Agency Settings

White Label Domain Overview: The white label domain is a branded web address where clients access your tailored CRM platform. This domain serves as the public-facing interface and can be customized to reflect your brand’s identity. Purpose and Benefits: Brand Integration: The white label domain ensures a seamless, branded experience for your clients, enhancing your company’s professionalism and credibility. Example: If your business is named "Digital Dynamics," you might choose a domain like app.digitaldynamics.com for clients to log in and use the CRM services. Setup Instructions: 1. Select Your Domain: Choose a domain name that aligns with your brand. 2. Configure DNS Settings: Update the DNS records to point the domain to your CRM platform. API Domain Overview: The API domain is used for internal CRM functions, such as generating system links and managing API requests. It is not visible to end-users but is essential for the CRM’s operational processes. Purpose and Benefits: Operational Efficiency: The API domain handles backend tasks, such as creating unique links for marketing campaigns and facilitating system integrations. Example: When a CRM workflow sends out an email or text message with embedded links, those links are generated using the API domain. This is crucial for actions like sending review requests or providing interactive features. Setup Instructions: 1. Choose a Domain Name: Select a domain name that complements your brand’s identity. 2. Configure DNS Records: Set the DNS settings to direct the domain to your CRM system. Troubleshooting and Common Issues Challenges: Domain Confusion: It’s important to distinguish between the white label domain (used by clients) and the API domain (used for system functions). Misidentification can lead to setup errors. DNS Configuration Problems: Incorrect DNS settings can affect the functionality of both domains. Ensure accurate configuration by following the setup guidelines carefully. Frequently Asked Questions: Why isn’t my white label domain functioning? Double-check your DNS settings and ensure that the configuration steps have been followed accurately. Remember that DNS changes may require some time to fully propagate.

What is SMTP Integration? SMTP (Simple Mail Transfer Protocol) is essential for sending emails over the internet. By integrating your preferred SMTP provider with your CRM, you can improve email delivery control and use a preferred email service for communications. How to Set Up SMTP Integration Configure for the Entire Agency: 1. Open Settings: Access the CRM dashboard and go to Settings > Email Services. 2. Add Your SMTP Provider: Enter your SMTP provider details, which will apply to all locations unless a specific SMTP setup is configured for individual locations.  Configure for Specific Locations: 1. Select the Location: Choose the specific location where SMTP integration is required. 2. Add SMTP Provider: Go to Settings > Email Services within the chosen location and configure the SMTP provider for that specific location.  Selecting Your SMTP Provider The CRM supports various SMTP providers. G Suite users benefit from a simplified setup process. Important Considerations Sender Email Matching: Ensure the email address used in CRM workflows or bulk emails matches the one integrated with your SMTP provider. Some providers allow email verification, which helps if the sender email is not an exact match. Testing SMTP Setup: Verify that the sender email matches the SMTP-integrated email during tests. For delivery issues, check the SMTP provider’s error logs and be aware of sending limits. Email Analytics Currently, only Mailgun provides detailed email analytics (such as delivery, bounce rates, open rates, and click-through rates) within the CRM. Other SMTP providers may offer limited data. Troubleshooting and Frequently Asked Questions Common Problems: Updating Default Providers: Disable email functionality temporarily when changing SMTP providers to avoid billing issues. Integration Issues: Use the CRM’s diagnostic tool to test SMTP settings. For persistent problems, contact your SMTP provider for support. FAQs: Can I use email aliases with my SMTP provider? Yes, SMTP providers like Google SMTP support aliases, allowing you to send emails from various addresses within the same domain.

The Health Insurance Portability and Accountability Act (HIPAA) establishes critical standards for safeguarding sensitive patient information. Businesses that handle protected health information (PHI) are required to implement rigorous security measures across physical, network, and procedural domains to ensure data protection. Accessing HIPAA Compliance Features in Your CRM To manage HIPAA compliance settings within your CRM, follow these steps: 1. Switch to Agency View: Ensure you're operating within the agency account view. 2. Go to Settings: Access the "Settings" section from your Agency dashboard. 3. Select Compliance: Locate and select the “Compliance” tab to access HIPAA compliance settings. Key HIPAA Compliance Features The CRM's HIPAA compliance package includes the following essential features: Agency-Wide HIPAA Enablement: Compliance is applied across the entire agency. Complete Security Measures: All required security protocols are in place. Business Associate Agreement (BAA): A formal agreement with the agency to ensure adherence to HIPAA requirements. Data Encryption: Full encryption is applied to protect sensitive data. These features are designed to protect medical and personal information, making the CRM a suitable choice for healthcare providers such as chiropractors and dentists. Cost for HIPAA Compliance Monthly Fee: $297 Troubleshooting and Common Questions Do I Need HIPAA Compliance? If your operations involve handling protected health information (PHI), you must ensure HIPAA compliance. What Should I Do if I Have Issues with HIPAA Features? Contact the CRM support team for help and troubleshooting. This comprehensive setup ensures that your CRM adheres to HIPAA standards, helping you maintain the security and privacy of patient data.

Effective team management within your CRM system is vital for controlling access and ensuring the right information is visible to the appropriate users. This functionality helps you secure client data, restrict access to necessary resources, and maintain focus within your team. Here’s how to manage your team members and their permissions efficiently: Accessing the Team Management Section 1. Navigate to Team Management: Go to the "Teams" section in your settings. This area displays a detailed list of all users, including those in sub-accounts and agency members. Organizing Team Members 1. Utilize Filter Options: Apply filters to quickly find specific users. You can filter by user type (Agency or Sub-Account), roles, or sub-accounts. 2. Use the Search Bar: Enter the name, email address, or phone number of a user to locate them swiftly. Adding New Users 1. Add a New User: Click on the "Add Employee" button to open a pop-up window where you can enter their first and last names and email address. This is where you can also manage their permissions. Editing Existing Users 1. Modify User Information: Click the pencil icon next to the user you wish to edit. A pop-up will appear, allowing you to update contact details, permissions, and roles. To remove a user, click the trash can icon. 2. Update Personal Details: Add or edit a personal logo for each user and update their basic details, including name, email, and phone number. Managing User Roles 1. Set User Roles: In the "User Roles" section, assign roles and access levels. Choose between "Administrator" (who can adjust settings and information) and "User" (who can interact with accessible data without making major changes). 2. Define Data Visibility: Restrict users to specific data relevant to their role. Assign agency members to particular sub-accounts and limit their access to other accounts. 3. Add Sub-Account Access: Use the drop-down menu to select which sub-accounts the user can access. Adjusting User Permissions 1. Control Access to Sections: Adjust user access to various system sections. Use toggles to remove entire sections or checkboxes for specific parts. Click "Save" to apply changes. 2. Copy Permissions: To apply the same permissions to other users, click "Copy Permission," select the user, and apply the settings. By following these steps, you can ensure that each team member has the appropriate access and visibility needed for their role, preventing distractions and maintaining data security.

Leveraging WhatsApp Integration with Your CRM WhatsApp, with its nearly 2 billion global users, stands out as a crucial tool for businesses looking to engage a vast audience. Integrating WhatsApp with your CRM offers numerous advantages: 1. Global Outreach: WhatsApp’s extensive user base provides an opportunity to connect with customers worldwide. 2. Regulatory Benefits: Unlike SMS, WhatsApp often navigates around some regulatory hurdles, easing communication in certain regions. 3. Cost Efficiency: WhatsApp messaging typically proves to be more economical compared to traditional SMS, presenting a cost-effective option for business communication. 4. CRM Automation: By integrating WhatsApp, you can utilize CRM automation for tasks such as setting auto-reminders and dispatching template messages, optimizing your communication workflows. Configuring WhatsApp for Your Agency To start integrating WhatsApp with your CRM, follow these steps: 1. Access Agency Settings: Log into your CRM and locate the agency settings. 2. Choose WhatsApp Reselling Options: Set your pricing model. For instance, you might charge $29.99 per account while the CRM cost is $10, allowing you to retain a profit margin of $19.99 per account. 3. Direct Deployment Option: If you prefer to include WhatsApp in your service package without passing additional costs to clients, you can deploy it directly to a sub-account, covering the $10 expense yourself. Setting Up WhatsApp in Sub-Accounts Once you’ve completed the agency setup, or if a sub-account owner opts to purchase the service, proceed with the following steps: 1. Begin Integration: Access the WhatsApp settings in the sub-account. 2. Connect a WhatsApp Business Account: Either link an existing WhatsApp Business account or establish a new one. 3. Complete Business Profile: Enter all necessary business details to complete your WhatsApp Business profile. 4. Understand Messaging Limits: Initially, you can send up to 250 business-initiated messages every 24 hours.This limit can be increased after verification. Managing WhatsApp Conversations Efficient management of WhatsApp conversations involves understanding the different types and their regulations: 1. Business-Initiated Conversations: These require pre-approved templates for the initial message. You can send up to 250 of these messages daily until verification is complete. 2. Customer-Initiated Conversations: These conversations are unlimited and allow for free-form communication once a customer has reached out. 3. Conversation Templates: Templates must be created and approved by Facebook. They are divided into categories such as marketing and utility, each with different associated costs. Understanding Pricing The CRM charges a base fee for WhatsApp integration, which you can adjust to include a markup for your profit. Additionally, WhatsApp applies per-message charges based on the recipient’s location and the type of template used. Be aware that pricing may vary and is subject to WhatsApp’s policy changes. Troubleshooting and Frequently Asked Questions Can I send WhatsApp and SMS messages to the same contact? Yes, within the CRM, you can switch between WhatsApp and SMS as needed. Is it possible to use an existing WhatsApp number? Generally, yes. You might need to disconnect the number from a personal account or connect it via a WhatsApp Business account.

To start using the Template Library in your CRM: 1. Access the Main Agency Dashboard: Log into your CRM and confirm you are in the main agency view. Look for the "Agency Dashboard" label at the top of your screen. 2. Open the Template Library: Select the "New Template Library" option to view a range of pre-built templates for various purposes, such as funnels, websites, and emails. Activating the Template Library Feature Before you can add templates, you need to activate the Template Library feature: 1. Open Settings: Click on "Settings" from the sidebar and choose "Company." 2. Enable the Template Library: Locate the "Template Library" option and turn it on. Adding Templates to Your Library You can add various types of templates to your library: 1. For Funnels: Go to the desired funnel, click the three-dot menu, and select "Upload to Funnel Templates." Provide a name, choose a category, and upload the funnel, which will include all its pages. 2. For Websites: Find the website you want to upload, click the three dots, and select "Upload Website Template." 3. For Forms and Surveys: Navigate to the specific form or survey, click the three dots, and choose "Upload Form Template" or "Upload Survey Template" as applicable. Previewing and Publishing Templates Once you have completed your template: 1. Save as Draft: If you're not ready to publish, save the template as a draft for later review or editing. 2. Publish the Template: Once satisfied, publish the template to add it to the library, making it accessible to sub-accounts. Managing and Sorting Templates To efficiently find and manage templates: 1. Use Filters: Filters help you sort through default system templates and your custom templates. Access these via the filter options. 2. Hide or Show Templates: To hide specific templates, hover over them and click the Hide button. Hidden templates will be moved to a separate tab. You can re-enable them later by clicking Show. You can also hide entire categories by adjusting settings in the top right corner. 3. Sorting Options: Sort templates by popularity or recent additions using the drop-down menu. Settings Customize the Template Library to better fit your brand: 1. Change Layout: Select the product you want to manage and choose how you want the items to be displayed. 2. Hide Categories: To hide specific categories, toggle the button. This will remove all templates in that category for the selected product. Hidden categories will still be visible in the template library but will not be available to any sub-accounts. Accessing Templates from Sub-Accounts Sub-accounts can access these templates by navigating to the relevant section (funnels, websites, etc.) and selecting "Choose New" followed by "From Templates." Here, they will find your custom templates available for use. Troubleshooting and FAQs I can't find the template library option. What should I do? Ensure you're in the agency dashboard and have the necessary admin permissions. If the problem persists, contact support. Can sub-accounts add templates to the library? No, only agency admins have the ability to add templates to ensure consistency and control over the shared resources.

Before diving into how to locate your Snapshot ID, it's important to understand the role of snapshots in your CRM: What Are Snapshots? Snapshots serve as a method for saving and replicating your CRM configurations, including various campaigns, workflows, and settings. They streamline the process of deploying established strategies across different accounts or sharing them with others. Benefits of Using Snapshots Snapshots are particularly beneficial for agencies managing numerous client accounts or businesses seeking to implement standardized practices across multiple locations or departments. Finding Your Snapshot ID To locate your Snapshot ID, follow these steps: Access Agency View Make sure you're in the CRM's agency view, which provides broader administrative functions, including the management of snapshots. Open Settings Navigate to the settings section where you will find various options for managing your account and features. Locate Snapshot Section In the settings menu, find the section labeled "Snapshot." This area is dedicated to managing all snapshot-related tasks. Create or Select a Snapshot If you need a new snapshot, click "Create New Snapshot," provide a name (e.g., "Marketing Strategy Snapshot"), and save it. For an existing snapshot, select it from the list. Copy Snapshot ID Once your snapshot is selected or created, you will have the option to "Copy Snapshot ID." This ID is used to share or import your snapshot to other accounts. Utilizing and Sharing Snapshots With your Snapshot ID, you can: Share Your Snapshot: Generate a link to your snapshot that you can distribute to others. They can use this link to import your snapshot into their CRM account. Update Your Snapshot: If you make changes to your configurations, you can refresh your snapshot to include the latest updates. Troubleshooting and FAQs Unable to Find Snapshot Options: Verify that you are in the agency view and have the appropriate permissions to access snapshot features. Snapshot Import Issues: Ensure that the Snapshot ID is correct and that the target account is configured to receive snapshots. Compatibility problems between different CRM setups can sometimes arise.

In the CRM system, there are two main levels of user access: agency level and client/location level. Knowing these access types helps manage permissions effectively within the system. Agency Level Access: This access is intended for agency staff and allows them to view and manage all client and location accounts associated with the agency. Client/Location Level Access: This is designated for client staff and restricts access to specific client accounts only. Adding an Agency User Manage Agency Team: 1. From the agency dashboard, navigate to "Settings" and select "Team." 2. You'll see a list of current users with their respective access. Add a New Agency User: 1. Click "Add Employee" at the top right of the page. 2. Enter the user's first name, last name, and email address. This email will be used for login purposes. 3. Optionally, set a password and ensure it is communicated securely to the user. Configure User Type and Notifications: 1. Keep the user type as "Agency" to grant access to all accounts. 2. Optionally select a specific account under "Add to Account" if you want the employee to receive notifications for that particular account. Save and Notify the User: 1. Click "Save" to finalize the addition. 2. Inform the new employee of their login details and direct them to the CRM login page. Adding a Client User Add a Client User: 1. Click "Add Employee" and enter the user's details as before. 2. Change the user type from "Agency" to "Account." 3. Choose the specific client account (e.g., Lotus and Dragon) that the employee should have access to. Save and Guide the User: 1. After saving, guide the client employee on logging in. 2. They will be taken directly to their designated client account, with access limited to that account. Granting Access to Additional Team Members Client employees may grant access to their colleagues without agency intervention if this feature is enabled. To do this: 1. Click "Settings" from their subaccount and select “My Staff.” 2. Follow the steps to add a new employee, ensuring the user type is set to "Account." For detailed instructions, refer to the Settings: Team Management article. Troubleshooting and FAQs Forgotten Password: Employees can use the "Forgot Password" feature on the login page. Agency owners can reset passwords through the "Team" section. Restricting Agency Access: You can limit an agency employee’s access to certain client accounts by using the "Add to Account" option during setup. Removing Access: To remove access, go to the team management section (either agency or client), locate the employee, and use the delete option.

Personalizing your web app's branding is a key step in making it uniquely yours. By doing so, you ensure that your customers encounter your branding each time they log into the CRM, creating a unified and professional experience. Follow this straightforward guide to rebrand your web app in four simple steps: 1. Set Up DNS with Your Provider: Open your web browser and go to your domain provider or DNS service (e.g., Cloudflare, GoDaddy). Access your DNS settings and prepare to make the necessary changes. 2. Add a CNAME Record: Create a CNAME (Canonical Name) record with your DNS provider, directing it to "app.msgsndr.com." Host Name: Choose a preferred label, such as "app," "CRM," or "portal." The term “app” is widely used and recommended. Whitelabel URL Example: Your URL will be formatted as "app.myawesomedomain.com."  1. Configure Your CRM's Agency Account: Log in to your CRM Agency account and navigate to "Settings." In "Agency Settings," input your custom domain as you configured it in your DNS settings (e.g., "app.myawesomedomain.com").  4. Incorporate Your Branding Elements: In "Agency Settings," locate "Company Logo" at the top left and upload your agency’s logo.  Also, update the "Terms & Conditions URL" by entering the full URL to your Terms & Conditions page, formatted as "https://myawesomedomain.com/terms." After your DNS settings have fully propagated (which might take some time), you can access your rebranded web app by visiting your new domain. For instance, navigating to "https://app.myawesomedomain.com" will reveal your custom login page, logo, and terms & conditions. You've now successfully personalized your web app!

Tailoring your web app's branding is crucial for creating a distinctive and professional user experience. By personalizing the branding, your customers will see your unique identity whenever they access the CRM, reinforcing your brand's presence. Follow this straightforward guide to rebrand your web app in just four steps: 1. Set Up DNS with Your Provider: Open your web browser and go to your domain or DNS provider’s website. This will typically be the same service unless you use a different DNS provider like Cloudflare. Access your DNS settings to proceed. 2. Add a CNAME Record: Create a CNAME (Canonical Name) record with your DNS provider, directing it to "app.msgsndr.com." For instance, on GoDaddy, you might configure it as follows: Host Name: Choose a preferred name, such as "app," "CRM," or "portal." We recommend using "app" for consistency. Whitelabel URL Example: Your URL will look like "app.myawesomedomain.com."  3. Update Your Agency Account: Log in to your CRM's Agency account and go to "Settings." In the "Agency Settings" section, input your custom domain as you configured it in your DNS settings, such as "app.myawesomedomain.com."  4. Incorporate Your Branding Elements: Within "Agency Settings," locate "Company Logo" and upload your agency's logo. Additionally, update the "Terms & Conditions URL" with the link to your Terms & Conditions page, formatted like "https://myawesomedomain.com/terms." Once your DNS settings have propagated (which may take some time), you can access your rebranded web app through your new domain. For example, by visiting "https://app.myawesomedomain.com," you'll see your customized login screen, logo, and terms & conditions. You've successfully completed the rebranding process!

Configuring Your Phone System Navigating to the Settings: 1. Access your CRM and go to the main dashboard for your agency. 2. Click on the ‘Settings’ tab to begin configuring phone options. Selecting a Phone Integration Option In the settings area, locate the ‘Phone Integration’ section. You have two main options: Lead Connector (LC) Phone System: For an easy setup, choose ‘Use LC Phone System.’ Accept the terms and follow the instructions to integrate this system. Twilio: If you prefer Twilio, first set up an account on their website and then follow their integration instructions to connect it with your CRM. Managing Phone Numbers for Sub-Accounts For managing phone numbers for different sub-accounts, go to ‘Sub-Account Settings’ in the phone integration section to add and manage numbers. Troubleshooting Tips If you encounter issues with authentication or payments, verify that your account details are correct and that you have the necessary permissions to make changes. Configuring Your Email Services Integrating a Custom Email Domain: 1. Go to the ‘Settings’ menu and find ‘Email Services.’ 2. Click on ‘Dedicated Domain’ and enter your custom domain name, which you may have purchased from providers like Namecheap or GoDaddy. Verifying Your Domain After adding your domain, you will receive DNS records (TXT, CNAME, MX) that need to be added to your domain registrar’s DNS settings. 1.Log in to your domain registrar’s control panel and enter the provided DNS records. 2. Return to your CRM and verify the domain to complete the setup. Configuring Email for Sub-Accounts Switch to the sub-account you wish to configure and navigate to ‘Settings.’ 1. Access ‘Email Services’ to adjust reply and forwarding settings, review email analytics (including delivery rates, clicks, and bounces), and assess email risk. Common Questions: What should I do if my emails aren't delivered? Ensure that the DNS settings for your domain match those provided by the CRM and confirm that your domain is properly authenticated. Is it possible to use one phone number across multiple sub-accounts? Each sub-account requires its own unique phone number for proper functionality.

Customizing your system-generated links with a branded API domain can enhance your brand's visibility and improve link deliverability. It is important to note that each agency can only set up one branded domain, and this feature is currently not available at the sub-account level. You can support the development of this feature by voting here. Branding your API domain will update the domain for various types of generated links, including: Forms Surveys Calendar Links Trigger Links Review Links Shortlinks Follow these straightforward steps to customize your web app’s branding: 1. Set Up Your DNS Provider Open a new tab in your browser and visit your domain or DNS provider’s website. This will typically be the same as your domain provider unless you've switched to a different DNS service like Cloudflare. Access your DNS management settings. 2. Add a CNAME Record Create a CNAME (Canonical Name) record within your DNS settings, pointing it to "link.msgsndr.com." For example, if you’re using GoDaddy, the setup would look like this: Host Name: Choose a name such as "Link" or "API." API Domain Example: It should be formatted as “link.myawesomedomain.com.”  3. Update Your  Agency Account Log in to your  Agency account and go to "Settings." In the "Agency Settings" section, input your custom domain as configured in your DNS settings. For example: link.myawesomedomain.com.  4. Finalize Your Domain Setup Click “Update Company” at the bottom of the page to apply the changes. Note that changes may not be immediately visible if DNS propagation is still in progress. If the DNS has not propagated after a considerable amount of time, verify the accuracy of your CNAME record.

When interacting with  support, service, customer success, or product teams, you might be requested to provide your Agency’s Relationship Number. This number is essential for us to precisely identify your agency account and deliver personalized support. The Relationship Number is a 7-digit code formatted as X-XXX-XXX. To locate your agency’s Relationship Number, follow these steps: 1. Access the Agency View: Begin by navigating to the "Agency View" section within your CRM interface. 2. Open Settings: Click on the "Settings" option to proceed to account configurations. 3. Select Company: Choose the "Company" tab from the settings menu. 4. Find the Relationship Number: On the Company Data card, the Relationship Number will be displayed prominently at the top center of the page. Please note, if you manage multiple agency accounts, each will have its own distinct Relationship Number.

Snapshots in the CRM function as pre-configured templates or blueprints that capture specific settings, workflows, or arrangements. They streamline the process of replicating setups across various accounts or projects, making them particularly valuable in agency environments where similar configurations are frequently used. Effective management of snapshots, including renaming for clarity or removing obsolete ones, is essential for a well-organized CRM system. Renaming a Snapshot Occasionally, a snapshot's title may no longer accurately represent its content or function. Updating the name helps maintain clarity and ensures easy retrieval. To rename a snapshot, follow these steps: 1. Go to Settings: Access your agency view and click on the "Settings" option in the side menu. 2. Select Account Snapshot: From the settings menu, choose "Account Snapshot." 3. Find the Snapshot: Look under "My Snapshots" or "Important Snapshots" to locate the snapshot you want to rename. 4. Edit the Title: Click on the pencil icon next to the snapshot's name. Enter the new name and save your changes. Removing a Snapshot If a snapshot becomes redundant—perhaps because it's outdated or replaced by a more efficient one—it’s important to delete it to keep your CRM organized. Here’s how to remove a snapshot: 1. Repeat Initial Steps: Navigate to "Settings," then "Account Snapshot," and locate the snapshot you intend to delete. 2. Delete the Snapshot: Click the trash can icon beside the snapshot to remove it from your CRM. Troubleshooting and Common Questions Q: I can't locate the snapshot I need to rename or delete. What should I do? Ensure you are in the correct section, such as "My Snapshots" or "Important Snapshots." If the snapshot is still missing, verify that you have the necessary permissions to manage snapshots. Q: I deleted a snapshot by mistake. Is there a way to restore it? Once a snapshot is deleted, it generally cannot be recovered. To prevent accidental loss, consider creating backups before deletion.

Customizing the login page of your CRM can significantly enhance user experience and reinforce your brand’s identity. This guide will walk you through the steps to tailor the login page to reflect your company’s branding, including logos and color schemes, or adjust the layout to meet your specific needs. Step 1: Access Your Agency Dashboard To start customizing your login page, first navigate to the agency dashboard in your CRM. You can typically find this option from the main home screen or dashboard. Look for a link or button labeled "Agency Dashboard" or a similar term and select it to enter. Step 2: Go to the Settings Menu Once you're in the agency dashboard, the next step is to access your CRM’s settings. Find the “Settings” menu, which allows you to manage various aspects of your account. Click on this menu to proceed to the settings page. Step 3: Find the Company Settings Within the settings menu, look for the “Company” settings option. This section is where you can manage company-specific information and settings, including customizing the login page. Scroll through the options until you locate the area dedicated to login page customization. Step 4: Use a Customization Tool If you prefer a more user-friendly approach or lack coding experience, consider using a customization tool. Platforms such as DHL Experts offer templates and design tools to simplify the process. Choose a template that fits your desired style and design preferences. Step 5: Implement Custom CSS Once you’ve selected a design template, you will receive a custom CSS code. Copy this code and return to the CRM’s company settings page. Locate the section for "Custom CSS" or a similar field and paste the code there. This will apply your chosen design to the login page. Step 6: Save and Apply Changes After pasting the custom CSS code, make sure to save or update your settings to apply the new design. You might see a confirmation prompt; follow any instructions to complete the customization process. Common Issues and Solutions Q: What should I do if the custom CSS isn’t visible immediately? A: Try refreshing your browser or clearing your cache. If problems continue, verify the CSS code for errors or contact support for help. Q: How can I return to the default login page design? A: To revert to the default design, simply remove the custom CSS code from the settings and save the changes.

Adding personalized menu shortcuts allows you to streamline your dashboard by creating direct links to your favorite websites or tools. Follow these steps to set up and manage your custom shortcuts effectively. Step 1: Access the Custom Menu Links Section 1. Log in to your Agency account with admin privileges. 2. Navigate to the settings menu and select the "Custom Menu Links" option. Step 2: Begin Creating a New Shortcut 1. In the "Custom Menu Links" area, click the "Create New" button to start the process of adding a new link. Step 3: Enter Details for Your New Shortcut 1. Fill out the form with the following information: Icon Selection: Choose an icon that visually represents the link’s purpose. Link Name: Provide a meaningful name for the link, such as "Team Portal" if it’s linking to a specific tool. URL: Input the web address or tool location you want to link to. Sidebar Display Option: Decide whether the shortcut should appear on the Agency Sidebar, the account-specific sidebar, or across all accounts. You can also choose specific accounts if you prefer not to show it universally. Link Behavior: Choose whether the link should open within an iframe on the CRM platform or in a new browser tab. Some links might require opening in a new tab for proper functionality. Camera and Microphone Permissions: Enable access to the camera and microphone if the link will be used within an iframe, enhancing interactive features. Step 4: Save and Publish Your Shortcut Once you’ve completed the details for your new shortcut, click "Save" to add it to your menu. With these steps, you’ll be able to efficiently set up and manage personalized shortcuts on your dashboard, enhancing your access to key resources.

The Template Library gives you the ability to streamline your clients' marketing efforts, offering quick access to tools such as email campaigns and websites. By reducing the time needed for your clients to achieve their goals, you enhance their overall experience. One powerful feature available is the ability to upload and manage your own templates, allowing you to deliver a tailored service and proven strategies that can significantly enhance your clients' success. To get started, navigate to your Template Library in the Agency View. From there, click the “Create Template” button. This will allow you to choose from templates created within your agency sub-accounts and share them across all relevant accounts, providing greater flexibility and access for your clients. Adding a New Template After clicking "Create Template," a window will appear prompting you to select three key elements: the sub-account (1), the type of product (2), and the specific template you wish to upload (3). Once you’ve made your selections, simply click “Continue” to move forward. Once the template is selected, you’ll be able to preview it (1) and rename it to suit your needs (2). When you’re satisfied with everything, click “Create” to finalize the process. Customizing and Publishing Your Template Next, you'll be guided to a screen where you can refine the details of your template. These settings determine how the template will appear and function for your clients: Category: This defines the section where the template will appear when filtering. Cover Image: This is the visual representation of your template in the library. Tags: Adding tags helps make your template more discoverable. Pre-requisites: If there are any conditions that must be met for the template to work, specify them here. Description: This brief text will display when someone hovers over the template in the library. About Section: Here you can provide a detailed explanation about the template, its purpose, and any additional relevant information. Finalizing Your Template When you're ready, click "Publish Template" to make it available in your Template Library for clients to access. If you’re not ready to publish, click "Save as Draft" to keep it on hold and edit it later. And that’s it! You’ve successfully added a template to your library, allowing you to consistently meet your clients' needs while delivering tailored, ready-to-use solutions that will exceed their expectations.

The CRM integrates seamlessly with Twilio to manage SMS and MMS communication, allowing users to send and receive text messages directly from within the platform. When you connect your Twilio master account to the CRM, a new Twilio sub-account is automatically created for each CRM sub-account (e.g., location) you add. This system helps keep SMS messaging organized across various parts of your business. Accessing Twilio Sub-Account Information To manage a specific Twilio sub-account linked to a CRM sub-account, follow these steps: Log into your primary Twilio account. In the top-right corner, select “Account” and then “Sub Accounts.” In the CRM, navigate to “Settings,” then “Phone Number,” and choose “Phone System Twilio.” Here, you’ll find the Account SID for each CRM sub-account. Copy the Account SID of the sub-account you want to access, and paste it into the Twilio sub-account search box. Reviewing SMS Activity Logs To view SMS logs within the correct Twilio sub-account, follow these steps: On the Twilio dashboard, select “Monitor,” then “Logs,” and click “Messaging.” For outbound messages, copy the lead’s phone number from the CRM’s conversation section. Paste the number into the “To” field in the Twilio log, and click “Filter.” You’ll see the delivery status of the SMS (e.g., “Delivered”). For more details, click on the date. For incoming messages, place the lead’s phone number in the “From” field instead. Troubleshooting SMS Issues If an SMS fails to deliver, you can retrieve the message SID from the detailed logs and submit it to Twilio support for investigation. Common causes of delivery issues include carrier blocks or file attachments that are too large for carriers to process. Ensuring MMS Functionality for Phone Numbers To check whether a Twilio phone number supports MMS (such as sending pictures), follow these steps: Go to the “Developer” section in Twilio. If you don’t see “Phone Numbers,” click on “Explore Products.” Scroll to “Phone Numbers” to view each number’s settings. Confirm that the phone number is labeled as “MMS Capable.”

Finding your API keys in the CRM system is a simple process that can be completed in just a few steps: 1. Switch to the Agency View: Start by making sure you're viewing the CRM in the agency view mode, which grants you access to more settings and features. 2. Go to Settings: Once in the agency view, head to the settings menu. This menu contains all the configuration options for your account. 3. Find the API Keys Section: Within the settings, locate the "API Keys" section. Here, you'll find two types of API keys available: those for the agency and those for individual locations. Generating a New API Key If you need to create an additional API key, follow these steps: 1. Create a New Key: In the "API Keys" section, click on the option to generate a new API key. 2. Label the Key: When prompted, give your new API key a clear, descriptive name, like “Sales Integration” to help identify its purpose. 3. Store Your API Key: After generating the key, copy it and make sure to store it somewhere secure. You'll need this key to integrate your CRM with other systems and to automate tasks. Utilizing API Keys API keys enable the integration of external tools and the automation of various CRM functions. Some common uses include: Automating Workflows: Use API keys to streamline CRM tasks and processes, boosting productivity. Connecting with Third-Party Tools: Integrate your CRM with other software to enhance your operational capabilities. Custom Development: Developers can use API keys to build personalized features or extensions for the CRM. Access Developer Resources To learn more about using API keys effectively, refer to the CRM's developer documentation. This detailed resource offers instructions on: Different API versions (e.g., API 1.0, API 2.0) Implementing workflows, triggers, and forms Best practices for using APIs securely and efficiently Solutions for common issues and frequently asked questions Frequently Asked Questions What if I lose my API key? If an API key is lost, it's best to generate a new one for security reasons and deactivate the old one to prevent unauthorized access Can I create multiple API keys? Yes, you can generate multiple API keys to manage various integrations or tasks, which helps improve both security and organization.

Overview: This guide walks you through the process of setting up a custom domain for your agency. This domain will be the default option for new clients when they register, as well as the domain from which agency-level communications, such as password resets and user notifications, will be sent. Establishing a custom domain improves email deliverability for both your agency and its sub-accounts. Why You Need a Custom Agency Domain: If you don't configure a custom domain for your agency, both the agency and new accounts will rely on a fallback domain provided by GHL. Using this fallback domain can negatively affect email delivery rates, which is why setting up your own domain is essential. Steps to Configure Your Custom Agency Domain: 1. Log in to your account and switch to the agency dashboard. 2. Navigate to the "Agency Settings" section and select "Email Services" to begin configuring your domain. Ensure that your agency is already using LC email. If not, follow the instructions in the "How to Migrate My Agency Over to LC Email" guide for assistance. 3. Click on the "Dedicated Domain" option, followed by the "Add Services" button. 4. Enter your preferred domain name. It is advisable to use a subdomain, such as "mail.yourcustomdomain.com," instead of just "yourcustomdomain.com." 5. Select "Add & Verify" to proceed. 6. Press "Continue." If your domain registrar is recognized, the system will allow you to log in and automatically apply the necessary DNS records. If the registrar isn’t identified, you’ll be given the records to manually input in your DNS settings. 7. Once the DNS records are added, click "Verify Records." Verification may take some time. If the process takes too long, double-check your entries, or reach out to support if needed. Location Settings: In the "Email Services" tab, you'll find an additional section called "Location Settings." Here, you can review and adjust the following: The email service in use (LC email or another provider). The domain linked to each sub-account. Whether email validation is enabled. Whether email rebilling is active. These settings can be modified within this tab to suit your agency’s needs.