Getting Started Category
27 articles
Quick Start Guides
- LeadConnector Mobile App Quick Start GuideThe mobile app gives you access to essential customer, sales, scheduling, payment, and communication tools while you are away from your computer. You can manage conversations, opportunities, invoices, reviews, appointments, contacts, and tasks directly from your phone. Table of Contents - What I
- Managing Conversations Quick Start GuideConversations gives you one place to communicate with contacts, review activity, schedule follow-ups, request payments, book appointments, and update CRM records. This quick start guide covers the core tools you need to manage day-to-day communication efficiently, including Manual Actions, templates
- The Marketing Area Quick Start GuideThe Marketing area brings together tools for social media publishing, email campaigns, reusable message templates, tracked links, and affiliate campaigns. This guide covers the core features and the fastest way to start creating and managing marketing activity from one place. Table of Contents -
- Reputation Management Quick Start GuideReputation Management helps you request reviews, monitor feedback, respond to customers, and display reviews on your website. This guide covers the essential setup and daily tools you need to manage your online reputation. Table of Contents - What Is Reputation Management? - Connect Your Review
- Wallet Auto Recharge and FrequencyTABLE OF CONTENTS - What is Auto Recharge and how does it work ? - What is Auto Ramp up and how does it work ? - Frequently Asked Questions (FAQs)- What is Auto Recharge, and how does it work? - What is Auto Ramp Up, and how does it work? - How can I disable the Auto Ramp Up feature? What is Auto R
- Wallet Auto RechargeTABLE OF CONTENTS - What is Auto Recharge and how does it work ? - Frequently Asked Questions (FAQs)- What is Auto Recharge, and how does it work? What is Auto Recharge and how does it work ? - The amount you see in dropdown 1 is the amount that will be deducted from your payment method when you
- Getting Started: Create a New ContactContacts are the people in your CRM — students, leads, and clients. To add one manually: - Go to Contacts from the left menu. - Click + Add Contact (top right). - Enter the contact's first name, last name, email, and phone number. Add any custom fields you use (for example, certification type or cla
- Getting Started: Import Existing ContactsIf you already have a list of students or clients, import them in bulk from a CSV file. - Prepare a CSV with a header row (for example: First Name, Last Name, Email, Phone). Clean up blank rows and make sure phone numbers are in a consistent format. - Go to Contacts and click the Import Contacts opt
- Getting Started: Set Up Your Booking CalendarA booking calendar lets students schedule classes or consultations based on your availability. - Go to Calendars in Settings (or the Calendars area). - Create a new calendar and give it a clear name (for example, "CPR Certification Class"). - Set your availability: the days and hours you accept book
- Getting Started: Connect a Payment ProviderConnecting a payment provider lets you collect payments for invoices, payment links, and order forms, and records those payments automatically. - Go to Payments → Integrations. - Select your payment provider and click Connect. - You'll be taken to the provider to sign in (or create an account with t
- Getting Started: Launch a Funnel or WebsiteA funnel is a short series of pages that guides a visitor toward one action — for example, registering for a class. - Go to Sites and choose Funnels (or Websites). - Click + New Funnel. Start from a template or a blank funnel. - Add and arrange your steps (for example, a registration page followed b
- Getting Started: Add the Live Chat Widget to Your SiteThe chat widget lets visitors message you from your website; conversations land in your Conversations inbox. - Go to Sites → Chat Widget (or the Chat Widget area). - Create a widget and customize its appearance, greeting, and business hours. - Choose how leads are captured (name, email, phone) befor
- Using Media Controls from the Notification Tray in the Mobile AppMedia controls in the mobile app make it easier to manage supported media playback without returning to the app every time you need to pause, resume, or skip. This is especially helpful when watching or listening to longer course, membership, or community content on mobile. TABLE OF CONTENTS - What
SMTP
- Using Google/Gmail/Google Workspace as your SMTP ProviderThis comprehensive guide walks you through creating app-specific account passwords with 2-step verification, focusing on Gmail SMTP integration. TABLE OF CONTENTS - Create Gmail App Passwords - Create Gmail SMTP settings - FAQs Create Gmail App Passwords You can create the app password in the sec
- Limitation of using SMTP when emails are not sendingIf you are using the SMTP provider to send emails and they're not delivering most of the time, the reason is usually because the sender email doesn't match with the SMTP email that you've configured here: Once you set up your SMTP provider, If you are getting an error when you send a test email in
- Troubleshooting SMTP Email Delivery IssuesIf emails sent through your SMTP provider are failing to deliver, the most common cause is that the sender email address does not match the verified email configured inside your SMTP settings. This article explains how to verify your SMTP sender setup, understand delivery errors, and troubleshoot fa
Troubleshooting
- Troubleshooting Guide: Connecting Your DomainConnecting a domain allows you to use branded URLs for websites, funnels, WordPress sites, webinars, client portals, and other customer-facing experiences. If your domain does not connect successfully, the issue is usually caused by incorrect DNS records, conflicting records, or the domain already b
- Fix Common Domain Connection ErrorsConnecting a domain usually takes only a few minutes, but DNS conflicts or incorrect records can sometimes prevent verification from completing successfully. This guide explains the most common domain connection errors, what they mean, and how to fix them quickly. TABLE OF CONTENTS - Overview - Mult
Sales & Conversations
- Connect Facebook & Instagram Messages to Your Unified InboxThis article explains how to connect social messaging channels so incoming messages appear together in a single inbox. Once connected, conversations from different messaging channels can be viewed and managed in one place, making it easier to respond quickly, stay organized, and maintain a complete
- Sales Velocity and Revenue Performance InsightsSales velocity measures how quickly opportunities convert into revenue, giving you a clear view of how efficiently your sales process generates results. Instead of looking at revenue alone, this metric combines both value and time, helping you understand not just how much you earn, but how fast you
Website & Content
- External Tracking: Capture Website Form Submissions AutomaticallyCapture form submissions from external websites directly into your CRM with zero manual setup. The enhanced External Tracking feature automatically detects supported forms like Gravity Forms, WPForms, and custom HTML forms, then sends submissions into your system in real time. This eliminates the ne
- How to Customize Product Selector Styles on the Product Details PageEcommerce Stores • Product Details • Design How to Customize Product Selector Styles on the Product Details Page Product selector styles control how customers choose variants, pricing options, quantities, and other supported product selections on a Product Details Page. Choose between a compact Drop
Commerce
- How to Create Products and Sell Them Using FunnelsSelling online becomes simple when your products, funnel, and checkout are properly connected. This guide walks through creating a product, making it available inside a funnel, and setting up an order form for seamless purchases. Following these steps ensures customers can easily view, select, and c
- Build, Launch, and Sell Your Online CourseBuilding and selling an online course doesn’t have to be complicated. With the right setup, you can quickly turn your knowledge into a structured product, package it into an offer, and start sharing it with your audience. This guide walks through the full process—from creating your course to publish
- Stripe Payment Integration for Secure Online TransactionsAccepting payments online should be simple, secure, and reliable. Connecting a payment provider allows you to process transactions, manage subscriptions, and streamline customer payments without friction. This guide walks through how to connect Stripe so you can start accepting payments quickly and
- Streamlined Payment Collection with Shareable Payment LinksAccepting payments should be simple, fast, and frictionless. Payment links allow you to send a direct checkout experience to customers so they can complete purchases quickly without needing a full website or manual invoicing. This improves conversion rates, reduces delays, and creates a smoother bu