Sites

Settings Tab - Stores Settings Tab – Stores Summary: Think of the Settings Tab as the control center of your online store! Here, you can give your store a unique identity, connect a custom domain, add tracking codes, opt

Settings Tab - Websites Settings Tab – Websites Summary: The settings tab lets you manage the important settings of your website such as naming or editing the name of your website. The Settings tab is where you configure

Social Share Element Social Share Element Summary: Discover how to increase your content's visibility and engagement with the Social Share element in your CRM. This guide walks you through adding, customizing, and config

Stats Tab - Funnels Stats Tab – Funnels Summary: The "Stats Tab" shows you the statistics of each step created in a website, it shows you the number of visitors that opened a specific page of your website. The "Stats Tab

Stats Tab - Stores Stats Tab – Stores Summary: The Stats Tab provides crucial data that can help you refine your store’s strategy, optimize the user experience, and increase conversions. By leveraging these insights, you

Stats Tab - Websites Stats Tab – Websites Ummary: The "Stats Tab" shows you the statistics of each step created in a website. The Stats Tab provides an insightful overview of your website's performance, helping you track

Steps Tab - Funnels Steps Tab – Funnels Summary: You will learn how to alter the Step tab within a funnel. The Funnel Step Tab is your go-to hub for managing, customizing, and optimizing individual steps in your sales fu

Stores Overview Stores Overview Summary: Introduction to Stores An e-commerce store brings your products directly to your customers, providing the convenience of online shopping without the expenses of a physical storefr

Styles tab Styles tab Summary: Use the styles tab to change the look and feel of your survey. To alter the visual aspects of your Survey, navigate to the Styles Tab within the builder. In this section, you can tailor the

Styles Tab Styles Tab Summary: In this section, you can tailor the appearance of your form by adjusting elements such as colors, borders, and additional design features. Tailoring your form’s design is key to creating a

Sub-Headline Sub-Headline Summary: Sub-Headline can be used to type in the sub-headings of a page. Subheadings are an effective way to organize your content. Simply click and drag the sub-headline element into the approp

Subscription Management in the Client Portal Subscription Management in the Client Portal Summary: This article shows what your users can do with Subscription Management in the Client Portal and how to disable it. Subscr

Survey Survey Summary: If you already have a Survey created, you can easily incorporate it into your page by dragging and dropping the survey element to the desired position and then selecting the survey to be displayed.

Survey Builder Tab Overview Survey Builder Tab Overview Summary: Within the system, you can create specific surveys to fit your needs. You can copy or delete your surveys from this view, as well as editing existing ones.

Survey Submissions Survey Submissions Summary: The Submissions section within Surveys allows you to store and organize all responses from your surveys. The Submissions section within Surveys allows you to store and organ

SVG SVG Summary: The General Settings feature displays the default name/title of the currently selected Edit option. You have the option to either keep the default name/title or rename it to better describe the element.

Terms and Conditions Element Terms and Conditions Element Summary: In this section, you will learn more about the new link and color option in the Survey builder. This guide explains how to enhance your forms and surveys

Text Element Text Element Summary: The Text Element allows you to seamlessly input essential content for your target audience. The Text Element allows you to seamlessly input all the essential content for your target aud

Troubleshooting Upsell Products in Your Funnel Troubleshooting Upsell Products in Your Funnel Summary: This article is intended for users of the CRM who are looking to optimize their sales funnel by incorporating upsell

Understanding Local vs. Organic SEO Understanding Local vs. Organic SEO Summary: By the end of this guide, you'll have a solid understanding of local and organic SEO, how they differ, and how to use your CRM to enhance b

Utilizing Box & Text Shadows in Sites Utilizing Box & Text Shadows in Sites Summary: Tutorial on Utilizing Box & Text Shadows in Sites One of the best ways to make your Funnel/Website more interesting is by adding dimens

Version History in FormsSurveys Version History in Forms/Surveys Summary: With the detailed version tracking and version history features, managing your forms and surveys is more efficient and reliable. Enjoy the peace o

Video Video Summary: The versatile video element enables you to seamlessly integrate videos into your funnel or website from a variety of sources, including YouTube, Vimeo The versatile video element enables you to seaml

Webinars Overview Webinars Overview Summary: By leveraging the tools available in the Webinars tab, you can create tailored experiences designed to captivate and inform your participants. Webinars provide an effective pl