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Simplify appointment scheduling and reduce scheduling conflicts

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Manage payments and invoices effortlessly

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Knowledge Base

Intelligent 24/7 customer assistance and personalized recommendations

API Docs

Intelligent 24/7 customer assistance and personalized recommendations

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Your guide to starting a SaaS business without hiring a tech team

GlideCampaign Vs GoHighLevel

WhiteLabel SaaS Comparison
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Automation

34

Introduction to Automation
What Is An Automation Flow?
Types of Automation Flow
How to create a contact flow?
How to create a loop in an automation flow?
How to add dynamic fields in the email builder in an automation flow?
Add Unsubscribe Link in Emails
How to set up an email drip campaign?
How to add all contacts to an automation flow
Access user’s inputs in an automation flow

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Calendar

13

How do I set up a new calendar?
Create a new booker
Public booking page settings
Meeting event options
Meeting Invite Settings
How to use your own form in the calendar?
Create follow-up sequences for a calendar booking
How to automatically create meeting links for calendar bookings?
How to create paid calendar bookings and charge for appointments?
How to set availability for the calendar?

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Contacts

10

Introduction to Contacts?
How to import contacts or leads into your system?
How to export all Contacts/Leads?
How to delete all contacts?
How to add tags for my Leads/Contacts by an automation flow?
How to check the opt-in status of your contact?
Is there any way to remove contacts that are duplicated in the system?
How to add a tag to an individual contact?
How to change the contact owner?
How to create a user as a team member?

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Payments

22

Overview of Payment Gateways
How to get PayPal Client Id and Secret Key?
How to integrate Stripe Payment Gateway?
Add a Billing Invoice
Invoice for Subscription
Add Sales Tax To Invoice
Do you support subscription billing?
Do you support monthly payments?
What type of pricing models do you support?
What type of pricing models do you support?

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Chats (Email, SMS & Website Chat)

28

Introduction to Chat (Email, SMS & Website Chat)
How to create a canned response (Email Templates) in the Chat Section?
Setup Identity Verification on the Website Chat Widget
How to Connect WhatsApp Cloud (Meta formerly known as Facebook)
How to create an SMS plan?
How to build an SMS flow?
How can I set up an SMS flow to wait for a reply before sending further messages?
How to send an SMS/Call/Email to an individual client?
How to enable SMS alerts for missed calls?
How do I send SMS to static & dynamic phone numbers using Automation Flow?

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Pipelines

4

Introduction to Pipelines
How to create multiple pipelines for lead management?
How do you set up lead scoring?
Project Management with Pipelines

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Forms

18

Introduction to Forms
Where to find the form URL and Embed code?
How to avoid duplicate contacts when submitting a form?
How to receive an email notification when a lead fills out my form?
How to rename an existing form?
How to redirect users to another link after the form submission?
How to create a Purchase Form?
How to collect signature on Form?
How can I duplicate a form?
How to redirect users to another form after booking an appointment?

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Phone

18

How to enable Twilio?
Create Conference Rooms
VOIP Number
Buying a phone number
How to Create Conference Rooms?
Record Inbound/Outbound calls through the extension
Flow recorded message to set up
Where can I find out Flow recorded voicemails?
How to create an IVR and route each call?
How to port in number?

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Course/Membership

7

What is a membership site?
How to create a membership site?
How to create a login page for a membership site?
How to create a forgot password page for a membership site?
Is it possible to create courses on this platform?
How do you secure courses?
How to manually create membership users?

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Code Library

7

Auto Submit Form
How to show a future date on a webpage?
How to add a sticky button to the top or bottom of a page?
How to force the page to reload the latest content?
How to style the button for Opt-In forms?
How to style a 1-step order/purchase form?
How to style a 2-step order/purchase form?

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AI Chatbot

27

AI Chat Bot Dashboard
How to Create New AI Chat Bot?
What are AI Models?
What is the difference between AI Models?
How to Set OpenAI API Key in my Chat Bot?
How can I change the AI Chatbot image and color?
Which file formats I can use to upload Training Data?
How to Add Training Data in Chat Bot?
What is meant by Context in Skills?
How to Embed Chat Bot into Your Website?

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Website & Funnel Builder

77

Introduction to Websites and Funnels
What is a Domain?
How to connect the Domain with the System?
Afrihost – How to connect your Domain for Website Hosting & Email?
How to add custom CSS /JavaScript to my website project?
Google Domain – How to connect your Domain for Website Hosting & Email
SiteGround – How to connect your Domain for Website Hosting & Email
Ionos – How to connect your Domain for Website Hosting & Email
NameCheap – How to connect your Domain for Website Hosting & Email
What is the site builder?

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My Account

50

How to add markup in SMS, Phone and Emails?
How to copy and paste items between two accounts?
How to check price list of services?
White-Label Packages Services and details
Data Visibility: How do you Restrict or Visible your main Account data into Sub-user and Sub-account?
How to add Blueprint in packages.
How to Add/Update the Credit Card info?
How to set a logo for sub-accounts
How to change account Currency and Country?
How to assign role to package?

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Frequently Asked Questions

44

Are we able to send incoming email to an outside account?
Where can I find Stripe payments API key?
Where can I find pricing related to different services
What is Stripe?
Popup Triggers in the Site/Funnel Builder?
Is Softphone can used for receiving calls on flowtrack?
How we can show and hide Left menu item to the Sub Account?
How to transfer my VoIP incoming calls to another personal number?
How to upload PDF in Website File Manager?
How to unsubscribe from SMS/MMS

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Introducing GlideCampaign – the all-in-one white-labeled marketing and sales automation platform your business needs to succeed!

With GlideCampaign, you have everything you need to capture leads, automate messaging, and track analytics all in one place.

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Products

AI Chatbot (ChatGPT)
Chat (Website, Email, SMS, Social)
Landing Page & Website Builder
Web Forms
Calendar Booking
Automation Workflows
Membership Site
Payments & Invoicing
CRM
Pipeline
Phone System
Tracking & Reporting

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Email Signature Generator
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KEY FEATURES

AI Chatbot

Chat (Website, Email, SMS, Social)

Landing Page & Website Builder

Web Forms

Calendar Booking

Automation Workflows

Membership Site

Payments & Invoicing

CRM

Pipeline

Phone System

Tracking & Reporting

FREE TOOLS

Free UTM Builder

Free vCard Generator

Email Signature Generator

PPC Calculator

RESOURCES

Login

Blog

Knowledge Base

API Docs

FEATURED RESOURCES

Launch Your Own SaaS

GlideCampaign Vs GoHighLevel

RESOURCES

Login

Knowledge Base

API Docs

FEATURED RESOURCES

Launch Your Own SaaS

GlideCampaign Vs GoHighLevel

Automation

Calendar

Contacts

Payments

Chats (Email, SMS & Website Chat)

Pipelines

Forms

Phone

Course/Membership

Code Library

AI Chatbot

Website & Funnel Builder

My Account

Frequently Asked Questions

Products

Company

Resources

Compare

Custom solutions for your entire sales team

What can you expect?