Blog - Adding Lists to Websites & Funnels

This article guides you through adding a blog post list element to your website or sales funnel, detailing the steps to create, edit, and customize your main blog page effectively.

Blog - Create New Post

This article explains how to create new blog posts in your CRM, detailing steps from adding titles and images to customizing content and managing post settings.

Blog - How to Set Up an RSS Feed

This article provides a step-by-step guide on setting up an RSS feed for blogs, including navigating platform settings, configuring feed parameters, and promoting your feed.

Blog - How to Update SEO for Post

This article outlines effective strategies to enhance the SEO of your blog posts, covering keyword integration, optimizing meta elements, and updating SEO details post-publication.

Blog - How to create a post outline with Content AI?

This article explains how to utilize Content AI for creating blog post outlines, including setting up the feature, understanding its pricing, and generating content efficiently.

Blog - Overview

This article provides a comprehensive guide on managing your blog within a website platform, including how to add, edit, and track blog posts, authors, and categories, as well as manage RSS settings.

Blog - Publish or Schedule Post

This article guides you through the final steps of publishing a blog post, including setting up URL slugs, SEO details, categories, and scheduling publication times.

Chat Widget

This article outlines how to create and install a chat widget on your website for generating leads and communicating with customers, including code installation and customization options.

Chat Widget - Acknowledgment settings

This article guides you on customizing the thank you message in your chat widget, including adding contact options and personalizing greetings to enhance visitor engagement after they request to chat.

Chat Widget - Chat Bubble

This article explains how to preview and customize your website's chat widget, including enabling the widget, customizing messages, and setting avatars for a more personalized visitor experience.

Chat Widget - Widget Window

This article helps you customize the chat widget window on your website, including adjusting header text, intro messages, and design elements to align with your brand identity and communication needs.

Client - Portal Dashboard

This article describes the features of the enhanced Client Portal URL dashboard, including how to understand user activities, generate magic links, and facilitate user access and communication.

Client Portal - How to set up

This article details how to set up and brand a custom domain for your client portal, providing a comprehensive guide on configuring DNS settings and personalizing the portal's appearance.

Client Portal - Notifications

This article explains how to access and manage notifications in the Client Portal, including details on viewing and interacting with notifications from all associated apps.

Client Portal - Single Sign On (SSO) and Magic Links

This article guides you on how to use SSO Magic Links within a client portal dashboard, detailing the process of generating and implementing these links for seamless user access.

Domains

This article provides a detailed guide on setting up subdomains, including DNS configuration steps using CNAME records and linking subdomains to specific funnels in your CRM platform.

Domains - XML Sitemaps

This article guides you on how to add an XML sitemap to your domain within the CRM to improve SEO and visibility, including generating and customizing the sitemap.

Form / Survey Builder - Full Screen Mode

This article guides you on activating and using full-screen mode in the Form Builder to enhance user interaction by utilizing the entire screen space effectively.

Form / Survey Builder - Google Fonts and GDPR-Compliant Typography Option

This article explains how to use the new feature in the Form and Survey Builder that integrates Google Fonts while ensuring GDPR compliance, detailing steps for enabling the feature and customizing typography.

Form / Survey Builder - Line and Box Style

This article describes how to enhance form and survey layouts using Line and Box Input Styles, providing step-by-step instructions on implementing these visual elements for better structure and aesthetics.

Forms - Find Submissions

This article outlines how to manage form submission data in your CRM, including viewing, searching, downloading, and deleting submissions, as well as setting date ranges and refreshing data.

Forms - Analyze Forms

This article explains how to use the Analyze section of your CRM to view and manage submission data for forms, including selecting date ranges and refreshing submission statistics.

Forms - Create a Simple Form

This article helps you use the CRM's form builder to create customized forms with different styles, options, and embed layouts, ensuring they match your brand and meet specific engagement goals.

Forms - Elements

This article explains how to use Standard and Custom Fields in your CRM's form builder, including quick add options for personal and contact info, and how to save your form progress effectively.

Forms - Form Builder Overview

This article explains how to create and manage forms in the form builder section, including adding new forms, organizing them into folders, and using advanced features like duplicating and sharing.

Forms - Options Tab

This article describes how to configure the Options tab in the form builder, including changing form names, setting submission actions, and integrating Facebook Pixel for tracking.

Forms - Styles Tab

This article guides you through adjusting the visual elements of your forms using the Styles Tab in the form builder, covering layout settings, form and field styling options, and advanced design features.

Funnel / Website - Adding Products

This article provides a detailed guide on how to add products to your funnels and websites, including creating new funnels, adding funnel steps, configuring products, and setting up custom domains for product sales.

Funnels - Common Funnel Ideas

This article explores various funnel ideas that can be used to enhance client communication and automate processes in your CRM system, including opt-in forms, link tree pages, booking pages, and checkout pages.

Funnels - Overview

This article explains how to create and edit sales funnels in your CRM, detailing the process of building, customizing, and managing funnels for effective marketing campaigns.

Funnels - Protect and Share the Funnels

This article guides you through the process of protecting and sharing funnels within your CRM, detailing steps to control access and collaborate efficiently with others.

Funnels - Sales Tab

This article explains how to manage and interpret sales data from Version 1 of a funnel in your CRM, including steps to upgrade to Version 2 where data is moved to the Payments -> Transactions tab.

Funnels - Settings Tab

This article guides you through managing settings in your CRM funnel, covering options from web previews and domain settings to payment modes and chat widget integration.

Funnels - Stats Tab

This article explains how to use the Stats Tab to analyze visitor interactions and performance of each page on your website, detailing views, opt-ins, sales, and earnings metrics.

Funnels - Steps Tab

This article guides you on modifying the Step tab in your sales funnel, adding new steps, and managing their settings for effective customer engagement.

Media - Backgrounds

This article guides you on how to personalize your funnel or website by selecting professionally designed backgrounds from your CRM, enhancing your project's aesthetics to match your brand identity.

Media - Content AI

This article explains how to create images using AI in your CRM's Media Section, detailing steps from description to selection, and noting that this is a paid feature with usage-based charges.

Media - Library Overview

This article guides you on managing media files in your CRM, detailing navigation to the Media tab, using the Media Library, and efficiently searching and organizing your media assets.

Media - My Media

This article walks you through accessing and organizing media files in your CRM, detailing how to search, create folders, upload files, and manage media efficiently within the Media Library.

Media - Pixabay

This article explains how to access and use Pixabay through your CRM's Media Library, providing a seamless way to find royalty-free images for your projects.

Media - Unsplash

This article highlights how to access and utilize Unsplash within your CRM, offering an easy way to incorporate professional, royalty-free images into your projects for enhanced visual appeal.

Surveys - Add Elements Tab

This article guides you through customizing surveys in your CRM using field types and options, saving progress, and integrating surveys onto webpages or via custom links for targeted engagement.

Surveys - Builder Overview

This article provides an overview of the Survey Builder in your CRM, detailing how to create, manage, and interact with surveys and survey folders for various data capture scenarios.

Surveys - Get I-Frame Code For A Survey/ Form

This article guides you through the process of accessing and copying code for forms or surveys from the Sites tab, allowing integration into your funnels or websites.

Surveys - How to Create a Simple Survey

This article provides an overview of the survey builder in your CRM, explaining how to create and customize survey slides and elements for various purposes like lead generation and scheduling.

Surveys - Option tab

This article explores the Options tab in your survey builder, detailing how to change survey settings, handle submissions, qualify leads, and integrate tracking like Facebook Pixel for enhanced engagement and analysis.

Surveys - Styles tab

This article explains how to use the Styles tab to customize the appearance of your surveys in the CRM, including layout settings, background options, and advanced CSS modifications.

Surveys - Terms and Conditions Element

This article introduces the new link and color features in the Survey builder, explaining how to enhance the Terms and Conditions section for better interaction and design consistency.

Surveys - Where To Find and View Survey Submissions

This article details how to manage survey submission data within your CRM, from viewing submissions for specific time frames to downloading or deleting data, enhancing your analysis and reporting capabilities.

Websites - Overview

This article guides you on how to create, manage, and customize websites within your CRM, detailing how to use templates, edit settings, and organize content.

Websites - Pages Tab

This article explains how to manage and navigate the pages of your website, including adding new pages, editing page settings, and utilizing the clone feature for efficient content management.

Websites - Sales Tab

This article provides an overview of how to access and manage sales data for different versions of a funnel, including navigation to sales tabs, downloading data, and sharing funnel links.

Websites - Settings Tab

This article explains how to manage the settings of your website, including naming, connecting domains, setting up tracking codes, and managing payment options.

Websites - Stats Tab

This article outlines how to use the Stats Tab to monitor visitor interactions and sales on your website, including details on page views, opt-ins, and earnings per page.

Funnel / Website Builder - Overview & Settings

This article describes how to navigate and utilize the Editor section of a funnel or website, detailing tools for managing Sections, Rows, Columns, and Elements, along with options for mobile and desktop preview and SEO settings.

Funnel / Website Builder - 2 step Order Form

This article guides you on using a 2-Step Order Form to gather shipping and other customer details efficiently, and customize form elements like button color and text.

Funnel / Website Builder - Content AI

This article explains how to use Content AI to create text elements like headlines and bullet lists for funnels/websites, highlighting its ease of use, speed, and customization options.

Funnel / Website Builder - Columns

This article details how to edit and customize column layouts in Rows for website and funnel designs, including alignment, spacing, and mobile compatibility settings.

Funnel / Website Builder - Rows

This article guides you on setting up and customizing Rows in website or funnel sections, including column selection up to six and row width adjustments.

Funnel / Website Builder - Sections

This article walks you through using the toolbar in the funnel builder to add or manage sections with customizable widths for tailored funnel page design.

Funnel / Website Builder - Manage Settings

This article explains how to manage sections in your website or funnel builder, including options to reorder, toggle visibility, and edit settings like background and spacing.

Funnel / Website Builder - Elements

This article outlines how to use the Element section in page editing, showing how to add and customize various elements like headers and images to enhance your page.

Funnel / Website Builder - Headline

This article covers how to add and customize headline elements in your page design, including setting typography, color options, and advanced border settings to enhance visual appeal.

Funnel / Website Builder - Paragraph

This article covers how to integrate and customize paragraph elements on your webpage, including options for background color, typography, and advanced settings like border styles and text transformation.

Funnel / Website Builder - Sub-Headline

This article provides a comprehensive guide on how to integrate and customize sub-headline elements on your webpage, with detailed settings for background color, typography, and advanced customization options for borders and visibility.

Funnel / Website Builder - Bullet List

This article explains how to add and customize bullet lists in your webpage design, focusing on settings for text appearance, alignment, and advanced options like borders and visibility to enhance readability and aesthetic appeal.

Funnel / Website Builder - Blog Post

This article outlines how to create and customize a blog post element in your content marketing strategy, covering general settings, blog types, pagination, and advanced customization options like borders and visibility.

Funnel / Website Builder - Form

This article guides you on how to add and customize a form element on your webpage, detailing general settings, spacing options, button actions, and advanced settings for optimal functionality and integration.

Funnel / Website Builder - Button

This article explains how to add and customize a button on your webpage, covering options for background color, typography, and advanced settings like button actions and borders to enhance functionality and integration.

Funnel / Website Builder - Video

This article guides you on how to incorporate and customize a video element in your funnel or website, covering settings for video types, autoplay options, and advanced settings like borders and visibility for a better user experience.

Funnel / Website Builder - Image

This article guides you on how to incorporate and customize an image element on your webpage, highlighting how to adjust settings for alignment, opacity, and advanced options like image actions and border effects for enhanced visual appeal.

Funnel / Website Builder - FAQ

This article explains how to customize FAQ elements in your software, covering settings for appearance, behavior, and advanced options.

Funnel / Website Builder - Calendar

This article explains how to add and customize calendar events on your webpage, including settings for element titles, spacing, and advanced features.

Funnel / Website Builder - Map

This article provides guidance on adding a Map Element to your website, allowing visitors to easily locate your business and customize the map’s appearance and settings.

Funnel / Website Builder - SVG

This article guides you on customizing the General Settings of elements on your webpage, including text alignment, spacing, and advanced SVG options.

Funnel / Website Builder - Custom JS/HTML

This article guides you through integrating custom JS/HTML into your webpage, detailing settings for coding, spacing, and visibility.

Funnel / Website Builder - Countdown

This article details how to enhance your promotions with a Countdown timer, including setting up the timer, customizing its appearance, and configuring end actions.

Funnel / Website Builder - Reviews Element on sites

This article details how to integrate and manage Google and Facebook reviews on your platform, including sending requests and filtering feedback.

Funnel / Website Builder - Minute Timer

This article explains how to integrate and customize the Minute Timer element on your funnel page, enabling precise countdown settings and visual adjustments.

Website / Funnel Builder - Day Timer

This article explains how to integrate and customize the Day-Timer element on your funnel page, detailing options for color, typography, timing, and responsive design settings.

Funnel / Website Builder - Navigation Menu

This article guides you through setting up a navigation menu on your funnel page, including customizing text, color, spacing, and advanced design options.

Funnel / Website Builder - 1 Step Order Form

This article explains how to integrate and customize a 1-Step Order Form on your funnel page, detailing options for shipping and customer information, button actions, and advanced settings.

Funnel / Website Builder - Progress Bar

This article details how to integrate and customize a progress bar on your website or funnel, covering options for colors, typography, spacing, and advanced settings.

Funnel / Website Builder - Order Confirmation

This article details how to add and customize an Order Confirmation element on your funnel page, covering options for text, colors, spacing, and visibility settings.

Funnel / Website Builder - Image Feature

This article provides guidance on adding and customizing an Image Feature element to your funnel or website pages, including options for alignment, typography, color, and spacing.

Funnel / Website Builder - 2 Step Order Form

This article explains how to set up and customize a 2-Step Order Form for capturing shipping details and other customer information, featuring options for design, functionality, and user interaction.

Funnel / Website Builder - Survey

This article provides guidance on incorporating and managing a survey element on your webpage, covering options for customization, updates, and navigation settings.

Funnel / Website Builder - Card payments

This article outlines how to set up card payment authorization for subscription and payment plans on your website using Version 2 of the system, including step-by-step guidance on enabling and managing authorizations.

Funnel / Website Builder - Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons

This article guides you through creating click-to-call, click-to-text, and click-to-email links and buttons, enhancing interaction on your website or marketing materials.

Funnel / Website Builder - Paths

This article explains how to manage URLs for funnels, including Funnel URLs, Step URLs, and Page URLs, highlighting their roles and upcoming features like A/B testing.

Funnel / Website Builder - Import From ClickFunnels?

This article provides a step-by-step guide on how to import a funnel from ClickFunnels 1.0 into Funnel Builder, including entering funnel details and setting up individual steps.

Funnel / Website Builder - Show Popup on Entering

This article guides you on setting up pop-ups on your website or funnel, including how to customize the timing of pop-ups with a delay option.