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Blog, Guides

How to Create a Blog Post

This article will walk you through creating a blog post and adding it to your funnel or website. Step 1:  Note – The image size allowed is 10MB You will be directed to the blog post builder where you can design your very own blog: Once you’re done, you can fill in the publishing details and […]

Communities, Guides

How to Create a Paid Group for Communities

Creating paid groups in communities is an effective way to monetize and manage exclusive content within a CRM platform. Here’s a step-by-step guide on how to set up both privately and publicly paid groups in the CRM. Private and Public Groups How-To Use Steps Step 1: Set Up the Group Step 2: Configure Subscription Options […]

Communities, Guides

How to Create a Paid Course for Communities

This guide will show you how to set up a paid course, add it to your community, and manage its pricing and access settings. Follow these steps to start monetizing your educational content and enhancing the value of your community. Prerequisites for Selling Your Course Before you begin, ensure you have the following ready: Adding […]

Communities, Guides

How to Increase Engagement in Community Groups

Engaging community groups is crucial for fostering active and meaningful interactions. This guide will help you leverage push notifications and comment sharing features to boost engagement and stimulate discussion within your community. Setting Up Notifications Proper notification settings ensure you stay informed about community activities and interactions, which is key to maintaining engagement. Step-by-Step Guide: […]

Communities, Guides

How to Invite New Members to Your Community Group

Building a community is essential for collaboration, sharing knowledge, and creating a sense of belonging among members. Our platform offers an efficient way to grow your community by inviting members via email and link. This guide walks you through the process of inviting individuals to your community using the email and link invitation feature. Inviting […]

Email Marketing, Guides

How to send a Regular Email Campaign

In this article, you will learn how to send a regular email campaign. This email can be sent right away or scheduled to many contacts at once.  Part 1: Create the email How to Verify Your ‘From’ Email Address to Avoid Being Sent to Spam This feature improves your ability to verify sender email addresses, […]

Email Marketing, Guides

A Guide to Pre-Configured Contact Segments for Targeted Email Campaigns

Pre-built segments are predefined groups of contacts that help you target specific audiences based on their engagement with your emails. These segments are automatically created based on key behaviors such as recent interactions or lack of engagement, eliminating the need to manually sort through contacts. Let’s dive into how you can leverage this powerful tool […]

Email Marketing, Guides

Email Campaign Statistics

This article will explain the importance of tracking your email campaign statistics. By understanding what is working and what is not in your campaigns, you can improve your marketing efforts and get a better return on your investment. How to Access the Campaign Statistics Dashboard: The dashboard provides a variety of insights into your email […]

Email Marketing, Guides

How To Use the Email Builder

Email marketing remains one of the most effective ways to engage with your audience and boost business growth. In this guide, we will delve deep into the Email Builder, empowering you to streamline your email creation process and create compelling campaigns that resonate with your audience. In it, you can create and save templates and […]

Funnels, Guides

Implementing Funnel Best Practices

Creating funnels within the Funnel Builder works best through simplicity. The simpler the funnel is set up the easier it will be to convey your message, convert leads into sales, and perform regular maintenance and changes. Here are some best funnel practices that will help you get started. Overall Funnel Settings SEO Meta Data is […]

Funnels, Guides

How to Use Forms, Surveys, and Calendars in Funnels

This tutorial will cover how to use forms, surveys, and calendars within the funnel builder. This allows you to capitalize on the booking feature of the funnel builder, which can help you enhance your business. Step 1: Create a Form, Survey, or Calendar to add to your funnel Step 2: Adding the Elements into your […]

Funnels, Guides

How To Set Up Payment Plans In Funnels

This article will teach you how to create products with a payment plan. This will allow you to charge your customer a specific number of payments for your product or service.  What you will need:  Note: Custom Authorization only works with recurring products. Note: The payment plans can only be used in order form products.  Step […]

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