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Quick Start User Guides

Quick Start User Guides

1
  • Quick Start Guides
Funnels

Funnels

35
  • Funnels – Overview
  • Start Creating A Sales Funnel
  • The Visual Drag And Drop Canvas Overview
  • Add Or Remove A Funnel Step
  • All Types Of Funnel Steps
  • Decide & Assign The Main Sales Funnel Product
  • Set Discount To The Funnels Main Product
  • Map Your Funnel Steps Properly
  • Using Conditional Steps To Control Funnel Journey
  • Import A Pre-built Funnel Template
  • Checkout Step Configuration Options
  • Thank You Step Configuration Options
  • Detailed Analytics Within Funnels
  • How To Enable Quantity Selection During Checkout
  • How To Edit Checkout Fields
  • Thank You Page Auto Redirect
  • How To Design Your Funnel Landing Page
  • How To Customize Your Funnel Checkout Page
  • How To Design Your Funnel Thank You Page
  • How To Change Order Bump Position At The Checkout Step
  • How To Design Upsell or Downsell Offer Page
  • How to Use Multi-Step Checkout
  • How To Add An Order Bump At The Funnel Checkout Page
  • How To Change Order Bump Position At The Checkout Step
  • How To Add An Upsell or Downsell Offer To Your Funnel
  • How To Assign The Offer Product To Your Upsell or Downsell Step
  • How to use Variable Products as Upsell / Downsell offer product
  • One-click Upsell & Downsell Offers After Checkout
  • How To Add Exclusive Discount To Your Offer Products
  • How To Replace Main Product With Offer Product
  • How To Connect PayPal
  • How To Connect Stripe
  • Global Funnels For eCommerce
  • Set up Form Submission Confirmation Message in Forms
  • Subscription Field in Forms
CRM

CRM

27
  • SEGMENT YOUR AUDIENCE
  • TYPES OF CONTACT STATUS
  • GLOBAL SETTINGS
  • BUSINESS SETTINGS
  • EMAIL SETTINGS
  • GENERAL SETTINGS
  • CUSTOM CONTACT FIELDS
  • SMART LINKS
  • DOUBLE OPT-IN SETTINGS
  • IMPORT CONTACTS TO CRM
  • GROW YOUR AUDIENCE USING OPT-IN FORMS
  • OPT-IN FORMS – ADVANCED CONFIGURATION
  • EXPORT CONTACTS FROM TCRM
  • SETTING UP A CAMPAIGN
  • EMAIL TEMPLATES
  • EMAIL SEQUENCE
  • CAMPAIGN ACTIONS
  • HOW TO USE CONDITIONAL CONTENT BLOCKS TO PERSONALIZE EMAILS
  • CREATING AN EMAIL MARKETING AUTOMATION
  • BENCHMARK OR TRIGGER BLOCK
  • FUNNEL ACTION BLOCKS
  • FUNNEL TRIGGER
  • MULTI-PATH CONDITIONAL AUTOMATION FUNNEL
  • IMPORTING/EXPORTING AUTOMATION FUNNELS
  • eCOMMERCE AUTOMATION WITH CRM
  • FORMS INTEGRATION WITH CRM
  • MIGRATING INTO CRM FROM OTHER PLATFORMS
Forms

Forms

90
  • How to Create a Form with Forms
  • How to Add Fields to Forms
  • Using and Customizing Pre-built Quick Forms in Forms
  • How to Create an Inline Form with Forms
  • Setting up Admin Email Notifications in Forms
  • Send Users Email Notification with Forms
  • Form Layout Settings in Forms
  • How to embed your forms directly in pages
  • File or Image Attachment in Email Notification
  • How to Use Your Forms as Widgets on Your Sidebar or Footer
  • Weekly Email Summary
  • Name Input Field in Forms
  • Email Address Input Field in Forms
  • Simple Text Input Field in Forms
  • Mask Input Field in Forms
  • Text Area Input Field in Forms
  • Address Input Field in Forms
  • Country List Input Field in  Forms
  • Numeric Input Field in  Forms
  • Dropdown Field in Forms
  • Radio Button in Forms
  • CheckBox Field in Forms
  • Multiple Choice Field in Forms
  • Website URL Input Field in Forms
  • Time & Date Input Field in Forms
  • Image Upload Input Field in Form
  • File Upload Input Field in Forms
  • Custom HTML Input Field inForms
  • Phone/Mobile Input Field in Forms
  • Hidden Input Field in Forms
  • Section Break in Forms
  • reCAPTCHA in Forms
  • hCaptcha in Forms
  • Shortcode Input Field in Forms
  • Terms & Conditions Field in Forms
  • Action Hook Field in Forms
  • Creating Form Steps in Forms
  • Ratings Input Field in Forms
  • Checkable Grid Input Field in Forms
  • GDPR Agreement Field in Forms
  • Password Input Field in Forms
  • Calculate Numeric Entities in Forms
  • Custom Submit Button Field in Forms
  • Range Slider Field in Forms
  • Net Promoter Score in Forms
  • Chained Select in Forms
  • Color Picker Field in Forms
  • Repeat Input Field in Forms
  • Quiz Score in Forms
  • Signature Field in Forms
  • Multiple Column Containers in Forms
  • Custom Payment Amount in Forms
  • Item Quantity in Forms
  • The Forms Editor
  • View & Manage Submitted Form Entries
  • Edit User Submitted Entries With Forms
  • Visual Representation of Form Entries in Forms
  • All the Entries aggregated from all the forms
  • Form Styler For Forms
  • Set up Double Opt-in emails in Forms
  • Set up Forms with Conditional Logic in Forms
  • Conditional Confirmation Message in  Forms
  • Conditional Email Notification in Forms
  • Form Restrictions Feature
  • Form Scheduling Feature in Forms
  • Advanced Form Validation in Forms
  • Set Default Form Value from URL Parameters
  • Surveys and Polls – Forms
  • Post Creation with Form Submission in Forms
  • How to use ACF in Post Creation Form
  • Mapping Meta Fields with Meta Keys in Forms
  • Dedicated Landing Page in Forms
  • How to Create a WordPress User Registration Form With Forms
  • Dynamic Input Values In Form Steps In Forms
  • Multi-Step Form Automatically Next
  • Partial Entries for Step Forms
  • Conditional Email Routing
  • Conditional Shortcodes in Email Notifications and Form Confirmation
  • Unique Field Validation
  • Post Selection Module in Forms
  • Inline Opt-in Form using Forms
  • How to create a Conversational Form with Forms
  • How to Customize a Conversational Form with Forms
  • Setting up Managers in Forms (Access Control)
  • Forms Quiz Module
  • Post Update with Form Submission in Forms
  • How to Create a WordPress User Update Form with Forms
  • Configure Payment Settings with Forms
  • How to Integrate Stripe with Forms
  • How to Integrate PayPal withForms
Courses

Courses

12
  • Notification Settings
  • Certificate Settings
  • Front end dashboard
  • Money Management
  • Backend Course Builder
  • Quiz Builder
  • LMS General Settings
  • Lesson Settings
  • Qizz Settings
  • Student Settings
  • Course Style Settings
  • eCommerce Settings For Courses
Webinars

Webinars

1
  • How to create a webinar
Link Tracking

Link Tracking

22
  • How to create short link
  • HOW TO CONFIGURE ANALYTICS
  • HOW TO EXPORT DATA
  • HOW TO MANAGE LINKS
  • HOW TO TRACK INDIVIDUAL ANALYTICS
  • HOW TO CONFIGURE GOOGLE ANALYTICS WITH TRACKING LINKS
  • HOW TO CONFIGURE UTM BUILDER WITH TRACKING LINKS?
  • HOW TO SET LINK EXPIRATION
  • HOW TO CREATE CUSTOM TAGS AND CATEGORIES
  • HOW TO CLEAR TRACKING LINKS CACHE?
  • HOW TO USE THE SOCIAL SHARE FEATURE OF UTM BUILDER?
  • HOW TO MANAGE USER ROLES FOR TRACKING LINKS
  • HOW TO CREATE LINK ROTATION USING DYNAMIC REDIRECTS
  • HOW TO DO AB TESTS (SPLIT TEST) USING DYNAMIC REDIRECTS WITH TRACKING LINKS?
  • HOW TO CREATE DYNAMIC GEOLOCATION REDIRECTS?
  • How To Create Device Based Dynamic Redirect Links?
  • HOW TO CREATE TIME BASED DYNAMIC REDIRECTS?
  • HOW TO USE TRACKING LINKS BROKEN LINK CHECKER?
  • HOW TO SCHEDULE LINKS
  • HOW TO USE TRACKING LINKS QR CODE GENERATOR?
  • HOW TO USE AUTO-LINK KEYWORDS
  • HOW TO CLOAK REDIRECT LINKS
Affiliate Management

Affiliate Management

16
  • How the Affiliate Registration and Login Works
  • How to Make a Mass Payment Using PayPal Payouts
  • How to Set up PayPal Mass Payment
  • Using Custom Fields on Affiliate Registration Form
  • Deactivate / Delete / Remove an Affiliate’s Profile
  • How to Add New Affiliates to Your Affiliate System
  • Creating a Login Widget for Your Affiliates
  • How to Add Creatives or Ads For Your Affiliates
  • How Your Affiliates Can Link to Any Page on Your Site
  • How Affiliate Payout Works
  • eCommerce and Affiliates Manager Plugin Integration
  • How to Track Impressions of Affiliate Ads
  • How to Manually Award Commission to an Affiliate
  • What is Cookie Duration and How to Use it
  • How to Customize the Default Affiliate Landing Page URL
  • Recreating the Required Pages for Affiliates Manager
eCommerce

eCommerce

31
  • Configuring eCommerce Settings
  • Permalinks for eCommerce
  • Product reviews
  • Roles and Capabilities
  • The My Account Page
  • Adding and Managing Products
  • Adding Product Images and Galleries
  • Bulk Editing Products
  • Digital/Downloadable Product Handling
  • Fixing Blurry Product Images
  • Managing Product Categories, Tags and Attributes
  • Product CSV Importer and Exporter
  • Product Shipping Classes
  • Variable Product
  • eCommerce Blocks
  • eCommerce Customizer
  • Configuring Specific Tax Setups
  • Coupon Management
  • EU VAT July 2021 changes
  • Managing Payment Disputes
  • Setting Up EU VAT Rates for Digital Products
  • Setting up Taxes in eCommerce
  • Product Shipping Classes
  • Setting up Shipping Zones
  • Understanding Box Packing Calculations
  • Flat Rate Shipping
  • Free Shipping
  • Local Pickup
  • Managing Orders
  • eCommerce Refunds
  • eCommerce Analytics
Memberships

Memberships

25
  • Membership Level Setup
  • How to Update a Member’s Level as Admin
  • Add a New Member
  • Cancel a Member
  • Restrict Content
  • User Fields
  • Frontend Pages
  • Membership Account
  • Membership Billing
  • Membership Cancel
  • Membership Checkout
  • Membership Confirmation
  • Membership Invoice
  • Membership Levels
  • Log In
  • Member Profile Edit
  • Members List
  • Edit User Profile
  • Orders
  • Reports
  • Membership Levels
  • Exporting Members
  • Pages
  • Email Settings
  • Payment Gateway & SSL
Appointments

Appointments

1
  • Appointments – Quick Start Guide
Domains

Domains

2
  • Domain Mapping
  • SSL Security
Page Builder

Page Builder

2
  • Page Builder
  • Placeholder Forms In Template designs
  • Home
  • Docs
  • Courses

Courses

  • Notification Settings
  • Certificate Settings
  • Front end dashboard
  • Money Management
  • Backend Course Builder
  • Quiz Builder
  • LMS General Settings
  • Lesson Settings
  • Qizz Settings
  • Student Settings
  • Course Style Settings
  • eCommerce Settings For Courses

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