Welcome To AI Marketing Team Support Portal

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AI Marketing Team

Welcome to the AI Marketing Team support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.

SUPPORT PORTAL

SUPPORT

Phone: 941-229-1195

Chat: Use bubble on the bottom right of the window.

QUICK START

Platform Overview

Dashboard Overview

Navigation Overview

Launchpad Integrations

BUSINESS SETUP

Business Setup

Launchpad - Integrate Your Social Media.

Other Integrations

Download The App

Lead Connector overview

Adding Users, Restrictions

Custom Values

Adding A Phone Number

A2P-10DLC Complete Walkthrough - B-018

Phone Administration - B-010

Adding A Domain

Gmail Sync

Trust Center

Setting Up LinkTree - B-017

CRM

CRM Overview & Navigation

Bulk Importing & Exporting Contacts

Deleting A Contact & Restoring Deleted Contacts

Adding A Contact

Smart Lists

Bulk Adding To Campaigns, WorkFlows

Custom Fields

Bulk Sending SMS & Emails

Adding and Using Tags

List Cleanup Automations and Tags - B-003

Database Reactivation - B-004

Managing Subscriptions and Opt-outs - B-015

WEBSITE & FUNNEL BUILDER

Differences in a Funnel or Website

Website & Funnel Builder Overview

Sections, Rows, Elements

Adding Elements to Your Page

Creating Templates and Global Areas

Building A Form

Building A Survey

Connecting a Domain To Your Funnel Or Website

Building the Navigation For Your Website

Importing a Clickfunnel's Funnel

SEO Metadata On Each Page

Adding Tracking Code to Your Site

Add a blog

Adding a blog entry

Split Testing

Funnel organization

WORKFLOWS & AUTOMATION

What is a Workflow?

Workflow Tools

Creating a Workflow

Triggers

Troubleshooting Workflows

Conditions & Dynamic Workflows

Adding Contacts to Workflows

Workflow Recipes

Workflow Organization

Workflow Actions

Nurture Campaigns (SMS and Email) - B-002

Built-in List Cleanup Functions - B-003

Database Reactivation - B-004

Request a Call Back Workflow - B-006

Inbound Messaging Automation Setup - B-008

Lead Magnet Automation Setup - B-011

CALENDAR

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

Set up Calendar Automations/Reminders - B-007

REVIEWS

Review Setup

Sending Review Requests

Adding Reviews To Funnels & Websites

Understanding Automating Reviews

Setting up Pre-Built Review Automations - B-009

Referral Automation - B-016

CHAT WIDGET

Chat Widget Overview

Setting Up Your Chat Widget

Adding Chat To Any Website

Messaging Automations - B-008

CONVERSATIONS

Conversations Overview

Conversations Templates

Custom Fields & Values

Setting up Inbound Messaging Automations - B-008

EMAIL MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

Nurture Campaigns (SMS and Email) - B-002

Database Reactivation - B-004

Seasonal / Holiday Email Campaign - B-013

Managing Unsubscribes - B-015

PIPELINE

What is a Pipeline?

Creating a Pipeline

Multiple Pipelines

Adding Customers to Pipelines

Automating Adding to Pipelines

MEMBERSHIPS

Membership Overview

Membership Product Setup

Membership offers

Membership settings

Refunds and Cancellations - B-014

SOCIAL PLANNER

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

PAYMENTS

Payments Overview

Quickpay

Invoices

Setting Up Payment Automations - B-005

Refunds and Cancellations - B-014

AFFILIATE PROGRAM

Affiliate Overview

Adding Affiliates

Creating an affiliate Campaign

941-229-1195

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SUPPORT

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