Workflow Guide: Notification for Opened Emails
Here is a guide on how to get an email notification whenever a contact opens an email: FAQ 1. How do I set up an email notification for when a contact opens an email? To set up an email notification, first add the Email Events trigger and filter for “Opened.” Then, add the Internal Notification action, […]
Workflow Guide: Add Form Answers to Contact Notes
In this article, you will learn to automate the population of customer information into the notes section of your contacts. This advanced technique ensures that your customer data is seamlessly integrated, saving you time and effort. In this guide, we will walk you through the process step-by-step, empowering you to effortlessly manage your contact data. […]
Workflow Guide: Add Form Answers to Contact Notes
In this article, you will learn to automate the population of customer information into the notes section of your contacts. This advanced technique ensures that your customer data is seamlessly integrated, saving you time and effort. In this guide, we will walk you through the process step-by-step, empowering you to effortlessly manage your contact data. […]
Fetch Product Details using Pluck and Join in Workflows
Efficiently managing and formatting product details is essential for streamlining order management, syncing data with external systems, or updating logs like Google Sheets. The “Pluck and Join” feature in workflows allows you to dynamically extract and format product details from orders. This guide will walk you through using this feature to automate processes, save time, […]
WordPress Overview
Introduction: The CRM brings an all-inclusive solution for your website needs, offering a unique feature to host and manage WordPress websites. This guide aims to provide you with a detailed overview of this feature, ensuring you can maximize its potential. What is the WordPress Hosting Feature in the CRM? The CRM’s WordPress hosting allows you […]
Domain Management for WordPress Hosting
Adding a domain to your WordPress site is essential for making your website publicly accessible. The domain serves as your site’s address, allowing visitors to access it. This article provides step-by-step instructions for adding both primary and subdomains to your WordPress site How-to Steps 1- Adding a Domain: 2- Add Your Domain Name: 3- Configure […]
Accessing Staging Environments in WordPress
Navigating the world of web development can be tricky, and this is where staging environments in WordPress come into play. They’re an invaluable resource for anyone keen on elevating their website while mitigating risks. In this article, we’ll delve into the ins and outs of WordPress staging environments and how you can use them effectively. […]
Funnels on WordPress Websites
In WordPress, there is a plugin called LeadConnector that allows you to use Funnels on WordPress sites. In the past this was set up using subdomains now it can be right on the path at the root domain(yourclientswebsite.com/something). This makes the URL clean and quicker. In this article, we will go over how to add […]
WordPress Plugin and Theme Management
The WordPress Plugin and Theme Management feature provides you with a comprehensive overview of all the plugins and themes installed on your WordPress site. This feature allows you to: – View all installed plugins and themes – Activate or deactivate a plugin or theme – Delete a plugin or theme – Update a plugin or […]
Getting Started with WordPress | Client-side setup guide
WordPress Set-up Guide If you are setting up a new WordPress website, migrating an existing one, or adding additional domains, you need to configure your domain’s DNS to point to your WordPress instance. This article will guide you through the setup process and share some best practices. 1. To set up your WordPress site, you […]