Sites
QR Code Generation and Download Guide
WordPress: Domain Connect Integration
Cloning Wordpress Websites in CRM
WordPress: Single Sign On Admin
How to link privacy policy when you collect personal data from your leads or customers
How to Add Calculated Fields in Quizzes With Dynamic Result Messages
Automate Tasks When a Quiz is Submitted - Workflow Trigger
Quiz Builder
How to Use the All-in-One Chat Widget
Adding Custom Fields in the Chat Widget Contact Form
Add CRM's Chat Widget to Your Weebly Website
How to Add Multiple Chat Widgets to the Same Website
Add CRM's Chat Widget to Your Shopify Website
Add CRM's Chat Widget to Your Duda Website
Add CRM's Chat Widget to Your Squarespace Website
Add CRM's Chat Widget to Your Wix Website
Chat Widget - Send your leads to Whatsapp Chat
Getting Started with Chat Widget
Overview of Chat Widget Customizations
Chat Widget - Business Office Hours in Live Chat
Get Started with SEO: A Guide to Boosting Your Search Rankings
How to create a QR Code linked with Review Page
Setting Up a WordPress Site for Clients
Configuring a WordPress Site for Clients When you create a new WordPress site using the CRM's hosting feature, the system automatically installs a proprietary integration plugin. This plugin links you
How to Resell WordPress Hosting to Your Clients
Prerequisites Before you can resell WordPress hosting, you must first connect your agency Stripe account. This account will be used to collect subscription payments from your clients. Connect Your Age
Customizing Membership Themes
Overview You can personalize the appearance of your membership product pages using pre-designed themes. These themes help you create a consistent brand experience and style for your digital products.
Enable One-Click Access to Client Portal Apps with SSO Magic Links
What Are SSO Magic Links? SSO (Single Sign-On) Magic Links are unique, secure URLs that allow your clients to instantly access a specific application within their client portal. When a contact clicks
Managing Multiple WordPress Sites Within a Single Sub-Account
What's New We are excited to introduce a powerful new capability that simplifies how you handle WordPress sites across your client accounts. You can now create and oversee multiple WordPress installat
Clone an Existing CRM Site
The site cloning feature allows you to quickly create a copy of an existing site built in your CRM, including all content, settings, and design elements. This is useful for replicating a successful si
Setting Up SFTP Access for Your WordPress Site
SFTP (Secure File Transfer Protocol) allows you to securely access and manage the files and folders on your WordPress site using a dedicated client application on your computer. This method provides a
Managing WordPress Plugins and Themes
WordPress Plugin and Theme Management Take control of your WordPress site's extensions without ever leaving your CRM. The Plugin and Theme Management feature gives you complete oversight of all instal
Add Your CRM's Chat Widget to a Wix Website
Integrating Your CRM Chat Widget with Wix Engage with your website visitors in real-time by adding your CRM's live chat widget directly to your Wix site. This guide covers two methods for embedding th
Connecting Your Domain Using Domain Connect
About the Domain Connect Feature The Domain Connect feature simplifies the process of linking your purchased domain to your CRM. Instead of manually editing DNS records, which can be technical and err
How to Set a Video Frame as a Lesson Thumbnail
A compelling thumbnail image helps your course lessons stand out and improves the learner's experience. You can capture a specific frame from a video you've uploaded directly to your CRM or upload a c
How to Create a QR Code Linked to a Website
Creating a Website-Linked QR Code The CRM platform includes a QR code generator that lets you create dynamic QR codes linked to websites or other digital assets. These codes can be customized with you
Managing Course Notification Preferences in the Client Portal
You can now manage which email notifications your clients receive for events related to your courses directly from the Client Portal settings. This allows you to tailor communications, reduce email cl
Customizing Your Course Site Appearance
The Theme Customizer gives you complete control over the visual design of your course sites. You can customize everything from logos and headers to course layouts and sidebar elements, ensuring your l
How to Increase File Upload Limits for Your CRM Site
Increasing File Upload Limits If you are managing a site built with the CRM and encounter errors when uploading large files, you may need to adjust the PHP upload restrictions. This guide explains how
How to Select Popular Plugins When Creating a WordPress Site
What is the Plugin Selection Feature? When you create a new WordPress site in your CRM, you can choose from a list of popular, recommended plugins during the initial setup. This list is curated based
Managing Site Projects for SEO Monitoring and Analysis
Understanding Site Projects A Site Project is a centralized dashboard for monitoring and improving the search engine optimization (SEO) of a specific website or domain. This feature consolidates key m
Transferring Your Domain to a Different CRM Account
Overview This guide explains how to transfer a domain registered through your CRM to a different CRM account. The process involves preparation steps on the receiving account and final approval once th
Managing and Distributing Certificates
Understanding Certificates The Certificates feature in your CRM allows you to create and issue professional certificates to contacts who complete courses or meet other milestones. You can customize th
Adding Closed Captions and Subtitles to Video Courses
Enhancing Video Courses with Captions and Subtitles Your CRM's Course Builder allows you to add closed captions and subtitles to your video lessons. This feature helps make your educational content mo
Bulk QR Code Creation
What is Bulk QR Code Creation? Bulk QR Code Creation is a feature within the CRM that allows you to generate multiple QR codes simultaneously from a single CSV file. This tool is designed for high-vol
Using the QR Code Builder to Create Dynamic Links
What is the QR Code Builder? The QR Code Builder is a tool within your CRM that allows you to generate and customize QR codes. These codes can direct users to various destinations, both inside and out
QR Code Features Overview
The QR Code features landing page provides a central location for all QR code tools and information in your CRM. Accessing the QR Code Features Navigate to Sites > QR Codes in your CRM's main menu. If
Accessing Your WordPress Site via SSH
What is SSH Access? Secure Shell (SSH) is a protocol that provides a secure, encrypted connection directly to your WordPress site's server. This powerful tool is intended for developers and technicall
How to Create a vCard QR Code
What is a vCard QR Code? A vCard QR code allows you to share your contact information instantly when scanned. Instead of manually exchanging business cards, users can scan the code with a smartphone t
Purchase a Domain for Multiple Years
About Multi-Year Domain Registration You can now register a new domain for multiple years—up to 10 years for most TLDs—directly during checkout. This feature helps you streamline domain management, av
WordPress Hosting Agency Feedback Box
What Is the Agency Feedback Box? The Agency Feedback Box is a built-in tool within the WordPress Hosting section of your CRM dashboard. It allows agency owners to quickly submit feedback—such as sugge
How to Use the WordPress Troubleshooter Tool
What Is the WordPress Troubleshooter? The WordPress Troubleshooter is a built-in tool within your CRM’s hosting dashboard that helps you quickly identify and resolve plugin conflicts on your WordPress
Transferring an Existing Domain to Your CRM
What is a Domain Transfer? A domain transfer is the process of moving the management of your domain name from another provider (like GoDaddy or Namecheap) to your CRM platform. By completing a transfe
How to Set Up Recurring Webinars
About Recurring Webinars Recurring Webinars allow you to schedule a series of live sessions from a single webinar setup. Instead of manually creating a new event for each date, you define a repeating
AI Recommendations: Using Infinite Scroll for SEO
What is Infinite Scroll in AI Recommendations? AI Recommendations helps you find and fix on-page SEO issues—like missing title tags, incomplete meta descriptions, or images without alt text—with one-c
Configuring Personality-Style Quiz Results (Highest/Lowest Category)
Creating Personality-Style Quiz Outcomes This guide explains how to set up your CRM quizzes to display either the highest-scoring or lowest-scoring category on the results page. This feature is ideal
Managing Multiple QR Codes Efficiently
Overview of Bulk Actions and Quick Management Efficiently manage large QR code libraries directly from the list view without needing to open each code individually. With bulk actions, inline renaming,
Customizing Quiz Result Pages
Managing Quiz Results with Sections and Scoring The quiz builder in your CRM includes a dedicated Result Template editor, giving you full control over the final page a quiz taker sees. This system all
Understanding Traffic Source Analytics
What is Traffic Source Analytics? Traffic Source Analytics is a dashboard within your CRM that provides a visual breakdown of daily website and funnel traffic by marketing channels and sources. Locate
Customize Client Portal Email Notifications
About Editing Default Email Templates You can personalize the default email notifications sent from your Client Portal by converting them into editable templates. This allows you to customize the cont
WordPress Hosting — Search & Replace Tool
Efficiently update text across your hosted WordPress site's database directly from your CRM, eliminating the need for external plugins or code. The built-in Search & Replace tool allows you to safely
Managing Your SEO Site Projects: How to Delete a Project
What Happens When You Delete an SEO Site Project? Deleting an SEO Site Project is a permanent action that removes all associated audit data from your CRM. The system will also automatically revert any
Understanding Average Time in Site Analytics
What is Average Time in Site Analytics? Average Time is a feature within your CRM’s site analytics that measures how long visitors actively engage with pages across your funnels, websites, and webinar
Understanding SEO Subscription Cancellation and Project States
What Happens When You Cancel Your SEO Subscription When you cancel your SEO subscription, your CRM automatically initiates a structured offboarding process. This flow is designed to preserve your exis
Using Advanced Filters in Site Analytics
What Are Advanced Filters? Advanced Filters in Site Analytics allow you to refine your website and funnel data by applying specific conditions, helping you focus on particular segments of your traffic
Analytics for External Tracking
What is Analytics for External Tracking? Analytics for External Tracking allows you to monitor visitor interactions on websites and forms hosted outside your CRM. By adding a tracking script to extern