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 […]
Client Portal – Subscription Management
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, […]
How to set up your Client Portal
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, […]
How to Manage Users in the Client Portal
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 […]
How to Add Optional Items to Documents & Contracts
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 […]
How to Customize Documents and Contracts
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 […]
How to use Floating Text Fields in Document & Contracts
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 […]
How to Customize Email Subject Lines for Documents & Contracts
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 […]
How To Create Groups of Social Media Accounts
Grouping your social media profiles and networks can help you increase your efficiency in getting content out to all of your channels simultaneously. By grouping them, you don’t have to select each account for an individual post but can do it all at one time. Follow these steps to create groups for your Social Planner: […]
Optimal Image and Video File Sizes and Dimensions for the Social Planner
When creating social media posts and marketing campaigns, it is important to understand the image and video formats and sizes to ensure you are maximizing your use of Incorp Media LLC. Below are some details on the optimal sizes for sharing images on social media. NOTE: Multimedia format is defined as posting image(s) and video(s) together […]
How to Use the Social Planner to Post Reels and Stories to Facebook
Managing Facebook content is simplified with the social planner’s ability to schedule Facebook Reels and Stories directly. This feature allows users to maintain consistency, maximize engagement, and expand reach on their Facebook pages by providing a seamless way to plan and schedule Reels and Stories. How to Use the Facebook Reel and Story Scheduler within […]
How to use the Social Planner Social Media Tool
Use our Social Planner social media tool to keep all your social media managed in one spot. With this feature, you can manage your social accounts, save time by scheduling posts, and learn what your social media audience thinks. Follow these steps to get started: Step 1: Connect Your Social Media Accounts NOTE: This pop up […]