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Advanced Setup

2 articles

  • Sendgrid Setup for SMTP Service
  • Sendgrid Setup for SMTP Service
View all 2 articles

Email & SMTP

20 articles

  • Sendgrid Setup for SMTP Service
  • Sendgrid Setup for SMTP Service
  • Integrating Gmail for SMTP
  • How To Add a 3rd Party SMTP Account
  • How to Create or Edit Your Email Signature
View all 20 articles

Automation Workflows

10 articles

  • Shopify Integration
  • How Shopify Works With FocalContact
  • How to Use Shopify Variables
  • Workflows - Overview
  • How to set user reminders
View all 10 articles

Marketing

23 articles

  • Shopify Integration
  • How Shopify Works With FocalContact
  • How to Use Shopify Variables
  • Bulk Actions - Overview
  • Survey Builder
View all 23 articles

Getting Started

14 articles

  • General Overview
  • Account Settings
  • Connecting your Facebook Page
  • Dashboard Overview
  • Conversations Overview
View all 14 articles

Contacts & Smart Lists

4 articles

  • Managing Contacts
  • Importing / Uploading Contacts
  • Smart Lists
  • Smart List Settings
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Calendar/Scheduling

16 articles

  • How To Set Up Calendar And Appointment Booking ...
  • How to Add Facebook Pixel to Survey, Forms & Ca...
  • How To Update Cancellation and Reschedule Links...
  • Calendar Sync Options
  • How to Utilise the Calendar
View all 16 articles

Membership/Course Builder

20 articles

  • Creating Offers
  • Introduction
  • Managing Members
  • Settings
  • Creating Courses and Lessons
View all 20 articles

Advanced Setup Steps

5 articles

  • Twilio Setup and Add Number (for US)
  • How to set up stripe payment links
  • How to connect PayPal
  • Colour Coding Leads 
  • Payments and Paypal
View all 5 articles

Reviews & Reputation Management

4 articles

  • Review Request Overview
  • Review Widget on Funnel and Web Pages
  • How to Add Messaging to Your Google My Business...
  • How to Set Up Your System to Capture Reviews
View all 4 articles

General Articles

10 articles

  • How To Use The Dashboard
  • Tags Overview
  • Account Settings Overview
  • How To Understand Time Zones
  • Setting Time Zones
View all 10 articles

Miscellaneous

8 articles

  • How To Use Text 2 Pay
  • How To Use The Payments Tab
  • Loop Lockouts
  • How to Use Yext
  • How To Verify Your Domain With Facebook
View all 8 articles

Troubleshooting

4 articles

  • ​How To Fix Your SMS Settings If You Failed To ...
  • How To Troubleshoot When Your Call Event Is Not...
  • How To Troubleshoot When Your Zapier Is Not Wor...
  • What To Do If A Page Won't Load
View all 4 articles

Workflows

15 articles

  • How to Create and Use Workflows
  • Customizing Your Settings in Workflows
  • Using the History Tab in Workflows
  • Checking the Status of Workflows
  • How to Organize Your Workflows Into Folders
View all 15 articles

Account Management

6 articles

  • ​How To Include Email Signatures On All Outgoin...
  • How To Update Your Company Settings
  • How To Manage Team Management
  • How to Edit User Information and Permissions
  • How To Reset Your Password
View all 6 articles

Integration & Widget

11 articles

  • ​How To Integrate Your Facebook Account
  • How To Integrate A Stripe Account
  • Integrating with Google
  • How to Update Facebook Page Selection & Permiss...
  • Quickbooks Integration
View all 11 articles

Contacts

19 articles

  • How To Build, Manage and Use Manual Actions in ...
  • How To Import Contacts
  • How To Add a Tag to New Contact List Import
  • How to Allow or Prevent Duplicate Contacts
  • Using the Bulk Actions Features
View all 19 articles

Websites

12 articles

  • How To Create A Custom Website
  • How To Create and Add a Chat Widget to Funnels ...
  • How to Add Facebook Pixel to Your Website
  • How To Create and Update Global Sections
  • Understanding URL Paths
View all 12 articles

Forms

11 articles

  • How To Locate Survey and Form Answers
  • How To Build, Edit & Utilise Forms
  • How To Build, Edit And Utilise Surveys
  • How To Use File Upload Custom Field in Forms an...
  • Signature Custom Field in Forms and Surveys
View all 11 articles

Webhooks

1 article

  • How To Use Webhooks To Integrate With Other App...
View all 1 article

Opportunities

4 articles

  • Opportunities Overview
  • How to Create and Edit Pipelines
  • How To Add A Contact To Multiple Opportunities
  • How to End an Opportunity
View all 4 articles

Conversations

1 article

  • Conversations Overview
View all 1 article

Funnel Builder

25 articles

  • ​How To Activate The One-Click Purchase In Your...
  • How To Use Forms, Surveys And Calendars In Funnels
  • How To Add A Subscription Product To Your Funnel
  • How to Set Up a Subdomain for Memberships
  • How to Connect Your Domain to a Funnel or Website
View all 25 articles

Phone

16 articles

  • How to Use the Dialer Feature for One-Time Outb...
  • How Inbound Call Routing Works
  • How To Set Up Automated Calls And Voicemail Dro...
  • Setting Up a Voicemail Drop and Voicemail Drop ...
  • How To Convert Voicemail Drop Files into MP3 or...
View all 16 articles
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