In today’s fast-paced digital world, Instagram isn’t just a place for pretty pictures; it’s a bustling hub where potential customers discover, engage, and connect with businesses. For small business owners and entrepreneurs, Instagram Direct Messages (DMs) are a golden opportunity to build relationships, answer questions, and even close sales. But let’s be honest, managing a […]
Never Miss a Beat: Revolutionize Your Customer Conversations with MarketOmation®
Are you a small business owner or entrepreneur constantly juggling emails, chat messages, and social media inquiries? Do you ever feel like you’re losing track of important customer conversations, leading to missed opportunities and frustrated clients? You’re not alone. In today’s fast-paced world, managing customer communication across multiple channels can be overwhelming, but it doesn’t […]
Beyond ‘Dear Customer’: Personalize Messages with MarketOmation’s Custom Values
In today’s competitive business landscape, standing out isn’t just about what you sell, but how you connect. Generic, impersonal messages often get lost in the noise, leaving your customers feeling like just another number. But what if you could speak directly to each and every one of them, making every interaction feel unique and special, […]
Unlock Growth: Why Every Small Business Needs MarketOmation’s All-in-One CRM & Automation
Running a small business or kicking off an entrepreneurial venture is a wild ride, isn’t it? You’re juggling a million tasks – from finding new customers and closing sales to keeping your existing clients happy and making sure your marketing actually works. It’s easy to feel overwhelmed, like you’re constantly putting out fires instead of […]
Managing App Permissions in Client Portal: Activating/Deactivating a child-App
In this article, we will explore how to manage app permissions in your client portal, focusing on how to activate or deactivate child apps and customize user experience. This feature allows you to tailor the visibility and functionality of apps based on your business needs, giving you full control over what is accessible within the […]
Client Portal – Subscription Management
Managing subscriptions, invoices, and transactions can often be a daunting task, especially when navigating through different platforms and interfaces. The Subscription Management feature in the Client Portal is designed to streamline this process, providing users with a single, convenient location to handle all their subscription-related needs. This guide will walk you through the key features, […]
How to set up your Client Portal
Step 1: Configuring a Custom Domain: Note: Before you can successfully set up an A or CNAME record, you must ensure that you have already configured your domain registrar to point to the specific IP address or server provided to you. This is an essential step in ensuring that your domain correctly refers to your server, […]
How to Manage Users in the Client Portal
In this guide, you’ll learn how to manage users within the client portal using features that make setting passwords, generating login links, and inviting users easier than ever. Whether you’re managing a course, a community, or an affiliate program, this guide will walk you through every step with clear instructions and helpful tips. Key Features […]
How to Add Optional Items to Documents & Contracts
MarketOmation also supports sending quotes with optional items in an exciting development for the documents and contracts product. This significantly upgrades the functionality, giving users more flexibility and control over their document management processes. Think of it as a robust alternative to traditional solutions like DocuSign and PandaDoc, but with added features tailored to your […]
How to Customize Documents and Contracts
Customizing Documents and Contracts In this article, we will explore various customization and configuration options available for optimizing the Document and Contract feature. By understanding these options, you can fully leverage the capabilities of the platform to create tailored and professional documents that meet your specific needs. Document Builder The Document Builder offers a flexible […]
How to use Floating Text Fields in Document & Contracts
Floating text fields are an essential feature for creating dynamic and fillable documents and contracts. They allow users to add customizable fields such as signatures, text fields, and dates, enhancing the flexibility and functionality of your documents. This guide will walk you through the process of using floating text elements in documents and contracts. How […]
How to Customize Email Subject Lines for Documents & Contracts
Users can now customize the email subject lines for documents and contracts, adding a layer of personalization and professionalism to their communications. This guide will walk you through the process of customizing these email subject lines, ensuring you can take full advantage of this feature. How to Use Use Cases Example Subject Lines Why This […]