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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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