Everything you need to master the platform

Welcome To Support Portal

Please watch the videos or use a support option below.

SUPPORT

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QUICK START

Dashboard Overview

Navigation Overview

Launchpad Integrations

BUSINESS SETUP

Business Setup

Launchpad - Integrate Your Social Media.

Other Integrations

Download The App

Lead Connector overview

Adding Users, Restrictions

Custom Values

Adding A Phone Number

Adding A Domain

Gmail Sync

How To Whitelabel Your Desktop App

CRM

CRM Overview & Navigation

Bulk Importing & Exporting Contacts

Deleting A Contact & Restoring Deleted Contacts

Adding A Contact

Smart Lists

Bulk Adding To Campaigns, WorkFlows

Custom Fields

Bulk Sending SMS & Emails

Adding and Using Tags

WEBSITE & FUNNEL BUILDER

Differences in a Funnel or Website

Website & Funnel Builder Overview

Sections, Rows, Elements

Adding Elements to Your Page

Creating Templates and Global Areas

Building A Form

Building A Survey

Connecting a Domain To Your Funnel Or Website

Building the Navigation For Your Website

Importing a Clickfunnel's Funnel

SEO Metadata On Each Page

Adding Tracking Code to Your Site

Add a blog

Adding a blog entry

Split Testing

Funnel organization

Lead Generation with Video (IN VIDEO CONVERSIONS!)

WORKFLOWS & AUTOMATION

What is a Workflow?

Workflow Tools

Creating a Workflow

Triggers

Troubleshooting Workflows

Conditions & Dynamic Workflows

Adding Contacts to Workflows

Workflow Recipes

Workflow Organization

Workflow Actions

CALENDAR

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

REVIEWS

Review Setup

Sending Review Requests

Automating Reviews

Adding Reviews To Funnels & Websites

CHAT WIDGET

Chat Widget Overview

Setting Up Your Chat Widget

Adding Chat To Any Website

CONVERSATIONS

Conversations Overview

Conversations Templates

Custom Fields & Values

EMAIL MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

PIPELINE

What is a Pipeline?

Creating a Pipeline

Multiple Pipelines

Adding Customers to Pipelines

Automating Adding to Pipelines

MEMBERSHIPS

Membership Overview

Membership Product Setup

Membership offers

Membership settings

SOCIAL PLANNER

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

PAYMENTS

Payments Overview

Quickpay

Invoices

Other Creators Resources

Course Creator 360