Welcome To AI Marketing Team Support Portal
Please watch the videos or use a support option below.
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
Email: [email protected]
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
CONNECT
Reach out to us!
SUPPORT
Click the chat bubble on the bottom right to contact our support team for any issues you may be having with our platform.