• Brand Registration Step by Step Guide and FAQs

    Starting August 31, 2023, all A2P messages sent from unregistered ten-digit long code numbers (Local and National numbers) to US numbers will be blocked. Carriers are becoming increasingly sensitive to spam and AUP enforcement when it comes to SMS and Calls. To keep spamming in check and to protect the…

  • Resolving Conflicted/Duplicate State Entity in Yext

    If a business is already active on Yext through another provider, users may encounter a conflicted state. Follow these three steps to resolve the issue and regain access to Yext services. TABLE OF CONTENTS 1. Information Gathering 2. Contact Yext and Cancel the Service 3. Request Yext Service Again 1….

  • How to Use the Cookie Consent Banner in Funnels & Websites

    Overview The Cookie Consent Banner in Funnels & Websites helps you manage user consent for cookies. It allows visitors to accept or decline cookies, ensuring your website complies with privacy regulations. Introduction This guide will show you how to set up, customize, and manage the Cookie Consent Banner in Funnels…

  • Coupon Application on Subscription Products

    Overview The coupon creation flow now includes the ability to define how long a coupon should be applied to a subscription product. Businesses can specify a fixed duration for discounts on subscriptions, allowing for greater flexibility in promotional offers. Process 1. Creating or Editing a Coupon Navigate to Coupons >…

  • How to import invoices from previous softwares using CSV into your CRM?

    Overview You can transfer invoices directly into your CRM by uploading a properly formatted CSV file. This guide covers: Required CSV headers and their purposes Optional columns you may include How to upload and map fields Troubleshooting and finishing the import Required CSV Columns The following columns (marked with *)…

  • Stop Bot Action

    TABLE OF CONTENTS Introduction Step-by-Step Guide to Configuring the Stop Bot Action: Step 1: Navigate to the Bot Goals tab. Step 2: Click on the Stop Bot button to explore the details. Step 3: Configure the required details as follows: Important Notes for Stop Bot Conditions Introduction The Stop Bot…

  • Limitation of using SMTP when emails are not sending

    If you are using the SMTP provider to send emails and they’re not delivering most of the time, the reason is usually because the sender email doesn’t match with the SMTP email that you’ve configured here: Once you set up your SMTP provider, If you are getting an error when you send a…

  • Using Google/Gmail/Google Workspace as your SMTP Provider

    This comprehensive guide walks you through creating app-specific account passwords with 2-step verification, focusing on Gmail SMTP integration.  TABLE OF CONTENTS Create Gmail App Passwords Create Gmail SMTP settings FAQs Q: What is the benefit of using an app-specific password for Gmail SMTP integration? Q: What is the significance of…

  • How to Add name , email , phone in the prompt

    To  collect name, email and phone number from your contact –  follow the steps and add these lines directly into your prompt.  Lets say you want to collect name , email , phone Add this in the prompt to make sure the bot asks these questions Start the prompt from…