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Knowledge Base
Setting Up
How to add Admin user to access all or some subaccounts
Domain Sender Verification
General Settings
Contacts
Creating Lists with Forms
Importing Contacts from an Excel
Creating custom form fields
Automation
Introduction to the Visual Automation Builder
Automation glossary
Managing Automated Messages
Landing Pages
How to add Custom Meta Tag to a landing page
Creating a Landing Page
Creating a Landing Page using the Modern Editor
Social Media
Connecting your Social Media Profiles
Creating Posts
Managing the Social Calendar
Dashboard
Understanding available reporting widgets
Exporting your dashboard reports
Campaign groups
Email Marketing
Domain Sender Verification
Creating Email Campaigns
Chunk Sending
Site Popups
Creating Site Popups
Reading analytics for site popups
How to enable Site Popup on Landing page
Pipeline Manager
Getting started with Pipeline Manager
Task automation
Tasks files and assets
Agency Portal
How to add a new subaccount to your agency
Manage Customers
Manage Custom Plans
Salesforce
Native Salesforce connector
Integrations
Zapier
Pabbly Integration
Elementor Integration
Ecommerce Integration
E-commerce integration
Shopify integration
WooCommerce integration
Booking Calendar
How to create a Booking Calendar
Connecting your Google Calendar
Connecting your Outlook Calendar
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