Introduction to Contacts

How To Import Contacts Or Leads Into Your System?

How To Export All Contacts/Leads?

How To Delete All Contacts?

How To Add Tags For My Leads/Contacts By An Automation Flow?

How To Check The Opt-In Status Of Your Contact?

Is There Any Way To Remove Contacts That Are Duplicated In The System?

How To Add A Tag To An Individual Contact?

How To Change The Contact Owner?

How To Create A User As Team Member?

Introduction To Pipelines

How To Create Multiple Pipelines For Lead Management?

How Do You Set Up Lead Scoring?

Project Management With Pipelines (Task Board)

How Do I Set Up A New Calendar?

Create A New Booker

Public Booking Page Settings

Meeting Event Options

Meeting Invite Settings

How To Use Your Own Form In The Calendar?

Create Follow-Up Sequences For A Calendar Booking

How To Automatically Create Meeting Links For Calendar Bookings?

How To Create Paid Calendar Bookings And Charge For Appointments?

How To Set Availability For The Calendar?

How To Set Appointment Notifications?

How To Embed A Calendar?

SMS Notifications For Appointments

Introduction To Automation

What Is An Automation Flow?

Types Of Automation Flow

How To Create A Contact Flow?

How To Create A Loop In An Automation Flow?

How To Add Dynamic Fields In The Email Builder In An Automation Flow?

Add Unsubscribe Link In Emails

How To Set Up An Email Drip Campaign?

How To Add All Contacts To An Automation Flow

Access User’s Inputs In An Automation Flow

Access Purchase Product Info In An Automated Flow

Clicked/Opened In An Automation Flow

Event Greeting In An Automation Flow

Notify The Customer Before The Scheduled Meeting.

How To Change/Set A Trigger Of A Flow?

Delete A Connection In Automation

How To Load An Existing Email Template In A Flow?

Duplicate A Step In The Flow Builder

Add Contact/Lead To A Flow

How To Create A Call Flow?

POST Data Into Your CRM From Third-Party Integration Using Pabbly/Zapier

Add PayPal/Stripe From An Automation Flow

Renaming Automation Flow

Sample Appointment Confirmation Flow

Trigger Flow When You Add A Tag

How To Send An Email Broadcast

How To Redirect To Another Website After Form Submission

How To Create And Publish An Automation Flow

Delete An Automation Flow

Send An Email To My List

Send An Email To My Contacts

How Do I Send An Email Newsletter?

How Do I Add An Order/Checkout Form To My Site?

Send Data To Your System Using Webhook (API).

Website & Funnel Builder

Introduction To Websites And Funnels

What Is A Domain?

How To Connect The Domain With The System?

Afrihost – How To Connect Your Domain For Website Hosting & Email?

How To Add Custom CSS /JavaScript To My Website Project?

Google Domain – How To Connect Your Domain For Website Hosting & Email

SiteGround – How To Connect Your Domain For Website Hosting & Email

Ionos – How To Connect Your Domain For Website Hosting & Email

NameCheap – How To Connect Your Domain For Website Hosting & Email

What Is The Site Builder?

How To Create A Website

Godaddy – How To Connect Your Domain For Web Hosting And Email?

BlueHost – How To Connect Your Domain For Website Hosting & Email

How To Connect Your Domain?

How To Connect Your Domain For Email Service Only?

Differences Between A And CNAME Records

How To Find The DNS Records Of Already Added Domains?

Where I Can See All Website Templates?

How To Connect A Sub-Domain With Your System?

Where I Can See All Website Templates?

How To Link An Email Or A Phone Number To A Button On The Web Builder?

How To Disable Watermark From Your Website?

Connecting The Facebook Conversion API / Pixel (CAPI)

Adding Spacer Between Sections Of The Website?

How To Change Text Color Config?

How To Add Custom Anchor On The Page Builder?

How To Apply Different Colors To Text?

How To Design Fixed Navbar?

How To Add Images From Local Storage/Custom Images In The Website Builder.

How To Embed Video In Website?

How To Set Image Gallery On Your Website?

How To Hide/Show Elements On Mobile View?

Add MAP To Your Website.

How To Add A Form Into Popup?

How To Link A Form As A Popup To A Button?

How To Make A Section Re-Useable In The Web Builder: Global Blocks?

How To Create Links On Selected Text?

How To Add Template Blocks And Saved Blocks To An Existing Website?

How To Change The Label Color In The Form Added To The Website? Label Color.

How To Set Up Google Analytics ID On Your Website Page?

How To Make A Purchase Form

Creating 2 Step Purchase Form

Site Builder – Design For Mobile View

How To Create A One-Page Website Walkthrough

Can You Import ClickFunnels Pages Into The Website Builder?

Can You Import WordPress Pages Into The Website Builder?

How To Duplicate A Page?

How To Duplicate An Entire Site?

How To Rename A Page?

How To Rename A Site?

How To Change The URL Of A Site?

How To Set Your Fonts And Colors For The Entire Page Using Global Styles

How To Set Your Fonts And Colors For The Entire Page Using Global Styles

What Are Folders

How To Create An App For Your Website

How Do I Create Folders?

How Do I Add A Form To A Folder?

How Do I Add A Website To A Folder?

How Do I Add A Flow To A Folder?

How Do I Delete A Folder?

I Can’t Find A Folder

How To Change Pages

How To Create A New Page

How Do I Link To Another Page?

How To Duplicate An Element On Site

How Do I Duplicate A Section On My Site?

How Do I Create A New Section?

How Do I Edit Section Settings?

How Do I Copy An Element On My Site?

How Do I Clone An Element On My Site?

How Do I Copy A Section?

How Do I Clone A Section?

How Do I Duplicate A Button?

How Do I Copy A Button?

How Do I Clone A Button?

Where Is The Style Manager?

What Is Style Manager?

Overview Of Payment Gateways

How To Get PayPal Client Id And Secret Key?

How To Integrate Stripe Payment Gateway?

Add A Billing Invoice

Invoice For Subscription

Add Sales Tax To Invoice

Do You Support Subscription Billing?

Do You Support Monthly Payments?

What Type Of Pricing Models Do You Support?

What Type Of Pricing Models Do You Support?

What Are Products?

How Do I Create A Product?

How To Make A Purchase Form

How Do I Link A Product To A Form?

Creating 2 Step Purchase Form

How Do I Connect A Product To A Checkout Form?

What Are Coupons?

How Do Coupons Work?

How To Create Coupons?

How Do Coupon Codes Work?

What Type Of Coupon Codes Can I Create?

Where Do Users Put Coupon Codes?

Chat (Email, SMS & Website Chat)

Introduction To Chat (Email, SMS & Website Chat)

How To Create A Canned Response (Email Templates) In The Chat Section?

Setup Identity Verification On The Website Chat Widget

How To Connect WhatsApp Cloud (Meta Formerly Known As Facebook)

How To Create An SMS Plan?

How To Build An SMS Flow?

How Can I Set Up An SMS Flow To Wait For A Reply Before Sending Further Messages?

How To Send An SMS/Call/Email To An Individual Client?

How To Enable SMS Alerts For Missed Calls?

How Do I Send SMS To Static & Dynamic Phone Numbers Using Automation Flow?

How To Use Chatbots With DialogFlow?

How To Connect My Email Using IMAP And SMTP?

How To Connect My Gmail/Google Workspace Email?

How To Delete An Email Inbox?

How To Change The Inbox Name/Avatar For The Email Inbox?

How Can I Use My Domain For Sending Emails?

How To Create An Email Template?

How To Use Chat Widgets In Your Website Outside Your CRM System?

How To Add/Remove Team Members As A Collaborator From Your Inbox?

How To Add An Unsubscribe Link To An Email?

Are SMS Messages Being Filtered Or Not Delivered?

How Can I Receive An Email Or SMS Notification When A Customer Initiates A Chat?

How To Create The Website Chat Widget?

Where Can I Check SMS Plan Approved Or Rejected Status?

How To Set Up Opt-Out Settings For Marketing Email?

How To Set Up Chat Inbox For WhatsApp Cloud?

How To Send Personalized Images (MMS) In Automation Flows?

Cold SMS Marketing: Can I Use SMS Service For Targeting Customers?

Introduction To Forms

Where To Find The Form URL And Embed Code?

How To Avoid Duplicate Contacts When Submitting A Form?

How To Receive An Email Notification When A Lead Fills Out My Form?

How To Rename An Existing Form?

How To Redirect Users To Another Link After The Form Submission?

How To Create A Purchase Form?

How To Collect Signature On Form?

How Can I Duplicate A Form?

How To Redirect Users To Another Form After Booking An Appointment?

How To Change The Currency In Forms?

How To Add/View PDF Files In Form?

How To Add The User-Defined Amount To The Form?

How Can I Send Follow-Up Forms To My Users?

How Can We Add A Logical Condition To A Form Field?

How To Include DOB Input In The Form And Save It In Contact Info?

How To Create A Multi-Step Purchase Form?

How To Add A Product To Your Purchase Form?

How To Enable Twilio?

Create Conference Rooms

Buying A Phone Number

How To Create Conference Rooms?

Record Inbound/Outbound Calls Through The Extension

Flow Recorded Message To Set Up

Where Can I Find Out Flow Recorded Voicemails?

How To Create An IVR And Route Each Call?

How To Port In Number?

Transfer A Call To External Number & Setup Call Whisper

How To Whitelist Your Phone Number?

Connect Your Phone Number To A Call Flow

Sending Incoming Calls To Flow

How To Add Upload Recordings?

SMS Messages Being Filtered Or Not Delivered?

Personal Call Logs Detail And Recordings

Add Caller ID To A Phone Number

Course/Membership

What Is A Membership Site?

How To Create A Membership Site?

How To Create A Login Page For A Membership Site?

How To Create A Forgot Password Page For A Membership Site?

Is It Possible To Create Courses On This Platform?

How Do You Secure Courses?

How To Manually Create Membership Users?

Auto Submit Form

How To Show A Future Date On A Webpage?

How To Add A Sticky Button To The Top Or Bottom Of A Page?

How To Force The Page To Reload The Latest Content?

How To Style The Button For Opt-In Forms?

How To Style A 1-Step Order/Purchase Form?

How To Style A 2-Step Order/Purchase Form?

AI Chat Bot Dashboard

How To Create New AI Chat Bot?

What Are AI Models?

What Is The Difference Between AI Models?

How To Set OpenAI API Key In My Chat Bot?

How Can I Change The AI Chatbot Image And Color?

Which File Formats I Can Use To Upload Training Data?

How To Add Training Data In Chat Bot?

What Is Meant By Context In Skills?

How To Embed Chat Bot Into Your Website?

What Is Find And Replace?

How To Fix Incorrect Results In Your Chatbot?

What Is Meant By “All Agent Handoff To Human” Toggle Option In Chat Bot Creation?

Which AI Model Should I Use For Customer Support?

How Can I Retrain My Chat Bot?

What Types Of Integrations Are Available With AI Chat Bot?

How To Get My AI Chat Bot Smarter?

How Can I Take Control Of Chat From Bot To Human?

How Can I Share API Key Sub-Account?

Where Can I Find API Docs For My AI Chatbot?

What Is “Don’t Understand Message” In Bot Settings?

What Is Meant By “Reset Test Conversation”?

How Can I Test My Chat Bot Results?

What Is The Conversation Status?

How Can I Change The Conversation Status?

How Can I Connect The Lead Form With AI Chatbot?

Where Can I View All Chats And Conversations?

How To Rename A Site?

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