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
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 […]
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 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 […]
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 […]
Email Analytics
Email marketing is a cornerstone of modern communication strategies, enabling businesses to reach their audience directly and effectively. To maximize the impact of email outreach, it is crucial to have tools that allow for precise segmentation and analysis of contacts. This article introduces a comprehensive set of filtering features designed to help users optimize their […]
How to Set Up your Affiliate Funnel with Products
Creating a successful affiliate program requires a well-structured approach, starting with a product and a funnel page. This article will guide you through the essential steps to set up an affiliate funnel with products, ensuring you have the foundational elements in place for a smooth launch. We’ll explore the key features, benefits, and step-by-step instructions […]