Scaling a business on top of bad CRM data is like building a skyscraper on a cracked foundation. It may stand for a while, but eventually, performance degrades, costs rise, and failures compound. Before you invest in advanced automation, AI-driven personalization, or multi-channel funnel orchestration, your CRM must be accurate, structured, and reliable. CRM cleanup […]
Webinars remain one of the highest-ROI assets in digital marketing—but only when they are supported by a strategically designed funnel. In 2026, high-converting webinar funnels are no longer built around single live events. They are behavior-driven, automation-powered, and optimized for long-tail conversion. In this guide, you’ll learn how to craft a 2026-ready webinar funnel that […]
Not all leads are created equal. Some are just browsing. Others are actively evaluating and ready to buy. If your marketing automation treats them the same, you are leaving revenue on the table. That is where lead scoring comes in. In this guide, you will learn how to build a simple, practical lead scoring system […]
Turn Posts into Profits, Followers into Customers, and Your Business into a Local Powerhouse Running an HVAC business in today’s digital landscape requires more than just technical expertise and quality service. While you excel at repairing heating systems, installing energy-efficient AC units, and maintaining complex ventilation systems, there’s one critical question every HVAC business owner […]
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 […]
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, […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
