approval Flow

Posting to Facebook

Posting to Instagram

Posting to LinkedIn

Posting to Twitter

Preview And Test Your Email Campaign/Templates

Product Access Granted

Product Completed

Product Started

Products

Products Access Removed

Progress Bar

Publish or Schedule Blog Post

Quick Filter

RSS Header & RSS Items Elements

Rearrange widgets

Recurring Invoices

Remove Assigned User

Remove Contact Tag

Remove From All Workflows

Remove From Workflow

Remove Opportunity

Removing a widget

Reputation Tab Overview

Reserve with Google Integration - Local Service Ads (LSA)

Resize Widgets

Restore - Overview

Review Management Settings

Review Widget Customization

Reviews

Reviews AI

Reviews Element on sites

Right Panel & Expandable Sidebar in Conversations

Rooms & Equipment's

Rows

SMS Reporting

SVG

Sales Tab - Funnels

Sales Tab - Websites

Schedule Posts in Bulk on the Social Planner (CSV)

Scheduling: Creating Team Calendars

Sections

Send Email

Send Internal Notification

Send Review Request

Send SMS

Sending Messages

Service Calendar

Service Menu

Set Contact DND

Set a limit to simplify the displayed results.

Setting Up Root Domains

Setting Up Shopify Integration

Here we will cover the steps needed to connect Shopify store. Shopify integration allows you to manage your store from inside of the CRM.

Setting Up Sub-Domains

Setting up QuickBooks Integration

Settings Tab

Settings Tab - Funnels

Settings tab - Websites

Settings: Integrations

Settings: Phone Numbers

Settings: Pipelines

Settings: Profile

Settings: Team Management

Shopify Triggers

Shopping Cart Element

Show Popup on Entering Funnel/Website

Smart List Filters

Smart List Quick Action Buttons

Social Element

Source Report

Stale Opportunities (trigger)

Stats Tab - Funnels

Stats Tab - Websites

Steps Tab - Funnels

Stripe Integration

Stripe One Time Charge

Styles Tab

Sub-Headline

Submit Ticket

Subscriptions

Survey

Survey Builder Overview

Survey Submitted

Surveys Styles Tab