Store
Setup abandoned cart Email notifications
Manual Payment Method in E-commerce Stores & Order Forms
How to Add SEO Descriptions and Keywords to Boost Your Ecommerce Ranking
Shipping: How to Connect a Shippo Integration
How to Suggest Related Product(s) in Your Product Details Page
How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store
How to Sort and Filter Products in Ecommerce Site Builder
New product collection element and SEO Improvements
Automatic abandoned cart checkout emails for online store
How to Use the New Printful Integration
How to Print Packing Slips for Your Ecommerce Orders
Related Product element for Ecommerce stores
Shipping and Delivery rates for Ecommerce Stores
How to Set Up an E-Commerce Online Store (Websites)
How to Configure Shipping & Delivery Rates In Ecommerce Stores
How to Sell Your Subscription Based Services & Recurring Products in Your Ecom Store
Search Bar Element in Ecommerce Stores
How to print shipping labels or packing slips for my store orders
How to use Printful Integration with your Ecommerce Store
Setting Up Custom Welcome Emails for New Membership Users
When a contact purchases a membership in your CRM, you can automatically send them a personalized welcome email. This email can include their login credentials, course access details, and other import
Setting Up an E-Commerce Store
Getting Started with Your Online Store An online store within your CRM allows you to sell products or services directly through your website. This guide will walk you through the initial setup process
Migrating from Legacy Memberships to the Client Portal
Overview The Client Portal provides a modern, unified platform for managing courses, memberships, and other client-facing features. If you are currently using the legacy membership system, you can mig
How to Navigate the Affiliate Profile Page
Understanding the Affiliate Profile Page The Affiliate Profile page is your central hub for managing an individual affiliate. It consolidates all their key information, performance data, and managemen
Affiliate Manager Dashboard
The Affiliate Manager Dashboard serves as your central hub for overseeing and optimizing your affiliate marketing programs. It consolidates key metrics, performance data, and management tools into a s
One-Time Purchase Pricing for Marketplace Apps
The CRM Marketplace now supports one-time purchase pricing for apps. This pricing model allows users to pay a single, upfront fee to install and use an app permanently, rather than subscribing to a re
Retrying a Failed Payment for a Product
Retrying a Failed Payment If a payment for a product fails, you can retry it directly from the product purchase page. Steps to Retry a Payment Navigate to the Product Page: Go to the page for the spec
Setting Up One-Click Upsells for Your Membership Offers
What Is a One-Click Upsell? A one-click upsell is an automated offer presented to a customer immediately after they complete a purchase. Instead of requiring them to go through a full checkout process
Understanding Member Performance and Engagement
About Member Analytics Member Analytics is a feature within your CRM that provides detailed insights into how your members interact with your membership site or digital products. It allows you to trac
How to Create a Product and Link It to a Membership Course
Creating a Product for Membership Course Access This guide explains how to set up a product in your CRM that, when purchased, automatically grants customers access to a membership course. This process
Adding a Search Bar to Your E-commerce Store
Enhancing Your Store with a Search Bar To help customers quickly find the products they're looking for, you can add a search bar to your e-commerce store. This feature improves the browsing experience
Setting Up Product Weights, Dimensions, and SKUs
Adding Detailed Product Information To ensure accurate shipping calculations and inventory management, you can specify detailed information for your products, such as weight, physical dimensions, and
How to Display Related Products on Your Product Details Page
Displaying Related Products You can showcase related or recommended products to customers when they view a specific product detail page. This feature helps customers discover more items from your stor
Configuring SEO for Products in Your CRM
To improve how your products appear in search engine results, you can configure dedicated SEO (Search Engine Optimization) information for each item in your CRM's online store. Accessing Product SEO S
Generating Shipping Labels and Packing Slips for Store Orders
Streamlining Your Order Fulfillment Process You can now efficiently manage your order fulfillment by generating professional shipping labels and packing slips directly from your CRM. This feature help
Connecting Shippo for Shipping and Live Rates
You can connect the Shippo shipping platform to your CRM's e-commerce store to provide customers with live shipping rates and purchase shipping labels. This guide walks you through the setup process.
How to Generate Packing Slips for Ecommerce Orders
Introduction Efficiently manage your order fulfillment process by generating packing slips directly from your CRM. This feature allows you to print detailed labels for entire orders or specific items
Managing Subscriptions and Billing in the Client Portal
Overview of Subscription Management The Subscription Management area within your Client Portal provides a centralized hub for overseeing all your recurring payments and billing history. From this sing
Running Affiliate Campaigns on External Websites
You can now run affiliate campaigns that track sales on any external website, not just those built within the CRM. This allows your affiliates to promote and sell your products anywhere on the web, si
Using Default and Category Completion Certificates in Courses
About Course Certificates The CRM platform now includes automatic certificate features for courses. This simplifies rewarding your learners by providing a default certificate for every new course and
Creating and Launching a Course
Introduction Creating and launching an online course in your CRM is a straightforward process that allows you to share knowledge, grow your audience, and generate revenue. This guide walks you through
Creating and Selling Products in Your CRM Store
Your CRM includes a powerful storefront to sell a wide variety of products, from physical goods and digital downloads to subscription services. This guide walks you through the entire process of creat
Configuring the Billing Address for Your Store Checkout
About the Billing Address Feature The billing address feature allows you to collect payment information separately from shipping details during your store's checkout process. When enabled, customers w
Manual Product Sorting on Product List Page in Ecommerce Stores
Control Your Product Display Order Take charge of your store's merchandising by using Manual Product Sorting. This feature allows you to dictate the exact sequence in which products appear on your sto
Creating Custom Product Detail Pages
What Are Custom Product Detail Pages? Custom Product Detail Pages (PDPs) are unique, branded pages you create for individual products in your online store. Instead of using a single, standard template
Understanding Tax Categories in Your CRM
What Are Tax Categories? Tax categories are used in your CRM to ensure accurate tax calculations for products, services, and subscriptions. Each category has a unique ID and a descriptive name that he
Understanding Listings and Categories
What are Listings and Categories? In the CRM's Rentals module, Listings and Categories are the fundamental building blocks for organizing your rental business. Listings are your individual rental item
Configuring Rental Pricing and Discounts
Understanding Rental Pricing In the CRM's rental system, pricing is dynamic and adjusts automatically based on factors like dates, rental duration, or quantity. Each rental listing or variant can have
Setting Up Custom Shipping Profiles and Rates in Your Store
Understanding Shipping Profiles Shipping Profiles allow you to create tailored shipping rules for specific products, stores, or integrated applications in your CRM. These profiles determine the shippi
Products: Manual and Smart Collections
What Are Manual and Smart Collections? Manual and Smart Collections are two powerful ways to organize products in your CRM's store. A Manual Collection allows you to personally select and arrange prod
Managing Rental Bookings
Understanding the Rental Appointments List The Rental Appointments List provides a central dashboard to oversee all your booked rental items. This view shows each individual rental item (or listing) t
Manage Rental Bookings with Calendar View
What is the Calendar View for Rentals? The Calendar View is a visual tool for managing your rental inventory. It provides a timeline overview of all your bookings, blocked dates, and the availability
Understanding and Using Gift Cards in Your CRM
What Are Gift Cards? Gift cards are a feature within your CRM's payment system that lets you create and manage digital gift certificates for your business. You can design branded gift card products, s
How to Track Gift Card Performance (Analytics & Metric Tracking)
Understanding Your Gift Card Analytics Dashboard The Gift Card Analytics dashboard provides a comprehensive overview of your gift card program's performance. You can access this dashboard by navigatin
How to Issue and Send a Gift Card
Overview of Gift Card Issuance Your CRM allows you to issue a prepaid gift card directly to a customer without requiring them to make a purchase. This creates a credit that the recipient can redeem on
Understanding Why Some SaaS Plans Don't Appear When Creating Subscriptions
Overview If you're creating a subscription for a client but can't see all of your available SaaS plans, this is typically due to your agency using two different subscription systems simultaneously. Th
Setting Up and Using Welcome Badges for Course Enrollments
About Welcome Badges for Courses A Welcome Badge is a credential that is automatically awarded to a contact the moment they first enroll in a course within your CRM. This feature is designed to create
Configure Global Tax Compliance for Resold Products
About Global Tax Compliance for Resold Products This feature helps your agency manage tax collection and reporting for products and services you resell to your sub-accounts. It uses an integration wit
Customizing Product Media Layouts in Your CRM Store
Control the presentation of your product images and videos on the product details page. This guide explains how to use the available layout options, zoom settings, and navigation features to create an
How to Customize Product Selector Styles on Your Storefront
About Product Selector Styling Product selector styling allows you to control how customers interact with choices on a product details page. This includes options for product variants, pricing plans,