Content AI Image
Content AI Image feature is instrumental for businesses in monitoring their content production.
Content AI Text
Content AI Text helps you check the generated content along with variations. It is very useful in keeping track of businesses' content.
Prospecting Tool
By leveraging this tool, you can gain valuable insights into local businesses, optimize your service offerings, and enhance your company's efficiency.
How to Generate a Marketing Audit Report for a Prospect
The Marketing Audit report assigns a score to each prospect based on listings, SEO, and other key metrics.
How to Customize Your Marketing Audit Report
How to create reports that are both visually engaging and informative.
Virtual Business Listings in the Prospecting Tool
By following these steps, you can easily find and use Google Maps URLs to cater to a wider variety of prospects.
How to Share Marketing Audit Reports via Email & SMS
The Prospecting Tool streamlines outreach efforts by allowing users to send audit reports to prospects via Email, SMS, or Share Link. With built-in customization options, contact management, and follow-up tracking, it ensures professional and efficient communication.
How to Customize your Prospect Report Layout
Whether you're looking to establish a consistent global layout or tailor a single report for a specific prospect, this guide outlines how to easily manage both options.
Email Templates31
Email Builder - Hidden or Broken elementsTrending
How to view hidden or broken elements?
Building Emails
In this article, we will dive into the various template creation options.
Video ElementTrending
Adding videos to your emails is a great way to create a multimedia experience to your email events and campaigns.
Appearance Tab
The appearance tab within the email builder provides access to global level settings that apply to all your emails.
Email Layouts
The first step to adding any element is to add a layout first. So let's check how to use them!
RSS Header & RSS Items Elements
Within the Email Builder, the RSS Elements feature facilitates the automatic sending of emails.
Shopping Cart Element
For ecommerce owners looking to reach their customers quickly and effectively, Shopping Cart is here to save the day!
Code Element
Those who possess technical expertise and wish to personalize their email templates beyond the standard options, the Code element is an excellent choice.
Footer Element
Are you looking for an easy way to include a pre-built footer on your page? With the Footer element, it's all a piece of cake.
Social Element
When it comes to email marketing, you may be unaware of the small but powerful social media element.
Divider Element
If you are looking to properly separate text, images, and buttons, then dividers can be a great and infinitely useful tool!
Button Element
Statistics have proven that including a Call-to-Action (CTA) button in your emails is an effective way to increase the conversion rate.
Image Element
The Image element allows you to add images to your email, making it more visually appealing.
Text Element
Utilizing the Text element feature, you have the ability to incorporate a text heading and description into your email.
Email "Edit" Section
If you find editing email content overwhelming, we'll show you how to craft a promotional email.
Email Templates
In this section, you will find any existing email templates you have built, make new email templates as well as edit an existing email template.
How to Import Email Templates from Active Campaign
By following the steps outlined in this guide, you can seamlessly import and customize templates for use in your account.
How To Edit Your Email Format For Mobile
In this guide, we'll show you how to edit your email template to ensure it's mobile-friendly using a drag-and-drop design editor.
Hide Email Elements on Mobile View
Hiding email elements for mobile and desktop view is a crucial step in optimizing your emails for mobile devices. Here's a step-by-step guide on how to do it.
How To Import Email Template(s) From Mailchimp
In this guide, we'll walk you through the steps to import Mailchimp email templates.
Save Elements Feature in Email Templates
By the end of this article, you'll see how the save elements feature can change the game for your email marketing by saving you time and making sure all your emails have that consistent look that brands strive for.
How to Preview Custom Fields in Your Emails
How to make sure your emails are spot-on before they go out
How to Add GIFs to Your Emails
GIFs can add a dynamic and entertaining element to your email campaigns. This article provides step-by-step instructions on how to incorporate GIFs into your emails, ensuring your communications are more engaging and visually appealing.
Image Slider in Email Builder
The Image Slider in the Email Builder provides a sleek and interactive way to showcase multiple images within a single, compact slider. This article will guide you through the process of adding and customizing the Image Slider and optimizing your email content for better engagement.
How to Use Google Fonts in Email Builder
Accessing Google Fonts within the Email Builder is seamless. Users can browse and select fonts directly from the interface, previewing how each typeface complements their email design before implementation. This article will guide you on how you can use Google Fonts in the Email Builder.
Preview URL Element
This will explain what the Preview URL Element is and how to use it
Email Template Library
By leveraging Email templates, you can simplify your email marketing process, enhance efficiency, and focus more on engaging with your audience and driving sales.
Plain Text Editor in Emails
This article explores the benefits of plain text emails, provides a step-by-step guide on how to use them, and includes FAQs and troubleshooting tips to ensure a seamless experience.
How to Import Email Templates
With just a few simple steps, you can seamlessly integrate templates from MailChimp, Active Campaign, or Kajabi, ensuring a smoother and more efficient template management process.
How to Use Conditional Elements in Email Builder
Conditional elements can be added within email campaigns or templates, enabling you to tailor content dynamically based on specific conditions.
Logo Element
Users can adjust logo size, alignment, links, and visibility while ensuring accessibility and personalization. The feature supports various image formats, dynamic URL assignments, and conditional sending for targeted email marketing.
Affiliate Manager26
Affiliate Manager Overview
In this overview article, we will cover briefly how it works and what to do in order to set up your first campaign
Affiliates Overview
This article gives a detailed overview of the features within the Affiliates tab.
Affiliate Campaign
The features within the Affiliate Campaign section collectively support the efficient management and optimization of your affiliate marketing campaigns, ensuring you can effectively track, modify, and enhance your marketing strategies.
Affiliate Payouts
Within the Affiliate Payouts section, you can review and either approve or deny payouts.
How to Setup Multi-Tier Commissions for your Affiliate Campaigns
Multi-tier commissions, or multi-level marketing (MLM), are a popular commission structure in affiliate marketing programs. Learn more about the feature.
How to Add a Sub-Affiliate Under an Existing Affiliate
In this guide, we will walk you through the process of adding a sub-affiliate under an existing affiliate to optimize your marketing efforts.
How to Delete Affiliates
This article will take you through a feature that makes removing affiliates from your program a breeze.
How to Create Affiliate Coupon Codes
By the end of this article, you'll be all set to use unique coupon codes to improve your affiliate marketing.
How to Generate Affiliate Magic Links
Affiliate magic links offer affiliates a convenient and efficient way to access their dedicated portal.
Manually Adding Sales to an Affiliate
Manually add sales to an affiliate
How to Customize Affiliate Manager Labels
Customizing Affiliate Manager Labels
How to Add an Affiliate
This guide will walk you through the steps of adding affiliates to your system, ensuring they are linked to the appropriate campaigns and ready to start promoting.
Lead Tracking in the Affiliate Manager
How to set-up affiliate campaigns for lead generation.
Affiliate Manager Dashboard
By utilizing the features and tools available in the Affiliate Manager Dashboard, you can optimize your affiliate marketing strategy, track performance accurately, and foster strong relationships with your affiliates.
How to Enable Sub Affiliate Sign Ups for Affiliates
Enabling Sub Affiliate Sign ups for Affiliates
Affiliate Level Commission Settings
With Affiliate Level Commission Settings, you can set custom commission rates for individual affiliates within a campaign, offering a flexible and precise approach to commission management.
How to Clone an Affiliate Campaign
By allowing you to reuse configurations and settings from existing campaigns, campaign cloning streamlines the campaign creation process and ensures consistency in your marketing strategies.
Setting Up an Affiliate Campaign
This guide walks you through the process of creating and managing an affiliate campaign.
How to Automate Affiliate Payouts with PayPal
This guide will walk you through automating affiliate commission payments using PayPal.
How to Pay Affiliates for Lead Generation Using Pay-Per-Lead
By following these steps, you can effectively implement a Pay-Per-Lead program to drive lead generation and optimize your affiliate campaigns.
Affiliate Manager Settings
The Affiliate Manager Settings section provides control over your affiliate campaigns, allowing you to adjust global settings that apply to all affiliate activities.
Affiliate Manager Media
The Affiliate Media Library allows you to simplify media management, streamline affiliate workflows, and improve overall efficiency.
How to Use Commission Length & Variable Commissions in Affiliate Manager
These features allow you to define how long commissions are paid and customize rates based on specific charge counts.
How to Manage Customers under Affiliates
This guide will outline the steps for disabling, enabling, and deleting customers, as well as managing commissions, to help you maintain a seamless affiliate program.
How to Pay Your Affiliates
By following these steps, you can ensure that affiliate payments are processed quickly and efficiently, whether you opt for automated PayPal payouts or manual bank transfers.
Managing Affiliates with Quick Campaign Actions
The Quick Campaign Actions feature is designed to simplify this process by allowing you to add or remove affiliates from campaigns directly from the Affiliate List Page.
Email Services2
Namecheap MX Records
If your domain is pointed to our BasicDNS, PremiumDNS or FreeDNS, you can configure mail service and MX records in your Namecheap account.
Connecting GoDaddy MX Records
Add MX (Mail Exchanger) records in your DNS zone file when your domain is using GoDaddy nameservers.
Emails10
Ways To Avoid The Spam Folder When Emailing
How to prevent your emails from going to spam.
Creating Email Campaigns
If you're creating email campaigns for the first time, you will have both options for creating a new campaign.
Email Templates vs Email Campaigns
This guide will help you Understand the difference between Email Templates and Email Campaigns.
How to Import HTML Email Templates or Campaigns
By leveraging the HTML Email Builder, you can optimize your email marketing efforts with greater efficiency and consistency.
Preview And Test Your Email Campaign/Templates
To ensure the flawless delivery of your message and maximize its impact, it is essential to thoroughly test and preview your email campaigns or templates.
Creating and Utilizing Email Signatures
By the end of this guide, you'll have a sleek, professional email signature that'll make every email you send a little more special.
Setting Up Unsubscribe Links In Emails
Including an unsubscribe link in each email not only respects subscriber preferences but also supports the sender’s reputation and reduces the risk of emails being marked as spam.
Understanding and Managing Email Bounce Suspension
How to Fix email bounces and suspensions
List-Unsubscribe Header
By the end of this article, you'll understand how to use the list-unsubscribe header to improve your email deliverability and create a better experience for your recipients.
Email Builder Overview
With a drag-and-drop interface, various design elements, and advanced features like A/B testing and mobile responsiveness, the email builder ensures visually appealing and high-performing emails.
Campaigns21
Email Campaigns
In this article, we’ll show you how you can build a campaign and use templates to send out emails based on your requirements.
How To Send & Schedule Emails With Email Campaigns
By carefully selecting the appropriate sending options you can tailor your approach to fit your strategy and audience.
A/B Test Email Campaign
A/B Test Campaigns make it possible for you to test out up to six different versions of an email campaign with your recipient list.
How to Send RSS Email Campaign(s)
This guide will walk you through the process of creating and scheduling RSS email campaigns effectively.
How to Batch Schedule Email Campaigns
The Batch Delivery (Drip Mode) feature in Email Marketing is a strategic tool that allows you to send email campaigns in timed batches rather than to your entire audience at once.
Email Campaign Delivery Options
In this guide, we'll delve into the four primary ways to send or deliver emails within the system, highlighting their unique features and use cases.
Product Element in Email Campaigns
By carefully setting up and customizing the Product Element, you can create compelling campaigns that not only highlight your offerings but also guide customers through a smooth purchasing journey.
Integrating Loom Videos into Email Campaigns
We're going to show you, step by step, how to use Loom videos in email campaigns
Utilizing Smart Lists for Effective Newsletter Distribution
Newsletter Distribution
Individual Email Campaign Statistics
This article details how individual email campaign statistics can help you evaluate the effectiveness of your email campaigns.
How to Resend Unopened Emails in Email Campaigns
The Resend Emails to Unopened feature provides a way to re-engage contacts who did not open your initial email.
Understanding Conversion Metrics for Email Campaigns
This article will walk you through all you need to know about the Email Return On Investment (ROI) Feature
Email Campaign Statistics
Our Statistics feature provides comprehensive insights into various metrics, enabling you to analyze interactions such as clicks, orders, and other engagements over a selected period. This article will guide you through the process of utilizing these statistics effectively, helping you make informed decisions and drive success in your campaigns.
Reply Management in Email Campaigns
The reply management feature introduces enhanced reply management features for email campaigns, designed to streamline communication and improve the efficiency of marketing strategies. This article provides answers to frequently asked questions and offers troubleshooting tips to ensure a seamless experience.
Click Tracking for Email Campaigns
By leveraging click tracking, marketers can gain a deeper understanding of user engagement, optimize content, and enhance campaign effectiveness. This guide will walk you through the basics of click tracking, its benefits, and how to utilize it effectively in your email campaigns.
Email Verification for Campaigns
This article details the importance of email verification, how to implement it, and addresses common queries and troubleshooting tips.
Email Campaign Settings
This guide will walk you through the key settings within the email campaign feature, ensuring that you can effectively configure and tailor your campaigns to achieve optimal results.
How to Pause or Cancel Email Campaigns
You can pause or cancel your scheduled email campaigns, including A/B tests, giving you full control over your campaigns. This feature allows you to make necessary changes or corrections before sending emails, ensuring flexibility and accuracy.
Form Element in Email Campaigns
With the form element, you can seamlessly integrate forms directly into your email campaigns, offering your recipients a more engaging and interactive experience.
Workflow Campaigns
Workflow Campaigns provide an overview of your email action performance within a workflow.
How to Build Segments in Email Campaigns
If your intended recipients meet specific criteria but you either forgot to create a Smart List or want to avoid cluttering your Smart Lists tab, the “Build Segments” feature is the perfect solution.
Trigger Links1
How To Use Trigger Links in Emails
How to use trigger links in your Customer Relationship Management
Ad Manager19
How to Create a Campaign in Ad Manager
By following the steps outlined in this article, you can effectively set up, monitor, and optimize your ad campaigns, driving better results and higher conversions.
How to Set a Facebook Page as Default in Ad Manager
In this article, we will guide you through the process of setting a connected Facebook page as the default page within Ad Manager.
Ad Manager Settings
In this article, we will explore the critical importance of Ad Manager settings and the various operations you can perform within this section. Understanding these settings is essential for effectively managing your ad campaigns and ensuring optimal performance.
How to Create Lookalike Audiences in Ad Manager
This article will provide a detailed guide on how to create Lookalike Audiences and utilize them during the campaign creation process in Ad Manager.
How to Create Custom Audiences in Ad Manager
In this article, we will dive into creating Custom Audiences and utilizing them during the campaign creation process in Ad Manager.
Ad Manager Overview
This guide offers an overview of the Ad Manager section, helping you optimize your campaign management and maximize the platform's capabilities for effective advertising.
Ad Manager Statistics Overview
The Statistics tab within Ad Manager provides a comprehensive view of campaign performance through detailed analytics and conversion summaries.
How to Cancel Ad Manager Subscriptions
Here is a detailed guide on how to access, manage, and cancel your Ad Manager subscription.
Audience Tab
This guide will provide detailed instructions on how to locate and manage your custom and lookalike audiences.
How to Edit a Published or In-Review Ad Campaign
Follow the steps outlined to edit an ad campaign that is published, or in-review.
How to Create an Instagram Ad
Follow these steps to create an Instagram Ad through the Ad Manager interface.
How to Connect Google with Ad Manager
This guide will walk you through the steps to connect your Google Ads account with Ad Manager enabling you to create responsive search ad campaigns in just a few steps.
How to Create a New Google Search Ad Campaign
This guide will walk you through the steps to create a Google Search Ad Campaign.
How to Create Customer List Custom Audience in Ad Manager
In this article, we will guide you through the steps required to create a Customer List Custom Audience within the Ad Manager and explain how to leverage it during the campaign creation process.
How to View Your Audience Summary
By utilizing the audience summary, you will gain deeper insights into your audiences, leading to more informed decision-making and enhanced campaign outcomes.
How to Create a Meta Sales Objective Campaign for Conversion
The Sales objective in Meta Ads is designed to drive conversions on both your website and messaging apps.
Image Editor in Ad Manager
The image editor provides versatile tools to enhance your Ad Manager content. With features like text, stickers, and image adjustments, you can create standout visuals for any platform.
How to Create a Facebook Form in Ad Manager
This guide provides a comprehensive overview of creating Facebook Lead forms within Ad Manager.
How to Review, Map, and Duplicate Existing Facebook Lead Forms
By reviewing, mapping, and duplicating forms directly from the campaign setup interface, you can improve data accuracy, ensure seamless lead syncing, and streamline your workflow.
Brand Boards5
How to Create a Brand Board
This article will provide a step-by-step guide for creating and customizing your brand board, ensuring your brand's look and feel remain cohesive across all platforms.
How to Change Your Default Brand Board
By regularly updating and aligning your brand board with your current brand guidelines, you maintain a cohesive and professional brand presence.
How to Use Brand Boards in Emails
Using brand boards ensures all your email communications remain consistent with your brand’s identity. This organization of design elements enhances the efficiency and consistency of your email marketing efforts.
How to Edit Brand Boards
This article will guide you through the importance of updating your brand board and the steps to do so, ensuring your brand identity remains fresh and cohesive.
How to Change Your Default Brand Voice
A short guide on how to change your default Brand Voice.
Countdown Timers6
Countdown Timer
This guide will explore the benefits, types, and best practices for using countdown timers effectively, as well as provide step-by-step instructions for creating one.
How to Sync Your Countdown Timer in Emails and Funnels
Syncing countdown timers across emails and landing pages is essential for building a seamless user experience and reinforcing the urgency of your offer.
Redirection Links in Countdown Timer
Redirection links enhance the functionality of countdown timers by automatically directing users to the appropriate page based on the timer's status. These dynamic links create a seamless experience for your audience, ensuring they always land on the correct page, whether an offer is live or expired.
How to Use Countdown Timer in Emails
Whether you’re running a limited-time offer or driving quick decision-making, countdown timers are a simple yet effective way to enhance your email marketing strategy.
How to Use Countdown Timer in Funnels
In this article, we will explore key considerations for using countdown timers in funnels and guide you through the steps to set them up effectively.
How to Create a Dynamic Timer
Creating a Dynamic Countdown Timer
Other Help Topics
Here you can find a collection of articles that will help get you started with our platform.
Memberships and CommunitiesHere you will find everything related to the Memberships and Communities features of our platform.
SettingsHere you will find everything related to the global settings of our platform.
Social Planner47
Social Planner - Overview
In this article, we're going to see how you can use Social Planner to make posts for your socials
How To Create A New Post
This article will cover the steps to creating a new post!
Post Approval Flow
Social Planner now has a Post Approval flow where the user can get the content of social posts reviewed and analyzed by another team member.
Posting to LinkedIn
Tutorial for posting on LinkedIn from the Social Planner in the CRM
Posting to Twitter
When you're ready to publish new Twitter content, all you have to do is click the blue "New Post" button in the top right corner of your page. Alternatively, there's also the "Create New Post" link at the bottom of your posts list. You can either create a new post, upload CSV, or use Content AI.
Posting to Facebook
Publishing posts to Facebook is a simple process with Social Planner as it offers multiple ways to create and schedule content. Whether crafting a new post from scratch, uploading content in bulk via CSV, or using advanced features like Content AI, you can easily manage and optimize your Facebook posts.
Posting to Instagram
When you're ready to publish content to Instagram, the Social Planner provides an efficient and user-friendly solution that allows you to create, schedule, and manage posts with ease.
Connecting TikTok (Social Posting)
Integrating your TikTok account with the Social Planner streamlines the management of your social media content.
Connecting Twitter account (Social Posting)
Social Planner provides you with all of the tools necessary to engage and interact with your audience through Twitter
Connecting LinkedIn Profile & Page (Social Posting)
If you have yet to make any connections with social media accounts, look no further than the LinkedIn "connect" button.
Connecting Google My Business Location
Google My Business is a trusted ally of marketers.
Connecting Instagram (Social Posting)
Social Planner gives you the ability to add your Instagram business accounts to your CRM.
Connecting Facebook Pages (Social Posting)
Social Planner allows you to add all your fan pages from different Facebook profiles simultaneously.
Connecting Social Accounts
Link all your social media accounts to easily schedule posts across various platforms.
Resolving the "Facebook Post Failed to Publish" Error
In this guide, we will explore the most common issues you might face when publishing Facebook posts, such as problems with Two-Factor Authentication, access tokens, and permissions.
Facebook Pages Not Showing
It is important to connect your Facebook account with all of the permissions.
Content AI
Content AI is a writing assistant driven by artificial intelligence, which aids in generating content more efficiently.
How to Customize Your Post for Each Platform
In this section, you will learn how to Customize social media posts for each platform. It is essential because different platforms have unique audiences, content formats, and engagement strategies. Sometimes, also due to platform limitations, you won't be able to share the same content across all your accounts.
Ideal File Size and Dimensions For Social Planner Media
It is important to know the exact kind of image and video format to post, and how often you can post them. Learn about that in this guide.
Connecting Your Instagram Business Account to Your Facebook Account
Learn how to effortlessly manage your Instagram Business Profile by connecting it to your Facebook account.
Notifications for Expired Social Accounts
When a social account token approaches expiration, you'll receive timely notifications. These notifications are personalized based on your preferences and the specified number of days before the email reminder is sent.
Schedule Posts In Bulk On The Social Planner (CSV)
The Bulk Scheduling feature on Social Planner empowers you to streamline this process, sparing you from the laborious task of manual, post-by-post handling.
Create Group Hashtags within the Social Planner
The Social Planner, equipped with robust features, allows you to take your hashtag game to the next level by creating and utilizing hashtag groups. Learn more about how to use Hashtag in this guide.
How To Schedule Posts Using RSS URL?
This powerful tool enables you to automate your content sharing, saving time and ensuring your feeds stay up-to-date using the RSS (Really Simple Syndication) URLs.
How to post Recurring Social Posts through the Social Planner?
This article will help you master a tool that empowers users to schedule recurring posts, ensuring a steady flow of quality content.
Posting Instagram Reels
Stay ahead of the curve and leverage this dynamic feature to create engaging short videos that captivate your audience, boost brand visibility, and drive traffic to your website. Let's dive into the world of Instagram Reels and unlock new possibilities for your brand!
Posting Instagram Stories
In this guide, you'll learn how to seamlessly design, schedule, and manage Instagram stories to elevate your digital marketing efforts, enhance audience engagement, and effortlessly promote your brand.
Failed Post Error in the Social Planner
This guide aims to assist in diagnosing and solving common issues encountered while using the Social Planner for various platforms.
Posting to Google My Business
Using the Social Planner, you can ensure your content is effectively shared across your GMB listings.
How to Add a Watermark to an Image in the Social Planner
How to use the social planner to add watermarks to your images.
How to Post Your Reviews on Social Media
Setting up Review Post Automation
Post Pinterest Pins in Social Planner
Tutorial on How to Post Pinterest Pins in the Social Planner
Image Editor in Social Planner
How to edit images in your Social Planner
Posting Facebook Reels
How to Post Facebook Reels
Posting to Youtube
How to Post a Youtube Video or Short from the Social Planner
How to Add Location Tagging to Social Post
How to Add Location Tagging to Social Post
Social Planner Statistics
The Social Planner Statistics feature offers valuable insights into the performance of your social media posts, enabling you to analyze and optimize your social media strategies.
Content in Social Planner
Within the Content section of the Social Planner, you can view all posts created in your account.
How to Create a Facebook Story
Using the Social Planner, you can efficiently create and manage your Facebook Stories, ensuring they are posted at optimal times.
How to Mention or Tag in the Social Planner
The ability to use Mentions in the Social Planner enhances your social media strategy by improving engagement, boosting content discoverability, and enabling seamless cross-promotion.
How to Schedule Posts for Communities
Communities promote interaction and engagement with an already interested audience. The best way to keep them dynamic is by regularly posting to them, which you can do from the comfort of the Social Planner. It works just the same as posting to regular social media.
How to Bulk Delete Posts in the Social Planner
Scheduling Posts from the Social Planner helps you keep an active presence on social media. However, managing many accounts at once also means when you make a mistake several posts will contain it. For those still unpublished, you can follow these steps to remove it.
How to Create Evergreen Content Buckets
Category Queues are one of the best tools your system offers you to be constant with your posting and mantain relevancy in social media, let's check how to use it!
How to Rearrange Media for a Social Post
Learn how to streamline your social media workflow with the Social Planner's ability to select, manage, rearrange, and edit multiple media files directly from the Media Library, making content creation efficient and impactful.
How to Post to TikTok
Learn how to seamlessly post videos to TikTok using your CRM's Social Planner. This guide walks you through uploading, customizing, and scheduling engaging TikTok content directly from your dashboard while leveraging advanced options and TikTok-specific settings for tailored posts.
Social Planner Settings
The Social Planner settings provide you with a centralized hub to customize your social media management.
How to Insert a Shortened Link in Social Planner
How to Insert a Shortened Link in Social Planner