• Call Dispositions

    Overview The Call Disposition feature helps you capture the business outcome at the end of each call and take the right next steps, all within your dialer. After completing a call, you can now select a disposition (the outcome of the call) such as Interested, Requested appointment, or Not interested….

  • Understanding QR Code Types!

    The QR Code Generator makes it easy to create scannable codes that drive users to specific actions such as opening a webpage, leaving a review, starting a call, or submitting a form.This guide explains each QR type, what it’s best used for, and how to set it up. 1. Website…

  • How to Send Gift Cards

    Sending Gift Cards is a powerful feature that allows businesses to issue gift cards directly to any customer—without requiring a purchase or payment. This is perfect for loyalty rewards, customer satisfaction gestures, refunds, promotions, internal testing, or manually granting prepaid credit. The Send flow works exclusively in Live Mode currently, ensuring…

  • How to Sell Gift Cards

    Gift Cards can be sold in multiple ways—through a dedicated checkout link, embedded checkout, QR codes, or by adding Gift Card Products to existing checkouts such as Funnels, Forms, Payment Links, Invoices, Stores, and Calendars (where products are supported). This article walks you through each selling method, what customers experience,…

  • How to Track Gift Card Performance (Analytics & Metric Tracking)

    The Gift Card Dashboard provides a consolidated view of how your gift card program is performing over time. This includes issuance counts, revenue impact, buyer trends, and denomination preferences. You’ll find this under Payments → Gift Cards → Top Dashboard after at least one gift card has been sold or…

  • Printify Integration for Ecommerce Stores

    Skip the inventory hassle and still sell branded merch. Connect your CRM store to Printify’s catalog of 1,000+ products and 85+ global print providers, and every order is made on demand—no boxes, no bulk buys.  TABLE OF CONTENTS What is Printify Integration? Key Benefits of Printify Integration Important Notes &…

  • Cookie Policy Details

    A cookie policy is a legal requirement for websites that use cookies or similar tracking technologies. It informs users about the types of cookies used, their purposes, and how users can manage their preferences. Here are some key components to include in a cookie policy. TABLE OF CONTENTS 1. Include…

  • Domain Transfer-In Overview

    TABLE OF CONTENTS What is “Domain Transfer In”? How the transfer works (at a glance) Before you begin (checklist) Step 1: Enter Domain Step 2: Eligibility Check Step 3: Review DNS Records (critical to avoid downtime) Step 4: Finalize Transfer Step 5: Approve at Your Current Registrar After approval: what…

  • Updated Messaging Guidelines for the U.S. & Canada

    Good news!We’ve simplified A2P (Application-to-Person) requirements to make messaging across the United States, Canada, and Puerto Rico more consistent, reliable, and compliant — all while keeping things easy for you. OVERVIEWThis guide explains the messaging requirements and error codes related to A2P (Application-to-Person) registration and Persona verification for both domestic…