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Reputation Management Quick Start Guide

Reputation Management helps you request reviews, monitor feedback, respond to customers, and display reviews on your website. This guide covers the essential setup and daily tools you need to manage your online reputation.  Table of…

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SaaS V1 vs SaaS V2: What’s the Difference?

SaaS • V1 • V2SaaS V1 vs SaaS V2: What's the Difference?The platform supports two different SaaS billing architectures: SaaS V1 and SaaS V2. V1 uses Stripe as its billing system of record, while…

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Sales Velocity and Revenue Performance Insights

Sales velocity measures how quickly opportunities convert into revenue, giving you a clear view of how efficiently your sales process generates results. Instead of looking at revenue alone, this metric combines both value and…

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Send Email Action in Company & Custom Object Workflows

Automate email communication directly from Company and Custom Object workflows without creating separate contact-based workflows. The Send Email action lets you send emails to associated contacts based on their relationship to a company or…

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Setup Facebook and Instagram Lead Ads

Connect your Facebook and Instagram channels to manage lead generation ads. Capture high-quality leads directly from social media. Facebook and Instagram Lead Ads let you capture prospect information from Meta ads and manage campaign…

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Setup Live Chat Widget

Thinking about making your website more engaging and user-friendly? A live chat widget is exactly what you need. Imagine visitors getting instant answers to their questions, boosting their satisfaction, and converting them into loyal…

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Stripe Payment Integration for Secure Online Transactions

Accepting payments online should be simple, secure, and reliable. Connecting a payment provider allows you to process transactions, manage subscriptions, and streamline customer payments without friction.This guide walks through how to connect Stripe so…

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The Marketing Area Quick Start Guide

The Marketing area brings together tools for social media publishing, email campaigns, reusable message templates, tracked links, and affiliate campaigns. This guide covers the core features and the fastest way to start creating and…

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Troubleshooting SMTP Email Delivery Issues

If emails sent through your SMTP provider are failing to deliver, the most common cause is that the sender email address does not match the verified email configured inside your SMTP settings. This article…

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Using Google/Gmail/Google Workspace as your SMTP Provider

This comprehensive guide walks you through creating app-specific account passwords with 2-step verification, focusing on Gmail SMTP integration. TABLE OF CONTENTSCreate Gmail App PasswordsCreate Gmail SMTP settingsFAQsCreate Gmail App PasswordsYou can create the app password…

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Wallet Auto Recharge

TABLE OF CONTENTSWhat is Auto Recharge and how does it work ?Frequently Asked Questions (FAQs)What is Auto Recharge, and how does it work?What is Auto Recharge and how does it work ? The amount you…

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Wallet Auto Recharge and Frequency

TABLE OF CONTENTSWhat is Auto Recharge and how does it work ?What is Auto Ramp up and how does it work ?Frequently Asked Questions (FAQs)What is Auto Recharge, and how does it work?What is…

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