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MarketOmation

MarketOmation Help & Support

Getting Started

  • Conversations Overview
  • Dashboard Overview
  • General CRM Overview
  • Instagram Direct Messaging
  • Instagram Direct Messaging
  • Launchpad
  • Merge Fields (Custom Values)
  • The Dialer
  • Things To Know
  • Overview

    • Articles coming soon

Setting

  • Account-Wide File Management
  • Business Profile Creation Flow (Trust Center)
  • Call Tracking and Missed Call Text Back for Google My Business
  • Customizable 404 Error Page
  • Email Validation
  • GDPR Compliance Information
  • How to Change the Currency Type
  • ​How to Edit User Information and Permissions
  • ​How To Include Email Signatures On All Outgoing Messages
  • ​How To Reset Your Password
  • How To Turn On/Off Alternate Timezones
  • How to Use Audit Logs
  • ​How To Use The Incorp Media LLC Dashboard
  • How To Use The Universal Search Feature
  • Incorp Media LLC Email Validation
  • Internationalization: Multiple Language Support
  • Internationalization: Multiple Language Support
  • SendInBlue Setup
  • Settings: Business Profile
  • Settings: Company Billing Overview
  • Settings: Custom Values
  • Settings: Integrations
  • Settings: My Staff
  • Settings: Pipelines
  • Settings: Reputation Management
  • Settings: Tags
  • Supported Media Types
  • Template Library

Conversations

  • Checking Conversation Message Details
  • Conversations Overview
  • How To Use Trigger Links in SMS
  • Using Filters and Bulk Actions in Conversations

Calendars

  • Appointment Booking Process
  • Calendar Color Codes
  • Calendar Setup 101
  • Calendar Sync Options
  • Class Booking in Calendars
  • Collective Booking - Calendars
  • Google Meet Calendar Integration
  • How to Add a Logo to Your Calendar
  • How to Add Facebook Pixel to Survey, Forms & Calendars
  • How To Block Off Time In A Calendar
  • How to Copy or Duplicate a Calendar
  • How to Create and Edit Calendars
  • How to Deactivate and Activate Calendars
  • How to Disable and Enable Calendar Services
  • How to Integrate Your Outlook Calendar Using Calendar Bridge
  • How to Override Calendar Availability
  • How To Update Cancellation and Reschedule Links For Your Calendar
  • How to Utilize the Calendar
  • Outlook Calendar Integration
  • Recurring Appointments
  • Settings: Calendars
  • Stripe Integration For Calendars
  • What To Do If You Get The Google Calendar Writer Access Error

Contacts

  • Additional Emails per Contact
  • Additional Phone Numbers per Contact
  • Bulk Action Delivery Options
  • Bulk Actions - Add or Remove Tags
  • Bulk Actions - Deleting Contacts
  • Bulk Actions - Email
  • Bulk Actions - Import and Export Contacts
  • Bulk Actions - Merge Duplicate Contacts
  • Bulk Actions - Pipeline Change
  • Bulk Actions - Sending Review Requests
  • Bulk Import and Export of Multiple Emails for Contacts
  • Bulk Import and Export of Multiple Phone Numbers for Contacts
  • Business Fields
  • Contact Company Overview
  • Editing Pending and Processing Bulk Actions
  • How The Sticky Contact Feature Works
  • How To Add a Tag to New Contact List Import
  • How to Allow or Prevent Duplicate Contacts
  • How To Create and Edit Smart Lists
  • How To Create and Use SMS And Email Templates
  • How To Import and Export Contacts
  • How to Navigate Contact Records
  • How to Restore Deleted Contacts
  • Managing Your Tasks Tab
  • Using the Bulk Action Features
  • Using the DND Feature

Opportunities

  • Custom Fields for Opportunities
  • How To Add A Contact To Multiple Opportunities
  • How to Create and Edit Pipelines
  • How to End an Opportunity
  • Opportunities Overview

Payments

  • Affiliate Manager - Importing Contacts
  • Affiliate Manager Overview
  • Affiliate Manager Part 1 - How to Set Up your Affiliate Funnel with Products
  • Affiliate Manager Part 2 - How to Add or Upload Affiliates
  • Affiliate Manager: Media
  • Apple Pay and Google Pay Invoices or Text2Pay Links
  • Authorize.net Integration
  • Automated Receipts for Invoices and Text2pay Link Payments
  • Available Testing Cards for Payment Integrations
  • Creating Recurring Invoices
  • Customize Email and SMS Notifications for Invoicing
  • Default Gateways for Payment Integrations
  • Guide to Using Proposals and Estimates
  • How to Create, Manage, and Void Invoices
  • How To Customize The Tax Settings in Your Payments Section
  • How To Download a PDF of an Invoice
  • How to Process Refunds
  • How to Test Payments in a Funnel or Website
  • How To Use The Orders Tab in Your Payments Section
  • How To Use The Payments Tab
  • How To Use The Transactions Tab in Your Payments Section
  • In Depth Look at Coupons
  • Invoice Settings
  • Network Merchants Inc. Integration
  • Subscriptions Tab in Your Payments Section Overview
  • Switching from FirstPromoter to Affiliate Manager
  • Using Apple Pay and Google Pay in Order Forms

Marketing

  • Emails

    • "Add This Event To Your Calendar” Custom Values
    • 2-way Email Sync for Outlook
    • Best Practices To Prevent Your Emails from Ending up in Spam
    • CC and BCC Features to Our Email Composer
    • Checking Email Statistics
    • Content AI in the Email Builder
    • Custom Reply Address
    • Email Analytics
    • Email Attachment Size Limits
    • Email Builder: Understanding Advance Conditions for Smart Lists and Tags
    • Email Deliverability 101
    • Email Statistics
    • Email Templates vs Email Campaigns
    • Forwarding Address and BCC in Email Setup
    • Gmail 2-Way Email Sync
    • How To Add the RSS Elements to Your Email Templates
    • How to Change the Content of an Ongoing Email Campaign
    • How to Connect SendGrid as your SMTP Service
    • How to Create or Edit Your Email Signature
    • How To Differentiate Between Basic and Custom for RSS Headers and Items in the Email Builder
    • How to Find Hidden or Broken Elements in the Email Builder
    • How To Hide Email Elements In The Mobile View Of Your Email Builder
    • How to Import a Template to the Email Builder (Campaign)
    • How to send a Regular Email Campaign
    • How To Use RSS Feeds in the Email Builder
    • How to Use the Design Editor for Email Templates
    • How To Use the Email Builder
    • How to Use the Email Builder and Its In-Line Editor
    • How To Use Trigger Links in Emails
    • Incorp Media LLC Email Authentication - DMARC
    • Incorp Media LLC Email Unsubscribe Link
    • Integrating Gmail for Email Service
    • Introducing Email Errors
    • List Unsubscribe Headers
    • Masking Sender Emails - From Name and Address
    • Masking the Sender's Name and Email Address in Incorp Media LLC Emails
    • RSS Blocks In the Email Builder
    • SMTP Error Code Tables
    • Split Testing in Email Campaigns
    • Test Email Error Troubleshooting
    • Trigger Links in the Email Builder
    • Using Custom Fonts in the Email Builder
    • Using Mobile Formatting in the Email Builder
    • Video Element in the Email Builder
    • What To Do If Your RSS Email Body Is Showing HTML Tags
  • Social Media

    • Bulk Scheduling Posts for the Social Planner Using a CSV
    • Connecting Your Instagram Business Account to the Social Planner Social Media Tool
    • Creating Posts in the Social Planner Social Media Tool
    • Edit or Disable a Campaign
    • Facebook Conversion API Integration for Lead Events
    • Follow Up Comment
    • How to Clear Linkedin Link Preview Cache
    • How To Connect LinkedIn for the Social Planner
    • How to Connect TikTok in the Social Planner
    • How to Connect to Your Facebook Group for Use in the Social Planner
    • How to Connect to Your Facebook Page for Use in the Social Planner
    • How to Connect to Your Google My Business Page for Use in the Social Planner
    • How to Connect Your Instagram Business Account With Your Facebook Account
    • How To Connect Your Twitter Account for the Social Planner
    • How to Create and Utilize the Group Hashtag Feature
    • How To Create Groups of Social Media Accounts
    • How To Post as a Page on Facebook Groups
    • How to Schedule your Instagram Reel with the Social Planner
    • How To Verify Your Domain With Facebook
    • Instagram Direct Messaging Integration
    • Instagram Direct Messaging Integration
    • Launching a New Facebook Ad
    • Managing Accounts
    • Optimal Image and Video File Sizes and Dimensions for the Social Planner
    • Post Approval in the Social Planner
    • Publish Instagram Stories in the Social Planner
    • Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
    • Using the Social Planner Social Media Tool
    • Viewing Failed Post Error Messages in the Social Planner
    • What's a Follow Up Comment and How To Use it in the Social Planner

Automation

  • Campaigns

    • How And When To Use The Event Start Date In A Campaign
    • How Does "Stop On Response" Work In A Campaign
    • How To Build, Manage and Use Manual Actions in Campaigns
    • How to Control Timing of Campaign Steps Using Delivery Windows
    • How To Copy A Campaign
    • How To Create A Basic Campaign
    • How To Create An Appointment Confirmation And Appointment Reminders Campaign
    • How to Create and Use the Google My Business Campaign Step
    • How To Customize The From Email Address Configuration in Campaigns
    • How To Enable or Disable the "Allow Multiple" feature in Campaigns
    • How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns
    • How To Test A Campaign
    • How To Use The Manual SMS Event in Campaigns
    • How To Walk Through or Push Campaign Steps
    • Pausing and Resuming a Campaign
    • Viewing the Deliverability of Messages in Campaigns
    • What Are Round Robin Campaigns And How To Use Them

Reporting

  • Advanced Data Points in Call Reporting
  • Appointment Reporting
  • Attribution Report
  • Call Reporting
  • Facebook Ads Reporting
  • Google Ads Reporting
  • How To Navigate and Use Reporting Dashboard
  • How To Use The Dashboard

Forms

  • Background Images in Forms
  • Create Surveys With the Template Library
  • How To Add a Bump Offer in Order Forms
  • How to Add or Remove Logos for Forms
  • How To Build, Edit And Utilize Surveys
  • How To Build, Edit, And Utilize Forms
  • How to Export All Submissions from a Form or Survey
  • How To Locate Survey and Form Answers
  • How to Look Up Form Attribution
  • How To Submit Mock Data for Forms and Surveys
  • How To Use File Upload Custom Field in Forms and Surveys
  • Pop-up Forms
  • Signature Custom Field in Forms and Surveys
  • Understanding Automatic Country Detection in Forms
  • Understanding the Difference Between One-Step and Two-Step Order Forms
  • Viewing Chat Widget Submissions

Funnels and Websites

  • Card Authorization for Subscription and Payment Plans
  • Card Authorization in Websites
  • Client Portal for Affiliates
  • Cloudflare Setup
  • Converting Funnel Steps and Website Pages Within Incorp Media LLC
  • Funnel and Website Settings Overview
  • How to Add A Facebook Pixel to a Funnel
  • How to Add a Meta Tag for Google Search Console Domain Verification
  • How to Add a One Time Product in the Funnel Builder
  • How To Add a Privacy Policy and Cookies Pop Up
  • How To Add A Subscription Product To Your Funnel
  • How to Add Facebook Pixel to Your Website
  • How To Clone and Share Funnels
  • How to Connect Your Domain to a Funnel or Website
  • How To Create A Custom Website
  • How To Create and Add a Chat Widget to Funnels and Websites
  • How To Import Your Funnels from ClickFunnels
  • How To Redirect Domains (from www to non-www) - Google Domains
  • How To Redirect Domains in Cloudflare (for non-www. and www.)
  • How To Set Up Payment Plans In Funnels
  • How To Set Up Your XML Sitemap
  • How to Setup and Configure a New Domain or Subdomain
  • How to Transfer a Domain to Cloudflare
  • How To Upload and Utilize A Favicon
  • Implementing Funnel Best Practices
  • Split Testing in Funnels
  • Understanding URL Paths

Site Builder

  • Adding the Review Widget to your Funnel or Website
  • Cart Mode in One-Step and Two-Step Order Forms
  • Content AI for the Site Builder
  • Custom Elements in the Site Builder
  • Custom Fonts in the Site Builder
  • Customizing Funnel and Website Colors
  • Customizing Your Funnel and Website for Mobile and Desktop Views
  • Funnel and Funnel Builder Overview
  • Hosted Video Element
  • How To Activate The One-Click Purchase In Your Funnel Step
  • How to Add An Order Form to a Funnel or Website
  • How To Add Hyperlinks to Websites And Funnels
  • How to Change a Logo in the Funnel or Website Builder
  • How To Configure The Buttons on Your Website
  • How To Create and Update Global Sections
  • How to Create and Use a Coupon/Promo Code - One Step Form
  • How to Create and Use a Coupon/Promo Code - Two Step Form
  • How To Upload Images and Use the Media Library
  • How To Use an Image Element in the Funnel Builder
  • How To Use Forms, Surveys And Calendars In Funnels
  • How to Use Forms, Surveys, and Calendars in Funnels
  • How To Use Time Delay In The Funnel and Website Builder
  • How to use URL Parameters on your Landing Page
  • Image Optimization In the Site Builder
  • Navigation and Search Element for Blogs
  • Order Confirmation Element in the Site Builder
  • Text Elements in the Site Builder
  • Using a Video Element in the Funnel Builder

Blogs

  • Blogging 101
  • Content AI for Blogs
  • How To Add A Category in Blogs
  • How to Create a Blog Post
  • How to Set Up an RSS Feed for Blogs
  • How To Update Your SEO for Blog Posting
  • Xml Sitemap Generation for Blogs and Blog Categories

Integrations and Widget

  • Google Analytics 4 Setup
  • How to Import Products From Stripe
  • How To Integrate A Stripe Account
  • How to Integrate and Use Paypal
  • ​How To Integrate Your Facebook Account
  • How To Integrate Your Facebook Account
  • How to Update Facebook Page Selection & Permissions
  • Integrating with Google and Google Calendars
  • Local Services Ad - Reserve with Google Integration
  • Local Services Ads With Google
  • Mapping Facebook Form Fields
  • Quickbooks Integration
  • Shopify Integration
  • TikTok Integration
  • Wordpress Plugin for Chat Widget
  • Zoom Integration

Lead Finder

  • Adding your Searched Leads to Incorp Media LLC Contacts
  • Creating New Campaigns in Lead Finder
  • Search Tips & Expanding your Search in Lead Finder
  • Sending Emails: Adding Leads to an Automation in Lead Finder
  • The Three Different Searches in Lead Finder

Mailgun

  • How to Change Unsubscribe Settings in Mailgun
  • Mailgun Setup - Overview
  • Mailgun Setup Using GoDaddy
  • Setting up Mailgun in Cloudflare
  • Setting Up Replies in Mailgun

Memberships

  • Creating and Customizing The Membership App
  • How To Add a Chat Widget to your Membership Section
  • How To Add A Customer to Your Membership Area, Course or Offer
  • How to Build and Edit an Offer in Memberships
  • How To Create A Membership One-Click Upsell
  • How to Create and Edit Categories in Memberships
  • How to Create and Edit Posts in Memberships
  • How To Customize Membership Settings
  • How To Customize The Membership Welcome Email Using Membership Settings or Workflows
  • How to Manually Grant Access to Memberships
  • How To Setup Drip Content for Subcategories in Memberships
  • How To Use Membership Themes
  • Magic Links for Memberships
  • Managing Comments In Your Membership Section
  • Membership - Revenue Analytics
  • Membership Anayltics
  • Membership Assessments
  • Membership Products and Offers Overview
  • Membership Settings
  • Membership Settings: Site Details
  • Memberships Overview
  • Resending Membership Credentials
  • Statuses on Memberships
  • Workflow Action: Membership Grant Offer

Mobile App

  • Mobile App Troubleshooting for LeadConnector
  • Navigating Through The LeadConnector Mobile App
  • Using The LeadConnector Mobile App: Calendar and Appointments
  • Using The LeadConnector Mobile App: Contacts
  • Using The LeadConnector Mobile App: Reputation and Reviews

Phone

  • 3DS Incorp Media LLC Phone
  • A2P 10DLC Campaign Vetting Changes
  • Agent Reporting
  • Call Tracking
  • How Inbound Call Routing Works
  • How To Buy a Toll Free Number
  • How To Convert Voicemail Drop Files into MP3 or WAV
  • ​How To Get an Outbound Phone Number
  • How To Increase Message Deliverability
  • How To Record Calls And Listen To Recordings
  • How to Use SMS and Phone Number Validation
  • How To Use Text 2 Pay
  • How to Use the Dialer Feature for One-Time Outbound Calls
  • Inbound Call Routing to the Mobile App
  • Missed Call Text Back
  • Options within the Dialer
  • Phone Messaging Policy
  • Phone Number Settings Explained
  • Phone Number Settings Explained
  • Setting Up a Voicemail Drop and Voicemail Drop FAQs
  • SMS Attachment Size Limits
  • Using the Voicemail Feature
  • Whisper Message

Reputation Management and Reviews

  • How to Add Messaging to Your Google My Business Listing and Set Up Communication Notifications
  • How To Set Up Incorp Media LLC To Capture Reviews
  • How to Use Yext
  • Reputation and Review Requests

Triggers

  • Email and Phone Number Mapping In Triggers
  • How The Duration in Days Filter Works
  • How To Build and Utilize Triggers
  • How to Build, Edit and Use Task Related Triggers
  • How To Connect Course and Funnel Checkout Using Triggers
  • How to Create a Trigger for Notifications for New Chats in the Chat Widget
  • How To Create An Auto Responder Using Triggers
  • How to Duplicate Triggers
  • How to Filter A Trigger By Product Type
  • How To Mark Appointment Status as Invalid Using Triggers
  • How To Set up a Campaign and Trigger for Abandoned Cart Follow Up
  • How to Set Up Email/SMS Notification When An Action Occurs Using Triggers
  • How To Set Up Triggers From Form Submissions
  • How To Use A Trigger for a Review Request Campaign or Email
  • How to Utilize Lead Values in Pipelines and Triggers
  • Loop Lockouts
  • Membership Triggers Overview
  • What To Do If Your Send Email Trigger Action Is Not Firing

Troubleshooting

  • Failed Post Error in the Social Planner
  • Google My Business Publishing Troubleshooting
  • How to Check Your Instagram Profile Type
  • How to Clear your Browser Cache
  • How to Fix Your SMS Settings if You Failed to Send SMS
  • How to Send a Test Email and SMS
  • How To Troubleshoot When Your Call Event Is Not Working In A Campaign
  • Lead Ad Debugging for Facebook
  • Lead Ad Debugging for Facebook
  • Loop Lockouts in Workflows
  • Order Form Fingerprint is Missing Error
  • Troubleshooting Audio Issues
  • Troubleshooting Domains
  • What To Do If A Page Won't Load

Twilio

  • Complete Twilio Setup
  • How To Add Voicemail Forwarding and Transcription For A Twilio Number
  • How to Delete a Twilio Phone Number
  • Twilio Caller ID Setup
  • Twilio Error Messages
  • Twilio Setup and Compliance for Australia Users
  • Twilio Setup and Compliance for UK Users
  • Understanding Twilio Numbers

Webhooks

  • How To Use Webhooks in Triggers To Integrate With Other Applications

Wordpress

  • Funnels on WordPress Websites
  • How To Add a Chat Widget to a Wordpress Site
  • How To Point A Domain or Sub-Domain To WordPress
  • How to Use SFTP to Connect to Your WordPress Site

Workflow

  • Bulk Actions - Campaigns and Workflows
  • Customizing Delivery Timeframes Within Workflows
  • Customizing the From Email Address in Workflows
  • Customizing Your Settings in Workflows
  • How To Connect Course and Funnel Checkout Using Workflows
  • How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
  • How to Duplicate or Copy a Workflow
  • How to Get Notified When a Lead Opens an Email
  • How to Get Notified When a Lead Opens an Email
  • How to Import Campaigns into Workflows
  • How To Mark Appointment Status as Invalid Using a Workflow
  • How To Move Actions in the Workflow Builder
  • How To Set Up Automated Calls And Voicemail Drops in a Workflow
  • List of Workflow Actions
  • List of Workflow Triggers
  • Marking Calls as Completed
  • Membership Triggers Overview for the Workflow Builder
  • Pausing and Resuming Workflows
  • Race Conditions in Workflows (Unexpected Behavior)
  • Understanding the Workflow History and Status Tabs
  • Understanding the Workflow Settings Tab
  • Using a Workflow and Smart List To Track Failed SMS Contacts
  • Using the Conversion List for Google Ads with Triggers and Workflows
  • Using the History Tab in Workflows
  • Using the Testing Features in Workflows
  • Workflow Action: Edit Conversation
  • Workflow Action: Goal Event
  • Workflow Contact Attribution Variables
  • Workflow Recipes

Workflow Actions

  • Workflow Action: Add Contact Tag
  • Workflow Action: Add Task
  • Workflow Action: Add To Affiliate Campaign
  • Workflow Action: Add to Affiliate Manager
  • Workflow Action: Add To Notes
  • Workflow Action: Add To Workflow
  • Workflow Action: AI Appointment Booking Bot
  • Workflow Action: Assign To User
  • Workflow Action: Call
  • Workflow Action: Create/Update Opportunity
  • Workflow Action: Facebook - Add To Custom Audience
  • Workflow Action: Facebook - Conversion API
  • Workflow Action: Facebook - Remove From Custom Audience
  • Workflow Action: GMB Messaging
  • Workflow Action: Go To
  • Workflow Action: If/Else
  • Workflow Action: Instagram DM
  • Workflow Action: Manual Call
  • Workflow Action: Manual SMS
  • Workflow Action: Math Operation
  • Workflow Action: Membership Revoke Offer
  • Workflow Action: Messenger
  • Workflow Action: Remove Assigned User
  • Workflow Action: Remove Contact Tag
  • Workflow Action: Remove From Affiliate Campaign
  • Workflow Action: Remove From All Workflows
  • Workflow Action: Remove From Workflow
  • Workflow Action: Remove Opportunity
  • Workflow Action: Send Email
  • Workflow Action: Send Internal Notification
  • Workflow Action: Send Review Request
  • Workflow Action: Send SMS
  • Workflow Action: Send To Eliza Agent Platform
  • Workflow Action: Set Contact DND
  • Workflow Action: Set Event Start Date
  • Workflow Action: Update Affiliate
  • Workflow Action: Update Appointment Status
  • Workflow Action: Update Contact Field
  • Workflow Action: Update Custom Value
  • Workflow Action: Voicemail
  • Workflow Action: Wait
  • Workflow Action: Webhook
  • Workflow Actions: Add to Google Adwords

Workflow Guides

  • How to Build and Use an Unsubscribe Trigger Link
  • Workflow Guide: Add Form Answers to Contact Notes
  • Workflow Guide: Granting an Offer
  • Workflow Guide: Notification for Opened Emails
  • Workflow Guide: Notification for Tasks
  • Workflow Guide: Sending Membership Credentials

Workflow Premium Triggers and Actions

  • Premium Triggers and Actions - Google Sheets - Create Spreadsheet Row
  • Premium Triggers and Actions - Google Sheets - Delete Specific Spreadsheet Row
  • Premium Triggers and Actions - Google Sheets - Delete Spreadsheet Row using Lookup
  • Premium Triggers and Actions - Google Sheets - Lookup Spreadsheet Row
  • Premium Triggers and Actions - Google Sheets - Overview
  • Premium Triggers and Actions - Google Sheets - Update Specific Spreadsheet Row
  • Premium Triggers and Actions - Google Sheets - Update Spreadsheet Row using Lookup
  • Premium Triggers and Actions - Inbound Webhook
  • Premium Triggers and Actions - Number Formatter
  • Premium Triggers and Actions - Slack - Send Direct Message to a User

Zapier

  • ​How To Troubleshoot When Your Zapier Is Not Working

Workflow Trigger

  • Workflow Tigger: Email Events
  • Workflow Trigger: Affiliate Created
  • Workflow Trigger: Appointment Status
  • Workflow Trigger: Birthday Reminder
  • Workflow Trigger: Call Status
  • Workflow Trigger: Category Completed
  • Workflow Trigger: Contact Changed
  • Workflow Trigger: Contact Created
  • Workflow Trigger: Contact DND
  • Workflow Trigger: Contact Tag
  • Workflow Trigger: Custom Date Reminder
  • Workflow Trigger: Customer Replied
  • Workflow Trigger: Facebook Lead Form Submitted
  • Workflow Trigger: Invoice
  • Workflow Trigger: Membership Category Started
  • Workflow Trigger: Membership Lesson Completed
  • Workflow Trigger: Membership Lesson Started
  • Workflow Trigger: Membership New Signup
  • Workflow Trigger: Membership Product Completed
  • Workflow Trigger: Membership Product Started
  • Workflow Trigger: Note Added
  • Workflow Trigger: Note Changed
  • Workflow Trigger: Offer Access Granted
  • Workflow Trigger: Opportunity Status Changed
  • Workflow Trigger: Order Form Submission
  • Workflow Trigger: Order Submitted
  • Workflow Trigger: Payment Received
  • Workflow Trigger: Pipeline Stage Changed
  • Workflow Trigger: Product Access Granted
  • Workflow Trigger: Product Access Removed
  • Workflow Trigger: Shopify Abandoned Checkout
  • Workflow Trigger: Shopify Order Fulfilled
  • Workflow Trigger: Shopify Order Placed
  • Workflow Trigger: Stale Opportunities
  • Workflow Trigger: Survey Submitted
  • Workflow trigger: Task Added
  • Workflow Trigger: Task Reminder
  • Workflow Trigger: TikTok Form Submitted
  • Workflow Trigger: Trigger Link Clicked
  • Workflow Trigger: Twilio Validation Error
  • Workflow Trigger: User Login (Membership Login)
  • Workflow Trigger: Video Tracking

AI Bot

  • How To Train Your AI Bot
  • How to Turn Off the Bot
  • How to Update Bot FAQs and Train the Bot on a Website
  • How to Update Your Bot's Prompt
  • Why isn't the Bot Responding?

Facebook Ad Launcher

  • Edit or Disable a Campaign
  • Launching a New Facebook Ad
  • Managing Accounts

Membership

  • How to Create a Simple Membership Area
  • Membership Offers
  • Membership Products

Settings

  • Add Custom Value
  • Audit Log / Real-Time Event Communication
  • Business Profile
  • Connecting Facebook & Instagram
  • Conversation AI
  • Custom Values
  • Facebook Form Fields Mapping
  • Google
  • How To Add A Custom Field
  • How To Use Custom Values
  • Map Facebook Fields
  • Microsoft Outlook
  • Setting Up Root Domains
  • Setting Up Shopify Integration
  • Setting Up Sub-Domains
  • Settings: Integrations
  • Settings: Phone Numbers
  • Settings: Pipelines
  • Settings: Profile
  • Settings: Team Management
  • Stripe Integration
  • Tags
  • TikTok Ads Account Integration
  • URL Redirects Overview
  • User Notifications
  • What Are Custom Fields?
  • Zoom Integration
  • Integrations

    • Connecting Facebook & Instagram
    • Google
    • Map Facebook Fields
    • Microsoft Outlook
    • Settings: Integrations
    • Zoom Integration

Featured Articles

Popular Articles
  • Launchpad
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  • Blogging 101
  • How to Create a Blog Post
  • How To Add A Category in Blogs
Newest Articles
  • Conversation AI
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  • Add Custom Value
  • Custom Values
  • Tags
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  • Custom Values
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