Email Template In this section, you will get a detailed walk-through of all the features available in your CRM to create your email template. This is the homepage of your email template. Here you will find any existing email templates you have built, make new email templates as well as edit an existing email template. […]
Edit Your Email Content Editing email content may look overwhelming with a lot of buttons for edits but be rest assured it would be made easy as we work you through each edit button. Simply clicking on the Edit tab will open up a plethora of opportunities and features in your email builder. You can
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Subscriptions Here you can keep a track of customer subscriptions created via order forms. Weather the subscriptions are Active, Expired, Canceled or Failed you can manage and keep track of the subscriptions orders inside of subscriptions tab Filters Filters will help you quickly find out the subscriptions from a specific category. Calendar Filter With calendar
Transactions Payments (Transactions) In this section, you can see a list of all transactions involving your connected Stripe and PayPal products. NOTE: Depending on your user permissions, you may not have access to all of the components. View Your Transactions If you have completed transactions, you will see them here. If you do not have
Connecting Facebook Pages (Social Posting) Social Planner gives you the ability to add all your fan pages from different Facebook profiles at once. Following the steps below, you will be able to connect your Facebook pages with the platform. 1. If you have already connected your Facebook pages from any profile previously and want to
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Connecting Instagram (Social Planner) Social Planner gives you the ability to add your Instagram business accounts to your CRM. If you have not converted your Instagram personal profile to a business profile. You need to perform the below mentioned two steps: Switch from a personal account to a business account on your Instagram app settings.
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Connecting TikTok (Social Posting) Social Planner allows users to connect TikTok accounts. Right now, we provide a connection to a personal TikTok account. TikTok business account is in Roadmap. Connect TikTok Personal Account If you don’t have any social media account connected yet, you will see this page, click on the TikTok icon in the
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Google My Business Publishing While publishing to GMB, please make sure you do the following: 1. Choose the ideal aspect image ratio: Images and videos can helps for social engagement towards your business. Google map allows you to add image in your list which represent the product to people that how it looks. They have
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Facebook Pages Not Showing It is important to connect your Facebook account with all of the permissions with . If you are trying to connect your Facebook pages with GHL Connector, but some of the pages are missing in the list then you can follow the below guide: Navigate to Facebook Login to your Facebook
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Facebook Post Failed to Publish We have listed down the reasons for the most common errors that you face while publishing content to Facebook and start scratching your head why the content did not appear, but with errors such as: 1. Your message couldn’t be sent because it includes content that other people on Facebook
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