MarketOmation Help & Support
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Getting Started
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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
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Conversations
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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
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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
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Opportunities
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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
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Marketing
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- "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
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- 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
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Automation
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- 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
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Reporting
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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
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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
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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
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Blogs
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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
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Lead Finder
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Mailgun
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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
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Mobile App
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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
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Reputation Management and Reviews
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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
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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
 
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Twilio
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Webhooks
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Wordpress
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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
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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
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Workflow Guides
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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
 
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Zapier
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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
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AI Bot
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Facebook Ad Launcher
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Membership
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Settings
- Add Custom Value
 - Audit Log / Real-Time Event Communication
 - Business Profile
 - Connecting Facebook & Instagram
 - Conversation AI
 - Custom Values
 - Facebook Form Fields Mapping
 - 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
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< All Topics
						Print			
		
 Whisper Message
https://app.searchie.io/file/Pn2l8rJb2O/embed
A whisper message is a short message that you hear on your end of the line when a call is connected. It can help you best serve your customers and have context for a call. To set up your whisper message, follow these steps:
Step 1: Navigate to Settings > Phone Numbers.
Step 2: Click the Edit icon next to the number you wish to update
Step 3: Check the box for “Whisper Message” and write the message in the box.
Step 4: Click Update to save your changes.
NOTE: You can utilize Custom Values in your Whisper Message. You can add things like {{contact.full_name}} to hear the name of the lead you are about to be connected with.
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