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Chat (Website, Email, SMS, Social)
Seamless communication across multiple channels for customer engagement

Landing Page & Website Builder
Create stunning websites and landing pages without coding

Web Forms
Capture leads with customizable and visually appealing web forms

Calendar Booking
Simplify appointment scheduling and reduce scheduling conflicts

Automation Workflows
Automate tasks and streamline business processes for increased efficiency

Membership Site
Offer exclusive content and services with personalized membership sites

Payments & Invoicing
Manage payments and invoices effortlessly

CRM
Organize customer data and nurture leads for better relationships

Pipeline
Visualize and track your sales pipeline

Phone System
Integrated phone system for efficient customer communication

Tracking & Reporting
Gain valuable insights for data-driven decision-making
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Create trackable URLs for campaign analytics

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Generate digital business cards easily

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Generate professional email signatures effortlessly

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Calculate pay-per-click advertising metrics accurately
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Automation

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
Access purchase product info in an automated flow
clicked/opened in an automation flow
Event Greeting in an Automation Flow
Notify the Customer before the Scheduled Meeting.
How to change/set a trigger of a flow?
Delete a connection in Automation
How to load an existing email template in a flow?
Duplicate a step in the flow builder
Add contact/lead to a flow
How to create a call flow?
Send data to your system using Webhook (API).
POST data into your CRM from third-party integration using Pabbly/Zapier
Add PayPal/Stripe from an Automation Flow
Renaming Automation Flow
Sample appointment confirmation flow
Trigger flow when you add a tag
How to send an email broadcast
How to redirect to another website after form submission
How to create and publish an Automation Flow
Delete an Automation Flow
Send an Email to my List
Send an email to my Contacts
How do I send an Email Newsletter?
How do I add an Order/Checkout form to my Site?

Calendar

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?
How to set appointment notifications?
How to embed a calendar?
SMS notifications for appointments

Contacts

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?

Payments

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?
What are products?
How do I create a product?
How To Make A Purchase Form
How do I link a product to a form?
Creating 2 Step Purchase Form
How do I connect a product to a checkout form?
What are coupons?
How do coupons work?
How to Create Coupons?
How do coupon codes work?
What type of coupon codes can I create?
Where do users put coupon codes?

Chats (Email, SMS & Website Chat)

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?
How to use Chatbots with DialogFlow?
How to connect my email using IMAP and SMTP?
How to connect my Gmail/Google Workspace email?
How to delete an email inbox?
How to change the inbox name/avatar for the email inbox?
How can I use my domain for sending emails?
How to create an email template?
How to use chat widgets in your website outside your CRM system?
How to add/remove team members as a collaborator from your Inbox?
How to add an unsubscribe link to an email?
Are SMS Messages Being Filtered or Not Delivered?
How can I receive an email or SMS notification when a customer initiates a chat?
How to create the website chat widget?
Where can I check SMS Plan approved or rejected status?
How to set up opt-out settings for Marketing email?
How to set up Chat Inbox for WhatsApp Cloud?
How to Send Personalized Images (MMS) in Automation Flows?
Cold SMS Marketing: Can I use SMS Service for Targeting Customers?

Pipelines

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

Forms

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?
How to change the currency in forms?
How to add/view PDF files in form?
How to Add the User-Defined Amount to the Form?
How can I send follow-up forms to my users?
How can we add a logical condition to a form field?
How to include DOB input in the form and save it in contact info?
How to create a multi-step purchase form?
How to add a product to your purchase form?

Phone

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?
Transfer a call to External Number & Setup Call Whisper
How to whitelist your phone number?
Connect your phone number to a Call Flow
Sending incoming calls to Flow
How to add upload recordings?
SMS Messages Being Filtered or Not Delivered?
Personal Call logs detail and recordings
Add Caller ID to a Phone number

Course/Membership

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?

Code Library

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?

AI Chatbot

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?
What is Find and Replace?
How to Fix Incorrect Results in Your Chatbot?
What is meant by “All Agent Handoff To Human” toggle option in chat bot creation?
Which AI Model should I use for Customer Support?
How can I Retrain my Chat Bot?
What types of integrations are available with AI Chat Bot?
How to get my AI Chat Bot Smarter?
How can I take control of chat from Bot to Human?
How can I share API Key Sub-Account?
Where can I find API docs for my AI Chatbot?
What is “Don’t Understand Message” in Bot settings?
What is meant by “Reset Test Conversation”?
How can I test my Chat Bot results?
What is the conversation status?
How can I change the conversation status?
How can I connect the lead form with AI Chatbot?
Where can I view all chats and conversations?

Website & Funnel Builder

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?
How to create a website
Godaddy – How to connect your domain for web hosting and email?
BlueHost – How to connect your Domain for Website Hosting & Email
How to connect your domain?
How to connect your domain for email service only?
Differences Between A and CNAME Records
How to find the DNS records of already added domains?
Where I can see all website templates?
How to connect a sub-domain with your System?
Where I can see all website templates?
How to link an email or a phone number to a button on the web builder?
How to disable Watermark from your Website?
Connecting the Facebook Conversion API / Pixel (CAPI)
Adding Spacer between Sections of the Website?
How to change Text Color Config?
How to Add Custom Anchor on the page builder?
How to apply different colors to text?
How to design fixed navbar?
How to add images from local storage/Custom images in the website builder.
How to Embed Video in Website?
How to set image gallery on your website?
How to hide/show Elements on Mobile View?
Add MAP to your website.
How to add a form into Popup?
How to link a form as a popup to a button?
How to make a section re-useable in the web builder: Global Blocks?
How to create links on selected text?
How to add template blocks and saved blocks to an existing website?
How to change the label color in the form added to the website? Label Color.
How to set up Google Analytics ID on your website page?
How To Make A Purchase Form
Creating 2 Step Purchase Form
Site Builder – Design for Mobile View
How to create a one-page website walkthrough
Can you import ClickFunnels pages into the website builder?
Can you import WordPress pages into the website builder?
How to duplicate a page?
How to duplicate an entire site?
How to rename a page?
How to Rename a Site?
How to change the URL of a Site?
How to set your fonts and colors for the entire page using Global Styles
How to set your fonts and colors for the entire page using Global Styles
What Are Folders
How To Create An App For Your Website
How Do I Create Folders?
How do I add a form to a folder?
How Do I Add A Website To A Folder?
How do I add a flow to a folder?
How do I delete a folder?
I can’t find a folder
How to change pages
How to create a new page
How do I link to another page?
How to duplicate an element on site
How do I duplicate a section on my site?
How do I create a new section?
How do I edit section settings?
How do I copy an element on my site?
How do I clone an element on my site?
How do I copy a section?
How do I clone a section?
How do I duplicate a button?
How do I copy a button?
How do I clone a button?
Where is the style manager?
What is style manager?

My Account

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?
How to create products/subscriptions?
How to upgrade my subscription or add Upsell/Add-ONs?
How to remove unused Tag/s from the system?
How to add service to your package for Customers?
How to view or change sub-account role?
Setup white-label branding for chat bubble?
How To Switch Between Accounts?
How to add white-label domain?
How to assign package manually?
How do I assign a Task to a User/Contact?
How to Add Custom Menu Navigation Item?
How to Rename your Sub-Account/System?
How to change the Role of existing Access Key?
How to download PWA app?
How do enable/disable access from your account for the administrator or Support team?
Which options should I choose to create a package under the white label?
How to set up the billing configuration for the clients.
How to add a Profile Picture to your Account?
How to create a user as a team member?
How to change the Email Address of the Account?
How to change your screen mode?
How to change language in Account?
Delegated Access Keys
Reset passwords, Reset account data, and enable the MFA.
Where I can see all system Tags?
Create an Access key for other users to give access to CRM?
How do Add manually the balance from the main account to the sub-account?
How to Disabled or Edit System generated Emails?
How to Check your or your team’s user Activity?
How to manually assign Blueprint to sub-account?
How to create a Blueprint for sub-accounts?
How to check Balance activity, purchase Plan, Upsells/ Add-ons, and Change Plan
How can we create Roles & Permission?
How to reset my account data?
How to update credit card?
How to check my subscription?
How to check my account balance details?
How to view my Service Usage?
What do I have a negative balance?
Can I manage multiple companies under my account?

Frequently Asked Questions

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
How to trigger a flow for incoming messages?
How to transfer inbound phone calls from my number to the extension
How to set up a chat inbox for the Gmail account?
How to set the value of a Radio field on forms?
How to set the index page of a website project?
How to send notification to user with submitted form data?
How to resolve the API create demo entry?
How to remove animation that is applied to an element?
How to record inbound calls?
How to preview website before publish?
How to manually create “Team User Logins” ?
How to manage switcher size in the website builder
How to make a section reusable?
How to Integrate Plivo SMS?
How to Identify Sub-User from the Support Chat?
How to fix – Gmail Response: Your “Gmail” authentication expired please Re-Auth
How to export users’ submitted form data?
How to enable the website widget?
How to enable SMS, MMS and Calls
How to delete phone number?
How to Delete Mixed/Messed Up Contacts from Importing the .CSV File?
How to create opted-in contact by form submission?
How to Create a Team User?
How to create a simple call flow for inbound calls?
How to create a full-screen background website and add content?
How to connect an existing call flow with a new VoIP number?
How to configure/find the settings of my existing inbox?
How to check the Prices of Emails, MMS, SMS, Phone Numbers, Services, SMS Plan & Base Packages.
How to change the button color on the form? Inside Web-Buidler
How to add custom CSS to forms
How much is the black label plan?
How do I link a Nav Menu item to a specific location on the same page?
How do I get started with a website?
Conditional display on Form

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Updated on May 30, 2023

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