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Start with the big ones
Vibe Code Builder
Describe your site in plain English. The AI builds it, and every booking flows straight into your CRM.
Read the guide WorkflowsAutomations
Set the follow-up up once, then let it run while you sleep.
Read the guide Unified inboxConversations
Every call, text, email and DM in one thread per customer.
Read the guide AI employeeConversation AI
Replies and books appointments 24/7, then hands off to a human.
Read the guide SchedulingCalendars & booking
Self-serve scheduling with deposits taken at the time of booking.
Read the guide TrustReviews & reputation
Collect Google and Facebook reviews automatically, then show them off.
Read the guide Get paidPayments
Invoices, payment links and recurring billing, right inside the CRM.
Read the guideNew guide: collect reviews automatically from Google and Facebook
We have added a Reviews and Reputation guide to the help centre. It walks you through auto-collecting reviews from Google and Facebook, wiring up the…
Summer of AI: free AI usage on Bronze until 31 August
Every Bronze plan now includes free AI usage through to 31 August 2026. Run your AI workflows, content and conversations without watching the meter.…
Your account now arrives set up with your own details
New accounts bootstrap with your real business data from day one: name, industry, brand colours and contact details already in place, so you start fr…
Our new Help Centre is live
We have launched a brand-new Help Centre: one searchable home for every guide, with Supademo walkthroughs you can click through at your own pace and…
Missed Call Text Back: now a guided, deep-linked tutorial
Setting up Missed Call Text Back now has a dedicated how-to in the Help Centre, a click away, so you can turn missed calls into booked work without h…
Workflow Triggers
Workflow Triggers Workflows are a series of actions the system will complete for you, allowing you to take a hands-off approach to operations. The Tr…
Keyword SMS Marketing Automation
Keyword SMS Marketing Automation Using a text keyword process to gather contact information and opt-ins during speaking events, lead magnets, and oth…
Send An SMS Blast To Your Contact List
Send An SMS Blast To Your Contact List SMS blasts let you reach your audience quickly with high open rates, engage contacts in real time, and generat…
Send An Email Blast To Your Contact List
Send An Email Blast To Your Contact List Email blasts are a straightforward way to connect with your audience and generate sales by sending targeted…
Dedicated Email Domain
Dedicated Email Domain In this lesson, we'll explore setting up a dedicated email domain and why it matters for your business. We'll guide you throug…
Buy A Phone Number
Buy A Phone Number In this lesson, we'll walk you through purchasing and configuring a phone number for your account. We'll show you how to navigate…
A2P 10DLC Registration
A2P 10DLC Registration This lesson walks you through setting up A2P 10DLC registration so you can send messages to your audience. The process involve…
My Profile
My Profile This guide walks you through setting up your user profile. We'll cover verifying your personal details, creating an email signature, choos…
Tags
Tags The Tags section in your account settings lets you manage contact tags. While you can create tags in other areas of the CRM, the Tags section is…
Business Profile
Business Profile Getting your Business Profile set up properly means your CRM environment will run smoothly and work the way your business needs it t…
Contact Engagement Score
Contact Engagement Score A Contact Engagement Score helps you gauge how much a contact or lead is interacting with your business. You can use it to p…
Custom Values
Custom Values You'll find information about Custom Values here!
Email Services
Email Services You'll find all Email Service settings articles in this folder.
Call Reporting
Call Reporting The Call Reporting section gives you comprehensive insights into your inbound call data from the phone numbers integrated with your CR…
How to Set Up Reviews AI Agent
How to Set Up Reviews AI Agent The Reviews AI Agents feature helps you streamline your review management workflow. It lets you maintain brand consist…
How to Customize Recurring Email Templates for Review Requests
How to Customise Recurring Email Templates for Review Requests To improve your communication and customer interactions, it helps to customise your em…
How to Create a Review QR Code
How to Create a Review QR Code QR codes are versatile tools that bridge the gap between the physical and digital worlds. They're convenient for you s…
Requests Overview
Requests Overview The Requests section shows all the review requests you've sent, whether they're completed or still pending. It also displays key cu…
GoKollab Marketplace
GoKollab Marketplace GoKollab is a platform where you can promote your communities to captivate new audiences and allow new people to discover you. U…
Chat Widget
Chat Widget The Chat Widget is a great addition to your website. It helps you generate new leads and communicate with customers, keeping the interest…
Styles Tab
Styles Tab To change the look of your survey, go to the Styles Tab in the builder. Here you can customise the appearance by adjusting colours, border…
Image Element
Image Element The Image Element in your CRM's Form Builder lets you easily add visual elements like header images, background images, or other visual…
How to Use Locale-Based Currency Formatting in Stores
How to Use Locale-Based Currency Formatting in Stores When selling to a global audience, how prices are displayed can make a big difference. Locale-b…
Text Element
Text Element The Text Element lets you add all the essential content for your audience. While getting information across is crucial, it's important n…
Elements
Elements The Elements section is a key step in the page-building process. It allows you to add and customise various content blocks before making fur…
Content AI in Funnels and Websites
Content AI in Funnels and Websites Content AI allows you to create high-quality content for your Funnels and Websites quickly and efficiently. It can…
Mistral AI Actions
Mistral AI Actions AI is most useful when it sits inside the rest of your automation, not as a separate manual step. The Mistral AI integration lets…
Workflow Actions
Workflow Actions Workflow Actions are the backbone of automation, enabling you to define what happens after a workflow is triggered. While Triggers d…
Trigger Links
Trigger Links Here you'll find articles about Trigger Links and how to use them in the Marketing section!
Email Templates
Email Templates Email Templates help you create standardised yet customisable communications with your contacts, making it easy to promote your busin…
Conversation AI
Conversation AI Conversation AI is a sophisticated feature designed to enhance customer communication, automate appointment scheduling, and capture c…
Payment Integrations
Payment Integrations In the Integrations section of the Payments tab, you can connect and manage your payment accounts to enable charging customers a…
Documents & Contracts
Documents & Contracts The Documents & Contracts section is your central hub for managing Proposals, Estimates, and Contracts. It includes a versatile…
Bulk Actions
Bulk Actions This folder contains information about Opportunity Bulk Actions.
Contact Details
Contact Details Everything in the Contact Details section of Contacts is covered in this folder.
Service Calendar
Service Calendar A Service Calendar lets you streamline scheduling by offering and managing various services, categorising them, and presenting them…
Calendar Settings
Calendar Settings The Calendar Settings section contains all the configurations for your calendars and their connections. You can create and manage c…
Calendars Overview
Calendars Overview This section gives you a quick, uncluttered view of your calendar. It also lets you switch seamlessly between all your calendars i…
Trigger Links
Trigger Links Trigger links are designed to start a response based on what and where a customer clicks. Given their practical applications, trigger l…
Snippets
Snippets The Snippets section under the Marketing tab lets you create text messages and email templates, so your team can quickly respond to common q…
Manual Actions
Manual Actions Keep all your team's manual actions, such as phone calls and SMS messages, organised within this section. This is a great way to keep…
How To Create User Assigned Workflows
How To Create User Assigned Workflows Managing contact assignments well keeps your communication and follow-ups running smoothly. A user-assigned wor…
Create An Invoice
Create An Invoice This guide walks you through creating invoices, from accessing the invoicing section to customising them with the right details and…
Configure Your Appointment Automation
Configure Your Appointment Automation Customising your confirmation and reminder automation offers real benefits when it comes to simplifying appoint…
Create Your Branded Booking Page
Create Your Branded Booking Page Creating a branded booking page gives you full control over how clients experience your scheduling process. You can…
Create Calendar
Create Calendar The calendar feature helps you manage appointment scheduling in a way that fits how you work. You can connect to external calendars,…
Sync Integrations
Sync Integrations Syncing your calendar integrations makes scheduling much easier. By connecting your Google, Outlook, and Zoom accounts, you prevent…
Using A Branded Templates For Design
Using A Branded Template For Design This guide covers the importance of consistency in web design and introduces the idea of using a branded page as…
2 Way SMS Chat Widget
2 Way SMS Chat Widget A chat widget on your website creates a direct, instant connection between you and potential customers. Visitors can ask questi…
Designing Beautiful Landing Pages & Websites
Designing Beautiful Landing Pages & Websites Welcome to this lesson on designing impactful funnel and website pages. In the digital age, your online…
Creating A Website
Creating A Website The website feature in the CRM lets you build a strong online presence that showcases your brand, content, and services. The inter…
Creating A Funnel
Creating A Funnel Funnel pages in the CRM are dynamic, purpose-driven web pages designed to guide visitors through a specific journey or conversion p…
Content & Image AI
Content & Image AI AI offers a range of features that can transform your customer interactions and help your business thrive. Using the Conversation…
Scheduling Social Media Posts
Scheduling Social Media Posts The average person spends over 2 hours a day on social media. With the Social Media Planner, you can plan and schedule…
Media Library
Media Library In this video, we'll show you how to access and use your media library to simplify content management. With one central hub for images,…
Customizing Workflow Actions
Customising Workflow Actions Workflow actions give you the flexibility to tailor your automation exactly as you want it, with precise control over wh…
Understanding Workflow Triggers
Understanding Workflow Triggers In workflow automation, every workflow you create becomes a powerful tool driven by various triggers. From bulk actio…
Configuring Workflow Settings
Configuring Workflow Settings Understanding workflow settings is essential for getting the most out of workflow automation. By configuring settings t…
Using Pre-Built Workflow Recipes
Using Pre-Built Workflow Recipes and drive business growth. Feature Key Points: Simplify complex automation processes with recipes Customise template…
Trigger Links For Tracking Clicks
Trigger Links For Tracking Clicks Trigger links let you make data-driven decisions and improve how you engage with customers. By using trigger links…
Welcome & Instructions
Welcome & Instructions Hello! 👋🏼 Welcome to The Academy, your one-stop resource for expert-level knowledge of our platform. Our mission is to super…
Mobile App
Mobile App The mobile app is ideal for managing your conversations, opportunities, invoices, and more while you're out and about. You can stay connec…
Manage Listings With Yext
Manage Listings With Yext By opting into Yext Listings, you can increase your business's online presence and gain more visibility across multiple pla…
Google My Business Chat
Google My Business Chat Enabling Google My Business chat and connecting it to the CRM is a straightforward way to bring in more messages and reviews.…
Email Bounce Classification
Email Bounce Classification This guide covers the errors you may encounter when sending emails through the CRM. Each error has a corresponding SMTP r…
Reviews & Reputation Management
Reviews & Reputation Management Customising your review settings and using the reputation management features can boost your online presence and stre…
Forms & Pop Ups
Forms & Pop Ups Pop-up forms are a quick, easy way to collect contact information from visitors to your website. By offering a clear value propositio…
Conversation Management
Conversation Management Having messages from multiple channels, such as Facebook, Instagram, SMS, email, calls, and more, all coming into one convers…
Keyword SMS Marketing Automation
Keyword SMS Marketing Automation Collecting contact information and opt-ins via a text keyword is a practical approach for speaking events, lead magn…
Send An Email Blast To Your Contact List
Send An Email Blast To Your Contact List Email blasts are a straightforward way to reach your contacts and drive sales by sending a targeted message…
Utilizing CC & BCC in Emails
Utilising CC & BCC in Emails BCC (Blind Carbon Copy) and CC (Carbon Copy) give you more control over who receives your emails and how information is…
Add A Domain or Subdomain
Add A Domain or Subdomain This guide covers how to register a domain or subdomain and why it matters for your online presence. We'll look at the bene…
Connect Integrations
Connect Integrations Connecting apps like Gmail, Facebook, Instagram, and more can make day-to-day tasks much more efficient. This guide walks you th…
Complete Business Profile
Complete Business Profile Completing your business profile is not just a formality; it is the foundation of your digital presence and system function…
How To Import & Manage Contacts
How To Import & Manage Contacts In this lesson, we'll look at why managing your contacts well matters and how it can drive your business forward. We'…
Webchat Widget
Webchat Widget The Two-Way Chat Widget is a direct line to visitors on your website. It enables real-time communication, so visitors can ask question…
Dedicated Email Domain
Dedicated Email Domain In this lesson, we'll explore what a dedicated email domain is and why it matters for your business. We'll walk you through cr…
Text 2 Pay Invoicing
Text 2 Pay Invoicing Using Text 2 Pay on the mobile or desktop app is straightforward when requesting payment for specific products. With just a few…
Auto Follow Up For Missed Calls
Auto Follow Up For Missed Calls An automatic missed call text-back means you never lose a potential lead or contact. You can customise the message to…
Send An SMS Blast To Your Contact List
Send An SMS Blast To Your Contact List SMS blasts let you reach your audience quickly, with open rates far higher than email. You can engage contacts…
Buy A Phone Number
Buy A Phone Number This guide walks you through purchasing and configuring a phone number for your account. We'll cover each step, from navigating to…
A2P 10DLC Registration
A2P 10DLC Registration This guide walks you through setting up A2P 10DLC registration for sending messages to your audience. The process covers updat…
Call Tracking & Recording
Call Tracking & Recording Call recording and tracking gives you a clearer picture of your customer interactions and helps sharpen your sales process.…
Preference Management Hub
Preference Management Hub Preference Management helps you communicate more effectively by respecting each contact's choices. Rather than sending the…
External Tracking
External Tracking External Tracking is a simple integration tool that records user activity, such as page views and form submissions, from websites h…
MM Lite for WhatsApp
MM Lite for WhatsApp Marketing Messages (MM) Lite is an advanced messaging system that improves how your WhatsApp campaigns are delivered. It uses in…
How to Add a Countdown Timer in WhatsApp Templates
How to Add a Countdown Timer in WhatsApp Templates Countdown Timers let you embed a real-time countdown in a WhatsApp template button. When recipient…
WhatsApp Coexistence
WhatsApp Coexistence WhatsApp Coexistence is a dual-platform integration that securely links your existing WhatsApp Business App to NotLuck CRM using…
WhatsApp Messaging Limits & Message Links
WhatsApp Messaging Limits & Message Links If you want to reach a global audience, WhatsApp is an essential tool for your business. With nearly 2 bill…
How to Convert WhatsApp Template to a Utility Template
How to Convert WhatsApp Template to a Utility Template Good communication is at the heart of strong customer relationships, and with Meta's recent ch…
How to Link your WhatsApp Business Account to a Facebook Page
How to Link your WhatsApp Business Account to a Facebook Page Linking your WhatsApp Business account to your Facebook Page gives customers a seamless…
Appointment Booking WhatsApp Flow
Booking directly through WhatsApp encourages immediate action from your contacts, giving them the comfort of pre-filled details for a seamless experi…
WhatsApp Template Analytics
WhatsApp Template Analytics Gauging the effectiveness of your WhatsApp templates is key to optimising your communication strategies. These insights g…
How to Create a WhatsApp Template
How to Create a WhatsApp Template Creating and managing WhatsApp templates helps you communicate more effectively with your customers. This guide wal…
Using WhatsApp Media Templates
Using WhatsApp Media Templates Messaging through WhatsApp gives you an edge over the competition, particularly with international customers. It lets…
WhatsApp Business Profile Management
WhatsApp Business Profile Management Your Business Profile is what contacts see when they interact with you on WhatsApp. It shows everything from you…
How to Create an Object Using Templates
How to Create an Object Using Templates Setting up Custom Objects is now easier with Custom Object Templates: pre-built, industry-specific configurat…
How to Set Up Company Associations with Custom Objects & Opportunities
How to Set Up Company Associations with Custom Objects & Opportunities When dealing with companies, it's especially important to keep context up to d…
How to Set Up Custom Object & Opportunity Associations
How to Set Up Custom Object & Opportunity Associations The Opportunity–Custom Object Associations feature introduces flexible relationship mapping be…
How to Rename Standard Objects
How to Rename Standard Objects Your business has its own way of working, so being able to label things your way makes it much easier for you and your…
How to Create a Smart List for Custom Objects
How to Create a Smart List for Custom Objects Custom Objects help you maintain clear relationships and simplify organisation. As you add more objects…
Company Settings
Company Settings The Company settings give you control over how company-related information is managed. You can configure the CRM to automatically cr…
How to Set Up Contact-to-Contact Association
How to Set Up Contact-to-Contact Association Contact Associations lets you link contacts in a way that reflects their real-world relationships. You c…
Objects Overview
Objects Overview Objects let you organise, filter, and visualise information to suit how you work, making it easier to manage complex data. The Objec…
Custom Object Notes
Custom Object Notes Notes on Custom Objects let you add and manage important information directly within a Custom Object record. Instead of storing a…
How to Create an Object
How to Create an Object Custom Objects is a flexible way to manage data structures that go beyond standard contact or opportunity records. It lets yo…
How to Bulk Import Custom Objects
How to Bulk Import Custom Objects Managing large amounts of data takes a long time if you create records one at a time. Bulk importing Custom Object…
Audit Logs for Custom Objects
Audit Logs for Custom Objects Audit Logs for custom objects let you review the history of updates and troubleshoot any issues that arise with your Cu…
Understanding Audit Logs
Understanding Audit Logs Audit Logs give you a detailed record of all activities and changes made across various modules, including contacts, calenda…
How to Create a Private Integration
How to Create a Private Integration Private Integrations is designed to improve the security and functionality of your account integrations. By movin…
Google Ads Integration
Google Ads Integration Google Ads benefits your business by providing fast, targeted traffic and leads, boosting brand visibility, and driving sales…
How to Integrate Printify for Stores
How to Integrate Printify for Stores Printify is a print-on-demand company that lets you design, sell, and ship from the largest print-on-demand cata…
How to Connect ClickUp
How to Connect ClickUp Connecting ClickUp to your account ties your project management and workflows together. Whether you're managing client deliver…
How to Connect Airtable
How to Connect Airtable Connecting Airtable to your account changes how you manage workflows and data. From tracking projects and syncing records to…
How to Connect Google Contacts
How to Connect Google Contacts Keeping your contacts up to date across platforms can be time-consuming, but connecting Google Contacts to your accoun…
How to Connect Notion
How to Connect Notion Notion is powerful on its own, but it becomes a true productivity hub when connected to your account. Think of it as turning a…
How to Integrate Xero
How to Integrate Xero Xero is a cloud-based accounting tool with plenty to offer: you can work in the same set of books regardless of your location o…
How to Set Up ShipStation Integration
How to Set Up ShipStation Integration Fulfilling customer orders takes a lot of precision, from the pricing you offer to the tracking itself; keeping…
Troubleshooting and Re-authenticating Across Multiple Facebook Pages
Troubleshooting and Re-authenticating Across Multiple Facebook Pages Within the CRM, you can resolve issues related to missing Facebook permissions w…
How to Sync Products to your Facebook Shop
How to Sync Products to your Facebook Shop You can publish and sync products from your e-commerce stores to Meta Commerce, making it simple to sell t…
How to Connect WooCommerce for Stores
How to Connect WooCommerce for Stores The WooCommerce integration makes it straightforward to migrate and manage your WooCommerce store data, letting…
How to Integrate WhatsApp
How to Integrate WhatsApp WhatsApp messaging lets you communicate with your customers in real time, with high engagement and visibility, much like Fa…
How to Connect Shippo Integration
How to Connect Shippo Integration Integrating Shippo with your eCommerce store optimises your shipping operations by giving you access to real-time r…
How to Integrate Zapier
How to Integrate Zapier Connecting Lead Connector to Zapier is a straightforward way to automate your CRM workflows and save time. This guide walks y…
Verifying Synchronization Between Google Calendar and CRM
Verifying Synchronisation Between Google Calendar and CRM Before verifying calendar synchronisation, it's worth understanding what you get from it. C…
Troubleshooting Facebook Lead Ads Integration
Troubleshooting Facebook Lead Ads Integration Connecting your account to Facebook Lead Ads keeps your data tidy and your lead pipeline running smooth…
Facebook Integration and Lead Management
Facebook Integration and Lead Management Connecting Facebook to NotLuck CRM makes it much easier to capture and manage leads from your Facebook ads.…
LinkedIn Integration
LinkedIn Integration Integrating LinkedIn enables automatic synchronisation of lead data from LinkedIn lead forms into your CRM. This keeps lead mana…
How to Integrate Facebook Pixel with Your Tools
How to Integrate Facebook Pixel with Your Tools Facebook Pixel is a powerful tool for tracking user interactions on your website and optimising your…
Google My Business
Google My Business Get more from Google My Business by connecting it directly to the CRM. Once connected, you can manage all your GMB messaging right…
Mapping Facebook Form Fields
Mapping Facebook Form Fields Mapping your Facebook form fields correctly is what makes data flow smoothly between Facebook and the CRM. This guide wa…
Microsoft Outlook
Microsoft Outlook Syncing your Outlook account with the CRM makes it easier to manage emails, appointments, and bookings. Follow the steps below to c…
How to Integrate Google
How to Integrate Google Connecting your Google accounts to NotLuck CRM gives you access to Google Workspace (Gmail SMTP) and Google Drive, along with…
TikTok Ads Account Integration
TikTok Ads Account Integration Connecting TikTok to your CRM gives you real-time lead syncing, better data accuracy, and a faster way to follow up wi…
Setting Up Shopify Integration
Setting Up Shopify Integration If you have a Shopify store, you may be wondering whether you can view customer orders in your account, manage payment…
Connecting Facebook & Instagram
Connecting Facebook & Instagram Connecting your Facebook and Instagram accounts improves your social media management and makes it easier to track an…
Settings: Integrations
Settings: Integrations Connecting platforms and tools to your account makes it easier to manage your business in one place. By linking accounts like…
How to Transfer Out a Domain
How to Transfer Out a Domain Hosting your domain directly inside the CRM has plenty of advantages. However, if things aren't working as expected or y…
How to Complete a Domain Transfer-In
How to Complete a Domain Transfer-In Many CRM tools, such as your funnels and emails, require your domain to be connected to work properly. DNS manag…
How to Purchase a Domain
How to Purchase a Domain To make your products available to your target audience, you need to connect them to a domain name. There are plenty of prov…
How to Manage Domains
How to Manage Domains To make your sites available to the public, they need to be connected to a domain. Connecting is just the first step though; yo…
XML Sitemaps
XML Sitemaps An XML sitemap is a file that lists all the pages on a website in a structured format, helping search engines crawl and index your conte…
How to Add Mailgun Records to Namecheap
How to Add Mailgun Records to Namecheap DNS (Domain Name System) records are instructions that tell the internet how to handle your domain. When inte…
Set up a Customized 404 Error Page
Set up a Customized 404 Error Page A custom 404 error page does more than act as a placeholder for missing content. It plays an important role in kee…
Creating a Subdomain in NameCheap
Creating a Subdomain in NameCheap Setting up a subdomain is straightforward once you know the steps. This guide walks you through creating a subdomai…
Setting Up Sub-Domains
Setting Up Sub-Domains Subdomains, such as "subdomain.example.com" or "www.example.com," are extensions of a root domain, which is the core URL, such…
URL Redirects Overview
URL Redirects Overview If you need to reroute web traffic from one URL to another within a hosted domain, the URL redirects tool makes it simple. It…
Setting Up Root Domains
Setting Up Root Domains A root domain is the core of a URL, such as "something.com," as opposed to subdomains like "subdomain.something.com" or "www.…
Custom Values Overview
Custom Values Overview Creating and managing custom values is a straightforward way to keep things organised and streamline your processes. Custom va…
How To Use Custom Values
How To Use Custom Values Custom values are a versatile feature that lets you manage and reuse key information across the CRM. Whether you're setting…
How to Configure Searchable Fields for Objects
How to Configure Searchable Fields for Objects The search function in your CRM is what gets you to the right results quickly. Fields hold all the rel…
Custom Fields Overview
Custom Fields Overview Custom fields let you collect specific customer information beyond the standard data points. They're for capturing details tha…
How To Add A Custom Field
How To Add A Custom Field Custom fields help you ensure the information you collect aligns with your business needs and stays properly organised. The…
Trust Center Overview
Trust Center Overview Making a positive first impression with outbound communications is crucial for lead generation and customer engagement. Getting…
Understanding Call Marking and How to Avoid It (LC Phone)
Understanding Call Marking and How to Avoid It (LC Phone) Legitimate businesses making voice calls may find their outbound calls labelled as 'Scam Li…
A2P - Completing the Business Profile
A2P - Completing the Business Profile Before submitting your A2P 10DLC registration, make sure your business profile is filled in correctly. This wil…
A2P Brand and Campaign Registration
A2P Brand and Campaign Registration Your A2P registration is an essential tool for getting and maintaining your customers' trust for calls, as it hel…
How to Make Outbound Calls Using an Existing Phone Number
How to Make Outbound Calls Using an Existing Phone Number Instead of buying a new phone number before you start making calls, you can use a number yo…
How to Use Call Dispositions
How to Use Call Dispositions Custom Dispositions let agents select one outcome, such as Follow Up, Requested Appointment, or Not Interested, as soon…
What You Need to Know About Texas Mini-TCPA Law
What You Need to Know About Texas Mini-TCPA Law If you're based in Texas or want to send marketing SMS messages to Texas residents, you need to be aw…
Why doesn’t my Business Name Display after CNAM Registration?
Why doesn't my Business Name Display after CNAM Registration? Your CNAM (Caller Name Presentation) is a legacy technology from the 1990s that allows…
Voice Calls Settings
Voice Calls Settings The CRM lets you manage customer interactions through internal calls. With a few settings adjustments, you can make sure everyth…
Identity Verification for Phone Number Purchases
Identity Verification for Phone Number Purchases To strengthen account security and protect against the fraudulent use of regulated phone numbers, Pe…
How to Set Up a VoIP Deskphone
How to Set Up a VoIP Deskphone The Voice over Internet Protocol (VoIP) Deskphone feature lets you register SIP-compatible hard phones directly to you…
Messaging Policies For Canadian 10DLC Numbers
Messaging Policies For Canadian 10DLC Numbers For Canadian 10-digit long code (10DLC) numbers, there are a few things to keep in mind when messaging.…
How to Create a Call Script
How to Create a Call Script As your business grows and you bring in team members to handle calls on your behalf, giving them a script to follow is th…
How to Appeal a Phone Suspension
How to Appeal a Phone Suspension The suspension appeal process has been designed to give you greater clarity and clear steps for resolving carrier su…
How to Transfer an Incoming Call
How to Transfer an Incoming Call This guide shows you how to transfer an incoming call to another user in your account. The feature lets you view key…
Messaging Ramp Progress Card
Messaging Ramp Progress Card The Messaging Ramp Progress Card gives you a clear view of your SMS messaging limits and where you are in the progressio…
How to Block Spam Calls & Identify Unknown Callers
How to Block Spam Calls & Identify Unknown Callers Spam calls, invalid numbers, and unknown callers slow down your process and waste resources that c…
How to Set Up Auto Delete for Call Recordings
How to Set Up Auto Delete for Call Recordings The auto-deletion feature lets you remove older call recordings automatically, helping you manage stora…
How To Enable Call Recording
How To Enable Call Recording Recording calls and listening back to them later is a great feature, especially if you work in a team where multiple peo…
How to Configure Your Phone Number
How to Configure Your Phone Number Having a business phone number lets you communicate with customers. Your CRM number creates that connection and ca…
Restriction History
Restriction History Keeping track of your SMS-sending activity is important for staying compliant and making sure your messaging runs smoothly. Good…
How to Enable Call Transcriptions
How to Enable Call Transcriptions Call transcriptions let you keep accurate records of all your conversations, which is handy for documentation and c…
Messaging Analytics
Messaging Analytics When running an SMS campaign, every message counts. Messaging deliverability directly affects customer engagement and revenue, so…
Managing and Deleting Twilio Numbers
Managing and Deleting Twilio Numbers There may come a time when you need to remove a phone number from your account, whether you're no longer using i…
Toll Free Numbers
Toll Free Numbers Toll-free numbers give your clients a direct line to your business. They let you communicate via calls and SMS without the strict v…
Understanding and Configuring Call Routing
Understanding and Configuring Call Routing Whether you're managing a larger team or simply keeping work separate from your personal life, Call Routin…
Troubleshooting A2P Registration Failures
Troubleshooting A2P Registration Failures A2P messaging involves sending messages from an application to a person, which requires registering the sen…
How to Purchase a Phone Number with Required Address and Bundles Verification
How to Purchase a Phone Number with Required Address and Bundles Verification Having a phone number for your business lets you communicate with your…
How to Set Up and Use Verified Caller ID
How to Set Up and Use Verified Caller ID Your phone number does more than connect you to clients. It's a reassurance signal, a security line, and par…
How to Perform a Warm Call Transfer
How to Perform a Warm Call Transfer A warm call transfer lets you transfer a call to another party whilst staying on the line with the client until t…
How to Enable Multiple Users to Receive Inbound Calls
How to Enable Multiple Users to Receive Inbound Calls Keeping in touch with your clients is key to growing your business; it helps you deliver a grea…
Call Loops and How to Troubleshoot Them
Call Loops and How to Troubleshoot Them Call loops occur when an incoming call is endlessly redirected back to the starting point, creating a loop th…
Call Tracking Setup
Call Tracking Setup Keeping clients happy is a priority in any field, and satisfied clients are your best source of growth and repeat business. If yo…
Business Insights Through Call Recording and Tracking Setup
Business Insights Through Call Recording and Tracking Setup Calls are a major point of contact with customers. For many people they are the preferred…
How to Set Up Automated Missed Call Text Back
How to Set Up Automated Missed Call Text Back Making your customers feel valued goes a long way in building a solid relationship with them, leading t…
Application-to-Person (A2P)
Application-to-Person (A2P) The Application-to-Person (A2P) registration brings together all US carriers to form a centralised repository where busin…
Settings: Phone Numbers
Settings: Phone Numbers Your phone number is more than a direct line to your company; it is a memorable part of your brand. It can help establish a s…
Domain Configuration Overview
Domain Configuration Overview The Domain Configuration tab lets you customise your email domain settings for various email types, manage default doma…
Fixed-Stage Email Domain Warmup
Fixed-Stage Email Domain Warmup Establishing a strong sender reputation is essential for ensuring your emails consistently land in your recipients' i…
Microsoft SNDS Tool
Microsoft SNDS Tool Microsoft Smart Network Data Services (SNDS) provides valuable insights into the email activity of your IPs on Microsoft platform…
Google Postmaster Tool
Google Postmaster Tool Google Postmaster Tools is a platform that gives email senders useful insight into their email deliverability, particularly wh…
How to Create SMTP Credentials
How to Create SMTP Credentials SMTP (Simple Mail Transfer Protocol) is essential for sending emails directly from your domain. To ensure reliable ema…
How to Add Multiple Domains in Email Services
How to Add Multiple Domains in Email Services Using a dedicated email domain increases trust and credibility, improves deliverability, and helps you…
How to Turn On/Off Email Tracking
How to Turn On/Off Email Tracking Controlling email tracking lets you fine-tune how your campaigns are monitored. This article walks you through enab…
SMTP Troubleshooting
SMTP Troubleshooting SMTP (Simple Mail Transfer Protocol) is what the CRM uses to send emails. Connecting your SMTP provider to the CRM keeps your em…
Connecting Google Email Services
Connecting Google Email Services This guide walks you through connecting your Gmail account to the CRM, so you can use Gmail as an SMTP provider. Onc…
Cloudflare MX Records
Cloudflare MX Records Setting up MX records for your domain in Cloudflare is an important step in ensuring reliable email delivery and protecting you…
Connecting Mailgun
Connecting Mailgun Setting up a new domain in Mailgun is an important step in making sure your emails are delivered securely and reliably. This guide…
Setting Up a Default Header for Dedicated Email Domain
Setting Up a Default Header for Dedicated Email Domain A default header in email services is a set of metadata automatically included in every email,…
Connecting SendGrid to Email Services
Connecting SendGrid to Email Services Integrating SendGrid as your email service provider is a quick, effective way to improve your email communicati…
Securing Email Links with SSL Certificates
Securing Email Links with SSL Certificates Before getting started, it's worth understanding what an SSL certificate is and why it matters for your em…
Connecting "Other" SMTP Email Services
Connecting "Other" SMTP Email Services Connecting an external email provider to the CRM via SMTP lets you keep using your preferred service while sen…
Achieving Compliance: Meeting Google and Yahoo's Email Sender Requirements in 2024
Achieving Compliance: Meeting Google and Yahoo's Email Sender Requirements in 2024 From February 2024, Google and Yahoo require email senders to impl…
Risk Assessment
Risk Assessment The Risk Assessment feature improves your email marketing by using Bulk Verification to analyse your imported contact list. It sorts…
Showing Only Assigned Data in Dashboards
Showing Only Assigned Data in Dashboards The dashboard is the first thing your team sees when they log in. It gives an overview of the account and ev…
How to Reset Your Password Through My Profile & My Staff
How to Reset Your Password Through My Profile & My Staff At some point, you or one of your team members will need to change a password, whether it's…
Integrating Google Meet for Virtual Appointments
Integrating Google Meet for Virtual Appointments This guide is for anyone using the CRM who wants to use Google Meet for virtual appointments. It cov…
Settings: Team Management
Settings: Team Management The Team Management section of the My Staff area gives you everything you need to manage your team, including the ability t…
How to Set Up Daily Summary Reminders
How to Set Up Daily Summary Reminders Staying on top of your tasks is much easier when your reminders work around your schedule. You can customise wh…
Gmail 2-way Sync
Gmail 2-way Sync Gmail two-way sync connects your Gmail account to the CRM and keeps emails in sync between the two. The link is established when you…
User Notifications
User Notifications Managing your notification preferences helps you stay on top of things without being overwhelmed. This guide walks through how to…
Settings: My Profile
Settings: My Profile The My Profile section is where you customise and manage your personal account settings. You can update your profile information…
Duplicate Opportunity Management
Duplicate Opportunity Management Turning on the "Allow Duplicate Opportunity" setting lets you add the same contact to a pipeline more than once, whi…
Email & SMS Compliance
Email & SMS Compliance When marketing for your business, you want to reach as many people as possible, but there will always be some who are not inte…
Setting Up Branded Domains
Setting Up Branded Domains A branded domain is a custom domain that represents your brand in your CRM communications and landing pages. It replaces t…
Managing Alternate Timezone Settings
Managing Alternate Timezone Settings The Alternate Timezone feature is useful for businesses that work across multiple time zones or serve customers…
How to Validate SMS Phone Numbers
How to Validate SMS Phone Numbers Validating phone numbers in the CRM is a straightforward way to improve the delivery success rate of your SMS campa…
Steps to Change the Default Currency
Steps to Change the Default Currency The CRM sets a default currency based on your location in Business Info. For example, if your business is based…
How to Manage Cards on File for Contacts on the Mobile App
How to Manage Cards on File for Contacts on the Mobile App Payments sit at the heart of most businesses, often marking the most important moment in a…
Attachments in Invoices & Estimates on the Mobile App
Attachments in Invoices & Estimates on the Mobile App Creating clear, professional invoices and estimates is about more than listing services and pri…
Custom Call Dispositions on the Mobile App
Custom Call Dispositions on the Mobile App Good call organisation goes a long way towards giving customers a consistent, reliable experience. Custom…
Services V2 on Mobile App
Services V2 on Mobile App Appointments are a great way to manage customer relationships; they let you organise your day, trigger workflows for automa…
Multi-Location Incoming Calls on the Mobile App
Multi-Location Incoming Calls on the Mobile App Managing inbound calls across multiple business locations can be tricky, particularly when teams work…
Recurring Appointments in Calendars on the Mobile App
Recurring Appointments in Calendars on the Mobile App Managing recurring meetings on the go has never been easier. With Recurring Appointments on the…
Local Presence Dialing on the Mobile App
Local Presence Dialing on the Mobile App Effective outreach depends on making every call as recognisable and trustworthy as possible. Local Presence…
Automatic Taxes for Invoices on the Mobile App
Automatic Taxes for Invoices on the Mobile App Automatic Taxes in Mobile Payments makes it simple to handle tax calculations across multiple countrie…
Opportunities on the Mobile App
Opportunities on the Mobile App Accessing your Opportunities on the go works much the same as it does in your web browser. It makes it easy to stay o…
Call Scripts in the Mobile App
Call Scripts in the Mobile App If you need a guide to help agents through conversations, Call Scripts are perfect for that. Using call scripts during…
How to View POS Transactions in the Mobile App
How to View POS Transactions in the Mobile App With the mobile app, you can access, manage, and collect payments for all due and overdue invoices, es…
Phone on the Mobile App
Phone on the Mobile App The Phone module in the mobile app is a handy way to stay connected with your contacts wherever you are. Whether you're follo…
How to Use Tap to Pay on the Mobile App
How to Use Tap to Pay on the Mobile App Your Point of Sale (POS) lets you collect payment from customers straight away, including via Near Field Comm…
Documents and Files in Contacts on the Mobile App
Documents and Files in Contacts on the Mobile App The Documents section allows you to manage and share documents. In the browser, you can access all…
How to Perform an Inbound Call Transfer on the Mobile App
How to Perform an Inbound Call Transfer on the Mobile App Your team has multiple people, so incoming calls won't always land with the right person st…
How to Schedule an Appointment on the Mobile App
How to Schedule an Appointment on the Mobile App Appointments are a great way to manage customer relationships; they let you organise your day, trigg…
Calendars in the Mobile App
Calendars in the Mobile App The Calendars section in your mobile app lets you view and schedule appointments from one place. If you're out and about…
How to Manage Conversation AI on the Mobile App
How to Manage Conversation AI on the Mobile App Your Conversation AI helps you interact with customers, providing fast, branded responses to their en…
Media Library in the Mobile App
Media Library in the Mobile App The Media Library in your CRM's mobile app is your central hub for managing all your media files. Whether you're uplo…
How to Receive In-Person Signatures on the Mobile App
How to Receive In-Person Signatures on the Mobile App Collecting signatures digitally is a practical way for businesses and individuals to save time.…
Contacts on the Mobile App
Contacts on the Mobile App Managing contacts well keeps your workflow running smoothly. The Contacts module on the mobile app brings all your key con…
How to Download Estimates on the Mobile App
How to Download Estimates on the Mobile App Downloading estimates from your mobile app is a straightforward process that lets you access and store th…
Estimate Direct Payments on the Mobile App
Estimate Direct Payments on the Mobile App This guide covers how to enable direct payments via the mobile app, so payments go smoothly for you and yo…
Social Planner on the Mobile App
Social Planner on the Mobile App The Social Planner for mobile lets you manage and publish posts directly from your device. With connections across m…
How to Change Your Password and Enable 2FA on the Mobile App
How to Change Your Password and Enable 2FA on the Mobile App You can enable Two-Factor Authentication (2FA) and manage your password directly from th…
Documents & Contracts on the Mobile App
Documents & Contracts on the Mobile App You can create and send documents or contracts directly from the mobile app using predefined templates. This…
POS System for Mobile Payments on iPads & Tablets
POS System for Mobile Payments on iPads & Tablets The POS system is designed for team members using larger devices like iPads or tablets to process p…
Estimates on the Mobile App
Estimates on the Mobile App Estimates are central to managing client conversations and project proposals, giving you a detailed cost breakdown before…
WhatsApp Voice Notes on the Mobile App
WhatsApp Voice Notes on the Mobile App Recording and sending voice notes in WhatsApp conversations is straightforward on the mobile app. Whether you'…
Accepting Payments for Service Appointments in the Mobile App
Accepting Payments for Service Appointments in the Mobile App Setting up payment processing helps keep your service transactions running smoothly. On…
Record Payments for Invoices on the Mobile App
Record Payments for Invoices on the Mobile App Collecting and recording payments is a core part of running your business. Whether you're out on the r…
View Invoices & Receipts on the Mobile App
View Invoices & Receipts on the Mobile App Invoices and receipts are the best way to keep your finances clear and ensure clients know exactly what th…
Taxes & Discounts for Sales on the Mobile App
Taxes & Discounts for Sales on the Mobile App Your POS lets you complete transactions with clients on the spot. To do that accurately, you need the r…
Create Products on the Mobile App
Create Products on the Mobile App Products created on the mobile app automatically sync with the web platform, so all entries appear under the Produc…
Conversations in the Mobile App
Conversations in the Mobile App The Conversations section in the mobile app lets you view and manage ongoing conversations directly from your phone.…
Edit Email Snippets in the Mobile App
Edit Email Snippets in the Mobile App Edit your email snippets using the rich text editor before sending emails. The editor gives you a full set of f…
Service Calendars in the Mobile App
Service Calendars in the Mobile App In the mobile app, you can create new service appointments and view your existing ones, all from wherever you are…
How to Use Business Card Scanner in the Mobile App
How to Use Business Card Scanner in the Mobile App The Business Card Scanner lets you scan business cards to create new contacts straight from the mo…
How to Compare Reports
How to Compare Reports Your marketing doesn't exist in isolation. You can measure your online presence against competitors to get a clearer picture o…
How to Generate a Local Marketing Audit
How to Generate a Local Marketing Audit Your online presence has a lot of moving parts, and keeping everything up to date can be a challenge, particu…
Google Ads Reporting
Google Ads Reporting The Google Ads Reporting section within the Reporting Tab lets you view and analyse detailed statistics for your Google Ads camp…
Facebook Ads Reporting
Facebook Ads Reporting The Facebook Ads Reporting section within the Reporting tab lets you access and analyse your campaign data without logging int…
Opportunities Reporting
Opportunities Reporting Understanding how individual team members are performing is key to knowing where your sales efforts are succeeding. The Oppor…
Agent Efficiency
Agent Efficiency The Efficiency section gives you a detailed breakdown of what each agent in your team has achieved. It surfaces key metrics includin…
Agent Call Metrics
Agent Call Metrics Agent Call Metrics gives you a detailed breakdown of call performance for each agent on your team. This data helps improve product…
Agent Leaderboard
Agent Leaderboard The Leaderboard gives you a detailed view of your team's performance in managing opportunities and securing deals. It provides a cl…
Email Reporting
This is customer-facing CRM content (email campaign reporting), so I'll rewrite it in NotLuck house style. Email Reporting The Email section gives yo…
SMS Reporting
SMS Reporting Monitoring SMS activity helps you understand how well your team's communication efforts are working. The SMS section gives you a clear…
Agent Conversions Reporting
Agent Conversions Reporting The Conversions segment of Agent Reporting gives you a detailed view of your pipelines, with insights into potential oppo…
Agent Reporting - Overview
Agent Reporting - Overview The Agent Report gives you a central place to monitor and evaluate what your team members are doing. It provides a detaile…
Appointment Report - Overview
Appointment Report - Overview Organising your day by appointment gives you more control over your schedule, improves efficiency, and allows you to of…
Advanced Call Reporting Filters
Advanced Call Reporting Filters Advanced Call Reporting Filters let you narrow down your call data using a range of criteria, including source type,…
How to Access and Utilize Call Recordings
How to Access and Utilise Call Recordings Call recordings give valuable insight into customer interactions, helping teams spot trends, understand cus…
Conversion Report
Conversion Report Attribution Conversion Report The Attribution Conversion Report section lets you track and analyse revenue generated and the total…
Attribution Report - Overview
Attribution Report - Overview Attribution tracks how effectively your marketing is working by identifying the sources through which contacts engage w…
How to Create a Custom Report
How to Create a Custom Report Reports give you a concise, dynamic view of your company's health. When you're working with your data in the CRM, you'l…
How to Add Reviews Manually
How to Add Reviews Manually The Reviews section shows all the feedback you receive from customers on connected social accounts, but what about review…
How to Create a Video Testimonial Collector
How to Create a Video Testimonial Collector A Video Testimonial Collector is a branded, step-by-step tool that guides customers through recording or…
Video Testimonials Overview
Video Testimonials Overview Video Testimonials lets you collect customer video reviews through shareable, fully branded Video Collectors. Customers c…
GBP Optimization
GBP Optimization Managing your Google Business Profile is important for improving local search visibility, keeping your brand consistent, and buildin…
How to Set Up Reviews AI Agent
How to Set Up Reviews AI Agent The Reviews AI Agents feature is key to streamlining your review management workflow. It lets you maintain brand consi…
How to Customize Recurring Email Templates for Review Requests
How to Customise Recurring Email Templates for Review Requests Customising your email templates for recurring review requests helps personalise your…
Business Hours in Listings
Business Hours in Listings Accurate business hours are foundational to local visibility, customer trust, and operational clarity. When your hours are…
Duplicate Suppression Management in Listings
Duplicate Suppression Management in Listings Keeping your business information accurate across online directories is important for local visibility a…
Request Force Sync in Listings
Request Force Sync in Listings Keeping your business information accurate across online directories matters, but listing updates can occasionally tak…
How to Add Service Areas & Hide Address in Listings
How to Add Service Areas & Hide Address in Listings Hiding your address or defining where you operate gives you more control over how your business a…
How to Upload Business Logo & Gallery Media in Online Listings
How to Upload Business Logo & Gallery Media in Online Listings Business logos and photos can be uploaded, managed, and edited directly within NotLuck…
Listings Analytics Dashboard
Listings Analytics Dashboard The Listings Analytics Dashboard gives you useful insights into how your listings are performing, with data to help you…
How to Cancel Yext Listings
How to Cancel Yext Listings The automated cancellations feature for Listings gives you more control over managing your listings, with a straightforwa…
Listings in Reputation
Listings in Reputation The Listings Overview is a key tool for understanding how your business appears across major social media platforms like Faceb…
How to Create a Review QR Code
How to Create a Review QR Code QR codes are a handy way to connect your offline and online presence. You can drop them into emails, SMS messages, fly…
How to Customize Recurring SMS Messages for Review Requests
How to Customise Recurring SMS Messages for Review Requests Reviews are powerful social proof for your business, and following up with customers afte…
Reputation Settings
Reputation Settings The Reputation tab is where you manage your reviews and your relationship with contacts. The Review settings let you personalise…
Review Widget Customization
Review Widget Customisation Customising review widgets in reputation management is a great way to put customer feedback to work, improving your brand…
Reviews
Reviews The Reviews section shows all your Google and Facebook reviews in one place. To access them, you'll need to connect your Google and Facebook…
How to Send Review Requests via WhatsApp
How to Send Review Requests via WhatsApp Sending review requests is a straightforward way to gather feedback that helps you improve your products, se…
How To Send A Review Request
How To Send A Review Request Review requests can be sent automatically via workflows, manually through the Contacts tab, or in the Reputation > Reque…
Competitor Analysis
Competitor Analysis The Competitor Analysis lets you compare your review information with that of your chosen competitors, making it easier to track…
Reputation Tab Overview
Reputation Tab Overview The Reputation section gives you a full view of all review requests sent, including who they went to and whether they've been…
Canva Integration in Media Storage
Canva Integration in Media Storage Managing creative assets across teams can quickly become fragmented when designs live in separate platforms. By co…
How to Integrate Google Drive in Media Storage
How to Integrate Google Drive in Media Storage Keeping track of media files takes time, but the Google Drive integration lets you access and organise…
Backgrounds
Backgrounds With adjustable backgrounds, you can elevate your site's design to better reflect your brand and give visitors something worth looking at…
Unsplash
Unsplash The Media Storage section of your CRM is designed to simplify how you source images. By integrating Unsplash, a royalty-free stock media pla…
How to Upload Font Files in Media Storage
How to Upload Font Files in Media Storage Your brand identity helps you make a lasting impression on prospective customers. We know that many things…
Pixabay
Pixabay The Media Storage section of your CRM is a handy way to handle all your image needs. Pixabay is a royalty-free stock media site that connects…
Supported Media Types
Supported Media Types Media Storage is a central place to keep all your brand's media in one spot. Rather than hunting through a cluttered desktop, y…
Managing Media Files and Folders
Managing Media Files and Folders You can perform several actions with the images in the Media Storage. Right-click on an image or folder to access va…
Creating AI Images
Creating AI Images Creating visually stunning images using AI can elevate your marketing materials and streamline content creation. With the Content…
Media Storage Overview
Media Storage Overview Media storage lets you manage your digital assets, such as images, videos, and documents, all in one place. It gives you a cen…
How to List a Course on GoKollab Marketplace?
How to List a Course on GoKollab Marketplace? Make your membership courses discoverable on the GoKollab Marketplace to reach a broader audience. You…
How to Integrate Stripe with GoKollab
How to Integrate Stripe with GoKollab If you're a GoKollab group owner, you can connect your Stripe account directly to the platform, making it strai…
Creating and Issuing Badges for Course Completion
Creating and Issuing Badges for Course Completion Want to give students a visual reward for their progress that also promotes your brand? Here's how…
How to Export Issued Certificate Data as a CSV
How to Export Issued Certificate Data as a CSV Keeping track of issued certificates is important for managing records and verifying credentials. You…
How to Add a Category Completion Certificate
How to Add a Category Completion Certificate Category completion certificates give learners official recognition for completing a specific section of…
Creating and Issuing Certificates for Course Completion
Creating and Issuing Certificates for Course Completion Keeping your course members motivated and giving them a sense of accomplishment go hand in ha…
Setting the Expiry Date on Certificates
Setting the Expiry Date on Certificates The expiry date feature in Certificates lets administrators set expiration dates for certificates issued to u…
Courses Dashboard
Courses Dashboard The Courses Dashboard is the default home page for course creators, giving you dynamic, up-to-date insights. It delivers enrolment,…
How to Export Assessment Results
How to Export Assessment Results A good way to measure how much your learners are taking in from your Courses is by testing them with quizzes. Their…
How to Edit Closed Captions and Subtitles in Courses
How to Edit Closed Captions and Subtitles in Courses After uploading a video to your course content, you can add closed captions (CC) and subtitles i…
How Do I Add and Remove Users from Courses and Membership Products
How Do I Add and Remove Users from Courses and Membership Products Courses are a great way to build meaningful interactions with your clients. They l…
Importing Courses from Kajabi
Importing Courses from Kajabi The CRM includes a migration feature that lets you import courses from Kajabi, keeping your content intact and accessib…
Utilizing Magic Links for Courses
Utilizing Magic Links for Courses The password management system comes with several features to improve flexibility and security. Users can set their…
Manage Your Course Comments
Manage Your Course Comments Managing membership comments well keeps your online learning environment engaging and easy to follow. This article covers…
How to Drip Content in Your Courses
How to Drip Content in Your Courses Drip content is a strategy where content is released to members or subscribers at scheduled intervals rather than…
How to Build a Course
How to Build a Course Creating a course lets you deliver structured, engaging content to your audience. By following these steps, you can efficiently…
How to Create Quizzes in Your Course
How to Create Quizzes in Your Course Quizzes are a great way to check student progress and improve the learning experience. This guide takes you thro…
Community Account Settings
Community Account Settings The Community Account Settings section lets you customise your experience across products connected to the client portal,…
How to Show or Hide Tabs in Communities
How to Show or Hide Tabs in Communities Communities give you a dedicated space for customers to meet, learn, and interact, opening up extra marketing…
How to Disable Mandatory Profile Modal
How to Disable Mandatory Profile Modal Asking members to complete their profile when they first join a Community Group makes it easy to identify who'…
Community Group Settings
Community Group Settings The settings in your Community Groups let you build the right environment for your audience, giving you control over all the…
Go Live in Communities
Go Live in Communities Go Live is the native live-session experience within Communities, allowing admins to host interactive meetings or broadcast pr…
Newsletters for Communities
Newsletters for Communities Building an active and engaged community takes more than just creating content; it's about keeping members connected, inf…
How to Import a Skool Community to Communities
How to Import a Skool Community to Communities Moving to a new platform is exciting, but when you've already built up communities and posts, the last…
How to Transfer Ownership of a Community Group
How to Transfer Ownership of a Community Group Communities help you build relationships and engage with people interested in your business, so it's i…
How to Pin Groups
How to Pin Groups If you want to keep your most important or frequently used groups easily accessible, you can pin them to the top of your group list…
How to Change the Preferred Language in Communities
How to Change the Preferred Language in Communities For users who would prefer to view your community content in another language, this feature gives…
How to Use the Announcement Channel in Communities
How to Use the Announcement Channel in Communities The Announcement Channel in your Community lets you set up a dedicated space for sharing critical…
How to Create Community Events
How to Create Community Events Community Events give you a way to organise local meetups, online workshops, or celebratory gatherings to engage and s…
How to Use the Community Chat Feature
How to Use the Community Chat Feature Good communication is at the heart of any engaged community. With the Community Chat feature, you can have one-…
Private Channels in Communities
Private Channels in Communities Your communities are a hub of activity for like-minded people. Sometimes, though, you'll want to share certain conten…
How to Rearrange Channels in Communities
How to Rearrange Channels in Communities Communities encourage interaction with your audience and help you build genuine connections with people who…
Customize Your Community Theme
Customise Your Community Theme Communities are a great place to engage with your audience. They help you connect with your clients and build brand lo…
Setting up Paid Courses in Communities
Setting up Paid Courses in Communities Building a community creates real value by encouraging engagement, interaction, and collaboration. The learnin…
How to Add A Free Course in Your Community
How to Add A Free Course in Your Community Creating and adding courses to your community is one of the best ways to deliver useful content and keep y…
How to Set Up Membership Approval Questions
How to Set Up Membership Approval Questions Controlling who joins your community groups is a straightforward way to manage the quality and energy of…
How to Use Community Tagging Feature
How to Use Community Tagging Feature The tagging feature lets you mention specific members in posts and comments, encouraging stronger engagement and…
How to Invite Members to Your Group via Email
How to Invite Members to Your Group via Email As a Group Admin or Owner, you control who joins your group and how they're brought in. Email invitatio…
Featured Posts (Pinned Posts)
Featured Posts (Pinned Posts) The "Featured Posts" feature gives Admins and Owners the ability to highlight important content within channels and on…
Paid Groups
Paid Groups The Paid Groups feature lets community administrators and owners monetise their online communities. Both Public and Private groups are su…
Content Management in Communities
Content Management in Communities Content Management in Communities gives group administrators and members the tools to create, organise, and engage…
Making Groups Private/Public in Communities
Making Groups Private/Public in Communities Private groups are restricted-access communities designed for confidential discussions and collaboration.…
How to Manage Members Inside Groups
How to Manage Members Inside Groups Communities give you and your audience a shared space to connect, learn, and grow. To keep things safe and produc…
Learning Tab (Courses)
Learning Tab (Courses) The Learning tab gives you another point of contact with your communities; that extra connection can turn a regular lurker int…
Client Portal Notifications
Client Portal Notifications In-app notifications keep community members connected and engaged. They provide real-time updates on interactions like me…
How to Invite Members to Your Group via Invite Link
How to Invite Members to Your Group via Invite Link This guide covers how to create and share invite links for your online groups or communities, a q…
Community Badges
Community Badges When gamifying your communities, being able to track each user's progress is key. That's where Badges come in. This visual distincti…
Communities Overview
Communities Overview Humans are, by nature, social animals; we love interacting with others and feeling like we belong. Communities let you build an…
How to Send Custom Welcome Emails for Membership Login Credentials
How to Send Custom Welcome Emails for Membership Login Credentials Branding makes you easily recognisable, helps attract clients, and gives your bran…
How to Change Passwords for Membership Users
How to Change Passwords for Membership Users When offering a learning experience, you'll often need to provide extra help to your audience, whether i…
Membership Products
Membership Products Membership Products is where you create and manage any educational content you offer your audience. In this section, you can edit…
Membership Offers
Membership Offers Your Courses let you create learning opportunities for your clients and add real value for your audience. Offers take that further…
Membership Analytics
Membership Analytics Building a course takes real effort, and tracking how your clients progress through it helps you keep them engaged. You can make…
Membership Settings
Membership Settings This section lets you customise your entire membership portal. Before going live, you need to set up the three sections below in…
Memberships Overview
Memberships Overview The Memberships section is where you manage everything related to learning and community. It houses Courses, Communities, and Ce…
How to Generate a Business Card QR Code
How to Generate a Business Card QR Code The Business Card QR Code tool in the CRM makes it easy to create and distribute mobile-optimised digital bus…
How to Create QR Codes in Bulk
How to Create QR Codes in Bulk QR codes are a great way to boost your online presence, get clients engaging with your business, and bridge the gap be…
QR Codes Overview
QR Codes Overview QR codes (Quick Response codes) are a handy way to share information quickly and efficiently. They can be scanned using smartphones…
How to Create and Download a QR Code
How to Create and Download a QR Code QR codes make it easy to share information instantly with a single scan. Whether you're directing customers to a…
How to Create an Instagram Chat Widget
How to Create an Instagram Chat Widget An Instagram Chat Widget lets website visitors message your business through Instagram Direct without leaving…
How to Create a Facebook Chat Widget
How to Create a Facebook Chat Widget The Facebook Chat Widget lets website visitors start a real-time conversation with your business through Faceboo…
How to Set Up and Use the Voice AI Chat Widget
How to Set Up and Use the Voice AI Chat Widget The Voice AI Chat Widget lets visitors communicate with your AI agent using real-time voice conversati…
Agent Tab
Agent Tab Your chat widget lets you connect with customers on your websites and funnels straight away, giving them a direct line of contact without p…
How to Collect Visitor Details Before a Live Chat Starts
How to Collect Visitor Details Before a Live Chat Starts Getting a contact's information before they type a message helps you know who you're talking…
How to Use the All-in-One Chat Widget
How to Use the All-in-One Chat Widget The All-in-One Chat Widget is a single solution for managing multiple communication channels, Live Chat, Email,…
Chat Window Tab
Chat Window Tab Smart Lists are a great way to organise and group your contacts, using filters to categorise customers. As your business grows, you m…
Messaging Tab
Messaging Tab The Messaging Tab within your Chat Widget lets you configure the language and content for the messages sent when a chat is ending. You…
Widget Tab
Widget Tab When you create or open a chat widget in your account, you'll see the Widget tab in the left panel. This tab lets you customise the featur…
How to Install Your Chat Widget
How to Install Your Chat Widget The Chat Widget lets you instantly capture visitors from your website and turn them into leads inside the system. If…
Creating Your Chat Widget
Creating Your Chat Widget You probably already know the benefits of having a Chat Widget. It makes it easy to connect with your customers, reduces dr…
Quiz Notifications
Quiz Notifications Email notifications for quiz submissions keep your team in the loop the moment a response comes in. By alerting the right people a…
Quiz Settings
Quiz Settings Your quizzes are a great opportunity to create a unique experience that captures your customers' attention, and keeping things properly…
How to Map Quiz Results to Custom Fields
How to Map Quiz Results to Custom Fields Quizzes are excellent tools for gathering insight, but their true value comes from what you do with the data…
Quiz Submissions
Quiz Submissions Quizzes are a great way to engage users, collect insights, and assess knowledge. Once participants complete a quiz, their responses…
Quizzes Overview
Quizzes Overview Quizzes are a great way to engage your audience, gather insights, and test knowledge in a fun, interactive way. Whether you're build…
How to Embed a Quiz on Your Funnel
How to Embed a Quiz on Your Funnel Quizzes are a great way to create educational assessments, generate leads, and give users something to interact wi…
How to Customize Your Quiz Result Template
How to Customise Your Quiz Result Template The Quiz Result Template is the screen users see when they finish a quiz. It's the final step of the quiz…
Quiz Builder
Quiz Builder The Quiz Builder is a tool for creating and managing quizzes, useful for educators, trainers, and businesses. With a straightforward int…
How to Enable a Mobile Progress Bar for Surveys & Quizzes
How to Enable a Mobile Progress Bar for Surveys & Quizzes The progress bar on mobile screens ensures that participants can easily track their positio…
Conditional Logic in Surveys
Conditional Logic in Surveys Conditional logic for surveys lets you create smarter, more personalised experiences that adapt in real time to each res…
Customizing Survey Footer in Survey Builder
Customising Survey Footer in Survey Builder You can customise the footer of your survey to add both style and functionality, without changing your ex…
Analyze Surveys
Analyse Surveys Surveys let you collect information about your customers in easy-to-follow formats. As responses come in, you'll want to keep track o…
Survey Settings Section
Survey Settings Section A survey that matches your brand and works for your business can make all the difference to your customers' experience. The S…
Add Elements Tab
Add Elements Tab Creating a customised survey is a great way to gather valuable insights from your audience. Survey fields are the building blocks of…
How To Create A Simple Survey
How To Create A Simple Survey Surveys help you gather data from your customers and understand their thoughts, opinions, and feelings. The results giv…
Survey Submissions
Survey Submissions The Submissions section within Surveys lets you store and organise all responses from your surveys. You can review collected data,…
Survey Builder Tab Overview
Survey Builder Tab Overview This tab lets you create surveys to capture data for all sorts of scenarios, such as collecting new leads from your websi…
Button Element in Forms
Button Element in Forms Your forms allow you to collect information from your customers, and the last step of getting that information into your syst…
How to Add Custom Object Fields in Forms
How to Add Custom Object Fields in Forms Custom Objects allow you to collect structured, business-specific data that doesn't fit into standard contac…
Form Elements Overview
Form Elements Overview Creating a form tailored to your needs is an important part of gathering the right information from your customers or team. Wh…
Form Submissions
Form Submissions The Submissions section within Forms lets you store and organise all responses from your forms. From here you can review collected d…
How to Use URL Parameters to Pre-fill Form Fields
How to Use URL Parameters to Pre-fill Form Fields URL parameters, also known as query strings, pass information to and from a website by appending it…
How to Use Conditional Logic in Forms
How to Use Conditional Logic in Forms Conditional logic lets you create dynamic forms that change based on the user's input. It can be used for: Qual…
Creating A Client Request Form
Creating A Client Request Form A client request form is used to gather information from clients about their specific needs or requests. It typically…
How to Implement ActiveProspect Consent Tracking on Your Form
How to Implement ActiveProspect Consent Tracking on Your Form ActiveProspect's consent tracking helps businesses manage and document consumer consent…
How to Create an Event Registration Form
How to Create an Event Registration Form Event Registration Forms collect essential information from people who want to attend or take part in an eve…
Analyze Forms
Analyse Forms The Analytics tab in your CRM gives you useful insights into your form submissions and performance. It makes it easy to store, organise…
Styles Tab
Styles Tab Tailoring your form's design helps create a seamless experience that fits your brand. The Styles Tab in the form builder gives you a wide…
Form Settings Section
Form Settings Section Customising your form goes a long way to improving your results, helping you add a personal touch and make sure all settings ar…
How to Create a Simple Form
How to Create a Simple Form From lead funnels to signup pages and calendar scheduling, the form builder in the CRM gives you a great deal of control.…
Form Builder Overview
Form Builder Overview The form builder section offers a range of form types you can create to capture data relevant to your business goals. For examp…
Text Element in Forms & Surveys
Text Element in Forms & Surveys Want to make your form or survey more engaging and visually appealing? Adding a Text element is a simple way to guide…
How to Set Up Recurring Donations in Forms & Surveys
How to Set Up Recurring Donations in Forms & Surveys Motivating people to donate or subscribe is hard, but once you've moved them to complete that fi…
How to Clone Elements & Slides
How to Clone Elements & Slides Designing forms and surveys often means repeating similar fields, layouts, or design patterns. Rather than rebuilding…
Advanced Tab
Advanced Tab The Advanced tab lets you fine-tune the appearance of your forms in detail. If you have a clear vision of how you want things to look, t…
Rating Element
Rating Element Gathering customer feedback gives you useful insights to help you optimise your operations and improve your services. Here's how to us…
Other Option in Forms & Surveys
Other Option in Forms & Surveys The "Other" option in forms and surveys lets you capture custom responses, giving respondents the ability to provide…
Manual Payments in Forms & Surveys
Manual Payments in Forms & Surveys The manual payments feature lets you handle payments more effectively when selling products through forms and surv…
Address Element
Address Element The address element lets you collect customer addresses as a customisable entry that results in a cohesive field in the contact detai…
Score Element
Score Element Calculations are a powerful tool; they give you an edge over the competition. They let you provide estimates immediately, disqualify un…
Email Verification in Forms & Surveys
Email Verification in Forms & Surveys Email verification lets form and survey participants confirm their email address directly within the form or su…
Date Fields in Forms/Surveys
Date Fields in Forms/Surveys The date format and picker features in forms and surveys give you improved clarity, flexibility, and usability, catering…
Version History in Forms/Surveys
Version History in Forms/Surveys With automatic version creation, simplified edit tracking, version previews, and the ability to restore previous ver…
Opportunity Custom Fields in Forms & Surveys
Opportunity Custom Fields in Forms & Surveys Creating opportunities for your contacts doesn't have to be a manual or time-consuming process. By addin…
Automatic Time Zone Capture on Forms and Surveys
Automatic Time Zone Capture on Forms and Surveys Automatic Time Zone Capture makes scheduling and messaging simpler by automatically detecting and re…
Products in Forms & Surveys
Products in Forms & Surveys Surveys are not just for collecting feedback; they're also a powerful tool for commerce. With integrated Payments in Surv…
Organize Your Forms & Surveys With Folders
Organise Your Forms & Surveys With Folders Keeping your CRM organised is key to staying efficient and productive. By moving forms and surveys between…
Integrating Payment Into Forms
Integrating Payment Into Forms Managing payments directly through forms simplifies transactions, cuts down on back-and-forth, and creates a smoother…
Setting Up Auto Responders for Forms and Surveys
Setting Up Auto Responders for Forms and Surveys The autoresponder feature automatically sends personalised responses to clients when they submit a f…
How to Enable Email Notifications for Form/Survey Submissions
How to Enable Email Notifications for Form/Survey Submissions Email notifications for form and survey submissions keep your team informed in real tim…
File Upload Element in Forms and Surveys
File Upload Element in Forms and Surveys When onboarding or qualifying customers, you will usually need a range of details, from ID photos to bank st…
Terms and Conditions Element
Terms and Conditions Element This guide walks you through adding and customising the Terms and Conditions (T&C) element to your forms and surveys. Yo…
How to Utilize Undo and Redo in Forms & Surveys
How to Use Undo and Redo in Forms & Surveys The undo and redo feature lets you move through your editing history, with up to 20 steps to backtrack or…
Signature Element
Signature Element Forms and Surveys let you collect information from your customers, and sometimes that information is sensitive. You might also use…
How To Use Sticky Contact
How To Use Sticky Contact The Sticky Contact feature tells the system to remember the information a contact fills out on a form or survey for future…
How to Set Preferred Languages for Your Forms/Surveys
How to Set Preferred Languages for Your Forms/Surveys The CRM's internationalisation feature lets businesses adjust language settings for a seamless…
Line and Box Style in Form and Survey Builder
Line and Box Style in Form and Survey Builder The line and box style options in your Forms, Surveys, and Quizzes let you add distinctive lines and se…
How To Get a Survey or Form's I-Frame Code?
How To Get a Survey or Form's I-Frame Code? If your website is hosted outside the CRM, or you're running external ads, you'll need to embed your form…
How to Add a Chat Widget to the Client Portal
How to Add a Chat Widget to the Client Portal Courses and communities generate a lot of customer questions. The Chat Widget is the easiest way to han…
Client Portal Email Settings
Client Portal Email Settings Client Portal Email Settings let portal owners manage email notifications from the various apps within the Client Portal…
Subscription Management in the Client Portal
Subscription Management in the Client Portal Subscription Management gives your business a clearer picture of how your customers behave, including us…
Client Portal vs Memberships
Client Portal vs Memberships The CRM has tools to simplify content delivery and improve the experience for you and your clients. With a central Dashb…
Client Portal Dashboard
Client Portal Dashboard The client portal dashboard gives you an overview of user activity, including invitations sent and accepted invites, along wi…
Setting up the Client Portal
Setting up the Client Portal Customising your Client Portal gives all participants a more professional look and exclusive feel, which leads to higher…
Generate New AI Page in WordPress
Generate New AI Page in WordPress Building high-converting landing pages traditionally requires time, planning, and design effort. The AI-powered Wor…
How to Troubleshoot a WordPress Site
How to Troubleshoot a WordPress Site If your WordPress site isn't behaving, the Troubleshoot tool can help you fix it directly within the CRM. Here's…
Manage Website for WordPress Overview
Manage Website for WordPress Overview This article covers the essentials of managing a WordPress website: updates, security, performance optimisation…
How to Integrate Your Account with WordPress
How to Integrate Your Account with WordPress This guide shows you how to connect your NotLuck CRM account with WordPress, enabling seamless integrati…
Website Templates for WordPress
Website Templates for WordPress WordPress website templates are a practical way to create professional, good-looking sites without starting from scra…
WordPress Hosting Management
WordPress Hosting Management WordPress hosting management brings together several tools to make site administration easier, more secure, and more fle…
Manual Backup & Restore for WordPress Hosting
Manual Backup & Restore for WordPress Hosting The Manual Backup & Restore feature gives you direct control over your website's data, keeping things f…
WordPress Logs
WordPress Logs Keeping track of site activity helps you stay on top of security, spot issues early, and maintain a clear record of what's happening.…
How to Use Blog AI
How to Use Blog AI Creating high-quality blog content is essential for building an online presence, but it can be time-consuming. The built-in Blog A…
How to Import Blogs from CSV
How to Import Blogs from CSV The CSV Blog Importer lets you import dozens of blog posts in minutes, with no manual copying or complex setup required.…
Blog Analytics
Blog Analytics Keeping track of your blog's performance across multiple factors can get complicated. Here's how to use the Analytics tab inside the S…
How to Edit the Blog Post Style
How to Edit the Blog Post Style A well-styled blog not only improves readability but also reinforces your brand identity and keeps visitors coming ba…
How to Add Hero or Featured Post in a Blog?
How to Add Hero or Featured Post in a Blog? One of the best ways to keep your most important content front and centre is by adding a featured hero po…
How to Create a Blog Site
How to Create a Blog Site A Blog Site is a dedicated page designed to host the blogs you create in the CRM. Setting one up is a great way to share yo…
How to Import Blogs from URL
How to Import Blogs from URL The URL Blog Importer makes it straightforward to transfer blog posts into your account. Follow the steps below to map f…
Publish or Schedule Blog Post
Publish or Schedule Blog Post Your blog post's success depends on more than its content; making sure every detail is optimised for your audience and…
How to Use Custom Values for Canonical Links
How to Use Custom Values for Canonical Links In blogging, SEO plays a key role in driving traffic and improving visibility. One important part of SEO…
Section Templates & Global Sections in Blogs
Section Templates & Global Sections in Blogs Blogs are a key part of digital marketing, helping businesses share useful content, connect with their a…
Blog Builder Overview
Blog Builder Overview Managing and navigating your blog posts keeps your site organised and up to date. This guide covers how to access your blog lis…
How to Use Blogs For Lead Generation
How to Use Blogs For Lead Generation Blogging is a powerful long-term lead-generation strategy. Each post you publish gives you one more result in se…
How To Add A Blog Post to Your Funnel/Website
How To Add A Blog Post to Your Funnel/Website Blog posts are a straightforward way to improve your SEO and set your business apart. These short, usef…
How to Create Blog Post Outline With Content AI
How to Create Blog Post Outline With Content AI Content AI is a writing assistant that uses machine learning and natural language processing to help…
How to Set Up an RSS Feed for Blogs
How to Set Up an RSS Feed for Blogs Setting up an RSS feed for your blog is straightforward. Here are the steps. Navigate to Sites > Blogs. Here, you…
How to Update SEO for Blog Post
How to Update SEO for Blog Post Search engine optimisation, or SEO, is a vital part of digital marketing. It helps your blog posts and website become…
How to Create a New Blog Post
How to Create a New Blog Post Creating and managing blog posts is an important part of keeping your website engaging and up to date. This guide walks…
Blog Overview
Blog Overview Whether you're starting a website or already have a solid content library, blog posts can help build interest in your business and crea…
Analytics Dashboard
Analytics Dashboard Your Sites Analytics Dashboard helps you track key metrics for your funnels, websites, QR Codes, Forms, and Surveys. It gives you…
How to Create a Live Webinar Funnel
How to Create a Live Webinar Funnel A live webinar funnel lets you host real-time sessions on scheduled dates and times, giving you an interactive pl…
Navigation Menu in Stores
Navigation Menu in Stores The navigation menu element adds a navigation menu to the top of your page. It's useful for linking to different sections o…
How to Create an On-Demand Webinar Funnel
How to Create an On-Demand Webinar Funnel An on-demand webinar uses pre-recorded content that attendees can watch at their convenience, whenever suit…
Webinars Overview
Webinars Overview Webinars are a great way to connect with your audience, share valuable insights, and drive engagement in real-time or on-demand. Us…
How to Receive Notifications for Store Order Placement
How to Receive Notifications for Store Order Placement Whenever a customer completes a purchase from your e-commerce store, they receive an email con…
How to Create a Custom Product Details Page for Stores
How to Create a Custom Product Details Page for Stores The product details page gives customers the information they need before they buy. But some p…
Thank You Page Element
Thank You Page Element Adding a thank-you page after checkout is an important part of building your online store. It serves as an order confirmation…
How to Set Up Wishlisting for Stores
How to Set Up Wishlisting for Stores A wishlist for stores is a feature that allows customers to save products they're interested in for future refer…
Pages Tab - Stores
Pages Tab - Stores Keeping your store's pages organised and functional is key to a smooth shopping experience for your customers. Whether you're addi…
Settings Tab - Stores
Settings Tab - Stores The Settings Tab is where you configure the essential elements of your online store, ensuring it is functional, professional, a…
Stats Tab - Stores
Stats Tab - Stores Understanding your store's performance helps you make informed decisions and refine your business strategy. The Stats tab in the S…
Events Tab - Stores
Events Tab - Stores The Events tab in Stores lets you view and configure events for sending tracking data to Meta via Facebook Pixel and the Conversi…
Security Tab - Stores
Security Tab - Stores The Security Tab displays the security headers you've implemented in your store. These headers help protect against common web…
Sales Tab - Stores
Sales Tab - Stores The Sales tab within the Stores section gives you quick access to your sales data, so you can monitor performance and track custom…
Products Tab - Stores
Products Tab - Stores The Products Tab in Stores gives you full control over product visibility in a selected store. You can include or exclude produ…
Checkout Element
Checkout Element When setting up your store, the main goal is selling your products. Once you've added other elements to capture the customer's atten…
Featured Products Element
Featured Products Element The Featured Products element gives you a flexible way to spotlight specific products on store pages. With customisable pla…
How to Use Upsell Element in Stores
How to Use Upsell Element in Stores This guide covers setting up upsell pages to maximise sales. With upsell strategies in place, store owners can pr…
Customer Access Center for Stores
Customer Access Center for Stores The Customer Access Center lets customers view their current and past orders through a dedicated portal. It works a…
How to Deliver Digital Products in Stores
How to Deliver Digital Products in Stores This guide will show you how to efficiently deliver digital products to customers who purchase from your st…
How to Import Products for your E-Commerce Store
How to Import Products for your E-Commerce Store The CRM keeps all your information organised and centralised in one place so nothing slips through t…
Search Bar Element
Search Bar Element When setting up your store, the main goal is selling your products. However, if your site is hard to navigate or customers cannot…
Buy Now Button
Buy Now Button Adding a "Buy Now" button to your e-commerce store gives customers a quick, straightforward way to complete a purchase. Follow the set…
How to Accept Manual Payments in your Stores
How to Accept Manual Payments in your Stores Running an online store means payment usually happens at checkout, which can get complicated if a custom…
Collections List Element
Collections List Element Product Collections let you group your products for greater exposure, building more demand and interest in your brand. Bring…
Product List Element
Product List Element Your e-commerce store is where customers browse and buy everything you offer. It's the front-facing side of your business. When…
Stores Overview
Stores Overview An e-commerce store brings your products directly to your customers, giving them the convenience of shopping online without the costs…
How To Set Up An E-commerce Store
How To Set Up An E-commerce Store Having an online presence matters more than ever for businesses that want to reach customers beyond their local are…
Events Tab - Websites
Events Tab - Websites The Events section within Websites lets you configure and manage how tracking data is sent to Meta using tools like the Faceboo…
How To Authorize Card Payments In Websites
How To Authorize Card Payments In Websites In this guide, we'll walk you through setting up card payment authorisation on your website. This feature…
How to Add Products to Websites
How to Add Products to Websites Adding products to your website is a straightforward way to increase sales and give customers a smooth shopping exper…
Benefits of the Buy Now Pay Later Feature
Benefits of the Buy Now Pay Later Feature You might be familiar with AfterPay or Klarna from online shopping. They're two of the most popular Buy Now…
Creating and Managing Custom Websites
Creating and Managing Custom Websites Websites are the digital face of your business. They let you promote your brand and draw in potential leads by…
Pages Tab - Websites
Pages Tab - Websites Managing your website's pages doesn't have to be overwhelming. Whether you're adding new pages, editing existing ones, or clonin…
Stats Tab - Websites
Stats Tab - Websites The Stats Tab provides a clear overview of your website's performance, helping you track visitor activity and evaluate how well…
Sales Tab - Websites
Sales Tab - Websites Sales data is a useful resource for understanding how your website performs and where improvements can be made. This guide walks…
Settings Tab - Websites
Settings Tab - Websites The Settings tab is where you configure the key elements of your website, from naming and domain connection to tracking code…
Websites Overview
Websites Overview The Websites section of your CRM is a centralised hub for creating, managing, and organising your online presence. This overview wi…
Events Tab - Funnels
Events Tab - Funnels The Events section within Funnels lets you set up and manage how tracking data is sent to Meta using the Facebook Pixel and Conv…
How to Add an Upsell Product in Funnel Forms
How to Add an Upsell Product in Funnel Forms Your funnel forms are great for selling products without the hassle of a full checkout cart. If you want…
How to Use Funnel Agent in Ask AI
How to Use Funnel Agent in Ask AI The Funnel Creation Agent is an AI assistant within Ask AI that lets you create fully customised, high-converting f…
How to Import a Funnel From ClickFunnels?
How to Import a Funnel From ClickFunnels? The ClickFunnels Importer makes migrating your funnels straightforward, so you can bring your ClickFunnels…
Funnel Paths
Funnel Paths Have you noticed that some websites and pages have very short or customised URLs? This is possible through path customisation. A funnel'…
Stats Tab - Funnels
Stats Tab - Funnels The "Stats Tab" gives you a detailed view of how each step in a funnel is performing. You can track visitor activity, including p…
Sales Tab - Funnels
Sales Tab - Funnels The Sales Tab gives you quick access to your funnel's sales data, so you can monitor performance and track customer purchases. He…
Settings Tab - Funnels
Settings Tab - Funnels Managing your funnel settings is essential for optimising the performance and functionality of your funnels. In this guide, yo…
Funnels Overview
Funnels Overview Within this section, you can incorporate sales funnels for your marketing campaigns or develop new ones to support your promotional…
Common Funnel Ideas
Common Funnel Ideas Funnels are one of the most effective ways to get your business in front of people and build interest in your services. Here are…
Troubleshooting Upsell Products in Your Funnel
Troubleshooting Upsell Products in Your Funnel Before diving into troubleshooting, it helps to understand what upsell products need in order to work…
How to Add Facebook Pixel to Funnels for Enhanced Tracking and Analytics
How to Add Facebook Pixel to Funnels for Enhanced Tracking and Analytics Integrating the Facebook Pixel into your funnel is a key step for tracking v…
How to Utilize Video Backgrounds in Website or Funnel
How to Utilize Video Backgrounds in Website or Funnel Adding a video background to your funnel or website is a great way to create a visually engagin…
How to Change Fonts in Your Funnel
How to Change Fonts in Your Funnel Customising your funnel is an important step in building a cohesive brand experience. Fonts have a big impact on y…
How to Create a Product and Add It to Your Funnel
How to Create a Product and Add It to Your Funnel Before you can start adding products to your funnel, you must integrate your NotLuck CRM account wi…
How to Track Video Engagement
How to Track Video Engagement Tracking video engagement helps you understand how leads interact with your content and make better decisions to improv…
How to Redirect Leads to a Thank You Page
How to Redirect Leads to a Thank You Page The easiest way to acknowledge customers once they complete a desired action is a "Thank You" page. This st…
How to Create an Email Unsubscribe Page
How to Create an Email Unsubscribe Page An email unsubscribe page is a landing page where subscribers land when they choose to opt out of receiving f…
Enhancing Your Funnel Pages with Personalization
Enhancing Your Funnel Pages with Personalisation Funnel personalisation involves customising digital content to align with your business objectives.…
How to Update Your Funnel URL Paths
How to Update Your Funnel URL Paths Funnels are central to the success of your marketing campaigns. By customising URL paths within your funnels, you…
How to Add an Order Bump to a Funnel
How to Add an Order Bump to a Funnel An order bump is a limited-time, exclusive offer shown to customers immediately after they make a purchase or ex…
How to Build an Ebook Funnel
How to Build an Ebook Funnel Ebooks make a great lead magnet. They help readers buy into your business and position you as an expert in your field. P…
Steps Tab - Funnels
Steps Tab - Funnels The Funnel Step Tab is where you manage, customise, and optimise individual steps in your sales funnel. This guide covers the ava…
How to Add a Schema Markup in Sites
How to Add a Schema Markup in Sites Schema markup tells search engines and AI systems exactly what your page is about, making your content eligible f…
Keyboard Shortcuts in Page Builder
Keyboard Shortcuts in Page Builder Building the perfect page takes a lot of small, quick changes. Keyboard shortcuts help you create and edit pages f…
Universal Elements in Funnels & Websites
Universal Elements in Funnels & Websites Keeping a consistent design across multiple digital assets can be tricky and time-consuming. With Universal…
How to Use Ask AI in Funnel & Website Builder
How to Use Ask AI in Funnel & Website Builder Building a funnel or website takes a mix of creative design, content writing, and ongoing management. A…
QR Code Element
QR Code Element QR Codes give your audience something to act on, prompting them to engage with your brand while letting you collect insights into the…
Pricing Table
Pricing Table When you're offering multiple pricing tiers, it helps your customers understand what they're getting beyond just the cost. The Pricing…
How to Use Custom Fonts in Funnels & Websites
How to Use Custom Fonts in Funnels & Websites The message you send to your leads goes beyond the words themselves; it also depends on the readability…
Testimonial Element
Testimonial Element The Testimonial Element is a clean, easy-to-use format for displaying social proof on your sites. It is a great way to get custom…
Rich Text
Rich Text Text is key in conveying to customers who you are, what you offer, and how to contact you. The words you use matter just as much as how the…
Number Counter Widget
Number Counter Widget The Number Counter Widget is a customisable page element that animates numerical data, turning static figures into attention-gr…
Logo Showcase
Logo Showcase The Logo Showcase is a visual element that lets you display multiple logos in either a continuously scrolling ticker or an interactive…
How to Use Universal Sections
How to Use Universal Sections Keeping a consistent design across multiple digital assets, including funnels, websites, blogs, webinars, and stores, c…
How to Use Global Sections
How to Use Global Sections Keeping things consistent within a single funnel or website matters just as much as managing consistency across multiple a…
What is the Difference between the Saved Section types?
What is the Difference between the Saved Section types? Saved sections help you simplify site creation by storing collections of elements in a specif…
Social Share Element
Social Share Element The Social Share element in your CRM lets visitors share your content across various social media platforms, helping to grow you…
Photo Gallery
Photo Gallery The Photo Gallery element helps you create professional, visually appealing galleries without any technical expertise. It's well suited…
How to Edit an Image for Mobile View
How to Edit an Image for Mobile View Getting your Funnel or Website looking right on every device takes a bit of care, but it's worth it. Well-sized…
How to Use Brand Boards in Funnels & Websites
How to Use Brand Boards in Funnels & Websites Brand Boards simplify the process of maintaining consistent brand guidelines across your funnels and we…
Prebuilt Section Templates in Funnels & Websites
Prebuilt Section Templates in Funnels & Websites Creating funnels and websites can be time-consuming and complex, but having someone build them for y…
Prebuilt Elements in Funnels/Websites
Your funnels and websites are the virtual face of your business, a place for your brand to grow and attract new customers. Even if you want everythin…
Block Editor in Funnels & Sites
Block Editor in Funnels & Sites When creating text inside your Funnels and Websites, being as engaging as possible makes a real difference. One way t…
Utilizing Box & Text Shadows in Sites
Utilising Box & Text Shadows in Sites One of the best ways to make your funnel or website more interesting is by adding dimension and movement. Shado…
How to Create a Footer on a Landing Page
How to Create a Footer on a Landing Page Have you ever noticed that the area at the bottom of most websites stays the same across all pages? This is…
How to Add a Popup on Your Funnel/Website
How to Add a Popup on Your Funnel/Website Popups are a great way to engage visitors, capture leads, and guide prospects through your sales funnel. Wh…
Image Slider
Image Slider Adding the Image Slider to your website or funnel is straightforward. Follow these steps to get started: Navigate to the Image Slider: W…
Implementing Terms and Conditions in Order Forms
Implementing Terms and Conditions in Order Forms Order forms are how you take sales and collect shipping information from customers. Adding terms and…
How to Prevent Search Engines from Indexing Your Website or Funnel Pages
How to Prevent Search Engines from Indexing Your Website or Funnel Pages The way search engines like Google organise and store information is similar…
How to Create Engaging Pricing Columns in Your Funnel
How to Create Engaging Pricing Columns in Your Funnel Adding a New Section for Pricing Columns Begin by adding a full-width section to your funnel pa…
How to Create a Page for Your Lead Magnet
How to Create a Page for Your Lead Magnet A lead magnet page is a dedicated webpage that offers valuable content or resources in exchange for visitor…
How to Add A Meta Tag for Google Search Console Domain Verification
How to Add A Meta Tag for Google Search Console Domain Verification By the end of this guide, you'll know how to add a meta tag for Google Search Con…
How to Add a Facebook Meta Tag for Domain Verification
How to Add a Facebook Meta Tag for Domain Verification Before we get into the steps, it's worth knowing why Facebook domain verification matters. It'…
How to Embed a Form into Your Website
How to Embed a Form into Your Website This guide walks you through the steps to add a form to your website using the embed code. Although you can use…
How to Embed a Google Calendar on Your Website
How to Embed a Google Calendar on Your Website Embedding a Google Calendar on your CRM website is a straightforward way to manage and share events wi…
How to Add the Review Widget on Your Website or Funnel
How to Add the Review Widget on Your Website or Funnel Customer reviews are one of the most effective ways to build trust with your audience. By addi…
How To Set Canonical Links for Your Website or Funnel
How To Set Canonical Links for Your Website or Funnel A canonical link tells search engines which URL represents the "master" or primary version of a…
Navigation Menu
Navigation Menu The navigation menu element adds a navigation menu to the top of your funnel page. This is useful for linking to different sections o…
Cookie Consent in Funnel/Website Builder
Cookie Consent in Funnel/Website Builder The cookie consent tool lets you get visitor consent before collecting any personal data, helping you stay c…
How to Implement Picture-in-Picture Mode in Funnels
How to Implement Picture-in-Picture Mode in Funnels Picture-in-picture (PIP) mode lets a video keep playing in a small floating window when a visitor…
Advanced Site Safety: Security Headers
Advanced Site Safety: Security Headers Security headers play a major role in keeping your website safe. They are designed to protect against a wide r…
How to Add Items To A Dropdown Within The Navigation Menu
How to Add Items To A Dropdown Within The Navigation Menu The Navigation Bar is the map of your website. And like any good map, it needs to be organi…
Understanding Local vs. Organic SEO
Understanding Local vs. Organic SEO We all rely on search engines without giving it much thought. Engines like Google, Bing, and Yahoo! are how most…
How to Add Hyperlinks to Your Funnels & Websites
How to Add Hyperlinks to Your Funnels & Websites Hyperlinks are essential for guiding users through your website or funnel. Whether you're directing…
Automating Copyright Year Update Using Custom Values
Automating Copyright Year Update Using Custom Values Custom values are a flexible tool within the CRM. They let you create dynamic entries that updat…
Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons Adding click-to-call, click-to-text, and click-to-email links or buttons to your web…
Survey
Survey If you already have a survey created, you can add it to your page by dragging and dropping the survey element to your preferred position, then…
2-Step Order Form
2-Step Order Form You can use the 2-Step Order Form to collect your customer's contact information and shipping details. This element splits the ship…
Image Feature
Image Feature The Image Feature element lets you add an image with a headline and text. Use it for team member highlights or product and service high…
Order Confirmation
Order Confirmation The Order Confirmation element lets you add an order confirmation to your website or funnel page. This is useful when you're takin…
1-Step Order Form
1-Step Order Form The 1-Step Order Form element is a handy way to collect shipping details and other useful information from your customers. Select t…
Progress Bar
Progress Bar Adding a progress bar to your funnel or website is a straightforward way to show users how far they've come through your content. There…
Day Timer
Day Timer Adding the Day Timer element to your website or funnel page is a straightforward way to create urgency and keep visitors engaged. You can s…
Minute Timer
Minute Timer Adding the Minute Timer element to your funnel page is a straightforward way to embed a countdown timer on your site. You can tailor the…
Countdown
Countdown Adding a Countdown Timer to your promotions creates urgency and encourages visitors to act before time runs out. Whether it's a limited-tim…
SVG
SVG SVGs (Scalable Vector Graphics) are more than just visuals; they're a versatile tool to make your website/funnel stand out. With options to custo…
Map
Map Want to make it easy for visitors to find your business? The Map Element lets you add an interactive map to your site so visitors can see exactly…
Calendar
Calendar Keeping your website or funnel up to date and visually appealing is key to engaging your audience, and one of the best ways to do that is by…
Code
Code The Code element lets you add your own custom code to a webpage, including unique custom components. It gives you more flexibility when designin…
FAQ
FAQ FAQs, or Frequently Asked Questions, let customers find the help they need quickly and easily, without having to contact customer service. This m…
Headline
Headline The Headline element lets you add text to your page, whether that's descriptions, instructions, or general content. There are various custom…
How To Use The Google Sheets Premium Workflow Action?
How To Use The Google Sheets Premium Workflow Action? The Google Sheets Premium Workflow Action lets you create, update, and delete rows in your Goog…
Image
Image The image element is a straightforward way to add visuals to your funnel or website page. Adding images that complement your content makes the…
Video
Video The video element lets you add videos to your funnel or website from a range of sources, including YouTube, Vimeo, Wistia, and more. Adding vid…
Button
Button Buttons are great for adding functionality and catching your leads' attention. Here's everything you need to make yours stand out. To start, d…
Form
Form Adding a form to your webpage is straightforward. Find the form element and drag it to the position you want in the editor. Then select the form…
Blog Post
Blog Post A blog post is a key part of any content marketing strategy. It's typically written to cover a specific topic or answer a question, with an…
Bullet List
Bullet List Bullet lists are a great way to present information clearly and concisely. They help engage your audience, improve readability, and lift…
Sub-Headline
Sub-Headline Subheadings are a great way to organise your content. Simply click and drag the Sub-Headline element into the right spot in your editor'…
Paragraph
Paragraph The Paragraph element lets you add text content to your page, helping you convey information clearly and effectively. Whether you're adding…
Funnel Builder Overview & Settings
Funnel Builder Overview & Settings The Editor section is at the heart of the funnel and website builder. Whether you're designing a landing page, a m…
Manage Settings
Manage Settings Customising your Funnel or Website Builder helps you create a professional and engaging experience. Each element in the builder has v…
Sections
Sections Building a funnel starts with a solid foundation, and that foundation begins with creating and organising sections. The funnel builder gives…
Rows
Rows Rows are useful for structuring your content and creating visually appealing layouts. By dividing your page into rows, you can organise elements…
Columns
Columns When designing your layout, knowing how to use rows and columns effectively is key to creating something that looks good and works well. Colu…
Workflow Overview Dashboard
Workflow Overview Dashboard The Workflow Overview Dashboard gives you real-time visibility into how your automations are performing, bringing all the…
Advanced Builder Keyboard Shortcuts
Advanced Builder Keyboard Shortcuts Shortcuts can make a real difference to how quickly you work. Within the Workflow Advanced Builder, there are sev…
Advanced Builder Notes
Advanced Builder Notes Whether you're working in the Standard or Advanced Builder, notes play a vital role in improving collaboration and keeping com…
Advanced Builder Comments
Advanced Builder Comments Like Sticky Notes, Comments are a useful tool for keeping your team aligned on different parts of a workflow. The key diffe…
Advanced Workflow Builder Overview
This is customer-facing CRM content, so I'll rewrite it in NotLuck house style. Advanced Workflow Builder Overview The Advanced Builder offers a full…
Meta Conversion API Workflow Trigger Not Working?
Meta Conversion API Workflow Trigger Not Working? When your Meta Conversion API (CAPI) workflow isn't working as expected, it can disrupt tracking an…
Execution Logs Tab
Execution Logs Tab The Execution Logs tab in Workflows gives you an overview of every action contacts go through during the workflow process. Use it…
Enrollment History Tab
Enrollment History Tab The Enrollment History tab within workflows shows a list of contacts who have entered the selected workflow. It displays key d…
Settings in Workflow Builder
Settings in Workflow Builder The Settings tab in the workflow builder covers communication settings, contact engagement, conversation tracking, and w…
Workflow Settings
Workflow Settings Notifications give you an immediate alert when a workflow runs into an error, so you can spot and fix the problem quickly. Staying…
AI Decision Maker Action
AI Decision Maker Action AI Decision Maker is an intelligent, AI-powered branching tool that replaces manual if/then logic in your automations. It in…
AI Translate Action
AI Translate Action The "AI Translate" action lets you automatically translate text from one language to another. When added to a workflow, it helps…
AI Intent Detection Action
AI Intent Detection Action Workflow AI - Intent Detection is a feature within the Workflow AI tool that helps identify the purpose or goal behind a c…
AI Summarize Action
AI Summarize Action If you want to spend less time reading through messages, the AI Summarize action is just for you. A few quick steps to set it up…
How to Use Oauth2 in Custom Webhooks
How to Use OAuth2 in Custom Webhooks OAuth2 is an authorisation method especially suited to large APIs, thanks to its robust security. Using OAuth2,…
Custom Code Action
Custom Code Action Your workflows can already handle a lot, from automating responses to processing payments to keeping your team on track. But even…
How to Create Multiple Rows Using the Google Sheets Action?
How to Create Multiple Rows Using the Google Sheets Action? Google Sheets is a great way to manage large volumes of data, whether you're online or of…
How To Use The Workflow Slack Premium Action?
How To Use The Workflow Slack Premium Action? The Workflow Slack Premium Action lets you automate Slack messages to specific users, private channels,…
How To Use The Custom Webhook Action?
How To Use The Custom Webhook Action? The Custom Webhook Action makes it straightforward for businesses that rely on real-time communication between…
Array Functions Premium Action
Array Functions Premium Action The Array Functions Premium Action lets you find and manipulate array data in your workflows. Whether you're handling…
How to use the Inbound Webhook Workflow Premium Trigger?
How to use the Inbound Webhook Workflow Premium Trigger? An Inbound Webhook lets data flow automatically from external systems into your CRM. When so…
AI Agent Action
AI Agent Action Usually, when creating a workflow, every decision has to be predefined as a branch, every condition anticipated, and every field manu…
Merge Contact Action
Merge Contact Action The Merge Contact action helps you identify duplicate contacts and merges the newer contact record into the oldest existing reco…
Generate Marketing Audit Report Action
Generate Marketing Audit Report Action Once you have generated a prospect, you can increase the likelihood of conversion by generating and issuing th…
Find Object Record / Company Action
Find Object Record / Company Action The Find Object Record action lets workflows search your account for a specific custom object record using values…
Remove Associated Record from Workflow Action
Remove Associated Record from Workflow Action The Remove Associated Records from Workflow action lets you automatically unenroll related records when…
Add Associated Record to Workflow Action
Add Associated Record to Workflow Action Custom object relationships help you keep track of connections between contacts, companies, and objects that…
Update Company or Associated Record Action
Update Company or Associated Record Action Managing your business-to-business relationships means keeping company information accurate. Changing deta…
WhatsApp Interactive Messages Action
WhatsApp Interactive Messages Action WhatsApp is growing fast globally, and keeping on top of messages can quickly become a lot to manage. You're not…
How to Copy Actions Between Workflows
How to Copy Actions Between Workflows Building a workflow can be a long and repetitive process, so when you have something that works, it makes sense…
Say or Play Message Action
Say or Play Message Action The Say or Play Message action lets you configure voice messages that are played to callers during a phone interaction. Yo…
Gather Input On Call Action
Gather Input On Call Action The Gather Input On Call (IVR) action collects input from callers via DTMF (Dual Tone Multi-Frequency) keypresses. Based…
Connect Call IVR Action
Connect Call IVR Action The Connect Call (IVR) action lets you transfer calls from the IVR system to selected users or phone numbers in real time. Yo…
WhatsApp: Send Flows Action
WhatsApp: Send Flows Action WhatsApp is widely used by businesses to stay in touch with customers around the world. To make conversation management e…
Create Contact Action
Create Contact Action The Create Contact workflow action lets you automatically create new contact records or update existing ones based on criteria…
Grant Group Access Action
Grant Group Access Action Your membership groups help you connect with customers, so having a quick way to add interested parties is key to improving…
Revoke Group Access Action
Revoke Group Access Action Keeping an eye on your Groups helps ensure all members feel comfortable and your guidelines are being followed. Some situa…
Record Voicemail Action
Record Voicemail Action The "Record Voicemail" action lets callers leave a voicemail when no one is available to answer, so you can capture important…
Update Affiliate Action
Update Affiliate Action An affiliate's status lets you keep track of a campaign's health, giving you a live picture of how many sales it's generating…
Remove From Affiliate Campaign Action
Remove From Affiliate Campaign Action Some affiliates will leave your programmes over time, whether through a lack of engagement or simply because yo…
Add To Affiliate Campaign Action
Add To Affiliate Campaign Action A smooth onboarding process for your affiliates makes a real difference, helping you reduce complaints and get the b…
Send Recurring Invoice Action
Send Recurring Invoice Action Recurring invoices help you keep track of transactions for courses and subscriptions. Managing them from your workflows…
Add to Affiliate Manager Action
Add to Affiliate Manager Action The Add to Affiliate Manager action enrolls a contact into the Affiliates list within the Affiliate Manager, assignin…
Send Live Chat Message Action
Send Live Chat Message Action The Live Chat Widget lets you interact with customers on your website without leaving the page. One of the best reasons…
Send Invoice Action
Send Invoice Action There's nothing better in business than closing a sale. The "Send Invoice" action helps you get your contact to the finish line b…
Book Appointment Action
Book Appointment Action Getting customers to book an appointment comes down to one thing above all else: timing. A great way to handle this at any ho…
Reply In Comments Action
Reply In Comments Action When a comment is made on your Facebook or Instagram post, a workflow can be triggered to respond. The Reply in Comments act…
Delete Contact Action
Delete Contact Action The Delete Contact action lets you permanently remove a contact and all associated data from the system when specific condition…
Generate One-Time Booking Link Action
Generate One-Time Booking Link Action A one-time link is a unique scheduling link that expires automatically once it's been used to book an appointme…
WhatsApp Media Action
WhatsApp Media Action The WhatsApp Media Action lets you automatically send rich media, including images, videos, documents, and audio, directly thro…
Send Documents & Contracts Action
Send Documents & Contracts Action Use the Send Documents & Contracts action in Workflows to generate contracts for your contacts. You can send contra…
Update Opportunity Action
Update Opportunity Action The Update Opportunity action lets you modify key details of an existing opportunity. Whether you need to update the name,…
Remove Follower(s) from Opportunity Action
Remove Follower(s) from Opportunity Action When triggered, the Remove Follower(s) From Opportunity action removes the specified user(s) from the oppo…
Add Follower(s) to Opportunity Action
Add Follower(s) to Opportunity Action The Add Follower(s) to Opportunity action lets you assign one or more users as followers to an existing opportu…
Remove Owner from Opportunity Action
Remove Owner from Opportunity Action The "Remove Owner from Opportunity" action removes the designated owner from an existing opportunity. Depending…
Find Opportunity Action
Find Opportunity Action The Find Opportunity action lets you quickly locate an opportunity linked to a contact. Whether you need to update an existin…
Create Opportunity Action
Create Opportunity Action The Create Opportunity action lets you add a new opportunity to a chosen pipeline and stage, making sure new leads are prop…
Add Owner to Opportunity Action
Add Owner to Opportunity Action The "Add Owner to Opportunity" action assigns a chosen user as the owner of an existing opportunity. Depending on you…
Create Appointment Note Action
Create Appointment Note Action Manually adding notes to appointments can be tedious and easy to forget. Automating this process ensures important det…
Modify Contact Engagement Score Action
Modify Contact Engagement Score Action The Modify Contact Engagement Score action lets you adjust a contact's engagement score based on their interac…
Clear Fields of an Associated Record Action
Clear Fields of an Associated Record Action The Clear Fields of an Associated Record action lets you reset specific fields within a custom object ass…
Update an Associated Record Action
Update an Associated Record Action The Update an Associated Record action lets you modify specific fields of a custom object associated with a contac…
Create an Associated Record Action
Create an Associated Record Action The "Create an Associated Record" action lets you create new custom object records and associate them with a speci…
Smart Push Notification Action
Smart Push Notification Action Push notifications are a great way to keep your audience engaged, deliver timely updates, and encourage action. With t…
Update Conversation AI Bot and Status Action
Update Conversation AI Bot and Status Action The "Update Conversation AI Bot and Status" action lets you assign Conversation AI bots to contacts and…
Appointment Booking Conversation AI Bot Action
Appointment Booking Conversation AI Bot Action The Appointment Booking Conversation AI Bot action automates the appointment booking process using con…
Create Custom Object or Associated Record Action
Create Custom Object or Associated Record Action The Create Object or Associated Record action lets you create a new Object record, or an associated…
Update Custom Object or Associated Record Action
Update Custom Object or Associated Record Action The Update Custom Object or Associated Record action lets you modify an existing object or associate…
Clear Fields of Custom Object or Associated Record Action
Clear Fields of Custom Object or Associated Record Action The Clear Fields of Object or Associated Record action lets you remove specific field value…
Grant Community Group Leaderboard Points Action
Grant Community Group Leaderboard Points Action Points are central to your community gamification, helping members move up in rankings and gain level…
Facebook Interactive Messenger Action
Facebook Interactive Messenger Action The Facebook Interactive Messenger action in your workflow sends a message to your contacts via Facebook Messen…
Instagram Interactive Messenger Action
Instagram Interactive Messenger Action The Instagram Interactive Messenger action in your workflow lets you send messages directly to contacts via In…
Send Estimates Action
Send Estimates Action The Send Estimate action lets you automatically send personalised estimates to your customers when specific events happen, such…
Revoke Private Channel Access Action
Revoke Private Channel Access Action If you want to remove contacts from a Private Channel based on certain criteria, you can use the Revoke Private…
Grant Private Channel Access Action
Grant Private Channel Access Action The Grant Private Channel Access action lets you automatically add users to private channels through workflows, m…
WhatsApp Action
WhatsApp Action The WhatsApp Send Message action lets you automatically deliver messages via WhatsApp when a workflow event fires. You can send eithe…
Webhook Action
Webhook Action Webhooks can capture and export data, such as form submissions or customer interactions, to other software tools or databases. This au…
Facebook - Remove From Custom Audience Action
Facebook - Remove From Custom Audience Action The Remove from Custom Audience workflow action lets you refine your Facebook audience by excluding spe…
Add Leads Under an Affiliate Action
Add Leads Under an Affiliate Action The standard affiliate model is straightforward: give someone a link, they generate a sale, and they earn a commi…
WhatsApp: Customer Service Window Check Action
WhatsApp: Customer Service Window Check Action This article explains how to use the WhatsApp: Customer Service Window Check condition in automated wo…
Log External Call Action
Log External Call Action Changing a business phone number is rarely straightforward. It's usually tied to your brand, familiar to clients, and printe…
Conversation AI Action
Conversation AI Action The Conversation AI action allows you to ask questions, handle conditional responses, and customise the bot's personality and…
End IVR Call Action
End IVR Call Action The "End IVR Call" action lets you terminate IVR calls within your workflow using a text message, a custom voice message, or abru…
Issue Certificate Action
Issue Certificate Action Certificates are one of the most important parts of courses, and there are plenty of ways to deliver them. One option is aut…
Add/Remove Contact Followers Action
Add/Remove Contact Followers Action One of the most important parts of running a successful business is keeping consistent follow-through. Staying in…
Text Formatter Action
Text Formatter Action Data comes in many forms: numbers, checkbox selections, and sometimes text that arrives in an awkward format. The Text Formatte…
Add Manual Sales For An Affiliate Action
Add Manual Sales For An Affiliate Action The "Add Manual Sales For An Affiliate" action handles commission calculation for your affiliates automatica…
Split Action
Split Action Split testing, also known as A/B testing, lets you compare different versions of your email campaigns to see which one performs better.…
Troubleshooting Webhooks in Automation
Troubleshooting Webhooks in Automation When using webhooks to import affiliate sign-up information into your CRM, you'll need to make sure all the ne…
Drip Action
Drip Action The Drip Action controls how quickly contacts move through a workflow, stopping large numbers of steps from running all at once. By setti…
Find Contact Action
Find Contact Action The Find Contact action lets you search for contacts based on specific, customisable criteria. It simplifies contact management a…
Update Custom Value Action
Update Custom Value Action The Update Custom Value action lets you update custom values in your workflows, making it easier to manage data and act on…
Course Revoke Offer Action
Course Revoke Offer Action The Course Revoke Offer workflow action removes a contact's access from a particular course product. It's especially usefu…
Course Grant Offer Action
Course Grant Offer Action The Course Grant Offer action gives a contact access to a course once they meet certain criteria, such as purchasing a prod…
Eliza AI Appointment Booking Action
Eliza AI Appointment Booking Action Want to automate your appointment setting without stretching the budget? The AI Appointment Booking Bot can help.…
Meta Conversion API Action
Meta Conversion API Action The Meta Conversion API workflow action lets advertisers send web events directly to Meta from their servers. This bypasse…
Facebook - Add To Custom Audience Action
Facebook - Add To Custom Audience Action The Add to Custom Audience workflow action adds a contact to a particular custom audience on Facebook. Use i…
Update Contact Field Action
Update Contact Field Action The Update Contact Field workflow action lets you modify a specific field within a contact's record. It keeps your databa…
Add To Google Ads Action
Add To Google Ads Action When running Google Ads, monitoring what happens after someone interacts with your ad is important. By tracking user behavio…
Add To Google Analytics Action
Add To Google Analytics Action The "Google Analytics" action lets you fire custom events within your Google Analytics (GA) account. Compatible with G…
Add Task Action
Add Task Action The Add Task workflow action in the CRM lets users assign a task to themselves or another active user within the account. Use it to a…
Update Appointment Status
Update Appointment Status The Update Appointment Status workflow action lets you change the status of an appointment. If a contact was added to the w…
Stripe One Time Charge Action
Stripe One Time Charge Action Automated charges are central to recurring purchases and subscription-based services. For customers who use Stripe as t…
Send Review Request Action
Send Review Request Action Collecting reviews is one of the best ways to understand how your customers feel and keep improving what you offer. You ca…
Edit Conversation Action
Edit Conversation Action The "Edit Conversation" action lets you automate marking conversations as read/unread, or archiving and unarchiving them, so…
Enable/Disable DND Action
Enable/Disable DND Action Building good relationships with customers takes effort, and as their preferences change, it helps to have a clear way of m…
Send Internal Notification Action
Send Internal Notification Action To notify an assigned user in an active workflow, use the Send Internal Notification action. Click the plus (+) but…
Remove Opportunity Action
Remove Opportunity Action The Remove Opportunity action removes an opportunity associated with a contact. It lets you manage sales opportunities more…
Remove From Workflow Action
Remove From Workflow Action Workflows help you keep your processes running smoothly and your contacts engaged. Sometimes, though, you'll want to remo…
Send Email Action
Send Email Action The Send Email workflow action lets you send an outbound email to a contact when your workflow is triggered. Use it when a form or…
GPT Powered by OpenAI
GPT Powered by OpenAI GPT powered by OpenAI integrates advanced AI capabilities into your CRM workflows. It responds intelligently to triggers and ac…
Send SMS Action
Send SMS Action The Send SMS workflow action lets you send automated text messages to your contacts when a workflow is triggered. Whether you're shar…
Call Action
Call Action The Call action connects the triggering contact with one of your team members, placing a call to either the assigned user or the Company…
Instagram DM
Instagram DM Instagram DMs let you connect with your audience straight away. By adding Instagram DM actions to your workflow, you can keep on top of…
Messenger
Messenger The Messenger action in your workflow sends a message to your contacts via Facebook Messenger. For the message to be delivered successfully…
Voicemail Action
Voicemail Action The Voicemail action lets you send pre-recorded voicemail messages directly to your contacts, adding a personal touch to your automa…
Add Contact Tag Action
Add Contact Tag Action Tags help keep your contacts organised and make segmentation more efficient for targeted campaigns. The Add Contact Tag workfl…
Remove Contact Tag Action
Remove Contact Tag Action Tags help you keep your contacts organised, so it's worth removing any that no longer apply to a customer. This keeps your…
Create/Update Opportunity Action
Create/Update Opportunity Action The Create/Update Opportunity workflow action lets you create a new opportunity or update an existing one in the pip…
Add To Notes Action
Add To Notes Action The Add to Notes workflow action lets you add a note to a contact record. Use it to share useful information with other users ass…
Remove Assigned User Action
Remove Assigned User Action The Remove Assigned User workflow action automates the removal of assigned users from contacts once specific events are c…
Add To Workflow Action
Add To Workflow Action The Add to Workflow action lets you add a contact to another workflow from within your current one. It's useful when you want…
Assign To User Action
Assign To User Action The Assign to User action lets you assign a contact to a specific user or multiple users using a round-robin assignment method.…
Manual Action To Call
Manual Action To Call The Manual Call workflow action creates a manual task for someone to directly call a contact. You can find these manual tasks i…
Go To Action
Go To Action In workflows, the Go-To Action makes it straightforward to move contacts from one step to another. It's a useful tool for managing compl…
Wait Event Action
Wait Event Action The Wait action pauses a contact at a specific step in a workflow until a set condition is met. It's useful when you need to wait f…
Number Formatter Action
Number Formatter Action The Number Formatter Premium Action makes it straightforward to handle and reformat numerical data across a range of business…
If/Else Action
If/Else Action The If/Else action lets you split contacts into different paths within a workflow based on conditions you define. It's useful any time…
Math Operation Action
Math Operation Action The Math Operation action lets the system handle calculations directly inside a workflow, so you can maintain score metrics or…
Create Company or Associated Record Action
Create Company or Associated Record Action Business-to-business relationships are a great source of income, opportunities, and growth. Keeping your C…
Event Start Date Action
Event Start Date Action The Set Event Start Date action lets you define a specific day, date, and time for an event to begin. This guide walks you th…
Goal Event Action
Goal Event Action The Goal Event feature automatically advances contacts to the next step in a workflow once they meet the goal conditions you've set…
Clear Fields of Company or Associated Contact Action
Clear Fields of Company or Associated Contact Action Managing business-to-business relationships means keeping company information accurate. If a fie…
How to use the Date/Time Formatter Workflow Action?
How to use the Date/Time Formatter Workflow Action? The Date/Time Formatter Workflow Action makes it straightforward to handle date and time data in…
Manual Action To SMS
Manual Action To SMS The Manual SMS action creates a manual task for someone to send an SMS directly to a contact. (You can find manual tasks under C…
Inbound Email Trigger
Inbound Email Trigger Every inbound email is a potential lead, support request, or deal moving forward, so responding quickly is key to keeping custo…
Product Review Submitted Trigger
Product Review Submitted Trigger The Product Review Submitted trigger lets ecommerce teams automate actions the moment a customer leaves a product re…
Call Transcript Generated Trigger
Call Transcript Generated Trigger The Transcript Generated trigger automatically launches a workflow when a recorded call is successfully transcribed…
Scheduler Trigger
Scheduler Trigger If you regularly need to run something every morning, or on the second Friday of each month at 10 AM, the Scheduler Trigger is exac…
Company Created Trigger
Company Created Trigger Manage your B2B relationships from start to finish with Company-based triggers, making it straightforward to power onboarding…
Click to WhatsApp Ads Trigger
Click to WhatsApp Ads Trigger Click-to-WhatsApp Ads let businesses connect with high-intent leads straight from Meta platforms. By setting up this tr…
Coupon Code Applied Trigger
Coupon Code Applied Trigger For businesses looking to personalise customer interactions and improve operational efficiency, real-time automation is k…
Coupon Redemption Limit Reached Trigger
Coupon Redemption Limit Reached Trigger Managing overused coupons helps keep customers engaged and your system running smoothly. With workflows, you…
Coupon Code Expired Trigger
Coupon Code Expired Trigger Once a coupon expires, there's some housekeeping to do: removing or renewing it, updating offer listings, and deciding on…
Lesson Completed Trigger
Lesson Completed Trigger The Lesson Completed trigger initiates a workflow when a contact completes a specific lesson in a course. It's particularly…
Group Access Revoked Trigger
Group Access Revoked Trigger The "Group Access Revoked" trigger fires when a user's membership in a specific community group is removed. Use it to au…
Group Access Granted Trigger
Group Access Granted Trigger The "Group Access Granted" trigger fires when a user is added to a specific community group. Use it to kick off automate…
Lead Created Trigger
Lead Created Trigger The best way to make the most of the leads your affiliates refer is to stay in touch and follow up quickly. That said, doing thi…
New Affiliate Sales Trigger
New Affiliate Sales Trigger Affiliate marketing is a cost-effective way to build brand awareness, loyalty, and recognition. A key part of keeping tha…
Affiliate Created Trigger
Affiliate Created Trigger Affiliate marketing is a cost-effective way to grow brand awareness, loyalty, and recognition. Having a clear process in pl…
Opportunity Changed Trigger
Opportunity Changed Trigger The opportunities tab helps you keep track of your customer's journey. When changes happen, following up quickly becomes…
Customer Booked Appointment Trigger
Customer Booked Appointment Trigger Appointments are one of the best ways to build a personal connection with customers, and you don't want to miss t…
Lesson Started Trigger
Lesson Started Trigger Following up with your students as they interact with your courses is a great way to improve completion rates, keep engagement…
Opportunity Created Trigger
Opportunity Created Trigger The Opportunities section helps you organise and track the journey of your leads, from entering your system to sales bein…
Messaging Error Trigger
Messaging Error Trigger The "Messaging Error – SMS" trigger lets you start workflows in response to failed SMS delivery attempts. When an SMS cannot…
Prospect Generated Trigger
Prospect Generated Trigger The Prospect Generated trigger lets you automate workflows whenever a new prospect is created within the Prospecting Tool…
Quiz Submitted Trigger
Quiz Submitted Trigger Quizzes are a great way to engage your audience, and the real value comes after someone hits "Submit." The Quiz Submitted Trig…
Task Completed Trigger
Task Completed Trigger The Task Completed Trigger starts your workflow when a task is marked as completed by a user. It works with recurring tasks an…
Custom Objects Changed Trigger
Custom Objects Changed Trigger The Custom Objects Changed trigger lets you automate a process whenever changes are made to your Custom Objects. It's…
Custom Object Created Trigger
Custom Object Created Trigger The Custom Object Created Trigger lets you automate workflows linked to your custom objects whenever a new one is creat…
Community Group Member Leaderboard Level Changed Trigger
Community Group Member Leaderboard Level Changed Trigger Managing your community's Gamification gives members a sense of purpose and encourages them…
Review Received Trigger
Review Received Trigger The Review Received Trigger lets you fully automate your review management, from filtering to responding, giving you more cus…
Estimates Trigger
Estimates Trigger The Estimates trigger fires a workflow based on specific events related to estimates. It's useful for automating follow-up actions,…
Private Channel Access Revoked Trigger
Private Channel Access Revoked Trigger The Private Channel Access Revoked trigger lets you automate actions whenever a user loses access to one of yo…
Private Channel Access Granted Trigger
Private Channel Access Granted Trigger The Private Channel Access Granted Trigger lets you automate processes when a user gains access to one of your…
Opportunity Status Change Trigger
Opportunity Status Change Trigger The Opportunity Status Change trigger fires only when an opportunity's status changes in the Opportunities section…
LinkedIn Lead Form Submitted Trigger
LinkedIn Lead Form Submitted Trigger Your LinkedIn forms help you capture leads and add them to your system. With the LinkedIn Lead Form Submitted Tr…
Affiliate Enrolled In Campaign Trigger
Affiliate Enrolled In Campaign Trigger The Affiliate Enrolled In Campaign trigger captures key data points when an affiliate is enrolled in a campaig…
Page View Trigger
Page View Trigger The Page View trigger lets you respond to contacts based on the specific pages they visit. You can send timely, personalised follow…
Payment Received Trigger
Payment Received Trigger Receiving payment can kick off a whole chain of steps with your clients, from fulfilling orders to upselling or granting acc…
Subscription & Return Triggers
Subscription & Return Triggers Subscriptions and refunds tell you a lot about how a customer's journey is going; they can be the perfect moment to re…
Certificates Issued Trigger
Certificates Issued Trigger One of the clearest signs that a customer has completed one of your products is when a certificate is issued for it. It's…
Contact Engagement Score Trigger
Contact Engagement Score Trigger The Contact Engagement Score gives a numerical value to how active a contact is. If they are interested in your busi…
Number Validation Trigger
Number Validation Trigger Marketing is a numbers game; you always want to reach the largest number of people at the lowest possible cost. Validating…
Documents and Contracts Trigger
Documents and Contracts Trigger The Documents and Contracts trigger lets you automate actions based on changes in a document or contract's status, or…
Order Placed Trigger
Order Placed Trigger The Order Placed trigger fires when a customer places an order through your Shopify store. Use it to send internal notifications…
Order Fulfilled Trigger
Order Fulfilled Trigger The Order Fulfilled trigger starts a series of actions when an order on your Shopify store has been fulfilled. Use this workf…
Custom Date Reminder Trigger
Custom Date Reminder Trigger The Custom Date Reminder trigger starts the workflow on any specific date you choose. It's ideal for sending account rev…
Note Added Trigger
Note Added Trigger The Note Added trigger fires a workflow whenever a note is attached to a contact. It lets you automate specific actions or respons…
Note Changed Trigger
Note Changed Trigger The Note Changed trigger ensures that any updates to contact notes are automatically captured, keeping you organised and informe…
Task Added Trigger
Task Added Trigger The Task Added trigger is used when you need one or more actions to run after a task is created in the system. You can also add fi…
Task Reminder Trigger
Task Reminder Trigger The Task Reminder workflow trigger lets you activate a workflow based on a task previously created in the CRM, making it straig…
Customer Replied Trigger
Customer Replied Trigger The "Customer Replied" workflow trigger fires when an incoming message is received from a contact. You can use it to build a…
Form Submitted Trigger
Form Submitted Trigger The Form Submitted workflow trigger kicks off automatic actions whenever a form is submitted through the CRM. Whether you're s…
Order Form Submission Trigger
Order Form Submission Trigger The Order Form Submission trigger automates workflows whenever a customer submits an order form through your funnel or…
Order Submitted Trigger
Order Submitted Trigger The Order Submitted trigger lets you upsell customers after they've submitted an order. It works with both 1-step and 2-step…
Survey Submitted Trigger
Survey Submitted Trigger The Survey Submitted trigger fires whenever a lead submits a survey, running whichever workflow you've set up for it. It let…
Trigger Link Clicked Trigger
Trigger Link Clicked Trigger Trigger Links record customer interactions with URLs you create, but how do you automate actions after the link is click…
Email Events Trigger
Email Events Trigger Email events give you useful insight into how recipients engage with your emails, such as opening a message or unsubscribing fro…
Facebook Lead Form Submitted Trigger
Facebook Lead Form Submitted Trigger The Facebook Lead Form Submitted trigger starts your workflows whenever a Facebook lead form is submitted, ensur…
Courses Triggers
Courses Triggers When creating workflows and adding triggers, you will encounter a category titled "Courses." Within this category, you will find var…
Category Started Trigger
Category Started Trigger The Category Started workflow trigger fires when a contact starts a new category in a membership product. To use it, click A…
Category Completed Trigger
Category Completed Trigger The Category Completed workflow trigger fires when a contact enrolled in a membership product completes a category within…
New Signup Trigger
New Signup Trigger The New Signup trigger starts your workflow when a customer or potential lead subscribes to a Course. Use it to manage new member…
Offer Access Removed Trigger
Offer Access Removed Trigger The Offer Access Removed trigger automates the process of revoking customer access to specific offers, giving you better…
Product Access Granted Trigger
Product Access Granted Trigger The Product Access Granted trigger fires when a customer is given access to a product, starting the workflow you've se…
Offer Access Granted Trigger
Offer Access Granted Trigger The Offer Access Granted trigger automates workflows whenever a customer gains access to a specific offer. Using this tr…
Product Completed Trigger
Product Completed Trigger The Product Completed trigger fires when a customer finishes their access to a specific product, starting a designated work…
Products Access Removed Trigger
Products Access Removed Trigger The Product Access Removed trigger starts a workflow when a customer's access to a specific product is revoked. Using…
Coupon Code Redeemed Trigger
Coupon Code Redeemed Trigger A completed order is a great opportunity to nurture that customer and encourage them to engage further with your busines…
Product Started Trigger
Product Started Trigger The Product Started trigger lets you monitor when a customer begins accessing a product, automatically starting a workflow to…
Pipeline Stage Changed Trigger
Pipeline Stage Changed Trigger When an opportunity's pipeline stage is updated, the Pipeline Stage Change workflow trigger activates. It fires each t…
User Login Trigger
User Login Trigger The User Login workflow fires each time a user logs in to your membership platform, making it straightforward to track and manage…
Shopify Triggers
Shopify Triggers As you build workflows and add triggers, you'll find a category called Shopify Triggers. These triggers are designed to streamline y…
Abandoned Checkout Trigger
Abandoned Checkout Trigger The Abandoned Checkout trigger lets you re-engage shoppers who spent time on your website, added products to their cart, a…
Invoice Trigger
Invoice Trigger The Invoice trigger lets you automate actions based on the status of your invoices. When an invoice changes state, the workflow fires…
Video Tracking Trigger
Video Tracking Trigger A video needs to be encoded for it to show up in the filters for a Video Tracking Workflow Trigger. We recommend turning off t…
TikTok Lead Form Submitted Trigger
TikTok Lead Form Submitted Trigger The TikTok Form Submitted trigger runs your workflow whenever a TikTok Lead Form is submitted. If you haven't alre…
Contact Triggers Overview
Contact Triggers Overview When exploring Workflow Triggers, you'll find a category called Contact. It includes a range of triggers for managing and e…
Inbound IVR
Inbound IVR The Interactive Voice Response (IVR) system is a workflow feature that automates call handling and helps customers reach the right inform…
Birthday Reminder Trigger
Birthday Reminder Trigger The birthday reminder trigger is an automated feature that celebrates a customer's special day by sending a personalised no…
Stale Opportunities Trigger
Stale Opportunities Trigger The Stale Opportunities trigger fires only for opportunities that have been sitting open longer than a set period of time…
Contact Tag Trigger
Contact Tag Trigger The Contact Tag workflow activates when a tag is added or removed from a contact within the CRM. Tags are great for organising cu…
Contact DND Trigger
Contact DND Trigger The Contact DND (Do Not Disturb) trigger activates a workflow whenever a contact's DND status changes. DND lets contacts opt out…
Contact Created Trigger
Contact Created Trigger The Contact Created trigger enables workflows to automatically activate when a new contact is added to your CRM. With customi…
Contact Changed Trigger
Contact Changed Trigger The Contact Changed workflow trigger fires whenever a contact's details are updated. Pairing it with filters lets you narrow…
Call Status Trigger
Call Status Trigger The Call Details Trigger is a workflow trigger that fires on both outbound and inbound calls. It can be activated by call directi…
Appointment Status Trigger
Appointment Status Trigger The Appointment Status trigger fires when an appointment is scheduled or its status changes. It activates your workflow ba…
Apify Actions & Triggers in Workflows
Apify Actions & Triggers in Workflows Bringing external data into your workflows can save time and improve how you manage leads and outreach. By conn…
Statistics in Automation
Statistics in Automation When building workflows, it's important to know not just what you've set up, but how it's actually performing. Whether you'r…
How to Use Find & Replace in Workflows
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Google Forms Actions & Triggers
Google Forms Actions & Triggers Google Forms is one of the most widely used tools for collecting leads, feedback, and customer information. This inte…
Fathom Actions & Triggers
Fathom Actions & Triggers Managing meetings can quickly become overwhelming, especially when you have to review recordings, write notes, and send fol…
Standard Builder Keyboard Shortcuts
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Manus Actions & Triggers
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OpenRouter Actions & Triggers
OpenRouter Actions & Triggers The OpenRouter app lets you invoke AI models directly inside your workflows, enabling automated content generation, sum…
Monday.com Actions & Triggers
Monday.com Actions & Triggers Modern teams move fast. Projects evolve, statuses shift, new tasks appear, and updates happen constantly. When your pro…
How to Assign Fillable Fields from Workflows
How to Assign Fillable Fields from Workflows Documents & Contracts templates make it straightforward to manage agreements with customers and get them…
Asana Actions & Triggers in Workflows
Asana Actions & Triggers in Workflows The Asana integration connects your workflows directly to Asana's project management platform. Teams can automa…
Typeform Actions & Triggers in Workflows
Typeform Actions & Triggers in Workflows The Typeform integration lets workflows respond the moment a form is submitted and carry out tasks directly…
Basecamp Actions & Triggers in Workflows
Basecamp Actions & Triggers in Workflows Effective project management requires seamless coordination between your internal workflows and the tools yo…
Version History in Workflows
Version History in Workflows When you build and improve workflows, you'll often add, remove, or change triggers, actions, and filters. Sometimes you'…
TikTok Comment(s) on a Reel Trigger
TikTok Comment(s) on a Reel Trigger TikTok is a great way to reach people and get them engaging with your business. Audiences love getting a response…
TikTok Direct Messaging
TikTok Direct Messaging TikTok is a great way to reach new audiences and encourage them to interact with your business. Sometimes that engagement wil…
How to Use Internal Notifications When No Contact is Enrolled in Workflow
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Airtable Actions & Triggers in Workflows
This article is customer-facing CRM content (Airtable workflow integration, not agency/billing/dev). Rewriting now: --- Airtable Actions & Triggers i…
ClickUp Actions & Triggers in Workflows
ClickUp Actions & Triggers in Workflows The ClickUp integration connects your CRM workflows directly to ClickUp's project management platform. Whethe…
Google Contacts Actions & Triggers in Workflows
Google Contacts Actions & Triggers in Workflows The Google Contacts integration keeps contact data in sync between the CRM and your Google ecosystem.…
Notion Actions & Triggers in Workflows
Notion Actions & Triggers in Workflows Integrating Notion can significantly boost productivity by automating and optimising your workflows. Whether y…
How to Check for Errors in Workflows
How to Check for Errors in Workflows The Error Highlight and Error Resolution using AI feature is built to make managing your workflows easier by qui…
How to Use Opportunity Custom Fields in the Event Start Date Action
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Smart Lists for Workflows
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Workflow Notes
Workflow Notes Workflow Notes help keep communication clear and tasks running smoothly across your team. You can leave detailed notes, track importan…
Workflow AI Assistant
Workflow AI Assistant Workflow AI is an assistant built to help you create, refine, and manage workflows inside the CRM. Whether you're starting from…
WhatsApp Workflow Statistics
WhatsApp Workflow Statistics WhatsApp messages have several statuses that give you a clearer picture of when and how your contacts are engaging with…
How to Create a Workflow with the Task Completed Trigger
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How to Allow Multiple Opportunities in Workflows
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How to Restore Deleted Workflows
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Automate Facebook & Instagram Comments
Automate Facebook & Instagram Comments One of the best ways to drive sales is social media engagement. Organic social media engagement is especially…
Automating WhatsApp Messaging
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How to Seamlessly Integrate Your Course and Funnel Checkout with Workflows
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Recovering Lost Sales with an Abandoned Cart Automation
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Setting Up Automated Payments Through Stripe Integration
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How to Automate Page View Tracking
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How to Set Up an Automated Spam Filter for Facebook Messenger
How to Set Up an Automated Spam Filter for Facebook Messenger Spam messages can clutter your inbox and distract you from genuine customer enquiries.…
Implementing Double Opt-In System
Implementing Double Opt-In System A double opt-in system is a two-step process where a lead first opts into your communications and then confirms the…
Mastering Workflow Templates
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How to Utilize Positive Intent Triggers in Your Workflows
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Automating Phone Connections Between Team Members And Leads
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How to Create Automated Annual Messages in Workflows
How to Create Automated Annual Messages in Workflows Annual communication workflows keep your contacts engaged with timely, relevant messages year af…
How to Automate Appointment Confirmation and Reminders
How to Automate Appointment Confirmation and Reminders Appointment confirmation and reminder campaigns are essential for improving client engagement…
How to Mark Calls as Completed
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Facebook Lead Ads Automation
Facebook Lead Ads Automation Connecting Facebook Lead Ads to your CRM takes the manual work out of lead management and keeps your follow-ups running…
Duplicating Conditional Branches
Duplicating Conditional Branches Workflows are an essential part of automating processes within your CRM, saving time and improving efficiency. In th…
How to Create an SMS Campaign
How to Create an SMS Campaign SMS marketing is a powerful channel for businesses, with open rates far higher than email and messages typically read w…
How to Automate Your Appointment Management
How to Automate Your Appointment Management Before getting into appointment management, it helps to understand what opportunities and pipelines are i…
How to Rearrange Actions in Your Workflow Builder
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Understanding and Preventing Race Conditions
Understanding and Preventing Race Conditions Race conditions occur when two servers try to update the status of a contact at nearly the same time. Th…
How to Effectively Test Your Workflows
How to Effectively Test Your Workflows Creating workflows in the CRM is essential for streamlining tasks, but how do you ensure they perform as inten…
Understanding Automation
Understanding Automation In the CRM, the automation feature handles repetitive tasks, such as email marketing, social media posts, and customer inter…
Power Dialer Workflow Setup & Tips
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How to Integrate Your Campaigns Into Workflows
How to Integrate Your Campaigns Into Workflows Managing campaigns and workflows well is central to keeping your business processes running smoothly.…
How to Create an Automation After A Purchase is Complete
How to Create an Automation After A Purchase is Complete Customer satisfaction doesn't end at the checkout. A smooth post-purchase experience is esse…
How to Auto Mark Messages As Read in Automation
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How to Set Up an Automation for Live Chat
How to Set Up an Automation for Live Chat Live chat is a great way to improve customer engagement and support. When built into your CRM workflows, it…
How to Automate Community Management with Workflow Trigger and Actions
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How to Get a Conversion List for Google Ads in Workflows
How to Get a Conversion List for Google Ads in Workflows In this guide, we'll show you how to set up conversion tracking for Google Ads. This will he…
How to Automate Opportunity Creation from Form Submissions
How to Automate Opportunity Creation from Form Submissions Creating opportunities from form submissions is key to keeping your sales pipeline active…
How To Notify Users When a Lead Is Added
How To Notify Users When a Lead Is Added Automation takes care of the repetitive parts of your CRM workflows, so your team can stay on the front foot…
How to Use Automation for Lead Generation
How to Use Automation for Lead Generation CRM automation can transform your engagement with leads and streamline your marketing efforts. Trigger link…
How to Send WhatsApp Flows from Workflows
How to Send WhatsApp Flows from Workflows WhatsApp Flows lets you create interactive, step-by-step guided conversations within WhatsApp. You can desi…
Workflow Loop Lockouts
Workflow Loop Lockouts In certain workflow scenarios, there is a risk of accidentally creating a loop, where two processes continuously trigger each…
Manually Importing Facebook Leads Into a Workflow
Manually Importing Facebook Leads Into a Workflow Within the Meta Business Suite, you can export a file containing the information submitted through…
Create New Workflow
Create New Workflow Workflows are essential tools for managing and automating key processes in the CRM, ensuring efficiency and consistency. At their…
Builder Tab
Builder Tab Automation sits at the heart of efficiency, helping you build smooth, automated processes. The Builder tab is where all of that comes tog…
A Simple Calendar Workflow
A Simple Calendar Workflow Calendar workflows are designed to automatically send communications to clients when their appointment status changes, kee…
Workflows Overview
Workflows Overview A workflow is a series of actions performed when a specific event occurs. For example, when a lead has shown interest in your prod…
Bulk Prospecting Flow
Bulk Prospecting Flow Bulk Prospecting is a faster, more efficient way to discover, evaluate, and capture multiple local leads directly from Google M…
How to Customize Marketing Audit Report PDF
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How to Create a Workflow for the Prospecting Widget
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Prospecting Widget Overview
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How to Create a Prospecting Lead Widget
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How to Customize the Prospecting Report with Report Builder
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How to Customize your Prospect Report Layout
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How to Share Marketing Audit Reports
How to Share Marketing Audit Reports Good communication is key to converting prospects into clients. The Prospecting Tool lets you send audit reports…
Virtual Business Listings in the Prospecting Tool
Virtual Business Listings in the Prospecting Tool Even if your prospect's business has no physical location, you can find their virtual business's Go…
How to Customize Your Marketing Audit Report
How to Customise Your Marketing Audit Report When creating reports, controlling both content and layout helps you communicate key insights clearly. T…
How to Generate a Marketing Audit Report for a Prospect
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Prospecting Tool
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Global Settings in Brand Boards
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How to Create a Brand Voice from Text or URL
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How to Add a Brand Voice
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How to Change Your Default Brand Voice
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How to Edit Brand Boards
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How to Use Brand Boards in Emails
How to Use Brand Boards in Emails Brand boards give you quick, organised access to your brand's fonts and colours, so you don't need to manually ente…
How to Change Your Default Brand Board
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How to Create a Brand Board
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Namecheap MX Records
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Connecting GoDaddy MX Records
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How to Import Affiliate Manager Campaigns
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Affiliate Highlights
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How to Use the Affiliate Portal
How to Use the Affiliate Portal The Affiliate Portal is a centralised hub where affiliates can manage every aspect of their marketing efforts. It giv…
Managing Affiliates with Quick Campaign Actions
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How to Pay Your Affiliates
How to Pay Your Affiliates Managing affiliate payments well is key to keeping strong relationships with your partners. Whether you prefer automated m…
How to Manage Customers under Affiliates
How to Manage Customers under Affiliates Effectively managing customers within your affiliate programme is crucial to ensuring accurate commission tr…
How to Use Commission Length & Variable Commissions in Affiliate Manager
How to Use Commission Length & Variable Commissions in Affiliate Manager Commission Length and Variable Commissions Over Time give you more flexibili…
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Affiliate Manager Settings
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Affiliate Payouts
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How to Pay Affiliates for Lead Generation Using Pay-Per-Lead
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How to Automate Affiliate Payouts with PayPal
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Setting Up an Affiliate Campaign
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How to Clone an Affiliate Campaign
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How to Enable Sub Affiliate Sign Ups for Affiliates
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Lead Tracking in the Affiliate Manager
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How to Add an Affiliate
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How to Customize Affiliate Manager Labels
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Manually Adding Sales to an Affiliate
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How to Generate Affiliate Magic Links
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How to Create Affiliate Coupon Codes
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How to Create a Meta Ad Campaign in Ad Manager
How to Create a Meta Ad Campaign in Ad Manager Creating effective ad campaigns that generate leads and increase website traffic is important for busi…
How to Delete Affiliates
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How to Add a Sub-Affiliate Under an Existing Affiliate
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Affiliates Overview
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Affiliate Manager Overview
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How to Create Google Demand Gen Ads
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Audience Targeting for LinkedIn Campaigns in Ad Manager
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How to Create a LinkedIn Lead Form
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How to Create a LinkedIn Ad Campaign in Ad Manager
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Reviews & Reputation
Your reputation is one of the first things a new customer checks before they pick up the phone. A string of recent, genuine Google or Facebook review…
How to Create Instagram DM Datasets in Ad Manager
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How to Review, Map, and Duplicate Existing Facebook Lead Forms
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How to Create a Facebook Form in Ad Manager
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Image Editor in Ad Manager
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How to Create a Meta Sales Objective Campaign for Conversion
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How to View Your Audience Summary
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How to Create Customer List Custom Audience in Ad Manager
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How to Create a New Google Search Ad Campaign
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How to Connect Google with Ad Manager
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How to Create an Instagram Ad
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How to Edit a Published or In-Review Ad Campaign
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Audience Tab
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How to Create Custom Audiences in Ad Manager
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How to Create Lookalike Audiences in Ad Manager
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How to Set a Facebook Page as Default in Ad Manager
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How To Use Trigger Links in Emails
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How to Create a Dynamic Timer
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How to Create a Fixed Countdown Timer
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How to Use Email AI
How to Use Email AI Crafting polished, on-brand email templates takes time, especially when you're juggling design, messaging, and consistency across…
Logo Element
Logo Element Logos are important for branding and email marketing, helping you create a professional and recognisable presence in your email campaign…
How to Use Conditional Elements in Email Builder
How to Use Conditional Elements in Email Builder Conditional elements can be added within email campaigns or templates, letting you tailor content dy…
Email "Edit" Section
Email "Edit" Section Creating email templates and campaigns gives you a lot of options. You can choose from existing emails, customise templates, or…
Text Element
Text Element The Text element lets you add a heading and description to your email. It's where all your written content goes, helping you craft clear…
Image Element
Image Element This simple feature lets you add images to your email templates in just a few clicks, making them more visually appealing and engaging.…
Button Element
Button Element Including a Call-to-Action (CTA) in your emails is a well-proven way to improve conversion rates. The button element gives your audien…
Divider Element
Divider Element The divider element is a useful tool for adding structure to your emails. It helps you separate text, images, and buttons, making eac…
Footer Element
Footer Element The footer element is a quick way to include your account information in emails, keeping them compliant and giving contacts an easy wa…
Code Element
Code Element The Code element is a great option if you have technical knowledge and want to personalise your email templates beyond the standard opti…
Shopping Cart Element
Shopping Cart Element Cart abandonment is a common occurrence, and whilst it's not ideal, it's a good opportunity to re-engage interested customers a…
RSS Header & RSS Items Elements
RSS Header & RSS Items Elements Within the Email Builder, RSS Elements let you send emails automatically with dynamically added content whenever a ne…
Email Layouts
Email Layouts Good email design makes a real difference to brand recognition and bringing in new customers. Layout elements let you control how conte…
Appearance Tab
Appearance Tab The Appearance tab in the email builder gives you access to global settings that apply to all your emails by default. These include te…
How To Import Email Template(s) From Mailchimp
How To Import Email Template(s) From Mailchimp Moving from an older service to your new platform can feel daunting, especially when you have spent ti…
How to Import Email Templates
How to Import Email Templates You can bring templates across from MailChimp, Active Campaign, or Kajabi in just a few steps, saving you the effort of…
Plain Text Editor in Emails
Plain Text Editor in Emails Plain text emails are straightforward and personal, much like a message from someone's own inbox. With minimal branding a…
How To Edit Your Email Format For Mobile
How To Edit Your Email Format For Mobile More and more people are reading emails on their phones, so it's worth making sure your emails look good on…
Email Template Library
Email Template Library Creating emails can be time-consuming and complex, and outsourcing the work adds cost. Using premade email templates keeps thi…
Preview URL Element
Preview URL Element The Preview URL element ensures your contacts can view your emails in the intended format. It's added by default to all blank ema…
How to Use Google Fonts in Email Builder
How to Use Google Fonts in Email Builder Why Google Fonts? Google Fonts give you versatility and visual appeal, letting marketers and designers enric…
Image Slider in Email Builder
Image Slider in Email Builder The Image Slider in the Email Builder lets you showcase multiple images in a single, compact carousel. This article wal…
How to Add GIFs to Your Emails
How to Add GIFs to Your Emails GIFs can add a dynamic, entertaining element to your email campaigns. This article walks you through how to add GIFs t…
How to Preview Custom Fields in Your Emails
How to Preview Custom Fields in Your Emails This guide is for anyone using the CRM who wants to check that custom fields are pulling through correctl…
How to Import Email Templates from Active Campaign
How to Import Email Templates from Active Campaign Importing email templates from Active Campaign lets you bring existing email designs straight into…
Save Elements Feature in Email Templates
Save Elements Feature in Email Templates The Save Elements feature lets you save frequently used elements within your email designs for easy access a…
Social Element
Social Element Adding Social Element When it comes to email marketing, there's a small but powerful social media element that can help you build trus…
Video Element
Video Element Gone are the days of plain-text-only emails. With the CRM, adding videos to your email communications is straightforward, helping your…
Building Emails
Building Emails Creating an email template is key to streamlining and standardising your communication efforts. Templates help you maintain consisten…
"Manage Element" in the Email Builder
"Manage Element" in the Email Builder The "Manage Element" button lets you view the complete element tree of your template, making it easy to locate…
How to Build Segments in Email Campaigns
How to Build Segments in Email Campaigns When sending or scheduling email campaigns, you can choose your target audience. If your intended recipients…
How to Automate Tagging Based on Email Campaigns
How to Automate Tagging Based on Email Campaigns Automatically tagging contacts based on how they interact with your email campaigns makes your marke…
Workflow Campaigns
Workflow Campaigns give you an overview of your email action performance within a workflow. By bringing together both overall and individual email ac…
Form Element in Email Campaigns
Form Element in Email Campaigns Collecting feedback helps you understand your audience and improve how you reach them. The form element lets you embe…
How to Pause or Cancel Email Campaigns
How to Pause or Cancel Email Campaigns You can pause or cancel your scheduled email campaigns, including A/B tests, giving you full control over what…
Email Campaign Settings
Email Campaign Settings Email campaign settings give you control over how your campaigns are created, managed, and measured. This guide covers the ke…
Email Verification for Campaigns
Email Verification for Campaigns To keep your account secure and protect your brand, you'll need to verify your From Email address before you can use…
Click Tracking for Email Campaigns
Click Tracking for Email Campaigns Click tracking is a key part of email marketing. It shows you how recipients interact with the links in your email…
Reply Management in Email Campaigns
Reply Management in Email Campaigns Managing email campaign replies well is essential for keeping strong customer relationships and supporting busine…
Hide Email Elements on Mobile View
Hide Email Elements on Mobile View Hiding email elements for mobile and desktop view is important for making sure your emails look great on any devic…
Email Campaign Statistics
Email Campaign Statistics Keeping track of how your email campaigns are performing helps you fine-tune your marketing and get better results. The Sta…
Understanding Conversion Metrics for Email Campaigns
Understanding Conversion Metrics for Email Campaigns Email marketing is a powerful way to reach your audience and promote your products. When a recip…
How to Resend Unopened Emails in Email Campaigns
How to Resend Unopened Emails in Email Campaigns The Resend Emails to Unopened feature lets you re-engage contacts who didn't open your initial email…
Individual Email Campaign Statistics
Individual Email Campaign Statistics The Email section of the CRM gives you a detailed view of the statistics for email campaigns run by each user. T…
Integrating Loom Videos into Email Campaigns
Integrating Loom Videos into Email Campaigns Adding video content to your marketing campaigns can boost engagement and give your audience a more dyna…
Product Element in Email Campaigns
Product Element in Email Campaigns The Product Element lets you add product showcases directly to your email content, improving the experience for cu…
Email Campaign Delivery Options
Email Campaign Delivery Options This guide covers the four main ways to send or deliver emails within the system, with a clear breakdown of what each…
How to Batch Schedule Email Campaigns
How to Batch Schedule Email Campaigns Batch Delivery (Drip Mode) in Email Marketing lets you send campaigns in timed batches rather than to your enti…
How to Send RSS Email Campaign(s)
How to Send RSS Email Campaign(s) RSS, or Really Simple Syndication, is a powerful tool for business owners to deliver updates and blog content via e…
A/B Test Email Campaign
A/B Test Email Campaign A/B Test Campaigns let you test up to six different versions of an email campaign with your recipient list, then send the win…
How To Send & Schedule Emails With Email Campaigns
How To Send & Schedule Emails With Email Campaigns Sending an email campaign is an important way to engage your audience, and this section will help…
Email Campaigns
Email Campaigns The Campaigns section lets you create, customise, and track your email campaigns, with tools to keep your content organised. From set…
How to Edit Category Queue
How to Edit Category Queue Category Queues are one of the most useful tools for keeping your posting rhythm consistent across social media. They grou…
How to Manage Comments in the Social Planner
How to Manage Comments in the Social Planner Engaging with your audience regularly helps you build community and rapport, making your brand more acce…
Connecting Threads (Social Posting)
Connecting Threads (Social Posting) The Threads integration brings Meta's text-focused social platform directly into the Social Planner, expanding yo…
Connecting Bluesky (Social Posting)
Connecting Bluesky (Social Posting) Bluesky is a decentralised social network for sharing text, images, and videos. With the Social Planner, you can…
Facebook Publishing Troubleshooting Guide
Facebook Publishing Troubleshooting Guide Meta is great for attracting leads to your page, so running into issues with Facebook publishing can feel f…
Edit with Ask AI in Social Planner
Edit with Ask AI in Social Planner Keeping your social media active helps you capture customers' attention and increase your sales. You might find yo…
Prerequisites for Bulk CSV Scheduling in Social Planner
Prerequisites for Bulk CSV Scheduling in Social Planner Managing social media content at scale is much easier when you have a structured, repeatable…
How Can I Publish Evergreen Content using Category Queue?
How Can I Publish Evergreen Content using Category Queue? Consistency is key to building an audience and staying relevant on social media. Category Q…
How to Insert a Shortened Link in Social Planner
How to Insert a Shortened Link in Social Planner Your social media is one of the main tools you have to market your business and generate interest. A…
Social Planner Settings
Social Planner Settings The Social Planner settings give you a central place to manage your social media activity. From here you can link social acco…
How to Post to TikTok
How to Post to TikTok Posting to TikTok through the Social Planner in your CRM is a simple process that lets you create, customise, and schedule vide…
How to Rearrange Media for a Social Post
How to Rearrange Media for a Social Post You can select, manage, and rearrange multiple media files directly from the Media Library in the Social Pla…
How to Create Evergreen Content Buckets
How to Create Evergreen Content Buckets Your Social Media helps you reach new audiences and grow your online presence. However, the biggest obstacle…
How to Bulk Delete Posts in the Social Planner
How to Bulk Delete Posts in the Social Planner Scheduling posts from the Social Planner helps you keep an active presence on social media. Managing m…
How to Schedule Posts for Communities
How to Schedule Posts for Communities Communities are great for keeping an engaged audience active. The best way to keep things dynamic is to post re…
How to Mention or Tag in the Social Planner
How to Mention or Tag in the Social Planner The Social Planner lets you add mentions to your posts, giving you a straightforward way to tag public pr…
How to Create a Facebook Story
How to Create a Facebook Story Facebook Stories are a great way to engage with your audience by sharing images or videos that disappear after 24 hour…
How to Customize Your Post for Each Platform
How to Customise Your Post for Each Platform Different platforms have unique audiences, content formats, limitations, and engagement strategies. A si…
Content AI in Social Planner
Content AI in Social Planner Content AI is an AI-powered writing assistant that helps you produce social media content more quickly and consistently.…
Facebook Pages Not Showing
Facebook Pages Not Showing When connecting your Facebook account, it's important to grant all the required permissions. If you're trying to connect y…
Resolving the "Facebook Post Failed to Publish" Error
Resolving the "Facebook Post Failed to Publish" Error Publishing content to Facebook can sometimes be tricky, particularly when errors prevent your p…
Connecting Social Accounts
Connecting Social Accounts The Social Planner is a great tool for maintaining an active and relevant social media presence. With it, you can link you…
Posting to Instagram
Posting to Instagram When you're ready to publish content to Instagram, the Social Planner lets you create, schedule, and manage posts all in one pla…
Posting to Google My Business
Posting to Google My Business Posting on Google My Business (GMB) is a great way to engage with your audience, showcase your products or services, an…
Posting to Twitter
Posting to Twitter Posting to Twitter helps you stay relevant with your audience through short, snappy content. The Social Planner lets you organise…
Posting to LinkedIn
Posting to LinkedIn Posting to LinkedIn lets you connect with a business-minded audience. With the Social Planner, you can organise your content and…
Post Approval Flow
Post Approval Flow The Post Approval Flow in Social Planner lets you have social media posts reviewed and approved by a team member before they go li…
Posting to Facebook
Posting to Facebook Publishing posts to Facebook is straightforward with Social Planner, which gives you several ways to create and schedule content.…
Content in Social Planner
Content in Social Planner The Content section of the Social Planner shows all posts created in your account, whether uploaded via CSV, pending review…
Social Planner Statistics
Social Planner Statistics The Social Planner Statistics feature gives you a clear picture of how your social media posts are performing, so you can a…
How to Add Location Tagging to Social Post
How to Add Location Tagging to Social Post Social media is a powerful tool for building interest in your brand. It creates organic interaction and br…
Posting to Youtube
Posting to Youtube Posting to YouTube frequently and consistently is the most important thing when trying to grow and maintain an audience. The algor…
Posting Facebook Reels
Posting Facebook Reels Facebook Reels are short-form videos up to 90 seconds long. Like TikTok and Instagram Reels, they show your content to people…
Image Editor in Social Planner
Image Editor in Social Planner The Social Planner's editor lets you do advanced image editing to support your social media strategy. It gives you fle…
Post Pinterest Pins in Social Planner
Post Pinterest Pins in Social Planner Posting to Pinterest is straightforward with the Social Planner. You can organise your content, boost your bran…
How to Post Your Reviews on Social Media
How to Post Your Reviews on Social Media Customer reviews build social proof for your products or services, giving your brand credibility and helping…
How to Add a Watermark to an Image in the Social Planner
How to Add a Watermark to an Image in the Social Planner Protecting your brand and content on social media matters. Adding watermarks to your social…
Failed Post Error in the Social Planner
Failed Post Error in the Social Planner This article covers the error codes you might see in Social Planner for Facebook, Instagram, LinkedIn, and Go…
Posting Instagram Stories
Posting Instagram Stories Instagram Stories are short-form content designed to give your audience a quick update and draw them back to your profile.…
Posting Instagram Reels
Posting Instagram Reels Instagram Reels are short-form video content, similar to YouTube, that help you reach a wider audience. This builds brand vis…
How to post Recurring Social Posts through the Social Planner?
How to post Recurring Social Posts through the Social Planner? The Social Planner helps you keep a more active presence on social media, and one of t…
How To Schedule Posts Using RSS URL?
How To Schedule Posts Using RSS URL? Social Planner lets you schedule posts using RSS (Really Simple Syndication) URLs. You can automate your content…
Create Group Hashtags within the Social Planner
Create Group Hashtags within the Social Planner Hashtags are a simple way to improve content visibility and reach more of the right people on social…
How to Schedule Posts in Bulk
How to Schedule Posts in Bulk Managing a growing social media presence across multiple platforms is much easier when you can schedule everything in o…
Notifications for Expired Social Accounts
Notifications for Expired Social Accounts Keeping your Social Planner connected to your social accounts is essential for day-to-day social media mana…
Connecting Your Instagram Business Account to Your Facebook Account
Connecting Your Instagram Business Account to Your Facebook Account Manage your Instagram Business Profile by connecting it to your Facebook account.…
Ideal File Size and Dimensions For Social Planner Media
Ideal File Size and Dimensions For Social Planner Media When planning a media content marketing campaign, knowing the right image and video formats t…
Connecting Facebook Pages (Social Posting)
Connecting Facebook Pages (Social Posting) The Social Planner lets you add and manage all your Facebook pages, even from different profiles. This hel…
Connecting Instagram (Social Posting)
Connecting Instagram (Social Posting) The Social Planner lets you add your Instagram business or creator accounts to the CRM. If you haven't converte…
Connecting Google My Business Location
Connecting Google My Business Location Google My Business is a great platform to get your information easily available and collect customer feedback.…
Connecting LinkedIn Profile & Page (Social Posting)
Connecting LinkedIn Profile & Page (Social Posting) If you haven't connected any social media accounts yet, click the LinkedIn icon in the wizard and…
Connecting TikTok (Social Posting)
Connecting TikTok (Social Posting) Connecting your TikTok account to the Social Planner makes it easier to manage your social media content in one pl…
How To Create A New Post
How To Create A New Post Keeping your social media active is essential these days. It helps you connect with prospective customers, engage new viewer…
Social Planner Overview
Social Planner Overview The Social Planner is your central hub for managing and posting to your social media accounts. It gives you a comprehensive o…
Email Builder Overview
Email Builder Overview The Email Builder lets you create visually appealing, effective email campaigns. Whether you're starting from scratch or worki…
List-Unsubscribe Header
List-Unsubscribe Header The list-unsubscribe header is a feature used by major email providers (such as Gmail and Outlook) to improve the experience…
Understanding and Managing Email Bounce Suspension
Understanding and Managing Email Bounce Suspension Email bounces are emails that were not successfully delivered to the recipient's inbox. There are…
Setting Up Unsubscribe Links In Emails
Setting Up Unsubscribe Links In Emails Unsubscribe links are usually found in the footer of marketing or promotional emails sent to subscriber lists.…
Creating and Utilizing Email Signatures
Creating and Utilising Email Signatures A professional email signature is more than just a name and title; it's a useful tool for branding, communica…
Preview And Test Your Email Campaign/Templates
Preview And Test Your Email Campaign/Templates To make sure your message lands as intended, it's worth testing and previewing your email campaigns or…
How to Import HTML Email Templates or Campaigns
How to Import HTML Email Templates or Campaigns Simplify your email marketing with the Code Builder, a tool designed to import your existing email te…
Email Templates vs Email Campaigns
Email Templates vs Email Campaigns The Email Marketing section is divided into two areas: Email Templates and Email Campaigns. Email Templates are re…
Creating Email Campaigns
Creating Email Campaigns Email campaigns are a straightforward way to engage your audience, automate your email marketing, and track responses withou…
Ways To Avoid The Spam Folder When Emailing
Ways To Avoid The Spam Folder When Emailing Email service providers can mark your messages as spam for several reasons: using a public domain to send…
Knowledge Base Overview
Knowledge Base Overview The Knowledge Base feature lets you create and manage dedicated knowledge bases for your AI tools. This makes it easier to or…
How to Create a Knowledge Base
How to Create a Knowledge Base The Knowledge Base feature lets you create and manage dedicated knowledge bases for your AI tools. A well-configured k…
How to Generate Conversation AI Summary & Transcript
How to Generate Conversation AI Summary & Transcript When you're managing customer conversations at scale, clarity is everything. Whether you're trac…
Conversation AI Flow Based Builder
Conversation AI Flow Based Builder Your Conversation AI helps you connect with customers efficiently. If you're more comfortable with the workflow bu…
Appointment Booking Action in Conversation AI
Appointment Booking Action in Conversation AI Conversation AI bots can guide your contacts towards a booking without you lifting a finger. If that's…
Human Handover Action in Conversation AI
Human Handover Action in Conversation AI Conversation AI handles most customer chats well, but some conversations are better passed to your team. The…
How to Create a Guided Form Bot
How to Create a Guided Form Bot The Guided Form Bot is a simplified bot creation method within Conversation AI. Instead of writing custom prompts, yo…
Auto Followup Action in Conversation AI
Auto Followup Action in Conversation AI The Auto Follow-Up feature lets your Conversation AI re-engage contacts in your workflows who have gone quiet…
Transfer Bot Action in Conversation AI
Transfer Bot Action in Conversation AI The Transfer Bot Action streamlines conversation flow by routing users from one AI bot to another based on pre…
Conversation AI Dashboard
Conversation AI Dashboard The Conversation AI Dashboard gives you a clear picture of how your AI bot is performing. This article walks through the fe…
How to Trigger a Workflow within Conversation AI
How to Trigger a Workflow within Conversation AI The Trigger a Workflow feature lets you automate specific actions by linking workflows within the AI…
Conversation AI Agents Overview
Conversation AI Agents Overview Managing your AI agents well keeps your workflows running smoothly and your results consistent. The interface is stra…
Primary vs Non-Primary Conversation AI Bots
Primary vs Non-Primary Conversation AI Bots Primary bots handle general inbound communications and form the foundation of your communication strategy…
How to Train Your Conversation AI Bot
How to Train Your Conversation AI Bot Bot training is how you teach your AI bot to give accurate, relevant responses to customer queries. Using tools…
How to Add Contact Info Using the AI Bot
How to Add Contact Info Using the AI Bot The Add Contact Info feature lets you easily add or update contact information directly through an AI bot. Y…
Train Your Conversation AI Bot with Google Docs
Train Your Conversation AI Bot with Google Docs Using Google Docs to train your Conversation AI bot brings a number of benefits, including a more eff…
Stop Bot Action in Conversation AI
Stop Bot Action in Conversation AI The Stop Bot Action feature stops the AI bot's responses automatically when specific conditions are met. This keep…
Voice AI Outbound Calling
Voice AI Outbound Calling Your Voice AI Agents handle calls well, making it easy to reach leads even when your team can't get to the phone. Setting u…
How to Create a Custom Action for Voice AI
How to Create a Custom Action for Voice AI Real-time integrations can make a real difference to customer experience and workflow automation. With Voi…
Voice AI Agents Overview
Voice AI Agents Overview AI Voice Agents automate voice-based customer communication using natural language processing. They can handle inbound calls…
How to Test Voice AI Agents
How to Test Voice AI Agents Before launching your Voice AI Agent to interact with customers or prospects, it's worth making sure it functions effecti…
How to Use Appointment Booking in Voice AI
How to Use Appointment Booking in Voice AI Most customers are used to booking their appointments over the phone. Since old habits are hard to change,…
Inbound Call Flow for Voice AI Calls
Inbound Call Flow for Voice AI Calls When setting up Voice AI for your business, it helps to understand how the inbound call flow works so you can ge…
How to Set Up Voice AI Agent
How to Set Up Voice AI Agent Having someone answer calls is useful at any scale. The Voice AI Agent lets you free up your team from call handling wit…
Content AI Text
Content AI Text Creating and managing content efficiently matters for any business looking to stay ahead. The Content AI Text Management section in y…
Content AI Image
Content AI Image The Content AI Image feature gives you a central place to manage your AI-generated images. You can review generated content, track c…
Gift Card Dashboard Overview
Gift Card Dashboard Overview Gift Cards work as a flexible prepaid balance, giving customers funds they can use exclusively in your store. The Gift C…
How To Integrate Authorize.net
How To Integrate Authorize.net Authorize.Net is an online payment service with comprehensive security features for users and businesses of all sizes,…
How to Track Gift Card Orders
How to Track Gift Card Orders Gift cards work as a prepaid balance that customers can purchase, send, or receive from your business. Since money is i…
How Customers Redeem Gift Cards
How Customers Redeem Gift Cards Gift cards give recipients choice and flexibility. Whether a customer has bought one or you've sent one to them, they…
How to Send Gift Cards Directly
How to Send Gift Cards Directly Gift cards give recipients choice and flexibility, and they're a straightforward way to send funds to customers for l…
How to Sell Gift Cards
How to Sell Gift Cards Gift cards give recipients choice and flexibility, letting them set aside funds to spend with your business. If you've already…
How to Create a Gift Card
How to Create a Gift Card Gift Cards work as a flexible prepaid balance, giving customers a way to purchase store credits for themselves or others, a…
How to Modify Existing Subscriptions
How to Modify Existing Subscriptions Subscriptions help you secure a steady income and manage repeating services. Keeping them up to date for your cu…
Cancelling vs. Pausing a Subscription
Cancelling vs. Pausing a Subscription When managing recurring purchases or memberships, you may find that customers want to stop using your service.…
How to Create A Subscription
How to Create A Subscription Recurring purchases are great for your business, whether it's an ongoing course, a repeat buy, or a payment plan for a l…
Subscriptions
Subscriptions Subscriptions are a great source of steady income, so it's important to stay on top of their lifecycle, their current status, and any u…
How to Integrate Mercado Pago
How to Integrate Mercado Pago You can accept payments across LATAM with Mercado Pago by integrating it into your account. Offering familiar, regional…
How to Offer Buy Now, Pay Later Options for Calendar Bookings
How to Offer Buy Now, Pay Later Options for Calendar Bookings Buy Now, Pay Later options give customers a flexible alternative to paying upfront, mak…
How to Use ACH with NMI for Payments
How to Use ACH with NMI for Payments For businesses handling large-ticket transactions, bank transfers can be a more efficient and reliable option th…
How to Configure Payment Provider by Channel
How to Configure Payment Provider by Channel When using the CRM to take payments, whether in a store, calendar, or other products, the payment provid…
How to Integrate Adyen
How to Integrate Adyen Adyen is a widely used card payment processor, particularly popular across Europe and North America for its enterprise-grade c…
Manual Payment Methods Integration
Manual Payment Methods Integration Selling online doesn't mean you have to limit your business and exclude cash, bank transfers, or other forms of ma…
How to Sync Your Invoices to Wave Accounting
How to Sync Your Invoices to Wave Accounting This feature syncs invoices created in the CRM to your Wave account in one direction, so you don't have…
How to Integrate Square
How to Integrate Square Connecting Square gives you a straightforward way to manage payments and keep your business operations running smoothly. Once…
How to Integrate Razorpay
How to Integrate Razorpay Integrating Razorpay makes it straightforward to manage payments inside NotLuck CRM. Once connected, you can process transa…
How to Integrate QuickBooks
How to Integrate QuickBooks This article covers how to integrate QuickBooks with your account. Connecting the two platforms automates data transfer,…
Using Apple Pay and Google Pay in Order Forms
Using Apple Pay and Google Pay in Order Forms Adding Apple Pay and Google Pay to your order forms gives customers a faster, more secure way to comple…
How To Integrate Network Merchants Inc. (NMI)
How To Integrate Network Merchants Inc. (NMI) NMI (Network Merchants Inc.) is a well-known payment service provider that offers a range of solutions…
How To Integrate PayPal
How To Integrate PayPal Do you accept payments through PayPal? You can connect your PayPal account directly to the CRM. Head to the Integration secti…
Stripe Integration
Stripe Integration Add or manage your Stripe details in the Payment Integrations section. Make sure to check whether live mode or test mode is enable…
Payment Notifications
Payment Notifications Payment notifications keep your customers in the loop at key moments in their journey, and make sure your team stays updated to…
How to Add Additional Fees to Customer Payments
How to Add Additional Fees to Customer Payments Running a business comes with plenty of fees, and fluctuating charges can eat into your revenue. Pass…
Shipping & Delivery Settings
Shipping & Delivery Settings Managing shipping costs well makes a real difference to customer satisfaction and how efficiently your store runs. This…
How to Send Automated Abandoned Cart Emails
How to Send Automated Abandoned Cart Emails Abandoned cart notifications can help you recover lost sales by reminding customers to finish their purch…
Subscription Settings
Subscription Settings Subscription businesses can handle failed payments cleanly by setting up automated payment retries. This keeps disruption to a…
How to Add Taxes Overview
How to Add Taxes Overview Handling taxes is an unavoidable part of running a business. You want to stay compliant with the law and keep your finances…
Payment Receipts
Payment Receipts Automatic Receipts make it easy for businesses to send receipts to customers when they make purchases through order forms. This cove…
Coupon Codes for Subscription Services
Coupon Codes for Subscription Services Coupon codes for subscription products let you offer discounts on ongoing services, making it easier to attrac…
How to Create and Use a Coupon/Promo Code in a Two-Step Order Form
How to Create and Use a Coupon/Promo Code in a Two-Step Order Form Coupons and promo codes are great incentives to help nudge potential customers int…
Creating coupons
Creating coupons Coupons are a great way to attract customers and drive sales by offering discounts. This guide walks you through creating, customisi…
How to Create a Smart Collection
How to Create a Smart Collection Smart Collections enable you to automate product grouping using predefined conditions, making them ideal for dynamic…
How to Create a Manual Collection
How to Create a Manual Collection Manual Collections allow you to handpick and organise specific products to match your campaign goals or promotional…
How to Bulk Edit Products for Stores
How to Bulk Edit Products for Stores This feature lets you update product information and manage pricing, variants, inventory, shipping, and SEO deta…
How to Create a Free Product
How to Create a Free Product Offering a free product is a great way to attract leads, provide value, and build trust with your audience. Whether it's…
How to Create a Digital Product
How to Create a Digital Product Digital products are intangible goods delivered electronically, including ebooks, digital music, and digital art. The…
Reviews & Ratings for Products in Stores
Reviews & Ratings for Products in Stores Store owners can build credibility and encourage customer engagement with the Reviews and Ratings feature. C…
Reviews in Products Overview
Reviews in Products Overview This guide covers the Reviews section within the Payments tab. Managing customer reviews well helps boost engagement, bu…
Products Overview
Products Overview The Products tab in the Payments section of the CRM lets you manage all your product listings, whether you're uploading them via CS…
Inventory Management
Inventory Management The Inventory Management page gives you a straightforward way to manage stock, keeping quantities accurate and up to date. You c…
Product Collections
Product Collections A great way to boost your sales is by keeping your customers inspired and wanting more. Grouping products helps you achieve that…
Utilizing the "Compared At" Feature In Products
Utilizing the "Compared At" Feature In Products In competitive online retail, showcasing deals effectively can make a real difference. The "Compare A…
Creating New Products
Creating New Products Adding a new product to your CRM is simple. This guide covers everything from entering product details and adding images, to se…
How to Import Transactions
How to Import Transactions If you manage payments from multiple sources, the Payments section in your account has filtering and sorting tools to help…
Transactions
Transactions The Transactions tab in the Payments section gives you a central place to review all sales processed through the tools available in the…
Track Membership Transactions Within Payments
Track Membership Transactions Within Payments Managing memberships and payments can be time-consuming when the information is spread across different…
How To Manage Refunds Within The CRM?
How To Manage Refunds Within The CRM? Managing refunds in the CRM is essential for keeping customers happy and keeping your finances in order. Here a…
How to Customize Payment Links with Brand Colors
How to Customise Payment Links with Brand Colours Payment links help you quickly seal the deal with customers. Even with their simple presentation, t…
Payment Links Overview
Payment Links Overview If you're looking for a quick and easy way to accept payments, payment links might be just what you need. They streamline your…
How to Send Payment Links to Multiple Contacts
How to Send Payment Links to Multiple Contacts Payment links let you close a sale with minimal friction: most details are prefilled for the client, s…
How to Create Product Payment Links
How to Create Product Payment Links Product Payment Links make it easy for customers to buy quickly, removing friction from the sales process. Less h…
How to Import Orders
How to Import Orders If you manage payments from multiple sources, the Payments section in your account includes filtering and sorting tools to help…
Orders Overview
Orders Overview The Orders tab shows all customer purchases completed through the system, whether on a Store page or a 2-step order element on a funn…
How to Fulfill an E-Commerce Store Order
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How to Print Shipping Labels & Packing Slips
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Abandoned Checkout in Orders
Abandoned checkouts are listed prominently on the Orders page, so you can track and manage incomplete transactions in one place. This gives you a cle…
How to Sync Shopify Orders
How to Sync Shopify Orders Integrating Shopify with your CRM is a powerful way to centralise your business operations, from managing orders and produ…
How to Collect Card Details in Documents & Contracts
How to Collect Card Details in Documents & Contracts Collecting payment information during the document signing process streamlines transactions and…
Document Variables
Document Variables When creating a document template, you'll come across values that change from customer to customer. For those cases, you can use D…
How to Send Documents & Contracts
How to Send Documents & Contracts After preparing a document or contract for your client, the next step is to send it out for review and signing. The…
How to Add Expiry Date for Documents & Contracts
How to Add Expiry Date for Documents & Contracts In today's fast-paced business environment, timely execution of documents is not just best practice;…
Product List in Documents & Contracts
Product List in Documents & Contracts The Product List feature makes it straightforward to display your products as an itemised list inside your docu…
How to Upload PDFs for Documents & Contracts
This is customer-facing CRM content (Documents & Contracts, signature requests), so I'll rewrite it in NotLuck house style. --- How to Upload PDFs fo…
How to Set Up a Payment Plan in Documents & Contracts
How to Set Up a Payment Plan in Documents & Contracts A payment plan is a structured agreement between a buyer and a seller that sets out the terms f…
How To Create A New Invoice
How To Create A New Invoice Generate new invoices directly from your CRM to bill contacts for their products and services. This keeps everything in o…
How to Create a Public Document
How to Create a Public Document Public documents make it easy to share files and collect signatures. You can publish documents, send them to recipien…
Collect Payment Directly After Document Signing
Collect Payment Directly After Document Signing Documents and Contracts let you set out your terms and conditions for customers, so everyone is align…
Documents & Contracts Builder
Documents & Contracts Builder The Documents & Contracts Builder lets you design templates for contracts, agreements, invoices, and other key document…
Documents & Contracts Templates
Documents & Contracts Templates The Documents & Contracts Templates section in the Payments tab gives you a central place for creating, managing, and…
Customize Your Subject Line for Documents & Contracts
Customize Your Subject Line for Documents & Contracts From waivers to terms of service, Documents and Contracts keep the expectations and boundaries…
Adding Custom Fields For Documents and Contracts Signing
Adding Custom Fields For Documents and Contracts Signing The CRM's Document and Contract Editor supports custom fields, giving your business more fle…
Recurring Products in Documents & Contracts
Recurring Products in Documents & Contracts Documents and Contracts are the clearest way to set expectations and define boundaries with your clients.…
Fillable Element: Initials
Fillable Element: Initials The Initials feature within Documents and Contracts is designed to ensure thorough review and acknowledgment of multi-page…
How To Share Documents And Contracts Via Customized Links
How To Share Documents And Contracts Via Customised Links Managing documents and contracts in the CRM is straightforward, with a simple process for s…
Choosing The Right Currency for Documents & Contracts
Choosing The Right Currency for Documents & Contracts Being able to select the right currency for your documents is a significant improvement, partic…
How To Add Signatures To Documents and Contracts
How To Add Signatures To Documents and Contracts The first step in generating documents and contracts is to create a template within the CRM. This se…
How to Set Up Multi-Recipient Document Signing
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How To Create an Invoice Automatically After a Document/Contract is Signed
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Settings in Documents & Contracts
Settings in Documents & Contracts Whether you prefer a professional tone or something more casual, you can customise the emails sent for your Documen…
Create Document & Contract Templates and Send Them Automatically with Workflows
Create Document & Contract Templates and Send Them Automatically with Workflows Creating templates for documents and contracts keeps things consisten…
How to Customize an Invoice Layout
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How to Record Manual Payment for Invoices
How to Record Manual Payment for Invoices Accurately recording manual payments is essential for maintaining clear and consistent financial records. W…
How to Import Invoices using CSV
How to Import Invoices using CSV Your invoices help you keep accounting clear and organised. Moving from a previous system to the CRM without losing…
How to Use Opportunity Custom Values in Terms & Notes of Invoices & Estimates
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How to Edit Payment Schedules for Partially Paid Invoices
How to Edit Payment Schedules for Partially Paid Invoices Managing invoices efficiently is essential for keeping payments organised and up to date. W…
How to Create a Recurring Invoice
How to Create a Recurring Invoice Recurring invoices simplify billing by automating payments at regular intervals. This guide walks you through creat…
How To Edit An Active Recurring Invoice
How To Edit An Active Recurring Invoice Part of growing your business is constant improvement. At some point, that will mean changes to how you run t…
How To Create A Class Calendar
How To Create A Class Calendar The Class Booking calendar is a one-to-many calendar designed for events with multiple attendees, such as webinars, wo…
How to Use Product Description Capability
How to Use Product Description Capability Product descriptions help customers make informed decisions, give extra transparency and security, and help…
Invoices Overview
Invoices Overview The invoicing feature in the CRM lets you create and manage invoices for your business. You can issue invoices directly to your cus…
How to Create an Estimate
How to Create an Estimate This guide covers how to access, create, send, and manage estimates in your account. You can track all your transactions an…
Estimates Overview
Estimates Overview Estimates are a vital part of managing client interactions and project proposals, letting you provide detailed cost breakdowns bef…
How to Set Up Late Fees on Invoices
How to Set Up Late Fees on Invoices Good invoice management helps you stay on top of cash flow and get paid on time. Setting up late fees on overdue…
Auto-Payment for Invoices
Auto-Payment for Invoices Automated payments in recurring templates ensure invoices are settled on time without needing the customer to take action.…
How to Add Taxes to Invoices
How to Add Taxes to Invoices Taxes are part of doing business, whatever your industry. Managing them well matters for staying compliant and keeping y…
Set Up Fees in Recurring Invoices
Set Up Fees in Recurring Invoices One of the best ways to handle charging for subscriptions or regularly bought products is by sending a Recurring In…
ACH Debit Payment Method On Invoices
ACH Debit Payment Method On Invoices Offering a range of payment options is important for any business that wants to make it easier for customers to…
Payment Settings for Invoices & Estimates
Payment Settings for Invoices & Estimates Collecting payments is central to running a business, and invoices and estimates are two of the most common…
Schedule Reminders for Invoices
Schedule Reminders for Invoices Chasing customers for payment is one of the most tedious parts of running a business. It takes time and energy that y…
Invoices: Payment Plans
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Utilizing CC and BCC in Invoices
Utilizing CC and BCC in Invoices Good invoicing is about more than sending bills; it's a key communication tool. Adding CC (carbon copy) and BCC (bli…
Automatic Invoice Creation
Automatic Invoice Creation When a proposal is accepted, the next logical step is to generate an invoice. Automatic Invoice Creation makes this hands-…
How to Create Invoice Templates and Automatically Send Them In a Workflow
How to Create Invoice Templates and Automatically Send Them In a Workflow Managing invoices doesn't have to be complicated. With customisable invoice…
Customize Email and SMS Notifications for Invoicing
Customise Email and SMS Notifications for Invoicing Businesses often send notifications to customers about invoices. These can be emails or text mess…
Including Payment Plans In Estimates
Including Payment Plans In Estimates Estimates give your customers a clear picture of what they'll pay for your products or services. If you want to…
Recurring Invoices
Recurring Invoices Recurring invoices simplify billing by automating payments for customers who have purchased subscription-based products or service…
How to Create an Opportunity Smart List
How to Create an Opportunity Smart List Organising your opportunities effectively is key to staying on top of your pipeline. Opportunity Smart Lists…
Opportunity Forecast
Opportunity Forecast The Forecast tab inside Opportunities helps you track, predict, and improve your pipeline performance using expected close dates…
How to Book an Appointment from an Opportunity
How to Book an Appointment from an Opportunity Opportunities represent prospective customers or business partners who will go through an onboarding p…
How to Send an Invoice or Estimate from an Opportunity
How to Send an Invoice or Estimate from an Opportunity Each opportunity has a dedicated Payments tab, giving you a convenient place to create and sen…
How to Customize Your Opportunity Cards
How to Customise Your Opportunity Cards Improving the visibility and organisation of opportunity cards in your pipeline view can make a real differen…
How To See Additional Information On An Opportunity Card
How To See Additional Information On An Opportunity Card Managing your opportunities effectively is key to staying organised and keeping track of val…
Opportunity Management
Opportunity Management Quick access to opportunities and their audit logs makes it much easier to track and manage your pipeline. These tools help yo…
List View in Opportunities
List View in Opportunities The List View is a tabular format that lets you manage your opportunities in a detailed, organised way. It transforms how…
How To Automate Lead Value Using Survey Submissions
How To Automate Lead Value Using Survey Submissions Automating lead value updates through survey submissions saves time and keeps your data accurate.…
Maximizing Your Sales Pipeline
Maximising Your Sales Pipeline The sales pipeline gives you a visual overview of where your leads and opportunities sit in the sales process. It help…
Lost Reason For Opportunities
Lost Reason For Opportunities A lost opportunity is a potential deal or sale that didn't close. It happens when a prospect decides not to move forwar…
How to use Custom Fields for Opportunities
How to use Custom Fields for Opportunities Custom Fields for Opportunities lets you tailor and manage data within the Opportunity Modal, giving you a…
How To Sort/Filter Opportunities
How To Sort/Filter Opportunities The Opportunities section has a wide range of sorting and filtering options to give you more control and better visi…
How to Create an Opportunity
How to Create an Opportunity Whilst automation is commonly used to create opportunities, it's worth knowing how to create them manually too. Adding o…
How to Bulk Delete & Restore Opportunities
How to Bulk Delete & Restore Opportunities Managing your opportunities and keeping your pipelines clean and organised is key to keeping them relevant…
How to Import Contacts and Opportunities at Once
How to Import Contacts and Opportunities at Once The Import Contacts and Opportunities feature lets you bring in contacts and opportunities together…
How to Bulk Edit Opportunities
How to Bulk Edit Opportunities Managing opportunities efficiently helps you stay productive and get results. With bulk selection and multi-field upda…
How to Import Opportunities
How to Import Opportunities Importing files into the system is straightforward if you follow the steps below. Contacts and opportunities can be impor…
Bulk Actions in Opportunities Overview
Bulk Actions in Opportunities Overview The Bulk Actions tab makes managing opportunities much more straightforward, letting you run multiple updates…
Smart Tags in Pipelines
Smart Tags in Pipelines Your pipelines hold every potential sale in the system, so keeping them organised is well worth the effort. With Smart Tags,…
Pipeline Permissions
Pipeline Permissions Your pipelines hold all the key information about a customer's journey and the details of a deal. Because of that, not every tea…
Pipelines
Pipelines Pipelines automate processes within your business workflows. They let you set up structured sequences of actions that guide leads or custom…
Opportunity Settings
Opportunity Settings Assigning separate owners to contacts and opportunities gives you more nuanced control over how responsibilities are divided acr…
Opportunities Overview
Opportunities Overview This section helps you manage and organise new business opportunities by adding them to pipelines, so you can track their prog…
How to Customize Fields for Add Contact
How to Customise Fields for Add Contact When adding a contact, you may have a specific set of questions or input fields you want to include for every…
How to Manage Duplicate Contacts
How to Manage Duplicate Contacts Accurate and organised contact data is the foundation of effective communication and smooth system performance. With…
Importing Contacts with Shared Information
Importing Contacts with Shared Information When managing a contact database, it's important to handle contacts with shared details correctly. Before…
How to Set Up Multi-Object Tasks
How to Set Up Multi-Object Tasks Creating tasks in the CRM helps you keep your team accountable, schedules organised, and ensures all pending actions…
How to Create a Task
How to Create a Task Creating tasks is an important part of managing projects and keeping daily operations running smoothly. Structuring tasks with c…
Tasks Overview
Tasks Overview Tasks are essential for keeping your business organised, bringing all your to-dos into one central place in the CRM. The Tasks section…
Restore Overview
Restore Overview Accidentally deleting a contact is an easy mistake to make; fortunately, it doesn't have to be permanent. The restore function lets…
Managing Opportunities in Contact Details
Managing Opportunities in Contact Details Opportunities help you keep track of a customer's journey inside the CRM, making them an important part of…
How to Customize Contact Detail Page
How to Customize Contact Detail Page Contact Detail Page customisation lets admins control how contact records are displayed, making it easier for te…
Managing Associations in Contact Details
Managing Associations in Contact Details A key part of effective contact management is being able to see and manage the relationships between a conta…
Subscriptions & Invoices in Contact Details
Subscriptions & Invoices in Contact Details Managing and creating subscriptions and invoices for your customers keeps your financial records clear an…
How to Access Form and Survey Files From Contacts
How to Access Form and Survey Files From Contacts Keeping images and files well-managed is important for all sorts of business processes. Centralisin…
How to Schedule an Appointment from the Contacts Tab
How to Schedule an Appointment from the Contacts Tab Scheduling appointments manually is straightforward once you know where to look. This guide walk…
How to Add Followers to Contacts
How to Add Followers to Contacts Following contacts lets your team collaborate more easily, with better access to the right information and simpler t…
Efficiently Organizing Contacts with Tags
Efficiently Organising Contacts with Tags Tags are a core feature of the CRM, giving you a simple way to organise and retrieve contact information. B…
How to Add Multiple Email Addresses to a Contact
How to Add Multiple Email Addresses to a Contact Every contact can have different email addresses for different purposes, such as work, personal, or…
How to Apply A Manual Charge to A Contact
How to Apply A Manual Charge to A Contact The manual charge feature gives you a straightforward way to manage customer payments and understand their…
How To Cancel An Appointment
How To Cancel An Appointment Appointments are central to client interactions, and managing them well keeps your scheduling and follow-ups on track. W…
Understanding and Implementing Attribution
Understanding and Implementing Attribution Attribution, in its simplest form, is the process of identifying the channels or sources that have contrib…
How To Add An Appointment
How To Add An Appointment Appointments help you make the most of your day by letting you prepare in advance and stay productive in between. This can…
How to Input Multiple Phone Numbers for a Contact
How to Input Multiple Phone Numbers for a Contact You can add up to eleven phone numbers for each contact, which gives you more flexibility when mana…
How to Add a Note to a Contact
How to Add a Note to a Contact The Notes tab lets you record additional information for each contact, which is useful when keeping track of conversat…
Document Management
Document Management Managing and sharing documents is straightforward with the NotLuck CRM. You can access all documents associated with a contact di…
Contact Details - Messages Panel
Contact Details - Messages Panel In the Messages panel, you can review the message and conversation history with a specific contact. It shows all mes…
Contact Details - Information Panel
Contact Details - Information Panel On the far right side of any contact card, you'll find the contact information panel, which contains additional d…
Contact Details - Overview
Contact Details - Overview When managing contacts in the CRM, you have a lot of control and flexibility over their data. From each contact card, you…
How to Send Bulk SMS Messages
How to Send Bulk SMS Messages Reaching large audiences is important for any growing business, whether you're running a marketing campaign, notifying…
How to Attach Files To A Contact Record
How to Attach Files To A Contact Record In this article, you'll learn how to create a custom field and add it to your Contact Details so you can atta…
How To Add Multiple Contacts To an Automation
How To Add Multiple Contacts To an Automation Adding multiple contacts to an automation is straightforward. Select the contacts you need from the Con…
WhatsApp Bulk Action
WhatsApp Bulk Action WhatsApp is a great way to stay in touch with your clients in real time. You can automate messaging, response times are quick, a…
Company Bulk Action
Company Bulk Action Managing contacts across multiple companies can be time-consuming. The Company Bulk Action streamlines this by letting you add, u…
Bulk Email Verification
Bulk Email Verification Verifying email addresses isn't purely a technical task; it's a practical step that keeps costs down, improves deliverability…
Troubleshooting Importing Contacts
Troubleshooting Importing Contacts The Bulk Actions feature gives you a central place to monitor and manage your contact imports, including any that…
How to Send Bulk Emails
How to Send Bulk Emails The 'Send Email' button lets you send an email to one or multiple contacts in a single step. Select the contacts you want wit…
Add Contact
Add Contact Your CRM makes it simple to keep customer contacts organised. When an SMS, call, Facebook/Instagram/GMB message, or email is received fro…
Smart List Quick Action Buttons
Smart List Quick Action Buttons Using quick actions in your contact list, you can manage and run tasks for one contact or many at once. Here's an ove…
Bulk Actions Overview
Bulk Actions Overview When you select a group of contacts to add them to a workflow or send an email or SMS, the CRM creates these as bulk actions. Y…
How To Add Tags To Multiple Contacts
How To Add Tags To Multiple Contacts Tags help you identify contacts quickly, making it simple to group, separate, and interact with them. As well as…
How To Import Multiple Contacts
How To Import Multiple Contacts If you need to bring contact information into the CRM, the Upload Contacts feature makes it straightforward. With a f…
How To Merge Multiple Contacts
How To Merge Multiple Contacts If you have multiple contact records for the same person, you can consolidate them into a single record using the 'Mer…
How To Add/Update Opportunities For Multiple Contacts
How To Add/Update Opportunities For Multiple Contacts The Add/Update Opportunity feature lets you add or update contacts in your pipeline. Select the…
How To Send Review Requests To Multiple Contacts
How To Send Review Requests To Multiple Contacts Staying in touch with your audience helps you build community and rapport. One of the best ways to c…
How To Remove Tags From Multiple Contacts
How To Remove Tags From Multiple Contacts There are times when you'll need to remove tags from a single contact or an entire group. Navigate to the S…
How To Export Multiple Contacts
How To Export Multiple Contacts If you need to transfer specific contacts to an outside system or marketing campaign, you can download your contact l…
How To Delete Multiple Contacts
How To Delete Multiple Contacts Whether it's a burnout list, spam contacts, or people who've opted out, there will come a time when you need to remov…
How to Add a Contact Photo
How to Add a Contact Photo Adding a profile picture to your contacts makes it easier to recognise who you're talking to. Here's how to do it. Adding…
How to View and Delete Cards on File
How to View and Delete Cards on File Managing stored payment information is an important part of keeping customer transactions running smoothly. The…
How To Edit Smart Lists
How To Edit Smart Lists Updating your Smart List filters lets you segment contacts precisely, based on things like sales progress and how they've int…
Managing Your Smart Lists
Managing Your Smart Lists Smart Lists are a great way to organise and group your contacts, using filters to categorise customers. As your business gr…
Common Use Cases for Smart Lists
Common Use Cases for Smart Lists Smart Lists are a useful way to segment your customers by attributes and behaviours, making it easier to run targete…
How To Create Smart Lists
How To Create Smart Lists Smart lists are an essential tool for managing your contacts. With smart lists, you can sort, filter, and manage contacts w…
How to Create New Rental Booking
How to Create New Rental Booking Rentals help you manage products that have duration-based, inventory-driven bookings, such as holiday properties or…
Rentals Calendar View
Rentals Calendar View Rentals help you manage bookable inventory, such as equipment or vehicles. Unlike traditional appointment scheduling, they are…
Rentals Global Settings
Rentals Global Settings When managing your rentals, a few key settings can completely change how your clients experience the booking process. The Glo…
How to Create a New Rental Listing
How to Create a New Rental Listing Rentals help you manage products that have duration-based, inventory-driven bookings, such as holiday properties o…
Rentals Overview
Rentals Overview The Rentals section of your calendar is purpose-built for businesses that manage bookable inventory, such as equipment, vehicles, sp…
How to Create Service Locations
How to Create Service Locations Service locations define where your customers will receive your services, so they're a key part of your booking setup…
Services Global Settings
Services Global Settings When managing your services inside the system, some details can completely change the way your clients experience the bookin…
Managing Service Appointments
Managing Service Appointments Pre-scheduling time for specific tasks keeps your team organised, makes sure the right tools are available, and ensures…
How to Create and Manage Add-Ons
How to Create and Manage Add-Ons The Add-ons tab lets you manage additional features or upsells; usually these are supplementary services or products…
How to Manage Service Resources
How to Manage Service Resources Some services require tools that you only have a limited number of. For those physical assets, such as rooms, chairs,…
How to Manage Service Staff
How to Manage Service Staff When managing your services, a few key components matter for keeping customers happy. One of the most important is the te…
Services Overview
Services Overview When running a service-based business, there are usually several moving parts needed to fulfil a customer request. Staff, tools, an…
Service Menu
Service Menu The Service Menu is a centralised page that displays your service calendars in a single scheduling link. Clients can easily navigate cat…
Rooms & Equipments
Rooms & Equipments Rooms and equipment are essential for service calendars, letting you account for the spaces and tools needed to complete an appoin…
How to Create a Calendar Schedule
How to Create a Calendar Schedule Managing your team's availability across multiple calendars can get complicated. If you're finding it difficult to…
Collective Bookings in Calendars
Collective Bookings in Calendars Collective Bookings make it easy to schedule meetings involving multiple team members at once. The feature brings to…
How To Set Up A Round Robin Calendar
How To Set Up A Round Robin Calendar The Round Robin calendar lets you add as many team members as needed and rotate between them based on priority o…
How to Create a Personal Calendar
How to Create a Personal Calendar Personal calendars help you organise your day around private, familiar meetings, which improves overall communicati…
How to Create an Event Calendar
How to Create an Event Calendar Good calendar management goes a long way towards keeping appointments organised and running smoothly. The Event Calen…
How To Create A New Calendar
How To Create A New Calendar Head to the Calendars tab in the CRM to create and manage your calendars. You can set up booking calendars for appointme…
How to Customize Calendar Notifications
How to Customise Calendar Notifications Managing notifications well keeps communication clear and appointment scheduling running smoothly. You can cu…
How to Connect Microsoft Teams
How to Connect Microsoft Teams Connecting your Microsoft Teams account lets you generate dynamic meeting links automatically, saving you from doing i…
How to Update Your Personal Availability
How to Update Your Personal Availability Having your business hours properly reflected in your calendar helps minimise confusion for your customers a…
Look Busy in Calendars
Look Busy in Calendars There will be times when your calendar is mostly empty; that is a normal part of running a business. However, showing an empty…
How to Integrate Calendly
How to Integrate Calendly Your calendar is one of the best tools for organising your day and following up after appointments to keep customers happy.…
Audit Logs & Calendars
Audit Logs & Calendars Audit Logs keep a record of everything that happens in the system. They make it straightforward to track where changes came fr…
Understanding and Preventing Double Booking in Your Calendars
Understanding and Preventing Double Booking in Your Calendars Double bookings can disrupt your scheduling, leading to missed opportunities or overboo…
Manual Confirmation of Appointments
Manual Confirmation of Appointments In some business scenarios, manually confirming appointments is essential for keeping control over your schedule…
Calendar Consent Checkbox for SMS Compliance
Calendar Consent Checkbox for SMS Compliance The calendar consent checkbox lets you get explicit consent from users before they receive SMS notificat…
How to Disable a Service Menu
How to Disable a Service Menu Disabling a calendar service menu temporarily removes it from your active offerings without permanently deleting it. Th…
Understanding Unassigned vs. Assigned Calendars
Understanding Unassigned vs. Assigned Calendars Understanding the difference between Unassigned and Assigned Calendars is important for getting the m…
How to Disable Google Organic Booking
How to Disable Google Organic Booking You can disable Google Organic Booking to take more control over how clients find and book your services. It le…
How to Use One-Time Booking Links
How to Use One-Time Booking Links The One-Time Link simplifies your scheduling by generating a unique link for each booking that expires automaticall…
How to Connect a Custom Form to Your Calendar
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How to Embed Your Calendar into a Funnel or Website
How to Embed Your Calendar into a Funnel or Website Embedding a calendar on your funnel or website is a useful way to streamline appointment bookings…
Tips for Keeping Your Calendars Organized
Tips for Keeping Your Calendars Organised The CRM includes calendar management tools to help you schedule more efficiently. With Calendar Groups, Cus…
Calendar Groups
Calendar Groups Calendar Groups let you streamline appointment scheduling, coordinate team availability, and offer clients more flexible booking opti…
How to Integrate iCloud Calendar
How to Integrate iCloud Calendar Connecting your iCloud Calendar to the CRM keeps your appointments, tasks, and events in sync so your schedule stays…
Calendar Types
Calendar Types Your CRM supports several scheduling types, each suited to a different purpose. Here's a rundown of what's available. Personal Calenda…
How to Configure Staff Member Selection in Round Robin Calendars
How to Configure Staff Member Selection in Round Robin Calendars Built for Round Robin calendars and the Neo widget type, the Staff Member Selection…
How to Set Up Recurring Appointments
This is customer-facing CRM content, so I'll rewrite it in NotLuck house style. --- How to Set Up Recurring Appointments Recurring appointments are a…
Calendar Preferences
Calendar Preferences Calendar preferences let you customise various settings related to meeting logistics, including location, time format, and langu…
Google Organic Booking
Google Organic Booking Reducing friction in your booking process goes a long way in growing your business. Letting customers discover and book servic…
Calendar Connections
Calendar Connections In the Calendars tab under Connections, you can manage integrations with Google, Outlook, iCloud, Calendly, Zoom, Microsoft Team…
How To Edit/Update The Calendar Availability & Slot Settings
How To Edit/Update The Calendar Availability & Slot Settings Each of your calendars has its own set of rules and parameters, starting with the type o…
Zoom Integration
Zoom Integration Connect your Zoom account to your calendar bookings to keep virtual meeting management in one place. Once linked, scheduling online…
How To Enable/Disable Calendar
How To Enable/Disable Calendar Your calendars are used to book clients in for appointments. They're often customised and tied into workflows, so perm…
Integrating Google Calendar
Integrating Google Calendar Connecting your Google Calendar is a key step in keeping your schedule organised and your appointments in one place. Once…
How to Accept Payments in Appointments
How to Accept Payments in Appointments There are plenty of ways to collect payment for appointments, from invoicing customers after the fact to charg…
How to Create and Edit a Recurring Appointment
How to Create and Edit a Recurring Appointment Within the CRM's Calendars or Appointments tab, you can set up recurring appointments by manually sele…
How to Add Notes to Appointments
How to Add Notes to Appointments Keeping clear notes on each appointment helps your team stay on the same page and makes every follow-up more informe…
Smart Lists in Appointments
Smart Lists in Appointments Smart Lists save your filter and sorting preferences in Appointments, so you don't have to reapply them every time you ac…
Find Appointments within a Contact
Find Appointments within a Contact Keeping on top of your appointments helps you stay organised throughout the day. When you need to review or update…
Book New Appointment
The bertie-voice skill doesn't apply here (that's for first-person Bertie content). This is a customer-facing CRM article, so I'll rewrite it in NotL…
Collective Booking: Dynamic Team Assignment
Collective Booking: Dynamic Team Assignment Collective booking calendars let you schedule meetings with multiple team members. By pulling together ev…
How to Add Guests to an Appointment
How to Add Guests to an Appointment When scheduling appointments, you may be working with larger teams or situations where more than one participant…
How To Edit An Appointment
How To Edit An Appointment Editing an appointment lets you keep your schedule accurate and up to date. Whether you need to change the date, time, or…
Viewing Appointments in Calendar
Viewing Appointments in Calendar When navigating the calendar, you'll notice blocks of different colours in your daily view. These are the appointmen…
Appointments Section within Calendars Tab
Appointments Section within Calendars Tab When a meeting is scheduled with you, it will appear on the CRM calendar. One easy way to monitor them is b…
How to Use the Troubleshooting Tool in Calendars
How to Use the Troubleshooting Tool in Calendars The Troubleshooting Tool in Calendars helps you understand why calendar slots are blocked or unavail…
Calendar Sync Options
Calendar Sync Options You'll encounter various "Sync Options" when setting up or editing your calendar. These determine how the calendar behaves when…
How to Navigate Your Team's Schedule with Ease
How to Navigate Your Team's Schedule with Ease The Calendar is designed to streamline team scheduling and resource coordination. It lets you view ind…
SLA Performance Dashboard
SLA Performance Dashboard The SLA Performance Dashboard brings together key metrics on response times and SLA adherence. Rather than relying on scatt…
How to Create Conversation SLA's
How to Create Conversation SLA's A Service Level Agreement (SLA) can have a real impact on customer satisfaction, setting clear expectations for your…
Contact Engagement Score
Contact Engagement Score A Contact Engagement Score helps you track how actively a contact or lead is engaging with your business. Use it to prioriti…
Analyze Trigger Links
Analyse Trigger Links Analysing your trigger link activity is key to understanding how they're performing and where you can improve. Once a link is t…
Create & Use SMS Snippets
Create & Use SMS Snippets SMS Snippets are pre-written text messages you can use for all sorts of communication needs, saving time and keeping your m…
Add Text Snippet
Add Text Snippet Keeping your communication consistent helps build trust with your customers and leaves a positive, lasting impression on everyone wh…
Add Email Snippet
Add Email Snippet Keeping your communications consistent helps build trust with your contacts and gives a reliable impression across every conversati…
Text & Email Snippets Overview
Text & Email Snippets Overview The Snippets tab lets you create text and email snippets within the Conversations section of the CRM. They're a handy…
Manual Calls
Manual Calls The Manual Call Action feature helps you manage your call queue in an organised way, letting you queue up contacts who need a phone call…
How to View Form Submissions in Conversations
How to View Form Submissions in Conversations Forms make it easy to collect information about prospective customers, helping you build rapport and ac…
How to Add WhatsApp Media to Documents
How to Add WhatsApp Media to Documents WhatsApp conversations often include more than just messages. Customers regularly share photos, videos, PDFs,…
How to Fix Bad Call Quality
How to Fix Bad Call Quality Poor call quality can have a real impact on your customer relationships, agent productivity, and day-to-day communication…
How to Send an Internal Chat
How to Send an Internal Chat Internal Chat is a useful feature within the Conversations module that enables private communication between team member…
Response Info for Conversation AI
Response Info for Conversation AI The AI Response Info panel gives you a detailed look at how AI-generated responses are put together. It makes it ea…
How to View Call Status
How to View Call Status Tracking the Call Status gives you a clear picture of how your power dialer and manual calls are performing. Call status feed…
How to Manage Bot Status for Individual Contacts
How to Manage Bot Status for Individual Contacts Conversation AI helps you respond to customers and offers suggestions for handling conversations. Be…
How to Send a Group SMS
How to Send a Group SMS Group SMS lets you message multiple contacts in a single conversation, keeping everyone informed and connected. It's useful f…
Internal Comments in Conversations
Internal Comments in Conversations The Internal Comments feature helps teams collaborate more effectively by allowing private notes within conversati…
Adding Custom Values & Trigger Links to Messages
Adding Custom Values & Trigger Links to Messages When reaching out to your customers, keeping a personal touch helps build trust and brand loyalty, a…
Requesting Payment in Conversations
Requesting Payment in Conversations Collecting payments is a core part of running a business. As well as invoices, you can request payments directly…
How to Use Snippets for WhatsApp Messaging
How to Use Snippets for WhatsApp Messaging Snippets are a cost-effective way to manage your WhatsApp messaging. By creating and saving them as templa…
WhatsApp Voice Notes
WhatsApp Voice Notes Voice notes are a great way to add a personal touch to your conversations. WhatsApp lets businesses send voice notes to customer…
How to CC and BBC for Email Composer
How to CC and BCC in the Email Composer When sending emails, there are times when you need more than just the primary contact to receive a message. T…
Live Chat
Live Chat Live Chat lets website visitors talk directly with your team in real time through a web chat widget. This two-way system connects you with…
Attachments Made Easy in Conversations
Attachments Made Easy in Conversations Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. Having a cl…
How to Use Conversation Filters & Bulk Actions Overview
How to Use Conversation Filters & Bulk Actions Overview In the Conversations tab, there are a few handy tools to help you organise and handle your me…
Conversations & WhatsApp
Conversations & WhatsApp WhatsApp lets you communicate with your clients in real time. It works similarly to SMS and Facebook Messenger, with high vi…
How to Use Your Facebook Integration Within Conversations
How to Use Your Facebook Integration Within Conversations Having a strong social media presence helps your business reach more people and drive more…
Understanding SMS Activity Metrics
Understanding SMS Activity Metrics The SMS section within the CRM gives you a detailed overview of your text message activity. This includes counts a…
Understanding Attachment Size Limits for SMS and Email Communications
Understanding Attachment Size Limits for SMS and Email Communications SMS Attachment Size Limits Sending multimedia messages (MMS) via SMS is a great…
Activity Cards in Conversations
Activity Cards in Conversations When you and your team interact with clients, keeping everyone in the loop is key. Activity Cards make sure your team…
Contact Details
Contact Details When you open a conversation, the contact's details appear on the right-hand side of the page. From this panel, you can take key acti…
Do Not Disturb
Do Not Disturb DND stands for Do Not Disturb. It lets you remove a contact from one or all communication channels connected to the CRM. DND is import…
Sending Messages
Sending Messages To compose and send messages within a client conversation, use the message box at the bottom of the page. You can switch between dif…
Quick Filter
Quick Filter Handling a high volume of messages across multiple communication channels can be overwhelming. The Quick Filters feature simplifies mess…
How to Send an Email
How to Send an Email To send an email to a client, open the relevant conversation first. Then click the Email button at the bottom left of the conver…
Finding Call Recordings In Conversations
Finding Call Recordings In Conversations Call recordings help you and your team ensure clarity and customer satisfaction. You can find them inside th…
How To Send An SMS
How To Send An SMS Sending SMS messages through NotLuck CRM is a great way to communicate directly with clients. From attaching files to personalisin…
Conversations Overview
Conversations Overview This section lets you manage and stay in touch with leads, clients, and prospects via messages and emails. You can monitor all…
How to Schedule a Message in Conversations
How to Schedule a Message in Conversations Keeping communication open with your customers is key to keeping them happy. There will be times, though,…
Instagram Direct Messaging
Instagram Direct Messaging Connecting your Instagram account lets you access incoming Instagram messages directly from the conversation tab. Once the…
Vibe Code Builder
Building websites and digital experiences can take time, especially when starting from scratch. AI Studio simplifies this process by allowing you to…
How to Add Widgets to Your Dashboard from Key Pages
How to Add Widgets to Your Dashboard from Key Pages Your dashboard gives you an overview of your business stats, such as opportunities you've closed…
How to Use Quick Filters on the Dashboard
How to Use Quick Filters on the Dashboard Quick Filters give you a simple, flexible way to analyse data on your dashboards. Because filtering is pers…
How to Configure Your Dashboard Theme
How to Configure Your Dashboard Theme Your Dashboard is the face of your account. It lets you see where things are going well and where there's room…
How to Create Multiple Dashboards
How to Create Multiple Dashboards Dashboards are customisable interfaces that let you quickly access and analyse a wide range of data. You can tailor…
Managing Custom Dashboards
Managing Custom Dashboards The Multiple Dashboards feature significantly improves the flexibility and functionality of your dashboard experience. Thi…
Dashboard Permissions
Dashboard Permissions Dashboards are central to tracking performance and making informed decisions. The CRM includes custom permissions for dashboard…
How to Set Your Default Dashboard
How to Set Your Default Dashboard Learn how to set your default dashboard so your team starts the day with the most important information right in fr…
How to Add Images to Your Dashboard
How to Add Images to Your Dashboard The first thing you see when you log into your account is the Dashboard. Its main purpose is to give you a quick…
How to Add Text Boxes to Your Dashboard
How to Add Text Boxes to Your Dashboard The Dashboard is the first thing all users see when they log in, and because it gives an overview of everythi…
How to Add Titles to Your Dashboard
How to Add Titles to Your Dashboard The Dashboard brings together all the information relevant to your business in one place, from where contacts sit…
How to Add the Embed Element to Your Dashboard
How to Add the Embed Element to Your Dashboard The embed widget lets you pull a variety of online content directly into your dashboards using iframes…
How to Add Elements To Your Dashboard
How to Add Elements To Your Dashboard The first thing you see when you log into your account is the Dashboard. It gives you a quick overview of how e…
How to Add Custom Object Widget to Dashboard
How to Add Custom Object Widget to Dashboard Custom Objects let you manage relationships and assets that matter to your business but sit outside the…
How to Create a Custom Metric
How to Create a Custom Metric The standard widgets help you keep an eye on your business development. If you find them limiting, Custom Metrics lets…
How to Duplicate a Widget
How to Duplicate a Widget Duplicating widgets saves you from rebuilding similar ones from scratch, whether you're managing a few variations or settin…
Filtering Opportunity Widgets By Pipeline Stages
Filtering Opportunity Widgets By Pipeline Stages Filtering opportunity widgets by pipeline stages lets you get more targeted insights into your busin…
How to Add Attribution & UTM Parameters as Filters for Contact and Opportunity Widgets
How to Add Attribution & UTM Parameters as Filters for Contact and Opportunity Widgets The Attribution Parameters feature in the Contacts and Opportu…
Filtering by Attribution in Contact Custom Widgets
Filtering by Attribution in Contact Custom Widgets Knowing where your contacts come from and what they're doing is key to effective marketing and sal…
Lost Reason Filter for Opportunity Widgets
Lost Reason Filter for Opportunity Widgets The Lost Reason filter for Opportunity Widgets allows you to analyse your lost opportunities in a centrali…
How to Add Appointment Widgets to the Dashboard
How to Add Appointment Widgets to the Dashboard Appointment dashboard widgets help you manage scheduling more effectively. They give you a clear, org…
Task Widget
Task Widget The Task Widget is built to improve how you manage tasks, with features that keep your workflow organised and easy to follow. Whether you…
How to Use Conversation Widgets on Your Dashboard
How to Use Conversation Widgets on Your Dashboard The Conversations Widget is essential for keeping on top of your communication strategy. It gives y…
Dashboard Opportunity Date Filter
Dashboard Opportunity Date Filter The Opportunity Date Filter lets you narrow down and analyse opportunities by one of three dates: when the opportun…
Setting Up Call Widgets on the Dashboard
Setting Up Call Widgets on the Dashboard The Call Widget gives you a clear visual and analytical overview of your call activity. It shows real-time d…
Edit Widgets on the Dashboard
Edit Widgets on the Dashboard Editing your dashboard widgets helps you keep the right data front and centre, presented in a way that works for you. �…
How to Customize a Widget
How to Customise a Widget Customising your dashboard widgets gives you full control over how your key metrics are presented, making it easier to trac…
Custom Widgets FAQ
Custom Widgets FAQ When managing your dashboard and making sure the right people can see the data they need, it helps to understand how roles, permis…
Resize Widgets
Resize Widgets Customising your dashboard helps you create an interface that works for you. Adjusting the size of widgets improves visibility and fun…
Rearrange widgets
Rearrange widgets You can rearrange widgets on your dashboard to get things set up exactly how you want them, with just a few steps. Enter Edit Mode…
Removing a Widget
Removing a Widget Keeping your dashboard tidy means removing widgets you no longer need as well as adding new ones. Here is how to do it. Activate Ed…
Adding a Widget to the Dashboard
Adding a Widget to the Dashboard Customising your dashboard with widgets is a handy way to keep the data that matters most front and centre. Follow t…
Custom Widgets Overview
Custom Widgets Overview Widgets are versatile, customisable data visualisation tools that let you analyse and present your data for better insights a…
Dashboard Overview
Dashboard Overview The Dashboard gives you a clear visual overview of your business, including key metrics like opportunities, pipeline value, and co…
Introduction
Introduction Welcome to the Knowledge Base. Here you'll find everything you need to navigate NotLuck CRM, whether you're just getting started or look…
Custom Values
Custom Values Custom Values are a powerful feature in your CRM, making repetitive tasks easier to manage and letting you personalise emails, SMS mess…
The Dialer
The Dialer The dialer button is accessible from all tabs within NotLuck CRM and sits in the top-right corner. To get started, make sure a phone numbe…
General CRM Overview
General CRM Overview Getting to grips with your CRM navigation will help you get the most out of it and keep your business running smoothly. This gui…
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