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Workflows

How to Create and Use Workflows

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Getting Started

AltReach Email & SMS Fees
The Dialer
Settings: Twilio Integration
Settings: Phone Numbers
Settings: Pipelines
Settings: Integrations
Settings: Team Management
Settings: Profile
Opportunities
Mailgun - Setup Options
Invoices - Overview
Instagram Direct Messaging
General CRM Overview
Facebook Connectivity
Dashboard Overview
Conversations
Contacts & Smart Lists

Automation

Zoom Integration
ClickFunnel Style Survey
Membership: Product Setup (2)
Settings: Integrating Mailgun
Settings: Company
Settings: Integrating Mailgun
Settings: Company
Workflow Builder - Go To Event
Workflow Builder - Wait Event
Workflow Builder - If/Else Condition
Workflow Builder Overview
Using The Positive Intent Trigger
Triggers - Overview
Triggering Actions with Trigger Links
Task Reminders with Triggers
Forms and Triggers
Exporting Data With Zapier
Campaigns
Appointments and Triggers
Activate Google My Business Chat

Calendar

Zoom Integration
Scheduling: Exploring Calendar Features
Scheduling: Team Calendar Settings
Scheduling: Creating Team Calendars
Integrating Google Calendar
Add Payments to Appointments

Contacts

Tasks Overview
Manual Calls
Bulk Actions For Contacts & Smartlists
Attach Files To A Contact Record

Marketing

Video Component in the Email Builder
Trigger Links
Templates
Social Planner - Overview
Email Campaign
Email Builder - Hidden or Broken elements
Building Emails
How To Enable or Disable the "Allow Multiple" feature in Campaigns

Membership

Memberships: Product Content (4)
Memberships: Product Customization (3)
Memberships: Site Setup (1)
Membership: Offers and Checkout (5)

Reporting

How to use Appointment Reporting
Call Reporting

Settings

Using Custom Fields
Setting Up Sub-Domains
Setting Up Root Domains
How To Use Custom Values
Facebook Form Fields Mapping

Sites

Survey Builder
Funnel Builder
Form Builder
Blog Overview
Add Chat Widget To Website

Workflows

Setting Up Shopify Integration
How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
How to Set Up Email/SMS Notification When An Action Occurs Using Workflows
Membership Triggers Overview for the Workflow Builder
Using a Workflow For Membership Log In Notifications
How To Use Webhooks in Workflows
Customizing Delivery Timeframes Within Workflows
Using a Workflow and Smart List To Track Failed SMS Contacts
Workflow Abandoned Cart Template
How To Use Workflows to Assign Users to Leads
How To Use Multiple Triggering Events in Workflows
How To Set Up Automated Calls And Voicemail Drops in a Workflow
Workflow Contact Attribution Variables
How To Move Actions in the Workflow Builder
Workflow Recipes
Using the Wait Action in the Workflow Builder
List of Workflow Triggers
List of Workflow Actions
How to Import Campaigns into Workflows
How To Use The "Go To" Function in Workflows
How To Use The Course Completed Workflow Trigger
Facebook Conversion API Trigger in Workflows
Using the Edit Conversation Action in Workflows
How to Duplicate or Copy a Workflow
What's the If/Else Conditional Event and How to Use It in Workflows
How And When To Use The Event Start Date In Workflows
How to Organize Your Workflows Into Folders
Checking the Status of Workflows
Using the History Tab in Workflows
Customizing Your Settings in Workflows
How to Create and Use Workflows

General Articles

How To Connect Your Twitter Account for the Social Planner
How To Point A Domain or Sub-Domain To WordPress
How To Customize Membership Settings
Connecting Your Instagram Business Account to the Social Planner Social Media Tool
GDPR Compliance Information
How To Use The Universal Search Feature
Editing Pending and Processing Bulk Actions
List of Custom Values
How to Create and Use Custom Values
Cloudflare Setup
Understanding Domains
Understanding Time Zones
Account Settings Overview
How To Use The Dashboard

Conversation

Checking Conversation Message Details
Conversations Overview

Social Media

Viewing Failed Post Error Messages in the Social Planner
Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
Optimal Image and Video File Sizes and Dimensions for the Social Planner
How to Connect to Your Google My Business Page for Use in the Social Planner
How to Connect to Your Facebook Page for Use in the Social Planner
How to Connect to Your Facebook Group for Use in the Social Planner
Creating Posts in the Social Planner Social Media Tool
Using the Social Planner Social Media Tool

Opportunities

How to End an Opportunity
How To Add A Contact To Multiple Opportunities
How to Create and Edit Pipelines
Opportunities Overview

Funnel Builder

Customizing Funnel and Website Colors
Converting Funnel Steps and Website Pages Within Your System
How To Clone and Share Funnels
How To Upgrade from V1 to V2 Funnels
Using a Video Element in the Funnel Builder
Implementing Funnel Best Practices
How to Create and Use a Coupon/Promo Code - One Step Form
Split Testing in Funnels
Card Authorization for Subscription and Payment Plans
How to Customize the Navigation Bar in Your Funnel's Mobile View
Funnel and Funnel Builder Overview
How To Set Up Payment Plans In Funnels
How To Use Time Delay In The Funnel and Website Builder
Customizing Your Funnel and Website for Mobile and Desktop Views
How to Add A Facebook Pixel to a Funnel
How to Create and Use a Coupon/Promo Code - Two Step Form
How To Import Your Funnels from ClickFunnels
How to Setup and Configure a New Domain or Subdomain
How To Upload Images and Use the Media Library
How to Change a Logo in the Funnel or Website Builder
How To Upload and Utilize A Favicon
How to Change a Logo in the Funnel or Website Builder
How To Upload and Utilize A Favicon
How To Add A One Time Product In The Funnel Builder
How to Connect Your Domain to a Funnel or Website
How to Set Up a Subdomain for Memberships
How To Add A Subscription Product To Your Funnel
How To Use Forms, Surveys And Calendars In Funnels
How To Activate The One-Click Purchase In Your Funnel Step

Forms

How to Connect SendGrid as your SMTP Service
Test Email Error Troubleshooting
Understanding the Difference Between "Submitted" and "Purchased" in Order Forms
Understanding Automatic Country Detection in Forms
Viewing Chat Widget Submissions
How to Look Up Form Attribution
How to Add or Remove Logos for Forms
How To Customize a Form Or Survey
How To Submit Mock Data for Forms and Surveys
Signature Custom Field in Forms and Surveys
How To Use File Upload Custom Field in Forms and Surveys
How To Build, Edit And Utilize Surveys
How To Build, Edit & Utilize Forms
How To Locate Survey and Form Answers

Email & SMTP

Using Mobile Formatting in the Email Builder
How To Hide Email Elements In The Mobile View Of Your Email Builder
Masking the Sender's Name and Email Address in Your System Emails
How to Connect SendGrid as your SMTP Service
How To Use RSS Feeds in the Email Builder
Best Practices To Prevent Your Emails from Ending up in Spam
Checking Email Statistics
Email Deliverability 101
How To Differentiate Between Basic and Custom for RSS Headers and Items in the Email Builder
How To Use the Email Builder
Setting up Mailgun in Cloudflare
Setting Up Replies in Mailgun
SendInBlue Setup
Mailgun Setup - Overview
Mailgun Setup Using GoDaddy
How to Change Unsubscribe Settings in Mailgun
Forwarding Address and BCC in Email Setup
Setting Up Email/SMTP Providers
"Add This Event To Your Calendar” Custom Values
How to Create or Edit Your Email Signature
How To Add a 3rd Party Email/SMTP Account
Integrating Gmail for Email Service

Phone

Twilio Caller ID Setup
How to Use SMS and Phone Number Validation
Call Tracking
Twilio Error Messages
Options within the Dialer
Whisper Message
Understanding Twilio Numbers
How To Record Calls And Listen To Recordings
Complete Twilio Setup
How to Delete a Twilio Phone Number
How To Get an Outbound Phone Number
How To Convert Voicemail Drop Files into MP3 or WAV
Setting Up a Voicemail Drop and Voicemail Drop FAQs
How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns
How Inbound Call Routing Works
How to Use the Dialer Feature for One-Time Outbound Calls

Websites

Instagram Direct Messaging Integration
How To Configure The Buttons on Your Website
How to Add a Meta Tag for Google Search Console Domain Verification
How to Setup Your XML Sitemap
How To Add a Chat Widget to a Wordpress Site
How To Redirect Domains in Cloudflare (for non-www. and www.)
How to Transfer a Domain to Cloudflare
How To Redirect Domains (from www to non-www) - Google Domains
How To Add Hyperlinks to Websites And Funnels
How To Add a Privacy Policy and Cookies Pop Up
Understanding URL Paths
How To Create and Update Global Sections
How to Add Facebook Pixel to Your Website
How To Create and Add a Chat Widget to Funnels and Websites
How To Create A Custom Website

Integration & Widget

Local Services Ad - Reserve with Google Integration
Mapping Facebook Form Fields
Shopify Integration
How to Import Products From Stripe
Wordpress Plugin for Chat Widget
How to Integrate and Use Paypal
Quickbooks Integration
How to Update Facebook Page Selection & Permissions
Integrating with Google
How To Integrate A Stripe Account
How To Integrate Your Facebook Account

Webhooks

How To Use Webhooks in Triggers To Integrate With Other Applications

Account Management

How To Update Your SEO for Blog Posting
How to Create, Edit and Delete Custom Fields
How To Reset Your Password
How to Edit User Information and Permissions
How To Manage Team Management
How To Update Your Company Settings
How To Include Email Signatures On All Outgoing Messages

Reputation Management And Reviews

How to Set Up Your System to Capture Reviews
How to Add Messaging to Your Google My Business Listing and Set Up Communication Notifications

Campaigns

How to Create and Use the Google My Business Campaign Step
How to Control Timing of Campaign Steps Using Delivery Windows
Viewing the Deliverability of Messages in Campaigns
Pausing and Resuming a Campaign
How To Walk Through or Push Campaign Steps
How to Build and Use an Unsubscribe Link
How To Use The Manual SMS Event in Campaigns
How To Customize The From Email Address Configuration in Campaigns
How To Test A Campaign
How Does "Stop On Response" Work In A Campaign
How To Enable or Disable the "Allow Multiple" feature in Campaigns
How To Create A Campaign
How And When To Use The Event Start Date In A Campaign
How To Create An Appointment Confirmation And Appointment Reminders Campaign
What Is The Manual Call Event And How To Use It
What Are Round Robin Campaigns And How To Use Them
How To Copy A Campaign

Triggers

How To Build and Utilize Triggers
How The Duration in Days Filter Works
How To Create a Custom Date Trigger
How To Set up a Campaign and Trigger for Abandoned Cart Follow Up
How To Use A Trigger for a Review Request Campaign or Email
How to Create a Trigger for Notifications for New Chats in the Chat Widget
How to Filter A Trigger By Product Type
Email and Phone Number Mapping In Triggers
How to Duplicate Triggers
What To Do If Your Send Email Trigger Action Is Not Firing
How to Utilize Lead Values in Pipelines and Triggers
How To Check What Triggered Someone Into a Campaign
How to Create a Double Opt-In System
How To Create An Auto Responder Using Triggers
How To Create Push Notifications For Triggers
How To Create Folders For Your Triggers
How to Set Up Email/SMS Notification When An Action Occurs Using Triggers
How To Build, Edit and Use Task Related Triggers
How To Set Up Trigger Links And Trigger Link Triggers
How To Set Up Triggers From Form Submissions

Troubleshooting

What To Do If A Page Won't Load
How To Troubleshoot When Your Zapier Is Not Working
How To Troubleshoot When Your Call Event Is Not Working In A Campaign

Miscellaneous

How to Change the Currency Type
Using Your Audit Logs
Call Tracking and Missed Call Text Back for Google My Business
Eliza AI Automatic Booking Bot
Account-Wide File Management
Creating and Using URL Redirects
How To Verify Your Domain With Facebook
How to Use Yext
Loop Lockouts
How To Use Text 2 Pay

Payments

Creating Recurring Invoices
How To Use The Orders Tab in Your Payments Section
How To Use The Transactions Tab in Your Payments Section
How To Customize The Tax Settings in Your Payments Section
How To Create An Invoice
How To Use The Payments Tab

Mobile App

Using The Mobile App: Invoicing
Using The Mobile App: Contacts
Using The Mobile App: Calendar and Appointments
Using The Mobile App: Reputation and Reviews
Using The Mobile App: Conversations
Navigating Through The Mobile App

Blogs

Blogging 101
How To Add A Category in Blogs
How To Add Authors in Blogs

Done-for-You Service

What types of tasks and projects am I able to request?