Never Miss a Beat: Revolutionize Your Customer Conversations with MarketOmation®

Are you a small business owner or entrepreneur constantly juggling emails, chat messages, and social media inquiries? Do you ever…

Beyond ‘Dear Customer’: Personalize Messages with MarketOmation’s Custom Values

In today’s competitive business landscape, standing out isn’t just about what you sell, but how you connect. Generic, impersonal messages…

Unlock Growth: Why Every Small Business Needs MarketOmation’s All-in-One CRM & Automation

Running a small business or kicking off an entrepreneurial venture is a wild ride, isn’t it? You’re juggling a million…

Managing App Permissions in Client Portal: Activating/Deactivating a child-App

In this article, we will explore how to manage app permissions in your client portal, focusing on how to activate…

Client Portal – Subscription Management

Managing subscriptions, invoices, and transactions can often be a daunting task, especially when navigating through different platforms and interfaces. The…

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…

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…

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…

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…

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…

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…

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…