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Automation / Workflows, Guides

How to Import Campaigns into Workflows

If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can customize it with several triggers, paths, and more, giving you more automation control over your business. Follow these steps to learn how: Step 1: Create the Workflow and […]

Guides, Payments

How To Use The Transactions Tab in Your Payments Section

The Transactions tab of your Payments section allows you to manage all of your transactions conveniently in one spot. You can view a sortable, searchable list of all transactions, which you may also download via an Excel file. The list gives you a history of all transactions which may be important for your accounting purposes […]

Guides, Payments

How To Use The Orders Tab in Your Payments Section

The Orders tab allows you to manage all of your Orders. You can view a sortable, searchable list of all Orders, which you may also download via an Excel file. This list gives you a history of all orders that may be important for your accounting purposes, managing metrics and goals for your team, planning […]

Guides, Payments

How to Test Payments in a Funnel or Website

In this article, we will show you how to switch your Funnel or Website into test mode. This way, you can test your products and automation associated to ensure they’re working properly. Part 1: Putting the Funnel/Website into test mode.  Part 2: Testing BRAND NUMBER CVC DATE Visa 4242424242424242 Any 3 digits / 123 Any […]

Guides, Payments

How To Use The Payments Tab

Within the Payments section of your system, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integrate both PayPal and Stripe as merchant processors. Using these payment features will allow you to charge for products and services, to manage your business. You can save time and work more […]

Customer Management, Guides

Managing Appointments In Conversations

Keeping track of appointments is crucial for effective customer relationship management. The latest update introduces enhanced functionality for managing appointment activities directly within the Conversations module. This feature allows users to view and update details of canceled appointments and identify deleted appointments effortlessly. Use Cases for Appointment Management Features Canceled Appointments Deleted Appointments How to […]

Customer Management, Guides

How to Use the Document Manager in Conversations

The Document Management feature in Incorp Media LLC is designed to make your document-related tasks simpler and more organized. This feature promises to revolutionize the way you handle your contact’s documents.Following article will go into details of that. Integrated Document Management System Found within the Contact Details page, the new “Documents” tab is your one-stop […]

Customer Management, Guides

Checking Documents & Contracts within Contacts

Managing documents and contracts has been simplified by integrating document and contract management directly within the contact section of your CRM. This feature streamlines the process, allowing users to access, manage, and interact with documents and contracts related to specific contacts without leaving the contact section. How to Use Key Features Benefits Pro Tips FAQs

Customer Management, Guides

Bulk Import and Export of Multiple Phone Numbers for Contacts

Managing multiple phone numbers for each contact has become more intuitive with the ‘Additional Phones’ feature. Whether you’re importing new contact data or exporting your existing list, this guide will help you navigate the process seamlessly. How to Import Contacts with Multiple Phone Numbers Navigation Uploading Your File Map Your Fields Finalize Import Settings Important […]

Analytics, Guides

Membership – Members Analytics

Understanding the journey of your members is key to delivering a personalized and impactful learning experience. Member Analytics offers course creators the tools needed to dive deep into member progress, engagement, and achievements. feature enables creators to track individual and group performance, optimize course content, and enhance overall member satisfaction. In this guide, we will […]

Analytics, Guides

Analytics Tool For Funnels & Websites

Introducing the new Funnel and Website Analytics tool! This powerful addition provides a comprehensive overview of your funnels and websites’ performance, allowing you to track key metrics and optimize your strategies effortlessly. Key Features Holistic Performance Tracking Gain a complete view of your funnels’ and websites’ performance. The new analytics tool aggregates data from all […]

Analytics, Guides

Membership – Revenue Analytics

This feature allows users to filter their data by date, and channel of the purchase, and view the distribution of the top four offers in the given date range. Additionally, users can compare multiple offers and see the revenue from these offers. How to use this feature? To access Member Analytics, follow these steps: Net […]

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