Affiliate Manager - Affiliate Campaign
This article details setting up and managing an affiliate marketing campaign in a CRM using the Affiliate Manager system, focusing on campaign configurations, affiliate linking, and tracking campaign performance.
Affiliate Manager - Affiliate Payouts
This article explains how to manage payouts in the Affiliate Manager system, detailing the process from approval to payment for affiliates, and the handling of denied payouts.
Affiliate Manager - Affiliates
This article provides a detailed overview of managing affiliate marketing within a CRM using the Affiliate Manager system, focusing on campaign setup, affiliate management, and payout processes.
Affiliate Manager - Multi-tier Commissions
This article explains how to set up multi-tier commissions in an affiliate marketing program using our platform, from creating a campaign to publishing it with up to 7 tiers of commissions.
Affiliate Manager - Overview
This article explains how to use the Affiliate Manager system within a CRM to manage affiliate marketing campaigns, track affiliate performance, and handle payouts.
Campaigns - Different Email Sending/Delivery Method(s)
This article details four primary email delivery options within a system, explaining their unique features and setup for effective and timely email campaign execution.
Campaigns - Email Templates vs Email Campaigns
This article distinguishes between "Email Templates," reusable email design blueprints, and "Email Campaigns," tailored messages for specific audiences in email marketing.
Campaigns - How-to Send RSS Campaign(s)
This article guides you through creating and scheduling RSS email campaigns to deliver blog content updates efficiently without overwhelming your audience.
Campaigns - Import HTML Email Templates/ Campaigns
This article introduces the HTML Email Builder, detailing how to import and manage email templates efficiently, enhancing campaign consistency and performance.
Campaigns - Preview And Test Your Email Campaign/Templates
This article outlines how to test and preview email campaigns or templates, ensuring your content displays correctly across different email providers for effective marketing.
Connecting Instagram
This article guides you on connecting your Instagram business account to Social Planner, including converting a personal profile and linking it with Facebook for enhanced CRM integration.
Email - Add Product Element
This article explains how the "Product Element" feature in email marketing can enhance campaigns by showcasing products effectively to boost engagement and sales.
Email - Schedule Batch Email Campaign(s)
This article explains how to use the Batch Delivery feature in email marketing to schedule campaigns in timed batches, managing server load and optimizing traffic.
Email - Set up A/B Testing
This article provides a step-by-step guide on setting up A/B testing for email campaigns to optimize marketing efforts and improve audience engagement.
Email Builder - Appearance Tab
This article covers how to use the Appearance tab in the email builder to adjust global settings like template details, buttons, dividers, and custom CSS, ensuring brand consistency across all emails.
Email Builder - Building Emails
This article provides a comprehensive guide on creating, managing, and editing email templates within your CRM, including steps to import and duplicate templates.
Email Builder - Button Element
This article guides you on adding and customizing a Button element in your emails, enhancing conversions by encouraging user interaction with clear Call-to-Action links.
Email Builder - Code Element
This article discusses how to enhance your email templates by adding a custom Code element, allowing for advanced personalization and unique design capabilities.
Email Builder - Divider Element
This article details how to enhance your email designs by adding and customizing Divider elements, which help organize and separate content clearly for better reader engagement.
Email Builder - Email "Edit" Section
This article simplifies the process of editing email content, detailing the various tools and options available to customize templates, add elements, and manage layouts effectively.
Email Builder - Email Layouts
This article guides you through adding and customizing layout elements in your email template, including column layouts, padding adjustments, and background settings for enhanced design flexibility.
Email Builder - Footer Element
This article shows how to add and customize a Footer element in your email templates using simple drag-and-drop and editing tools for dynamic information display.
Email Builder - Format for Mobile
This article guides you through making your email templates mobile-friendly using a drag-and-drop editor, ensuring they look great on all devices.
Email Builder - Hidden or Broken elements
This article guides you on using the element tree feature in the email builder to manage and edit elements that are not visible due to size adjustments.
Email Builder - Hide Email Elements on Mobile View
This article provides a detailed guide on how to hide specific elements in email templates or campaigns for optimized viewing on mobile and desktop devices.
Email Builder - Image Element
This article explains how to add and edit an Image element in your emails, enhancing visual appeal and engagement by incorporating professional images easily.
Email Builder - RSS Header & RSS Items Elements
This article outlines how to use the RSS Elements feature in your Email Builder to automatically update and send content to subscribers via RSS feeds, with customizable header and item options.
Email Builder - Shopping Cart Element
This article explains how to integrate a Shopping Cart element into your emails using the email builder, enabling easy customization and enhancing customer purchase experiences.
Email Builder - Social Element
This article explains how to add and customize the Social element in your email templates, enhancing your marketing by linking directly to your social media platforms.
Email Builder - Text Element
This article guides you on adding and customizing the Text element in your emails, allowing you to effectively communicate with your audience by creating engaging content.
Email Builder - Video Element
This article explains how to enhance your email communications by easily embedding videos in emails using the drag-and-drop feature in your CRM's email builder.
Email Settings - Cloudflare MX Records
This article guides you through setting up MX records in your Cloudflare account to ensure proper email routing and enhance email security for your domain.
Email Settings - Connecting "Other" SMTP Email Services
This article outlines the steps to connect Sendinblue SMTP as an email service provider to your CRM, detailing setup from creating a sender to configuring SMTP settings.
Email Settings - Connecting Google
This article guides you through the process of setting up a Gmail account to manage your email inbox directly within your CRM, including enabling 2-step verification and generating an app password.
Email Settings - Connecting Sendgrid
This article outlines the steps to set up SendGrid as an email service provider for your CRM, from creating an API key in SendGrid to configuring SMTP settings in the CRM.
SMS/Email Templates
This article explains how to use the Templates section under the Marketing tab to create and modify text message and email templates, enhancing communication efficiency across your CRM.
Social Planner - Connect Instagram Business Account with Facebook Account?
This article guides you through the process of linking your Instagram Business Profile to your Facebook account, including how to verify your profile type and ensure you have the necessary permissions for integration.
Social Planner - Connecting Facebook Pages
This article provides a detailed guide on how to connect Facebook pages to Social Planner, including the steps to add new pages and the permissions needed for successful integration.
Social Planner - Connecting Google My Business Location
This article explains how to connect and manage Google My Business profiles through Social Planner, enhancing your business’s online visibility and credibility.
Social Planner - Connecting LinkedIn
This article provides a step-by-step guide on connecting and managing your LinkedIn account with Social Planner, emphasizing the importance of having 'super admin' status for successful integration.
Social Planner - Connecting Social Accounts
This article provides a comprehensive guide on how to connect various social media accounts to Social Planner, enabling efficient scheduling and management of posts across platforms.
Social Planner - Connecting TikTok
This article explains how to connect your personal TikTok account to Social Planner, enhancing your social media management and hinting at upcoming features for TikTok business accounts.
Social Planner - Connecting Twitter
This article guides you on how to connect and manage your Twitter account using Social Planner, enabling you to engage with your audience effectively through tweeting, liking, retweeting, and commenting.
Social Planner - Content AI
This article explains how to use Content AI within Social Planner to efficiently create tailored social media posts with customizable tone, keywords, and multiple content variations.
Social Planner - Create Group Hashtags
This article guides you on enhancing your social media strategy using hashtag groups in Social Planner, from creation to application in posts.
Social Planner - Customise post for each Channel
This article outlines how to use the 'Customize for Each Post' feature in Social Planner, allowing for tailored content creation across different social media platforms.
Social Planner - Customize Post for Each Platform - Overview
This article highlights the importance of customizing social media posts for different platforms to enhance engagement, relevance, and overall marketing success by understanding specific audience needs.
Social Planner - Facebook Pages Not Showing
This article provides a step-by-step guide on how to ensure all Facebook pages appear when connecting with GHL Connector by adjusting permissions and reconnecting in Social Planner.
Social Planner - Facebook Post Failed to Publish
This article outlines common errors encountered when publishing content to Facebook through Social Planner, including troubleshooting steps and tips for ensuring successful post submissions.
Social Planner - Failed Post Error
This article outlines common error codes and solutions for Facebook, Instagram, LinkedIn, and Google My Business within Social Planner, helping users troubleshoot effectively.
Social Planner - How To Create A New Post
This article guides you on creating and managing new social media posts, including options for posting now, scheduling, and requesting approval, plus details on uploading posts via CSV.
Social Planner - How to Post as a Page on Facebook Groups
This article guides you on how to link your Facebook Page to a Group and set up the Social Planner to publish posts as your Page, ensuring a professional representation of your content on Facebook Groups. Was this
Social Planner - Image and Video File Size and Dimensions
This article provides detailed guidelines on optimal image and video formats for various social media platforms, ensuring your content marketing campaigns are visually engaging and properly configured for each network.
Social Planner - Notification for Expired Social Accounts
This article explains how to maintain connectivity with social accounts in Social Planner by managing access tokens and setting up notification preferences.
Social Planner - Overview
This article provides an overview of managing social media posting through a planner, detailing how to connect accounts, schedule posts, and set notifications for efficient brand promotion.
Social Planner - Post Approval Flow
This article explains the Post Approval flow in Social Planner, detailing how to schedule, send for review, and apply custom email templates for approval notifications.
Social Planner - Post Instagram Reels
This article guides you through using The Social Planner to create and optimize Instagram Reels, enhancing visibility and engagement for your brand.
Social Planner - Post Instagram Story
This article provides a comprehensive guide to using the Instagram Story Post Composer in Social Planner to enhance your Instagram story strategy effectively.
Social Planner - Posting to Facebook
This article provides a detailed guide on creating, scheduling, and managing Facebook posts, including tips on using Content AI, uploading via CSV, and adhering to specific media requirements.
Social Planner - Posting to Instagram
This article provides a comprehensive guide on how to post content to Instagram, including creating posts, uploading via CSV, scheduling, and detailed requirements for different types of Instagram media.
Social Planner - Posting to LinkedIn
This article walks you through the process of publishing content on LinkedIn via the Social Planner, covering how to create, preview, save, and schedule posts, as well as the specific requirements for LinkedIn media.
Social Planner - Posting to Twitter
This article guides you on creating and managing Twitter posts via a social media planner, covering new posts, CSV uploads, post scheduling, and specific Twitter media requirements.
Social Planner - Recurring Social Posts
This article explains how to utilize the recurring post feature in Social Planner to schedule and manage evergreen content across multiple social platforms.
Social Planner - Schedule Posts in Bulk (CSV)
This article details how to use Bulk Scheduling in Social Planner, including CSV import prerequisites and setting up posts across multiple platforms.
Social Planner - Schedule Posts using RSS URL
This article introduces how to schedule posts automatically in Social Planner using RSS feeds, detailing setup and benefits for efficient content management.
This article offers a comprehensive guide on navigating the Email Marketing section of your CRM, focusing on managing templates, scheduling campaigns, and accessing detailed statistics for each email.
Email - Campaigns
This article provides a detailed guide on managing email marketing campaigns within a CRM system, including creating, organizing, and editing campaigns.
Email - Send & Schedule Campaigns
This article provides a comprehensive guide on setting up and sending email campaigns within a CRM, covering various sending options and recipient selection methods.
Email - Avoid The Spam Folder When Emailing
This article explains common reasons why emails are marked as spam by service providers and offers solutions to ensure your emails reach their intended recipients.
Email - Gmail 2-way Sync
This article outlines how to set up two-way Gmail sync in a CRM, allowing users to integrate their Gmail accounts for seamless email synchronization and enhancing user-level email management.
Email - A/B Test Email Campaign
This article explains how to set up A/B Test Email Campaigns in a CRM to test different variations of email content or subject lines, helping to identify the most effective strategy for engaging your audience.
Email - Creating Email Campaigns
This article guides you through the process of creating a new email campaign in your CRM, from selecting templates to designing and saving your campaign.