• How to input Multiple Phone Numbers for a Contact?

    Multiple Phone Numbers for a Contact allows users to efficiently manage multiple phone numbers for a single contact efficiently, thereby improving communication and organization. From adding and editing multiple numbers to designating a primary contact, this feature is about optimizing user experience and streamlining workflows.This feature can be found under…

  • Content Management in Communities

    Content Management in Communities is a powerful feature that enables group admins and members to create, manage and engage with posts and channels. With diverse capabilities, from embedding videos to managing comments and likes, this feature empowers robust and dynamic interactions within the community. Leverage these tools to drive effective…

  • How to Manage Members Inside groups

    Members Management Inside Groups” provides the framework for establishing a structured and well-regulated community within your CRM platform. It details the distinctive roles within a group – Owners, Admins, Moderators, and Contributors – and their responsibilities. It further guides you on inviting members, adjusting roles, access control, and migrating from…

  • How to Setup, Customize, and Manage Your Communities

    Communities is an interactive, centralized platform that combines various educational resources, allowing members to create, connect, and engage in groups based on specific interests. It facilitates interactive discussions and knowledge sharing among members by offering features such as domain setup, group creation, customization, and user management. This versatile platform effectively…

  • How to use memberships themes

    OverviewStep 1: Choose a system themeStep 2: Customize your themeStep 3 : Apply or save your themeInstructor details, Favicon, and Logo: OverviewYou can now customize the feel of your product pages using handpicked themes. Themes help you establish a custom brand identity and experience. The customizations allow you to add a variety of styles to the…

  • How to Configure the Workflow AI Action?

    Welcome to Workflow AI Action, the tool that simplifies your business operations. It’s built on advanced AI, handling complex tasks swiftly and efficiently. Say goodbye to tedious manual processes and hello to a whole new era of streamlined workflows with Workflow AI Action. Covered in this Article: What is Workflow…

  • How to set up the Client Portal?

    The client portal is a unified platform designed to provide seamless interactions between clients and their respective sub-accounts. It offers a secure space where clients can view affiliate commissions, participate in community (upcoming) groups, and enroll in membership courses. Through this innovation, businesses can boost customer retention and offer superior…

  • How can my customers use the Client Portal?

    The Client Portal is a one-stop digital hub designed to offer your customers an easy, streamlined, and interactive engagement with your business. This guide will walk you through the ins and outs of how your customers can make the most of the Client Portal. Dive in to learn about the…

  • How to enable VenderFlow Email Validation

    Email Validation is a process that checks if an email address is deliverable. In other words, this tool determines if it’s possible to deliver mail to that email address before you send an email. Please Note:Email validation feature is only for VenderFlow and Mailgun users.  Covered in this Article: How to enable…

  • How to use the Email Risk Assessment Tool

    The Risk Assessment feature is designed to optimize your email marketing campaigns. Harnessing the power of Bulk Verification, it analyzes your imported contact list, offering detailed insights into deliverability and risk levels. Elevate your email strategy by minimizing bounce rates and enhancing overall deliverability. Please Note:For VenderFlow Email Users:The bulk…