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Quick Start User Guides

Quick Start User Guides

1

Quick Start Guides

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

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

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

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

1

How to create a webinar

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

31

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

1

Appointments – Quick Start Guide

Domains

2

Domain Mapping
SSL Security

Page Builder

2

Page Builder
Placeholder Forms In Template designs

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Updated on December 15, 2022

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