Analytics Dashboard
Your Sites Analytics Dashboard helps you track key metrics for your funnels, websites, and QR Codes. This will help you gain a clearer picture of your page views and conversion rates among other metrics.
Funnels19
Common Funnel Ideas
Want ideas of useful funnels that you can use to improve your client communication and automate your process? Here are some funnel ideas if you're just starting out with the system.
Funnels Overview
You're able to create a funnels within the system even without coding or programming knowledge. The system allows you to create landing pages using a drag & drop builder.
Settings Tab - Funnels
Understanding your funnel settings will help you effectively manage and customize your funnels to meet your business needs.
Sales Tab - Funnels
The Sales Tab gives you access to the Sales Data of the funnel.
Stats Tab - Funnels
The "Stats Tab" shows you the statistics of each step created in a website, it shows you the number of visitors that opened a specific page of your website.
Steps Tab - Funnels
You will learn how to alter the Step tab within a funnel.
Funnel Paths
Understanding the funnel/website paths
How to Build an Ebook Funnel
How to Build an Ebook Funnel with the CRM
How to Add an Order Bump to a Funnel
Read this article to learn how to add an order bump to your funnel.
How to Update Your Funnel URL Paths
By customizing URL paths within your funnels, you can enhance user experience and streamline the navigation process.
Enhancing Your Funnel Pages with Personalization
By personalizing your funnel pages, you can significantly improve the user experience, ensuring that your communications are more engaging, relevant, and aligned with your brand identity.
How to Create an Email Unsubscribe Page
This guide will walk you through the process of creating an email unsubscribe page within our platform and integrating it with your tools.
How to Redirect Leads to a Thank You Page
Redirecting leads to Thank you Page
How to Track Video Engagement
This guide is designed to help users of all levels seamlessly integrate video elements within their CRM's Funnel Builder, ensuring a captivating and effective buyer journey.
How to Create a Product and Add It to Your Funnel
This article will show you step by step how to make your products available online by integrating popular payment processors like PayPal and Stripe.
How to Change Fonts in Your Funnel
How to Update your Funnel's Fonts to Make it more Appealing and Aligned with your Brand's Identity.
How to Utilize Video Backgrounds in Website or Funnel
In this guide, we'll walk you through picking the right spot on your site for a video, tweaking settings to make sure everything looks great, and even what to do if things don't go as planned.
How to Add Facebook Pixel to Funnels for Enhanced Tracking and Analytics
How to Add a Facebook Pixel to Your CRM Funnel
Troubleshooting Upsell Products in Your Funnel
This article is intended for users of the CRM who are looking to optimize their sales funnel by incorporating upsell or downsell products.
Forms13
Form Builder Overview
Within the system, you can create specific forms to fit your needs. You can copy or delete your forms from this view, as well as editing existing ones. Keep scrolling to learn more about this feature.
How to Create a Simple Form
This article guides you through the process of using your form builder to create customized forms that reflect your brand.
Form Submissions
Where To Find Form Submissions
Form Elements Overview
Form Element Types
Options Tab
The form builder's Options tab presents a variety of settings designed to help you personalize your form.
Styles Tab
In this section, you can tailor the appearance of your form by adjusting elements such as colors, borders, and additional design features.
Analyze Forms
Video tutorial on how to analyze forms
How to Create an Event Registration Form
Event Registration Forms are used to collect essential information from individuals who wish to attend or participate in an event.
How to Implement ActiveProspect Consent Tracking on Your Form
This guide is designed to assist users in integrating ActiveProspect consent tracking with a form created in the CRM. This process is crucial for businesses that need to comply with legal standards by obtaining and documenting consent from their customers.
Creating A Client Request Form
A client request form is used to gather information from clients regarding their specific needs or requests.
How to Use Conditional Logic in Forms
By the end of this article, you'll have a solid understanding of how to leverage conditional logic in your forms to create dynamic, personalized experiences for your users.
How to Use URL Parameters to Pre-fill Form Fields
By the end of this guide, you will know how to make your forms easier to fill out using URL parameters
Products in Form Builder
The Product element in the form builder not only facilitates easy payment integration but also ensures a smooth and professional transaction experience for both businesses and their customers. In this article, we will explore the key features and benefits of the Payment Element, providing you with a comprehensive guide on how to effectively utilize this feature to optimize your payment processes.
Surveys8
How To Get a Survey or Form's I-Frame Code?
How To Get An I-Frame Code For A Survey/ Form
Survey Builder Tab Overview
Within the system, you can create specific surveys to fit your needs. You can copy or delete your surveys from this view, as well as editing existing ones.
Survey Submissions
The Submissions section within Surveys allows you to store and organize all responses from your surveys.
How To Create A Simple Survey
Forms and surveys are a great way to capture information from new leads. You can create specific surveys to fit your needs. From content to style changes, you can customize information and looks in a survey.
Styles tab
Use the styles tab to change the look and feel of your survey.
Add Elements Tab
In Add elements tab you can see the different survey fields that can be used to customize your surveys.
Option tab
Survey Options Tab is used to set some very important settings.
Analyze Surveys
Video tutorial on how to analyze surveys
Chat Widget7
Chat Widget
In this section, you can create a chat widget for your website to generate new leads and communicate with existing customers!
Widget Tab
Read on to learn how you can customize the look and feel of the chat widget with different styling options and customizations.
Messaging Tab
This guide will teach you about the Chat Widget Messaging Tab ensuring you are fully equipped to personalize your chat widget messages.
Chat Window Tab
The Chat Window tab provides you with the ability to tailor the chat experience for your visitors by customizing the messages they see.
Creating Your Chat Widget
Tutorial on How to Create and Customize a Chat Widget.
How to Install Your Chat Widget
How to Install Your Chat Widget
How to Use the All-in-One Chat Widget
The All-in-One Chat Widget offers a comprehensive solution for managing multiple communication channels-Live Chat, Email, and WhatsApp-through a unified interface.
Funnel / Website Builder62
Content AI
Content AI helps generate 10X faster, more effortless, and better Content.
Columns
In the column editing step of your design, you have total control over how many columns to include in a Row.
Rows
Once you've selected a section, it's time to head to the Row setting.
Sections
When you’re looking at the funnel builder, you will notice a sections button.
Manage Settings
You can manage the existing section when you click on the "Manage" option
Funnel Builder Overview & Settings
The Editor section of a Funnel or Website enables you to create and modify your pages.
Elements
The Element section is the final and crucial step in the editing process. It is where you can select from a wide range of different element types.
Headline
Headline allows you to have your text in Bold form and can be used as headings of a page
Paragraph
The Paragraph can be used to type in sentences or the body of a page.
Sub-Headline
Sub-Headline can be used to type in the sub-headings of a page.
Bullet List
By utilizing bullet lists, you can present information in a clear, concise manner that effectively engages your audience and elevates the overall user experience.
Blog Post
Blog posts are an excellent way to share long-form articles related to your business and cover topics your target audience may want to read or learn about.
Form
Incorporating a form into your webpage is an uncomplicated procedure.
Button
You can customize the button's appearance and functionality to align with your design goals
Video
The versatile video element enables you to seamlessly integrate videos into your funnel or website from a variety of sources, including YouTube, Vimeo
Image
You can incorporate an image into your page.
FAQ
FAQs, or Frequently Asked Questions, give customers the power to get the help they need quickly and easily.
Code
The Code element empowers you to integrate your personalized code into your webpage.
Calendar
Ready to get organized and add your calendar events to your page?
Map
You can use the "Map" Element when you want to include your Business location in tour website.
SVG
The General Settings feature displays the default name/title of the currently selected Edit option. You have the option to either keep the default name/title or rename it to better describe the element.
Countdown
When you have a promotion that runs for a set period of time, make sure to add a Countdown timer!
Minute Timer
Incorporating the Minute Timer element into your funnel page offers an easy method for embedding a timer on your site.
Day Timer
Incorporating the Day Timer element into your funnel page is an excellent strategy.
Navigation Menu
The navigation menu element will add a navigation menu to the top of your funnel page.
Progress Bar
Integrating a progress bar into your funnel or website is an effective way to visually display the user's advancement through the content.
1-Step Order Form
Using this element is a great way to obtain shipping details regarding your customer, along with other useful information
Order Confirmation
The Order Confirmation element allows you to add an order confirmation to your funnel page.
Image Feature
The Image Feature element allows you to add an image with a headline and text element.
2-Step Order Form
For this element, you will have the Shipping details and the information in two separate sections.
Survey
If you already have a Survey created, you can easily incorporate it into your page by dragging and dropping the survey element to the desired position and then selecting the survey to be displayed.
Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
Creating click-to-call, click-to-text, and click-to-email links and buttons is a useful way to enhance user experience and engagement on your website or in your marketing materials.
How to Import a Funnel From ClickFunnels?
In this guide, you will learn how to import existing funnel from Clickfunnel to your funnel builder.
Automating Copyright Year Update Using Custom Values
How to automatically update the copyright year
How to Add Hyperlinks to Your Funnels & Websites
Creating Hyperlinks for a Website Contect
Understanding Local vs. Organic SEO
Take a look into SEO Meta Data and how to use it to your advantage!
How to Add Items To A Dropdown Within The Navigation Menu
This guide will walk you through everything from creating a new item to adding it to an existing dropdown category.
Advanced Site Safety: Security Headers
This article will show you how to add an extra shield to your website by using security headers.
How to Implement Picture-in-Picture Mode in Funnels
By the end of this article, you'll know exactly how to make your videos stick around in PIP mode in your funnels or websites, keeping your audience engaged and interested.
Cookie Consent in Funnel/Website Builder
The cookie consent tool provides a crucial mechanism for securing user consent prior to the collection of any personal data, thereby facilitating adherence to data protection regulations. This feature is designed to streamline the compliance process by presenting users with clear options to accept or manage their cookie preferences before any data collection occurs.
How To Set Canonical Links for Your Website or Funnel
By the end of this guide, you'll understand the importance of canonical links in improving your website's SEO performance and how to implement them effectively.
How to Add the Review Widget on Your Website or Funnel
How to add a review widget that showcases real customer feedback, helping to build trust with potential customers.
How to Embed a Google Calendar on Your Website
This guide walks you through the process of embedding a Google Calendar into your website.
How to Embed a Form into Your Website
This guide will walk you through the steps to add a form to your website using the embed code.
How to Add a Facebook Meta Tag for Domain Verification
This process serves as a security measure to ensure that only authorized users can modify how their content is displayed on Facebook.
How to Add A Meta Tag for Google Search Console Domain Verification
By the end of this guide, you'll have a clear understanding of how to successfully add a meta tag for Google Search Console domain verification.
How to Create a Page for Your Lead Magnet
This article will guide you on how you can create a lead magnet page in the CRM. A lead magnet page is a dedicated webpage that offers valuable content or resources in exchange for visitors' contact information.
How to Create Engaging Pricing Columns in Your Funnel
Creating Pricing Columns in a Funnel Page
How to Prevent Search Engines from Indexing Your Website or Funnel Pages
By the end of this guide, you'll know how to control which pages search engines can show to the world and how to keep some things private.
Implementing Terms and Conditions in Order Forms
Process of Enabling Terms and Conditions Feature in Order Forms
Image Slider
By the end of this guide, you'll be all set to create your own amazing Image Sliders.
How to Add a Popup on Your Funnel/Website
This guide will walk you through adding a popup on your funnel.
How to Create a Footer on a Landing Page
Creating Footer for a Landing Page
Utilizing Box & Text Shadows in Sites
Tutorial on Utilizing Box & Text Shadows in Sites
Block Editor in Funnels & Sites
How to use the Block Editor in Funnels & Sites
Text Element
The Text Element allows you to seamlessly input essential content for your target audience.
Prebuilt Elements in Funnels/Websites
How to access and use Prebuilt Elements in Funnels/Websites
Prebuilt Section Templates in Funnels & Websites
Simplify your page building experience with Prebuilt Section Templates, in this article we'll show you how to use them to get your Funnels & Websites looking awesome in moments.
How to Use Brand Boards in Funnels & Websites
This guide will walk you through effectively using Brand Boards to manage and apply your brand’s colors to your funnels and websites.
How to Edit an Image for Mobile View
How to Edit an Image for Mobile View
Photo Gallery
The Photo Gallery element is designed to help users effortlessly create professional and visually appealing galleries to showcase visual content on funnels and websites.
Social Share Element
Discover how to increase your content's visibility and engagement with the Social Share element in your CRM. This guide walks you through adding, customizing, and configuring the Social Share buttons on your website or blog pages, making it easy for visitors to share your content across popular social media platforms.
Websites9
Websites Overview
You're able to create a website within the system even without coding or programming knowledge. The system allows you to create web pages using a drag & drop builder.
How to Add Products to Websites
In this article, we will guide you through the process of adding products to your website, to create a seamless and user-friendly shopping experience for your customers.
Settings Tab - Websites
The settings tab lets you manage the important settings of your website such as naming or editing the name of your website.
Sales Tab - Websites
Sales Tab gives data available in the transactions tab.
Stats Tab - Websites
The "Stats Tab" shows you the statistics of each step created in a website.
Pages Tab - Websites
If you've already created a website, you will see the list of Pages Tab on your website.
How To Authorize Card Payments In Websites
In this guide, we will explain how to set up card payment authorization on your website using Version 2 of the system.
Creating and Managing Custom Websites
Hw to use the CRM's drag-and-drop builder to create web pages
Benefits of the Buy Now Pay Later Feature
By the end of this guide, you'll know exactly how to implement Buy Now Pay Later to make your Ecommerce platform more appealing and drive your business forward.
Blogs16
Blog Overview
Your platform allows you to publish blog posts to funnels or websites.
Addings Blog Lists to Websites & Funnels
Incorporating blog posts into your website or sales funnel is a breeze, thanks to the user-friendly blog post list element.
How to Create a New Blog Post
This guide will walk you through the process of creating new blog posts.
Publish or Schedule Blog Post
After adding and saving your content, you will be required to set up the details when you click on the "Publish" button.
How to Update SEO for Blog Post
n this guide, we'll explore three simple ways to enhance the SEO details of your blog posts.
How to Set Up an RSS Feed for Blogs
Here are the steps for setting up an RSS feed for blogs.
How to Create Blog Post Outline With Content AI
Creating a blog post outline with Content AI is a simple process that can significantly streamline your content creation efforts.
How To Add A Blog Post to Your Funnel/Website
Create captivating blog posts and share them with your audience through your funnel or website
How to Use Blogs For Lead Generation
By the end of this guide, you'll know how to use your CRM to not just create a blog, but to create a blog that brings in leads and helps your business grow.
Blog Builder Overview
This article provides a detailed guide on accessing your blog list, creating and editing blog posts, utilizing search and filter functions, and managing blog settings. Follow these steps to streamline your blog management process and ensure your content remains relevant and accessible.
Section Templates & Global Sections in Blogs
This article will guide you through support for section templates, and global sections, explaining how they work and how to leverage them to create a cohesive and visually appealing blog.
How to Import Blogs
By following this guide, you can seamlessly import and manage your blog posts with confidence.
How to Create a Blog Site
In this article, we will guide you through the key steps to create a blog site that is optimized for engagement with readers and search engines.
How to Use Custom Values for Canonical Links
Custom values for canonical links in blogs improves flexibility and control over SEO strategies
How to Add Hero or Featured Post in a Blog?
This feature is a powerful tool for curating and showcasing your most important posts, driving engagement, and boosting your content marketing strategy.
How to Edit the Blog Post Style
This guide provides step-by-step instructions on how to access and style your blog content using the built-in editor within your site.
Form / Survey Builder22
Line and Box Style in Form and Survey Builder
The Line and the Box style Options empower you to add distinctive lines and separators to your inputs, helping you create visually appealing and well-organized layouts. With the integration of these features, you now have unprecedented control over the visual appeal and structure of your form inputs.
Terms and Conditions Element
This guide will walk you through the process of adding and customizing the Terms and Conditions (T&C) element to your forms and surveys.
How to Set Preferred Languages for Your Forms/Surveys
Make your CRM more accessible with language customization. This feature lets you adjust settings for both individual users and your entire business, ensuring tools like the Form and Survey Builder display in your preferred language. Learn how to set it up for a smoother, more inclusive experience.
How To Use Sticky Contact
This article covers the Sticky Contact feature, what it is, and how to use it.
Signature Element
This element lets you collect customer signatures in Forms and Surveys, let's check how to use it.
How to Utilize Undo and Redo in Forms & Surveys
This guide is designed for users of all levels, aiming to enhance your form and survey customization process.
Image Element
How to make your CRM forms not only more visually attractive but also more effective in engaging your clients or website visitors.
File Upload Element in Forms and Surveys
By the end of this guide, you'll know how to make file management in your CRM smoother and more efficient with the file upload element.
How to Enable Email Notifications for Form/Survey Submissions
In this article, we’ll dive into the advantages of email notifications and provide a step-by-step guide on how to set up and optimize this feature for your business.
Customizing Survey Footer in Survey Builder
Maximizing Engagement with Enhanced Survey Customization
Integrating Payment Into Forms
By the end of this guide, you'll know exactly how to make your forms ready to accept payments, making life easier for you and your customers. Let's dive in and get those payments rolling in!
Organize Your Forms & Surveys With Folders
The Benefits of Moving Forms and Surveys
Setting Up Auto Responders for Forms and Surveys
How to quickly set up the autoresponder, customize it to match your brand, and use it in real-world scenarios to enhance your client engagement.
Automatic Time Zone Capture on Forms and Surveys
By the end of this guide, you'll be all set to use Automatic Time Zone Capture to make your communications timely and relevant, no matter where your clients are.
Opportunity Custom Fields in Forms & Surveys
Welcome to our guide on how to seamlessly integrate opportunity custom fields using our form and survey builder.
Version History in Forms/Surveys
With the detailed version tracking and version history features, managing your forms and surveys is more efficient and reliable. Enjoy the peace of mind that comes with utilizing these features effortlessly.
Date Fields in Forms/Surveys
By taking advantage of the date formats and the date picker, you can enhance the clarity and usability of your forms and surveys.
Email Verification in Forms & Surveys
By implementing the Email Verification feature, you can enhance the quality of the data collected through your forms and surveys, ensuring greater accuracy and reliability. This feature not only improves data integrity but also provides a more seamless and professional experience for participants.
Math Calculation in Forms/Surveys
Tutorial About the Math Calculation Element in Forms/Surveys
Address Element
The address element allows you to collect customer addresses as a customizable entry that results in a cohesive field in the contact details. Let's go over how to use it and the options it provides.
Manual Payments in Forms & Surveys
How to enable and use manual payments in forms and surveys.
Other Option in Forms & Surveys
The "Other" option in forms and surveys allows you to capture custom responses, enabling respondents to provide input beyond the predefined options.
Client Portal6
Setting up the Client Portal
This guide will cover how to set up and customize the Client Portal, manage user access, and utilize its features to improve your customer engagement.
Client Portal Dashboard
The client portal dashboard offers a comprehensive view of user activity, including invitations and accepted invites, and provides tools to enhance user engagement and streamline access.
Client Portal vs Memberships
This guide will walk you through the differences between the Memberships section and the Client Portal, and how they work together to create a seamless experience for you and your clients.
Subscription Management in the Client Portal
This article shows what your users can do with Subscription Management in the Client Portal and how to disable it.
Client Portal Email Settings
The Client Portal Email Settings enable Client Portal owners to effectively manage email notifications originating from various child applications within the Client Portal.
Setting Up The Branded Mobile App
This guide will walk you through all the steps to get your mobile app up and running!
Stores21
How To Set Up An E-commerce Store
This article will walk you through each step, from setting up your website to customizing your store to match your branding.
Stores Overview
Introduction to Stores
Product List Element
What is the Product List Element and how to use it
Collections List Element
What is the Collections List Element and how to use it
How to Accept Manual Payments in your Stores
How to Accept Manual Payments in your Stores
Buy Now Button
Implementing the "Buy Now" button on your e-commerce store offers a streamlined, user-friendly option for customers who want a quick and straightforward purchasing experience. By following the setup instructions and leveraging the customization options, you can enhance your store’s functionality and potentially boost your sales.
Search Bar Element
How to Add and Use the Search Bar Element
How to Import Products for your E-Commerce Store
How to Import Products for your E-Commerce Store
How to Deliver Digital Products in Stores
This guide will show you how to efficiently deliver digital products to customers who purchase from your stores.
Customer Access Center for Stores
The Customer Access Center allows customers to view both their current and past orders through a dedicated access portal.
How to Use Upsell Element in Stores
By leveraging upsell strategies, store owners can effectively present additional products to customers after they have completed checkout.
Featured Products Element
The Featured Products element offers a dynamic way to spotlight specific products on store pages.
Checkout Element
Accessing and Configuring the Checkout Element
Products Tab - Stores
The Products Tab in Stores provides you with complete control over product visibility in the selected store.
Sales Tab - Stores
The Sales Tab within the Stores section offers easy access to your sales data, enabling you to monitor performance and track customer purchases.
Security Tab - Stores
The Security Tab displays the security headers you've implemented in your store.
Events Tab - Stores
The Events tab in Stores enables you to view and configure events for sending tracking data to Meta via Facebook Pixel and the Conversion API.
Stats Tab - Stores
The Stats Tab provides crucial data that can help you refine your store’s strategy, optimize the user experience, and increase conversions. By leveraging these insights, you can identify what’s working well and make adjustments where needed—ensuring sustained growth and profitability.
Settings Tab - Stores
Think of the Settings Tab as the control center of your online store! Here, you can give your store a unique identity, connect a custom domain, add tracking codes, optimize performance, and even fine-tune the checkout experience. Whether you're setting up for the first time or making tweaks to enhance functionality, this tab makes it easy to keep your store running smoothly and efficiently.
Pages Tab - Stores
Think of the Pages Tab as your store’s blueprint—it’s where you design, organize, and fine-tune every page to create a smooth shopping experience. Whether you're adding fresh content, tweaking layouts, or duplicating pages across multiple stores, this tab gives you complete control. With just a few clicks, you can ensure your store looks great, functions seamlessly, and keeps customers engaged!
How to Customize Email Notifications for Stores
This guide provides step-by-step instructions on how to access and configure your notification settings, helping you deliver consistent, timely, and engaging communications
Webinars3
Webinars Overview
By leveraging the tools available in the Webinars tab, you can create tailored experiences designed to captivate and inform your participants.
How to Create an On-Demand Webinar Funnel
This article provides detailed steps on how to create an On-Demand Webinar Funnel.
How to Create a Live Webinar Funnel
By following these steps to create and customize your webinar, you can engage your audience in real time, deliver valuable content, and foster meaningful interactions.
WordPress6
Manual Backup & Restore for WordPress Hosting
Welcome to your new guide on how to use the manual backup and restore feature for WordPress hosting.
WordPress Hosting Management
WordPress hosting management features enhance site administration, security, and flexibility.
Website Templates for WordPress
With a vast array of designs and customization options, WordPress templates offer the flexibility to create websites that align with your goals and brand identity.
WordPress Logs
With WordPress audit logs, you gain valuable insights into your site’s activity and can address issues proactively.
How to Integrate Your Account with WordPress
This guide will show you how to connect your CRM account with WordPress, enabling seamless integration of tools like Phone Numbers, Email SMTP, and Forms.
Manage Website for WordPress Overview
In this article, we’ll provide an overview of managing a WordPress website, covering essential aspects such as updates, security, performance optimization, content management, and more.
Quizzes5
Quiz Builder
The Quiz Builder is a tool designed to streamline the creation and management of quizzes.
How to Customize Your Quiz Result Template
The Quiz Result Template is an essential feature displayed to users upon completing a quiz.
How to Embed a Quiz on Your Funnel
This guide will walk you through the process of embedding a quiz into your funnel.
Quizzes Overview
Organize quizzes into folders, customize questions, and sort or search for quizzes easily. The action menu lets you edit, preview, view submissions, duplicate, share, move, or delete quizzes. With these tools, you can efficiently engage your audience and gather insights.
Quiz Submissions
The Submissions section allows you to access, filter, and export quiz responses easily. You can organize data, search for entries, and customize displayed columns for better analysis.
QR Codes2
How to Create and Download a QR Code
QR codes make it easy to share information instantly with just a scan. Whether you’re directing customers to a website, collecting reviews, or providing contact details, creating a QR code takes just a few steps. This guide will show you how to generate, customize, and download a QR code for your needs.
QR Codes Overview
This article will provide an overview of the QR Code section within the platform, where you can create and manage QR codes.
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.