It’s important to understand the different options for how you may add somebody to your product or to your offer or to your membership area as a whole. Follow along to learn how you can use triggers and funnels to do so. Part 1: Granting Access Using a Trigger There are many different ways you […]
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You may want to manually grant access to a membership. Perhaps you are migrating over from another system and you don’t want to charge customers who’ve already paid, or you just want to give it to a particular person for free. If it’s a membership that has a paid option, follow these steps to grant
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Using Membership Themes allows you to enhance your members’ experience while honing your brand identity. You can customize your product pages by section, and choose between handpicked, customized themes. Step 1: Choose A Theme When you create a Product, the default theme will be the “Classic” theme. However, you may choose other options to match
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If you are using the chat widget feature, you can add your chat widget to your Membership section of your system, for your contacts that are using the Membership section. Follow these steps to add your chat widget to your Membership section. (Check out our other tutorials if you need assistance creating and setting up
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When using the Membership section, you can customize various settings and features to make the Membership experience work for your users exactly as you wish. You can add upsell offers to your checkout process to help maximize your profits – upselling them when they’re already making a purchase. What is an upsell? An upsell is
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Rather than recreating a new campaign from scratch, you can copy a campaign that you have previously created. This can save a lot of time and is especially helpful if you are running the same campaign for different leads. Step 1: Copying A Campaign Navigate to Campaigns, specifically to your list of “My Campaigns” Choose
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Round Robin Campaigns are useful for businesses with multiple users on their staff. Round Robin Campaigns assign leads to users on a 1:1 basis. This allows all users (often salespeople) to be assigned leads in a fair and unbiased manner. Step 1: Create multiple users. You need to have multiple users set up within the system
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The Manual Call Event creates a queue so someone logs into the system, they can view a call list and utilize the call function to call through that list. Step 1: Create a Manual Call Campaign Create a new campaign, or go into an existing campaign. Click “Add Event” and choose ‘Manual Call”. Activate the
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Appointment confirmation and reminder campaigns can be used to confirm appointments and nurture the leads with reminders up until the appointment time. Step 1: Create the Appointment Confirmation Campaign Navigate to Campaigns and create a campaign. If you want a Confirmation Step to occur (which is optional), add in an email/SMS/messenger event with language confirming the
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The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, all the items in that campaign can be sent in relation to that day and time using the ‘before’ action in each campaign step/event. This is useful for reminders for both in-person
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