Set Up Live Chat Widget
Create Live Chat Widget First things first! Creating a live chat widget is easy and straightforward. Here’s how you can quickly set up and customize your widget to perfectly match your website’s style: Navigate to Sites > Chat Widget Click New where you can choose one of the following: All-in-one chat, SMS / Email chat, […]
Set Up Facebook & Instagram Messenger
Integrate Facebook & Instagram First, let’s get Facebook and Instagram working together within your CRM. This integration will be a game changer in how quickly and effectively you communicate with customers. Head over to Settings > Integrations. Click on Connect under Facebook & Instagram. Log in to Facebook and choose your Facebook page (make sure […]
Connect Personal Inbox
Connect Gmail or Outlook Ready to streamline your email management? Here’s how you can quickly connect your inbox: Go to Settings > My Profile > Email (2-way sync). Choose Gmail or Outlook, then click Connect. Follow the prompts to accept permissions. It’s safe and secure! Want some extra tips? Check out these helpful guides: How […]
SetUp Pipelines and Opportunities
Create Sales Pipeline Setting up a new sales pipeline is a breeze, and it helps you visualize exactly where every lead stands in your sales process. Here’s how easy it is to get started: Navigate to Opportunities. Click Pipelines. Click Create New Pipeline. Fill in the details (name, stages, etc.) and click create. Consider customizing […]
Setup Email, Phone and SMS
Setup Email Ensure your messages land in inboxes, not spam folders. Here’s a simple way to set up your email service: Navigate to Settings > Email Services. Click Dedicated Domain and IP. Click Create Dedicated Domain. Click Add Domain. Enter a subdomain prefix along with your owned domain (e.g., lc.mydomain.com). Click Add & Verify. Configure […]
Setup A Booking Calendar
Setup Personal Booking Calendar Your personal booking calendar is your best friend when it comes to managing appointments. Once it’s up, you’ll wonder how you ever managed without it. To use Google Calendar for scheduling appointments, it’s essential to first create a AsantePower CRM Personal Booking Calendar. This booking calendar serves as the foundation for […]
LaunchPad Contextual In-App Nudges
What are Contextual In-App Nudges? Contextual In-App Nudges (for LaunchPad) is a dynamic feature designed to detect when users stall during onboarding or activation flows. By automatically displaying targeted nudges that include useful links to support articles, tutorial videos, kickoff call scheduling, and Chat with Support AI, the feature provides on-demand assistance that empowers users […]
Launch an Email Campaign
Start From An Email Template Every great email campaign starts with a stunning template. Think of your template as the blueprint for success—it’s the foundation upon which you’ll build compelling messages again and again. Ready to get started? Navigate to Marketing > Emails. Click the Templates Tab. Click New. Select Email Marketing Templates. Browse, search, […]
Launch A Funnel
Create a Funnel Options Every great journey starts with the first step, and in this case, it’s creating your funnel. Let’s get started: Go to Sites > Funnels. Click New Funnel, then select one of these options: From Blank (build your own) Funnel AI (AI-powered creation) From Templates (use a pre-designed funnel) Next step: Ready […]
Import Existing Contacts
How to Import Contacts Streamlining your outreach starts with importing your contacts. Follow these straightforward steps to ensure a smooth import: Navigate to Contacts. Click Import (the icon looks like a downward arrow pointing into a box). In Imports-1, Select Contacts and click Next Confirm your file format. Upload your file (CSV files up to […]
