Getting Started Guides

In this video, we will give you a basic walkthrough through of your account.      

Your CRM system allows you to track and log all your conversations from linked social media platforms. Once you've linked your accounts following the steps below, you'll see your direct messages within the Conversations view of your account. Each new conversation is automatically saved as a contact, which you can tag and market to in the future. The following platforms currently integrate with your account: Facebook Messenger Instagram Messenger As additional platforms are added, this article will be updated. Connecting Facebook/Messenger When your Facebook page is connected to your CRM system, you can conveniently access incoming Facebook messages directly within the Conversations tab of your CRM. Once fully connected, your Facebook & Instagram integration should appear as shown below. Creating Facebook Messages Within a contact conversation, you can respond to clients via Facebook Messenger. You can only initiate a new Facebook message if the client has previously communicated with your business via Facebook. If the client has not communicated with you through Facebook, the option to send them a message will not be available. Message Source When you receive a message notification, you can identify the originating platform here, which is particularly useful if you have multiple communication platforms linked to your account. Adding Files to Facebook Messages To attach files or images to your Facebook message, click the paperclip icon at the bottom of your message box. This will open a file explorer window, allowing you to select and add the necessary files or images. Follow the on-screen instructions to complete the process. Adding Emojis to Facebook Messages To add an emoji to your message, click on the smiley face icon at the bottom of the message box. You can search for an emoji using the search bar or browse through them by clicking on the category icons. If you want to add multiple emojis, simply repeat the process. Using SMS Templates in Facebook Messages You can use SMS templates within Facebook messages as well. To use an existing SMS template from your CRM, click the paper icon at the bottom of the message box. A popup will appear for you to select a template. Choose a template from the dropdown menu and click 'Use Template' to populate your message box. Requesting Payment via Facebook Messages To request payment from customers, click the money icon at the bottom of your message box, next to the SMS template icon. A popup will appear for you to fill in the required invoice details. After completing the form, hit the 'Copy link and mark as sent' button to finish the process. More Actions Clicking the "+" button allows you to select custom values to use in your messages. Utilize these custom values to personalize your messages to your customers. Collapse Message Box To shrink your message box, click the icon located in the top right corner that looks like four corners. This will collapse the message box and delete all content you've added, so be sure to send or save your content before closing. Archive/Unarchive Conversations To archive or unarchive a message, click on the Archive or Unarchive button as shown below. To mark a conversation as starred or unstarred, click the 'Mark as Starred' button to the right of the client's name, as shown below. Click once to star it, and click again to unstar it. Marking Conversations as Read/Unread To mark a conversation as Read or Unread, click the 'Mark as Read' button to the right of 'Mark as Starred'. Click once to mark as read, and click again to mark as unread. This helps you keep track of conversations you want to revisit and easily access them in the Unread tab. Alternatively, you can find them in the Recents or All tabs once marked as read. Deleting Conversations To delete an irrelevant conversation, click the 'Delete' button on the far right. Please review the conversation carefully before deleting, as this action is permanent and cannot be undone. Accessing Client Information To view or edit a client's details, look to the right-hand side of the page in your selected conversation. Full Name: The client's name will be displayed here. Assigned User: Displays the user assigned to this contact. Phone Number: If the client's phone number wasn't provided, you can request it via chat and manually input it. Email: You can also enter the client's email address here. Adding Tags To add tags to your customer information, click where it says Add Tags under the customer email on the right-hand side of the page. Begin typing the desired tag, and if it exists, it will appear in a dropdown list. If the tag doesn't exist, you can create a new one by clicking the plus button next to the typed tag. Configuring Do Not Disturb (DND) You can configure Do Not Disturb on selected channels by clicking the blue Configure button under DND, below the contact details on the right-hand side of the page. You can choose to enable DND for all channels or select specific channels that the client does not want to be contacted through. Managing Active Campaigns/Workflows If a lead is currently in a campaign or workflow, you'll see this information under the contact details on the right-hand side of the page. To add the lead to a new workflow, click on the + Add button and select the desired workflow from the dropdown. If you'd like the workflow to start later, click on Event Start Date and choose the date and time. After setting the start date and time, confirm by clicking the green checkmark, and then click the green Add button to finalize. Booking Appointments To book an appointment for the selected client, click the blue Book Appointment button at the bottom of the contact card on the right-hand side of the page. A popup will appear where you can fill out the appointment details, including selecting the appropriate team calendar, time zone, date, and time slot. You can also set custom start and end times, add a meeting location, and choose an appointment status. Creating Opportunities To create a new opportunity for your Facebook lead, click the Create Opportunity button at the bottom right of the page. A popup will appear where you can fill in the opportunity details, including the name, pipeline, stage, status, value, assigned team member, and opportunity source. Once completed, click the green Add button to save the opportunity.

Custom values are a powerful feature in your CRM, simplifying repetitive tasks and allowing you to personalize emails, SMS messages, funnels, websites, and more. There are eleven (11) categories of custom values available throughout your CRM: Contact, User, Appointment, Calendar, Campaign, Message, Account, Right Now, Attribution, Invoice, and Payment Link. Contact Custom Values The Contact category allows you to incorporate various contact-related details into your communications. These may include the contact's name, address, phone number, birthday, source of contact, and website. By including such personalized information, you can create tailored and engaging communications that resonate with your contacts and strengthen professional relationships. Contact - Full Name: {{contact.name}} Contact - First Name: {{contact.first_name}} Contact - Last Name: {{contact.last_name}} Contact - Email: {{contact.email}} Contact - Phone Number: {{contact.phone}} Contact - Phone Number Raw: {{contact.phone_raw}} Contact - Phone (Recommended for trigger links & UTM): Tel - {{contact.phone_raw}} Contact - Company Name: {{contact.company_name}} Contact - Full Address: {{contact.full_address}} Contact - Address 1: {{contact.address1}} Contact - City: {{contact.city}} Contact - State: {{contact.state}} Contact - Country: {{contact.country}} Contact - Postal Code: {{contact.postal_code}} Contact - Date of Birth: {{contact.date_of_birth}} Contact - Source: {{contact.source}} Contact - Website: {{contact.website}} Contact - ID: {{contact.id}} User Custom Values The User category focuses on incorporating team member-specific details into your communications, such as the team member's name, email address, phone number, personalized signature, and calendar link. Including these elements helps establish a direct connection between your team members and clients, fostering trust and rapport. User - Full Name: {{user.name}} User - First Name: {{user.first_name}} User - First Name (lowercase): {{user.first_name_lower_case}} User - Last Name: {{user.last_name}} User - Last Name (lowercase): {{user.last_name_lower_case}} User - Email: {{user.email}} User - Phone: {{user.phone}} User - Signature: {{user.email_signature}} User - Calendar Link: {{user.calendar_link}} User - Twilio Phone: {{user.twilio_phone_number}} User - Twilio Phone Raw Format: {{user.twilio_phone_number_raw}} Appointment Custom Values The Appointment category offers custom values specifically related to appointments, including details such as the scheduled date, start time, cancellation, and reschedule links, as well as an option to add the event directly to the recipient's calendar. These values promote a seamless and organized appointment experience for your clients. Appointment - Start Date Time: {{appointment.start_time}} Appointment - Start Date: {{appointment.only_start_date}} Appointment - Start Time: {{appointment.only_start_time}} Appointment - End Date Time: {{appointment.end_time}} Appointment - End Date: {{appointment.only_end_date}} Appointment - End Time: {{appointment.only_end_time}} Appointment - Timezone: {{appointment.timezone}} Appointment - Cancellation Link: {{appointment.cancellation_link}} Appointment - Reschedule Link: {{appointment.reschedule_link}} Appointment - Meeting Location: {{appointment.meeting_location}} Appointment - Notes: {{appointment.notes}} Appointment - Add to Google Calendar: {{appointment.add_to_google_calendar}} Appointment - Add to iCal & Outlook: {{appointment.add_to_ical_outlook}} Appointment Assigned User Custom Values Custom values under the Appointment Assigned User category extract information from the team member assigned to a specific contact. This includes details such as the assigned team member's name, email address, phone number, and personalized email signature. These values help facilitate personalized and effective connections between team members and contacts. Appointment - User Full Name: {{appointment.user.name}} Appointment - User First Name: {{appointment.user.first_name}} Appointment - User Last Name: {{appointment.user.last_name}} Appointment - User Email: {{appointment.user.email}} Appointment - User Phone: {{appointment.user.phone}} Appointment - User Phone Raw: {{appointment.user.phone_raw}} Appointment - User Signature: {{appointment.user.email_signature}} Appointment - User Twilio Phone: {{appointment.user.twilio_phone_number}} Calendar Custom Values The Calendar category allows you to incorporate the name of a specific calendar into your communications, such as emails, SMS messages, and funnel/website pages. This ensures that your clients and team members are always up-to-date on relevant scheduling details, promoting better organization and time management. Calendar - Name: {{calendar.name}} Campaign Custom Values The Campaign category enables you to utilize specific campaign-related data to personalize and optimize your marketing efforts. By embedding dynamic campaign content into communications, you can ensure that messages are contextually relevant and tailored to each recipient, enhancing targeting and streamlining campaign execution. Campaign - Event Date & Time: {{campaign.event_date_time}} Campaign - Event Date: {{campaign.event_date}} Campaign - Event Time: {{campaign.event_time}} Message Custom Values The Message category allows you to include the content of a message directly into emails and SMS communications, making it convenient for efficient customer follow-ups. This ensures that your clients receive all the necessary information promptly, enhancing the quality of customer interactions and fostering strong, lasting relationships. Message - Body: {{message.body}} Account Custom Values The Account category is designed to centralize and manage key account information, allowing you to incorporate this data into your workflows and communications. This ensures that account details are consistently applied across your marketing and service efforts, fostering a more organized and effective customer management system. Account - Name: {{location.name}} Account - Full Address: {{location.full_address}} Account - Address Line 1: {{location.address}} Account - City: {{location.city}} Account - State: {{location.state}} Account - Country: {{location.country}} Account - Postal Code: {{location.postal_code}} Account - Email: {{location.email}} Account - Phone: {{location.phone}} Account - Website: {{location.website}} Account - Logo URL: {{location.logo_url}} Account - ID: {{location.id}} Owner Custom Values The Owner category provides the option to incorporate details related to the owner of a specific resource or account, such as their name and email address. Including this information in your communications or documentation ensures that the relevant parties are accurately identified and associated with their respective responsibilities. Account - Owner First Name: {{location_owner.first_name}} Account - Owner Last Name: {{location_owner.last_name}} Account - Owner Email: {{location_owner.email}} Right Now Custom Values The Right Now category is useful for entering current dates and times into funnel and website pages, ensuring that dates are always up-to-date. Some fields you can include are second, minute, time AM/PM, month, year, and today’s date. Right Now - Second: {{right_now.second}} Right Now - Minute: {{right_now.minute}} Right Now - Hour 24h Format: {{right_now.hour}} Right Now - Hour AM/PM Format: {{right_now.hour_ampm}} Right Now - Time 24h Format: {{right_now.time}} Right Now - Time AM/PM Format: {{right_now.time_ampm}} Right Now - AM/PM: {{right_now.ampm}} Right Now - Day: {{right_now.day}} Right Now - Day of the Week Extended English: {{right_now.day_of_week}} Right Now - Month: {{right_now.month}} Right Now - Name of Month: {{right_now.month_name}} Right Now - Month Extended English: {{right_now.month_english}} Right Now - Year: {{right_now.year}} Right Now - Date (month/day/year): {{right_now.middle_endian_date}} Right Now - Date (day/month/year): {{right_now.little_endian_date}} Attribution Custom Values The Attribution category is great for tracking where customers come from. Fields include session source, URL, campaign, UTM source, referrer, and contact ID. This category is broken down into first and last, allowing you to track both the initial and most recent sources of customer interactions. First Attribution Attribution - First Session Source: {{contact.attributionSource.sessionSource}} Attribution - First URL: {{contact.attributionSource.url}} Attribution - First Campaign: {{contact.attributionSource.campaign}} Attribution - First UTM Source: {{contact.attributionSource.utmSource}} Attribution - First UTM Medium: {{contact.attributionSource.utmMedium}} Attribution - First UTM Content: {{contact.attributionSource.utmContent}} Attribution - First Referrer: {{contact.attributionSource.referrer}} Attribution - First Campaign ID: {{contact.attributionSource.campaignId}} Attribution - First FB ClickID: {{contact.attributionSource.fbclid}} Attribution - First Google ClickID: {{contact.attributionSource.gclid}} Latest Attribution Attribution - Last Session Source: {{contact.lastAttributionSource.sessionSource}} Attribution - Last URL: {{contact.lastAttributionSource.url}} Attribution - Last Campaign: {{contact.lastAttributionSource.campaign}} Attribution - Last UTM Source: {{contact.lastAttributionSource.utmSource}} Attribution - Last UTM Medium: {{contact.lastAttributionSource.utmMedium}} Attribution - Last UTM Content: {{contact.lastAttributionSource.utmContent}} Attribution - Last Referrer: {{contact.lastAttributionSource.referrer}} Attribution - Last Campaign ID: {{contact.lastAttributionSource.campaignId}} Attribution - Last FB ClickID: {{contact.lastAttributionSource.fbclid}} Attribution - Last Google ClickID: {{contact.lastAttributionSource.gclid}} Invoice Custom Values The Invoice category within your CRM's custom fields allows you to integrate specific invoice-related details, such as invoice numbers, due dates, or amounts, directly into your communications. This feature streamlines billing processes by ensuring clients receive timely and accurate invoice information, enhancing transparency and efficiency in your customer interactions. Invoice - Name: {{invoice.name}} Invoice - Number: {{invoice.number}} Invoice - Issue Date: {{invoice.issue_date}} Invoice - Due Date: {{invoice.due_date}} Invoice - Sub Total: {{invoice.sub_total}} Invoice - Discount Amount: {{invoice.discount_amount}} Invoice - Tax Amount: {{invoice.tax_amount}} Invoice - Total Amount: {{invoice.total_amount}} Invoice - Title: {{invoice.title}} Invoice - URL: {{invoice.url}} Company Custom Values Invoice - Company Name: {{invoice.company.name}} Invoice - Company Phone: {{invoice.company.phone}} Invoice - Company Address: {{invoice.company.address}} Invoice - Company City: {{invoice.company.city}} Invoice - Company State: {{invoice.company.state}} Invoice - Company Country: {{invoice.company.country}} Invoice - Company Website: {{invoice.company.website}} Invoice - Company Logo: {{invoice.company.logo}} Customer Custom Values Invoice - Customer Full Name: {{invoice.customer.name}} Invoice - Customer First Name: {{invoice.customer.first_name}} Invoice - Customer Last Name: {{invoice.customer.last_name}} Invoice - Customer Phone: {{invoice.customer.phone}} Invoice - Customer Email: {{invoice.customer.email}} Invoice - Customer Company: {{invoice.customer.company}} Invoice - Customer Address: {{invoice.customer.address}} Invoice - Customer City: {{invoice.customer.city}} Invoice - Customer State: {{invoice.customer.state}} Invoice - Customer Postal Code: {{invoice.customer.postal_code}} Sender Custom Values Invoice - Sender Name: {{invoice.sender.name}} Invoice - Sender Email: {{invoice.customer.email}} Card Information Custom Values Invoice - Card Brand: {{invoice.card.brand}} Invoice - Card Last 4 Digits: {{invoice.card.last4}} Payment Link Custom Values The Payment Link category enables you to embed direct payment links into your emails and SMS communications, making it easy for clients to complete transactions. This feature streamlines the payment process, leading to faster payments and improved cash flow. Payment Link - Name: {{paymentLink.link_name}} Payment Link - URL: {{paymentLink.url}} Payment Link - Account Name: {{paymentLink.account_name}} Payment Link - Sender Name: {{paymentLink.sender_name}} Payment Link - Sender Email: {{paymentLink.sender_email}} Payment Link - Total Amount: {{paymentLink.total_amount}} Payment Link - Total After Trial: {{paymentLink.total_after_trial}} Contact Custom Values Payment Link - Contact First Name: {{paymentLink.contact.first_name}} Payment Link - Contact Last Name: {{paymentLink.contact.last_name}} Payment Link - Contact Phone: {{paymentLink.contact.phone}} Payment Link - Contact Email: {{paymentLink.contact.email}} Payment Link - Contact Address: {{paymentLink.contact.address}} Payment Link - Contact City: {{paymentLink.contact.city}} Payment Link - Contact State: {{paymentLink.contact.state}} Payment Link - Contact Postal Code: {{paymentLink.contact.postal_code}} Sender Custom Values Payment Link - Sender Name: {{paymentLink.sender.name}} Payment Link - Sender Email: {{paymentLink.sender.email}} Product Custom Values Payment Link - Product Name: {{paymentLink.product.name}} Payment Link - Product Currency Symbol: {{paymentLink.product.currency_symbol}} Payment Link - Product Currency Code: {{paymentLink.product.currency_code}} Payment Link - Product Image URL: {{paymentLink.product.imageUrl}} Payment Link - Product Trial Period: {{paymentLink.product.trial_period}}

The dialer button is accessible from any view within your platform and is conveniently located in the top right corner. Let's begin by clicking the dialer. This will open a user-friendly interface with standard dialer features: Phone Number Field: Enter the number you want to dial here. You can either copy and paste a number, use your keyboard's numeric keys to enter it manually, or click the buttons on the number pad to enter a phone number with your mouse. Call From Field: Select which phone number you'd like to make the call from. If you have multiple numbers set up in your platform, they will appear in the dropdown list. When you're ready to dial a number, click the green phone button. At the bottom of the dialer, you'll find icons for your Contacts and Dial views. The current view is Dial. Let's switch to the Contacts view by clicking Contacts. As you can see, the phone number field is now replaced by a search box and a list of your most recently contacted numbers. You can use the search box to find a specific contact by their name or phone number. Click Dial to return to your dialer view. Next, we'll explore the features built into your dialer. Enter a dummy number in the phone number field and click the green telephone button. This will change the view, revealing a status field and several options. Currently, the call has a “dialing” status. Once the call connects, the status will switch to a timer that tracks your call duration. If you click the arrow during a call, the dialer will collapse into the top menu, allowing you to use other platform features while on the call. To restore the full dialer view, click the dropdown button. Now, let's say you're on a call with a client and need to transfer them to a colleague. First, click Hold to place the client on hold. Then, choose either the Blind Transfer or Warm Transfer option. Blind Transfer: This option will directly transfer the client's call to your colleague. However, there's a risk if your colleague is busy or unavailable—the call may be disconnected. Warm Transfer: A better option where you can first contact your colleague, explain the situation, and then transfer the call. When you select Warm Transfer, you can find your colleague's number using the search function or by entering it manually. Once the number is added, the Call & Hold button becomes active, allowing you to dial your colleague's number. Click it now. Once connected, you can explain the situation to your colleague. When you're ready to connect the client with your colleague, click the Patch Call button. Notice the two tabs at the top right of the dialer: the green tab represents the call with the client, which is currently on hold, and the orange tab represents the ongoing call with your colleague. You can switch between these calls by clicking the respective tab. In our example, after explaining the situation to your colleague, switch back to the client by clicking the green call tab. Inform the client that you're about to patch the call through to your colleague. To connect the two calls, simply click Patch Call. Now, the client and your colleague can continue their conversation privately, and you can click the red button to leave the call. Once the call is over, click Done to return to your normal dialer view. Note: For contacts who are unavailable and have a voicemail inbox, you have the option to leave a voicemail message. Your dialer is a powerful tool for reaching contacts within your platform, creating a unified communication record alongside email, SMS, and other communication methods.    

This guide introduces you to the essentials of your CRM dashboard, highlighting the primary features available in the left-hand sidebar. The availability of specific features may vary depending on your subscription plan. Sidebar Menu Overview The left sidebar serves as the main navigation tool, allowing you to access various sections of your platform effortlessly. It is designed to provide quick and easy access to different functionalities, acting as a central hub for managing your business operations. Dashboard and Navigation Located on the left side of your screen, the main view displays your dashboard, where you can monitor reports related to your contacts, pipelines, and other key business data. This dashboard offers a consolidated view of vital insights, making it easier to track your business performance. If your platform supports multiple accounts, you can seamlessly switch between them using the drop-down menu located at the top. This feature simplifies the management of different accounts within the platform. Below the drop-down menu, the search bar allows you to find specific contacts quickly by entering their names. You can also utilize this tool to add opportunities or check payment details associated with a contact. Quick Actions The Quick Actions section is designed for efficiency, enabling you to perform common tasks such as adding a new contact, scheduling an appointment, sending a review request, or creating an opportunity with minimal effort. This feature streamlines your workflow, allowing you to execute these tasks without navigating through multiple layers of menus. Managing Communications: Conversations Hub The Conversations view offers a centralized space for managing all your communications with contacts, including emails, SMS messages, and other interactions. The following tabs help you organize and streamline these communications: Manual Actions: Allows you to schedule and manage manual tasks, such as calls, that are queued for execution. Once one task is completed, the system automatically triggers the next. Templates: Provides a space to create reusable email and SMS templates for your automation campaigns, ensuring consistency and saving time. Trigger Links: Enables you to set up custom links that trigger specific actions when clicked, adding an extra layer of automation to your campaigns. Calendar and Appointments The Calendar section is where you can view all your scheduled events and manage your calendars within the platform. The Appointments tab within the Calendar section gives you an overview of all the appointments booked, ensuring you stay on top of your schedule. Contacts Management The Contacts section is essential for storing and managing your contacts. Whether you are importing contacts in bulk or adding them individually, this section allows for efficient organization and retrieval. Key features include: Contact Request: Displays a summary of all imported contacts, allowing you to review and correct any issues that may have occurred during the import process. Bulk Actions: Facilitates the quick application of campaigns to large groups of contacts. Restore: Offers the ability to recover deleted contacts. Manage Smart Lists: Lets you create dynamic lists based on contact data, using filters and rules to segment and organize your contacts effectively. Tracking Opportunities The Opportunities section, particularly the Pipelines tab, helps you track and manage contacts as they move through different stages of your sales pipelines. This feature provides an overview of your contact progress, ensuring you can monitor and update their status effectively. Payments and Transactions The Payments section is where you manage your financial transactions. Here, you can create and view products, while the Transactions tab lists all related transactions. You can also integrate payment processors like Stripe or PayPal through the Integrations tab. Marketing Tools The Marketing section is your go-to place for handling all marketing activities. It includes tools like: Social Planner: For planning and scheduling social media posts. Emails: For crafting and sending marketing emails. Templates: For creating and using email templates. Trigger Links: For setting up automated actions triggered by user interactions. Automating Workflows In the Automation section, you can design and implement workflows to automate tasks previously managed by campaigns and triggers. This feature simplifies the creation of complex automations, enhancing operational efficiency. For users who prefer to stick with campaigns and triggers, an option to enable these features is available in the Settings menu. Simply locate the Enable/Disable Deprecated Features toggle and update your preferences. Building Sites and Funnels The Sites section provides all the tools necessary to build marketing funnels, websites, and other online assets. You can manage multiple aspects such as: Websites: Create and manage multi-page sites. Memberships: Develop membership areas with exclusive content. Forms and Surveys: Build forms for data collection and surveys for detailed insights. Chat Widget: Activate and customize the chat widget for enhanced customer engagement. Managing Memberships The Membership section is tailored for those who offer online courses. Here, you can create, organize, and manage your courses, offering a structured learning environment for your audience. Monitoring Your Reputation The Reputation section is vital for managing your online presence and customer feedback. It includes: Requests: Send review requests to contacts to encourage feedback. Reviews: View and respond to reviews on platforms like Google and Facebook. Listings: Manage and optimize business listings through Yext integration, ensuring consistent information across online directories. Reporting and Analytics The Reporting section provides detailed insights into your marketing campaigns, offering various reports such as: Google Ads: Track the performance of your Google Ads campaigns. Facebook Ads: Monitor your Facebook Ads. Attribution Report: Understand lead conversion metrics. Call Reporting: Analyze call data. Appointment Report: Track appointment-related metrics. Configuring Your Platform: Settings At the bottom of the sidebar, the Settings option takes you to a comprehensive menu where you can customize your platform’s features. This section allows you to fine-tune various settings to align with your business needs.