Getting Started

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.

Managing Contacts

This video shows how to manage, upload, delete and tag your contacts.

Twilio and SMS


Step 1 of 3 - Creating a Twilio Account

This video shows how to create your own Twilio Account. Click here to get started

Once you have your Auth Token and SID please email them to: 

Step 2 of 3 - Adding Your Address

This video shows the second step for creating a phone number for Australia (and any other country that requires an address to register a mobile number)

Step 3 of 3 - Send Your Twilio Codes

The final step is to link your account to your new Twilio Account.

Please use the chat widget in bottom right of screen (here in the help library) to send us:

1) Your  Twilio SID and

2) Your Auth Token.

This image shows where to find these numbers:



Marketing

Campaigns - Overview

Overview of the campaign builder


This video walks through how the Campaign Builder allows you to create and manage your automated communications. 

This includes examples such as sending follow up sequences or sending appointment reminders.

 

Bulk Requests - Overview

This video shows you what Bulk Requests are and how to use them. An example use would be sending a newsletter.


How to send broadcasts and newsletters

This video shows how to send one off email/sms broadcasts such as monthly newsletters:


There are 3 Steps to the process:

1. Build the campaign you would like to send (for example an email and a single SMS)

2. Decided which contacts you would like to send it to.

3. Execute a 'Bulk Request' to deliver your campaign to your contacts.

By setting that campaign to 'allow multiple' you can re-use the same campaign the following week simply by adjusting the email and other messages and running another bulk request.

 

How to use the email builders

How to create emails directly in campaigns or using the email template builder.





Emails can be created directly in campaigns or using the email template builder. This video shows how to do both.

Note that you can jump to 11:23 in the video to learn how to use the email template builder.

Form Builder

This video shows how to create and use forms to take people's information.


The Custom form style shown in the video is:

label{color:#000000!important; display: none;}
.form-control {background: #fff; font-size: 20px; font-weight: normal; border: 1px solid #ccc; border-radius: 6px; height: 81px;}
.form-builder--item {padding: 0px;}
.btn {text-transform: uppercase; font-size:27px; font-weight: bold; height: 80px; box-shadow: rgb(14,141,199) 0px 3px 0px}
.btn:hover {opacity: 0.9;}

 

Survey Builder

Here is how to use your Survey Builder









Trigger Links

Trigger links allow you to do things like send your contacts a link customized with their information or set "triggers" to fire when someone clicks a link.


Here's how to create them and use them.

 

To convert a calendar link to one that auto fills the contact details, append the link with this:

 

 

If you're using the standard calendar (with no custom form) use this:

 

&first_name={{contact.first_name}}&last_name={{contact.last_name}}&email={{contact.email}}&phone={{contact.phone}}

 

 

If you've customised the calendar form to use a custom form (with full name) use this:

 

&full_name={{contact.name}}&email={{contact.email}}&phone={{contact.phone}}

 

 

Call Function

This video explains how to use the CALL step in your campaign builder.



This will trigger the system to dial your number (set in call forwarding area in phone settings) and let you connect directly to your contact via a phone conversation.

Note that the call will incur call charges linked to your Twilio account.

 

Manual Actions

Manually SMS or CALL contacts.



Manual actions allow you to "manually" SMS or CALL your contacts similar to a "Power Dialer". This way you can rapidly go through a set of manual follow up steps one after the other with no delay between calls.

This video shows how to initiate manual actions in a campaign and then how to process these manual actions.

The demonstration campaign used also shows how to include a voicemail drop in the campaign.

 

Sending a single SMS or email out

This video shows how to send out a single message to your entire database, or to a select group of contacts.







Smart Lists

This video explains how to use Smart Lists as well as some ideas on practical ways this feature allows you to manage and communicate more effectively with your contacts.


Creating Email Unsubscribe Links

This video shows how to create email unsubscribe links.




Scheduling

Creating and Editing Calendars

This is the overview of setting up your calendars and making any adjustments.




Integrating Google Calendar

This video shows how to integrate your calendars with a Google calendar.


N.B. Once you have integrated a google calendar to one of your automation calendars, this integration cannot be changed. So please select your google calendar carefully when in the calendar settings!

 

Adding payments to appointments

This video shows how to create appointments that require a payment on booking.







Integrate with Outlook Calendar

Synching your appointments to Outlook.


Direct integration to Outlook Calendar is coming in late 2019. In the meantime, this workaround allows you to synch your appointments to Outlook as well as have Outlook Data synch with your automation account - to avoid double bookings.

In other words this is a 2-way integration. 

The tool you need to download is here: https://github.com/phw198/OutlookGoogleCalendarSync/releases/tag/v2.8.0-beta

Don't have a gmail account? Set one up here: https://www.google.com/gmail/

 

Triggers

Triggers Overview

This video is an overview of how "TRIGGERS" function. More specific videos on common triggers are also available.


Facebook Lead Ads and Triggers

This video walks through how to set up some common automations via Facebook Lead Ads and triggers.


Forms and Triggers

How to set up some common automations via forms and triggers.


This video walks through how to set up some common automations via forms and triggers.

Note that you can use the additional filters on the left hand side of the screen to set special conditions so that the trigger only activates depending on a specific response. 

For example, if you asked for gender, you could have one trigger activate for MEN and another for WOMEN.

 

Appointments and Triggers

How to set up some common automations via appointments and triggers.






This video walks through how to set up some common automations via appointments and triggers.

 

Triggering Actions with Trigger Links

How to initiate an action based on when a TRIGGER LINK is clicked by a person.


This video shows how to initiate an action based on when a TRIGGER LINK is clicked by a person. 

And example of this would be if you sent an email asking a person if they would like to receive more information about product A or product B. Simply by clicking a trigger link, they can be added to the appropriate campaign sequence by following the steps in this video.

 

Task Reminders with Triggers

Sending task reminders.


You can send yourself or team members reminders (or other trigger actions) based on the due date of any tasks you have set.

Note that if you would like a task reminder on the day of the task, simply set the 'date before' field as '0'.

 

Sending data OUT with Zapier

How to automatically send data to another application via Zapier.


This video shows how to automatically send data to another application via Zapier.

The example here shows how to export data to a Google Sheet via Zapier. You can use the same steps to connect a different application as required.

If you need a Zapier account you can set one up at www.zapier.com

 

Funnels and Websites


Funnels vs Websites

Key differences between building pages in the Funnel Builder vs Website Builder.


This first video explains the key differences between building pages in the Funnel Builder vs Website Builder.

Specifically they are that:

1. The layout of the dashboard is different

2. Only funnels have the ablity to:

a) Redirect forms/calendars/surveys to a 'next step'

b) Use order forms to sell products and services

So one common use of the two areas is to have your main website in the 'website area' and the 'opt-in' or 'sales' funnels built in the 'funnel area'.

Remember you can also use 'saved sections' from the website pages in the funnel pages and vice versa!

 

Allocating a domain to your funnel

How to connect a custom domain to your funnel.










This video shows how to connect a custom domain to your funnel. 

Note that using a sub domain is covered at 4:11 into the video.

 

Adding a domain using Cloudflare

How to add your domain using Cloudflare.


This video shows how you can use a free Cloudflare account to easily add your existing domain, or a subdomain to your platform for use in funnels and websites.

You can get started with Cloudflare at https://dash.cloudflare.com/sign-up

 

Create and Add a Favicon

How to create and install a Favicon to your funnel pages.


This video shows how to create and install a Favicon to your funnel pages. This is the little icon that shows up on a browser tab label.

 

The Funnel Page Editor

The foundations of the funnel page editor.


This video walks through the foundations of the funnel page editor.

It explains the interface and how Sections, Rows, Columns and Elements interact.

 

Page Editor - Individual Page Settings

How to use the page settings area on the individual page editor.


This video shows how to use the page settings area on the individual page editor.

This includes setting SEO Metadata, Custom CSS, Custom Tracking Code, Typography and Page Background.

 

Advanced Page Editor Walkthrough

How to use the page editor at a more advanced level to create AMAZING looking pages.


This video shows how to use the page editor at a more advanced level to create AMAZING looking pages.

Ultimately it showcases how to use the custom settings of sections, rows, columns and elements to create whatever look you want without needing any fancy coding skills!

 

Saving Sections

How to save sections as templates that can be reused on other pages in your funnel or website builder


This video shows how to save sections as templates that can be reused on other pages in your funnel or website builder.

 

Creating and Editing Pop Ups

How to create and edit your pop ups on each page.


This video shows how to create and edit your pop ups on each page.

 

Mobile Optimization of Funnel Pages

How to customize the mobile version of your pages.


This video shows how to customise the mobile version of your pages.

 

Adding One-Time Products to your Funnels

How to sell products through your funnel pages


This video shows how to add a one-time product to your funnel. You will need a Stripe integration setup which is covered in another video.

 

Adding a Subscription Product

How to add a recurring subscription product.


This video explains how to add a recurring subscription product.

Memberships

Memberships - Adjusting Settings

How to adjust your overall membership site settings.


This video shows how to adjust your overall membership site settings.

Topics include:

Adjusting Membership Site Settings (0:00)

Setting a custom domain (3:00)

 

Memberships - Adding Products

How to create products in your Membership area.


Products are how we refer to Courses in the Memberships area. 

This video shows you how to create your first product.

Topics include:

- Creating a course (0:00)
- Customising your course theme and course settings (1:18)
- Creating Categories (6:16)
- Creating Lessons (or posts) ( 8:14)
- Organising Lessons (or posts) (13:58)

 

Memberships - Creating Offers

How to create offers.

This video shows how to create:

Connecting Products to Offers (0:00)
Adding Extra Products to Offers
Editing Offer Details
Free Offers
One Time Payments
Recurring Subscriptions (with or without free trials and set up costs)
Editing the Offer Checkout
Sending the Checkout Link

 

Memberships - What your Customer Sees

This video shows what your customer sees from checkout right the way through to their interaction with your products (courses).


 

Memberships - Managing Members

How to manage your members.


This video explains how to:

Find Product members in your contact lists

Create lists of members by product or offer

Change passwords for members

Add Offers to existing contacts

Mobile App

Mobile App Introduction

Mobile app.


Advanced Setup Steps

SendGrid Account Setup and Connection

How to create and connect your SendGrid account for email sending.


This video shows how to create and connect your SendGrid account for email sending.

Click here to create an account.

 

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dave@autocrm.app

(808) 707-8468