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Track External Forms with the Tracking Script
- September 3, 2025
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Our tracking script lets you capture form submissions from external websites (WordPress, Wix, Squarespace, Shopify, custom sites) and sync them into your CRM. It also records page views on any page where the script is installed. This guide is written for all users. If you’re comfortable with code, you’ll find…
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Getting Started – Launch a Course
- August 29, 2025
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Setting up and launching your online course might seem daunting at first, but trust me—it’s simpler than you think! With just a few clicks, you’ll be on your way to sharing your expertise, building your audience, and even earning some income. Let’s dive in step-by-step. TABLE OF CONTENTS Create a…
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How to view all “Chart of Accounts” within the Xero Integration?
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If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in Xero From your Xero dashboard, select your organization. Click Settings from the dropdown menu. Step 2: Open Advanced Settings In Organization settings, scroll…
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Why doesn’t my Business Name display after CNAM registration?
- August 26, 2025
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What is CNAM? CNAM (Caller ID Name), short for Caller Name Presentation, is a legacy technology from the 1990s that allows the display of a caller’s name, whether personal or business, alongside their phone number. For example, instead of your customers seeing only +1 (555) XXX-4XX7, they might see “XYZ…
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Remediate ‘Spam Likely’ on your Caller ID using Voice Integrity
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In this article, we will learn how we can increase our call answer rates by remediating ‘spam likely’ / ‘potential spam’ / ‘scam likely’ on the caller ID in the US (US only). If the phone number flagged as ‘spam likely’ is relatively new or not critical to your business…
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Why add our team as an Admin to your developer accounts?
- August 21, 2025
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To publish and maintain your mobile app, our team requires access to your developer accounts (Apple App Store Connect and Google Play Console). Adding our team email as an Admin ensures: Seamless App Publishing: We can submit builds, update app versions, and manage releases on your behalf. Faster Approvals: Direct access avoids…
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Helper Guide: Shipstation Integration Setup
- August 19, 2025
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The ShipStation Integration allows you to automatically sync orders, generate shipping labels, and display live carrier rates at checkout in your Ecommerce Store. Follow this guide to connect your ShipStation account with the Platform and streamline fulfillment. ? Important: Shipstation Setup Checklist Please check this article for the setup checklist…
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Messaging and Social channel connection with GBP
- August 14, 2025
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Locations can now connect their WhatsApp, SMS numbers, and social channels (Facebook, Instagram, LinkedIn, etc.) to their GBP pages. Any messaging channel integrated with the CRM will automatically route messages to the Conversations module. ✅ Important: The Conversations module only supports messaging for channels integrated through CRM. TABLE OF CONTENTS…
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Best Practices Around Periodically Sending Opt-Out Texts and Sender IDs
- August 9, 2025
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Overview Text messaging is one of the most effective ways to reach your customers—but it comes with rules. These rules exist to protect consumers from unwanted messages, and they’re especially important in places like the United States and Canada. This article explains the best practices for: Letting customers know how…