Getting Started

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Start Here - General Overview

This video gives a broad overview of the capabilities of your new platform

Account Settings

Let's get your account all set up correctly!

Connecting your Facebook Page

If you want to receive Facebook Messages (from your page) follow the steps in this video

Dashboard - Overview

This is an overview of how to interpret and use your dashboard.

Conversations - Overview

This video shows you the capabilities and also how to use them within the conversations view.

Opportunities Overview

This video shows you how to use your opportunities pipeline.

Integrating Stripe

This video shows how to integrate Stripe with your account.

Live Chat Widget

This video explains how to set up and install the Live Chat widget. Note if you want to insert just the contact's first name as shown in the video, you can use this custom field {{contact.first_name}}

How to make Phone Calls - Dialling Out

This video shows the update to the ability to make phone calls directly from your web browser!

How to add the Live Chat Widget to a Wordpress Website

This video explains how to add the Live Chat Widget to a wordpress website.

Verify Domain In Facebook AD Account

This video shows how to verify your domain in your Facebook Ads Business Manager. This is now a required step if you intend on running Conversion Based ads. Make sure to also look for the video on Aggregate Event Management after you have verified your domain. You can also find more videos on mapping your domain to your funnel within your automation account here in the help library. Just search for 'domain' in the help library search bar.

Creating a new employee

A video to show new account owners how to create a new employee, just go over what they have access to and make sure they can see everything, or explain why they may want to turn off access to things they won't need like reporting to make it simpler, adding in their email address to set up their calendar availabilities. might only be a few minutes log.