Marketing

Templates SMS and Email Templates In this section, you can create text messages and email templates, so your team can quickly respond to common questions about your products or services. NOTE: Templates are the same across the entire CRM. You are able to edit templates in both “Email Marketing” and “Conversations”. To learn how to […]

Trigger Links This is an overview of trigger links and how you can use them. Trigger links can be built into the system so that when a lead/customer clicks on a particular link, a specified action takes place. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels and websites. NOTE:

Analyze This helps you analyze the clicks and activities associated with the trigger link so that you know how your trigger link is performing. Selecting Calendar Period You can check the activities of the trigger link during specific calendar period. Refreshing Data Click on this tab to refresh the data and get the latest report.

Connecting Sendgrid to Email Services Quick way to setup sendgrid as a email service provider. Before connecting it to the CRM, a few steps need to be completed on the Sendgrid account. Go to API Keys Section Login to your Sendgrid account and navigate to “Settings” on the left navigation bar, and then select “API

Connecting “Other” SMTP Email Services Lets you connect other email service providers. In this article, we will learn how to connect Sendinblue SMTP to your CRM. Before setting up the smtp in the system, a user will first need to go to Sendinblue account and create a new sender. Once done, go to smtp settings

Connecting GoDaddy MX Records Add an MX record Add MX (Mail Exchanger) records in your DNS zone file when your domain is using GoDaddy nameservers . MX records connect to your email service, like Google email or Microsoft 365. Go daddy will automatically add MX records when your domain is using GoDaddy nameservers and email.

Cloudflare MX Records Follow these steps to setup mx records in your Cloudflare account. Set up email records There are two reasons to set up email records for your domain: to make sure email reaches your mail server and to prevent other email senders from spoofing your domain. ​ ​​​Add MX records To route emails

Namecheap MX Records This article will be helpful for setting up MX records in your namecheap account settings. If your domain is pointed to our BasicDNS, PremiumDNS or FreeDNS, you can configure mail service and MX records in your Namecheap account. NOTE: Before setting up your mail service, be sure that there is no CNAME

Affiliate Manager The Affiliate Manager system provides an affiliate management tool to Agency owners to manage their affiliate/referral network within their CRM. Affiliate marketing is a form of advertisement where you pay someone else to promote/refer your product or service. Referrals are like layups in basketball and if leveraged correctly are extremely satisfying and powerful.

Campaign An affiliate marketing campaign consists of one or more configurations that decide how an affiliate marketing campaign flows from start to finish, it can be as simple as a single link, or it can be a complex multi-step funnel with many moving parts. The key is to have the right configuration for your business