Setup Social Planner
Setup Social Planner First things first, we’ll get your accounts connected so you can start posting with ease. Here’s how: Now that you’re connected, let’s create some engaging posts! Creating Posts Using Templates Templates make your life easy. Quickly customize pre-made designs for impactful posts. Here’s the scoop: Your post is scheduled and ready to […]
Setup Facebook_Instagram Lead Ads
Setup Facebook/Instagram Lead Ads Navigate to Marketing > Ad Manager Click Activate Ads Manager Click Connect Facebook Select Facebook Page Click Get Started Click Create Campaign Fill Campaign details (Step 1) Select Lead Generation Create a Lead Form by clicking Create Facebook Form Fill Form details (type, greeting, mapping, etc) Click Create Form Fill more […]
Launch Bulk SMS Campaign
Launch Bulk SMS Campaign Navigate to Contacts Filter Contacts and use checkboxes to select (or select all) Click Send SMS button (speaking chat box icon) Click Ok, proceed Select From Phone Number Fill message body (message snippet, text, custom values, etc) Select Drip Mode Fill Drip settings (batch size, days, etc) Click Send SMS Learn […]
Make a payment Link
Make a Payment Link Here’s the straightforward way to create your payment link: Navigate to Payments > Payment Links. Click Create New Payment Link. Select your product. Configure your product by setting quantities, options, and other preferences. Click Save. Click Send to share your payment link: Generic link: Anyone with the link can access […]
Launch a course
Create a Course Creating your first course is like laying the foundation for your teaching empire. It’s exciting and easy—let’s walk through it together. Navigate to Memberships > Courses > Products. Click Create Product > Start from Scratch. Click Start Buildingto pick the format that suits your teaching style: Sprint Course (quick […]
Create & Send Invoice
Create & sell product
Connect Stripes
Connect Stripe First, head over to your Payments section. This is where all the magic happens—integrating payment gateways to streamline your customer transactions. Navigate to Payments > Integrations. Here, you’ll find popular options like Stripe, PayPal, Authorize.net, NMI, Manual Payment Methods (ex: cash on delivery, COD), and Square. Click Connect with Stripe. This will […]
Company Profile Settings
Business Information Settings Filling out this section with information about your business is very important. This information includes things like your registration type and number (EIN, CCN, VAT, etc.) and your regions of operations. Running a legitimate and registered business can be the difference between getting approved or denied when submitting for approval to send […]
Domain & Branded Support Setup
What is a Domain? A domain serves as the digital address for online services like websites, email hosting, and more, by mapping them to IP addresses through DNS. Domain names are essential for your online presence, enhancing website accessibility and enabling email communication. Domains are crucial for website hosting, white-label branding, configuring branded/API domains, email […]
