The review widget is a versatile tool for collecting and displaying user and customer feedback. With various features available, you can efficiently manage your review process and improve your online reputation. The Reputation Management section offers an intuitive user interface with enhanced navigation, allowing you to easily manage settings, email requests, SMS requests, Reviews QR, […]
How to use Bulk Actions for sending Review Requests
Bulk Actions allow you to perform a single action for multiple contacts at once. The Review Request Bulk Action will message a contact requesting that they leave your business a review. Here’s how to send review requests using the bulk action feature: Note: To send bulk review requests, you need to have admin privileges, Account users cannot send bulk […]
How to Generate QR Code for Reviews
Introducing Reviews QR – Amplify Your Online Visibility! 🌟 This feature allows you to effortlessly create and customize digital QR Codes that direct customers to your review pages, helping you enhance your online visibility. Key Features & User Benefits of Reviews QR How to Access Reviews QR: This feature is designed to streamline the process […]
How to make Reputation and Review Requests
This article provides an in-depth understanding of the Reputation Overview Dashboard and the Client Check-In functionality. By the end of this guide, you’ll be equipped with the knowledge and tools to effectively manage your online reputation. Reputation Overview Dashboard: The Reputation Overview Dashboard is a robust tool that offers insights and analytics to help you […]
The Estimates Tab in LeadConnector Mobile App
Creating and managing estimates is now simpler than ever with the mobile estimates feature, enabling users to build and send estimates directly from a mobile app. Whether you’re working from the office, on-site, or at a client meeting, you now have the flexibility to manage estimates on the go. This feature empowers you to streamline […]
How to Use the Estimates Feature
Step 1: Access the Estimates Section Step 2: Create an Estimate Step 3: Client Interaction Step 4: Convert to Invoice Step 5: Track and Manage Estimates Customization Why We Built It The Estimates feature was developed to complete the payment suite within Incorp Media LLC, providing businesses with a comprehensive solution for managing client proposals, […]
The Estimates Workflow Trigger and Action
Enhancing workflows to automate actions based on estimated events can greatly improve efficiency in managing business processes. This article will guide you through the key features and benefits of using estimate triggers and actions in workflows, along with step-by-step instructions on how to use these tools effectively. Key Features and Benefits How to Use Estimate […]
How to Create a Proposal or Estimate with Multiple Signatures
Proposals and estimates are an essential part of any business, especially when they require approval from multiple people. In this guide, we’ll walk you through the process of creating a proposal or estimate with multiple signatures, using the documents and contracts feature. This step-by-step approach ensures all stakeholders can sign and approve documents, streamlining your […]
How to use URL Parameters on your Landing Page
You can use URL Parameters to show the contact’s name so that the landing page will get the name from the URL and show it on the page. Contact values like contact.name or contact.email will only work when the user has submitted a form on the previous page/step of the funnel. If your leads are […]
How to Add Automated Invoice Reminders
In today’s fast-paced business environment, maintaining a healthy cash flow is crucial for growth and sustainability. One effective way to ensure timely payments from clients is by setting up automated invoice reminders. This guide will walk you through the process of adding and managing these reminders, highlighting the key features and benefits, and providing easy-to-follow […]
How To Check What Triggered Someone Into a Workflow
There are several ways to add someone to a workflow – through a bulk request, a manual add, a trigger, and more. For several reasons, you may want to check how someone was triggered into a workflow. To do so, follow these simple steps to view the internal source – how the particular contact was […]
How to Set Up Trigger Links in Workflows
Trigger links can be built into the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels, and websites. Step 1: Creating Trigger Links Step 2: Create Your Workflow using Trigger Links Note: To add a new […]