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Getting Started

Guides on how to start with your service or product

Dashboard

All articles (5)

Start Here: General Overview
Dashboard Overview
Mobile App
Activate Notifications
Social Planner - Overview

Email and Phone

All articles (23)

Conversations Overview
How to use the email builders
Twilio Setup and Add Number (for US)
Create A Regulatory Bundle
Twilio Send Us Your Details
MailGun Setup: HostGator Domain Setup
Mailgun Setup: GoDaddy Domain Setup
Customize Email Unsubscribe Settings
Adding a Gmail, Yahoo, or SendGrid SMTP.
Adding a 3rd Party SMTP
Calls & Voicemail Drop Events
Softphone (How it works)
Purchase a Twilio Phone Number
Voicemail Drop File Conversion
Import Existing Twilio Numbers into Your App
Inbound Call Routing (Explained)
Delete a Twilio Phone Number
Ringless Voicemail
Step 1 of 3 - Creating a Twilio Account
Step 2 of 3 - Adding your Address
GatewaySend Tutorial Part One
GatewaySend Tutorial Part Two
How to send to additional countries with Twilio

Opportunities

All articles (7)

Opportunities Overview
Create a Pipeline
Add Opportunities Automatically (Lead added to Campaign)
How To Use Task & Opportunities
Colour Coding Opportunities
Opportunities Overview V2
My Opportunities Aren't Showing

Marketing

All articles (25)

Call Function in Campaigns
Creating Email Unsubscribe Links
Creating Your First Campaign
Round Robin Campaigns
Appointment Reminder Campaigns
Copying Campaigns
Manual Actions (Power Dialler) and Voicemail Drop
Trigger Links
Survey Builder
Form Builder
Surveys with Conditional Logic
Custom Values
Form Signatures
Out of Office Emails and SMSs
Attribution and FB Reporting PS Version
How to send broadcasts and newsletters
How to send attachments in the email builder
SMS Templates
Email Campaigns vs Templates
Scheduling a Single SMS or Email
New Email Builder - Design Video
New Email Builder
Custom Values & Custom Fields
Email Builder - Sending Email Campaigns
How to send broadcasts and newsletter

Funnels & Websites

All articles (38)

Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
Funnel Overview
Adding Domains
Adding Favicon
Page Editor
Adding a Product (One-time product)
Adding a Subsciption Product
Funnels vs Websites
Saving Sections
Tracking Scripts
Domain Setup (Funnels)
SEO Meta Data
How to Set Up a Product in Stripe
Two-Step Order Form
Adding a Paid Calendar UpSell
Desktop View vs Mobile View
First Promoter Code for Thank You Page
Element Duplication Efficiency
Styling Your Funnels
Up/Down Sell a Product
Custom Meta Tags
Websites - Getting Started
Creating a Custom Website
Importing a Template
Editing a Website
Facebook Business Page Integration (Facebook Messenger)
Progress Bar
Adding Custom Values to Pages
Timers
Creating and Editing Pop-Ups
Funnels - Mobilisation
Verifying Domains for iOS 14
Review widget on funnel and web pages
Adding a Checkout to a Funnel Page
Adding and Importing Products
Funnels In Wordpress Plugin
Funnels - Mobilisation
Funnels - Creating and Editing Pop Ups

Membership

All articles (14)

Introduction to Memberships
Adjusting Settings
Adding Products
Creating Offers
What your Customer Sees
Managing Members
Adding Media to Posts
Dripping Content
Magic Links for Login
Searching Memberships
How to center images and videos
Magic login links
How to center images and videos
Searching Memberships

Account Management

All articles (7)

Email Signatures
Company Settings
User Access
Add Messaging to Google My Business
Reviews Overview
Adding A User / Employee
Payments and Paypal

Chat Widget

All articles (2)

Live Chat Widget
Installing Chat Widget to your Wordpress Website

Contacts

All articles (7)

Managing Contacts
Smart Lists
Importing and Uploading Contacts
Contacts Overview
Bulk Actions
Merging Contacts
Contact Card Overview

Integrations

All articles (11)

Connecting your Facebook Page
Account Settings
Stripe Integration
Integrating Google Calendar
Sendgrid Setup
Facebook Lead Ads Integration
Facebook Domain Verification
How to connect Paypal
How to Integrate Zoom
Shopify Integrations
Connecting Facebook Groups

Calendar & Scheduling

All articles (14)

Embed a Calendar
Creating and Editing Calendars
Adding Payments to appointments
Calendars with Team Members Availability
Rescheduling Appointments
Integrate Outlook Calendar
Calendar Availability - Blocking Off Time
Why is No Availability showing on my calendar?
Calendars - Appointment Distribution
How to book an appointment in calendars
Calendars - Assigned V Unassigned
Adding a Staff Member To a Calendar
Integrating Outlook
Calendars - Assigned VS Unassigned

Triggers

All articles (13)

Triggers Overview
Push Notification on Trigger
Folders
Duplicating Triggers
Email/SMS Notifications (Lead Added to Campaign)
Email/SMS Notification (Lead Replied)
Task Reminders and Triggers
Triggering Actions with Trigger Links
Appointments and Triggers
Facebook Lead Forms and Triggers
Forms and Triggers
Testing Facebook Lead Connection
Adding Notes with Triggers

Zapier

All articles (2)

Sending data OUT via Zapier
How to use Zapier Paths to Split Leads

Troubleshooting

All articles (7)

How To Setup Payment Plans
How To Set Up Funnels in Wordpress
How to set up stripe payment links
How to send to addition countries with Twilio
Solving 9 Dots Login Freeze Issue
How to Fix Facebook Lead Connections
Uploading Missed Facebook Lead Form Contacts

Workflow

All articles (23)

Go To Function
Workflows Overview
How To Set User Reminders
Repeating or Recurring Worklfow
Forms in Workflows
Appointments in a Workflow
Part 1: Workflows: If/Else Conditions
Part 2: “Workflows: If/Else Conditions" - An example
Part 3: Build a Feedback request with if/else conditions
Changing Wait Timer
Out Of Office Workflow
AI Booking Bot
Facebook Conversion API Setup
Setting the Time Zone in a Workflow
How to Set Up Workflows for Payment Funnels
Setting exact times using wait timers in workflows
2024 - How to adjust conditions in your existing workflows for conversation ai
2024 - How to remove Conditions from a Workfloe and Keeo One Branch
2024 - Ringless voicemail
Go to Function
Appointments in a workflow
Setting exact times using wait timers in workflows
Wait Timers

Account Settings

All articles (16)

Business Info
My Staff - Business Info
Company Billing
Pipelines
Calendars
Managing Groups for Calendars
Reputation Management
Phone Numbers
URL Redirects
Media
Integrations
Email Services
Tags
Receiving Voicemail
Settings Overview
How To Set Up Conversation AI

Sites

All articles (12)

How to Create Blog Post
How to Add a Funnel or Website with the Blog Post List element
How to Preview a Blog
How to Change SEO
How to Add Authors and Categories
How to Add a Website Page for Blogs
Split Testing Funnel Pages
How to Create a Payment Funnel
2024 - Survey Builder
2024 - Form Builder
2024 - How to Hide Websites or Funnels from a Google Search
2024 - How to add CAPTCHA to Forms

Payments

All articles (2)

Coupons and Discounts
Invoices

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