Course curriculum

  • 1

    Let's Get Started!

    • General Overview

    • Account Settings

    • Connecting Your Facebook Page

    • Dashboard - Overview

    • Conversations - Overview

    • Opportunities Overview

    • Integrating Stripe

    • Managing Contacts

    • How to Use Tasks and Opportunities Owners

  • 2

    Twilio and SMS

    • Step 1 of 3 - Creating a Twilio Account

    • Step 2 of 3 - Adding your Address

    • Step 3 of 3 - Send your Twilio Codes

  • 3

    Marketing

    • Campaigns - Overview

    • Bulk Requests - Overview

    • How to Send Broadcasts and Newsletters

    • How to Use the Email Builders

    • Form Builder

    • Survey Builder

    • Trigger Links

    • Call Function

    • Manual Actions (Power Dialer) and Voicemail Drop

    • Sending a Single SMS or Email Out

    • Smart Lists

    • Creating Email Unsubscribe Links

    • When to Manually Stop a Campaign

    • How to Leave a Ringless Voicemail

    • Attribution and Facebook Reporting

    • Signatures

    • How to Create a Review Link

    • How to Make Phone Calls - Dialing Out

    • Email Signatures

    • Custom Values

    • Out Of Office Emails and SMSs

  • 4

    Scheduling

    • Creating and Editing Calendars

    • Integrating Google Calendar

    • Adding Payments to Appointments

    • Integrate with Outlook Calendar

    • Rescheduling Appointments

  • 5

    Triggers

    • Triggers Overview

    • Facebook Lead Ads and Triggers

    • Forms and Triggers

    • Appointments and Triggers

    • Triggering Actions with Trigger Links

    • Task Reminders and Triggers

    • Sending Data Out via Zapier

    • Adding Notes with Triggers

    • Testing Facebook Lead Connection

    • Creating Calendars with Multiple Team Members Availability

  • 6

    Funnels and Websites

    • Funnels vs Websites

    • Funnel Builder Overview

    • Allocating a Domain to Your Funnel

    • Adding a Domain Using Cloudflare

    • Create and Add a Favicon

    • The Funnel Page Editor

    • Page Editor - Individual Page Settings

    • Page Editor - Advanced Walkthrough

    • Saving Sections

    • Global Sections

    • Creating and Editing Pop Ups

    • Mobile Optimization of Funnel Pages

    • Adding a Product (One-Time Product)

    • Adding a Subscription Product

    • Adding Custom Values to Pages

    • Progress Bar

    • Hide and Show Elements with Timers

  • 7

    Memberships

    • Introduction

    • Adjusting Settings

    • Creating Courses and Lessons

    • Creating Offers

    • What Your Customer Sees

    • Managing Members

    • Dripping Content

  • 8

    Mobile App

    • Mobile App Introduction

  • 9

    Advanced Setup Steps

    • SendGrid Account Setup and Connection