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Connecting your Facebook Page

If you want to receive Facebook Messages (from your page) follow the steps in this video:

Settings Overview

This video will give you an overview of the settings

Delegate Domain Access

Here you will learn how to delegate domain access to your tech team. Go Daddy Domain Delegate Document https://www.godaddy.com/help/invite-a-delegate-to-access-my-godaddy-account-12376 Google Domains Doc. https://support.google.com/domains/answer/7179397?hl=en

Adding Custom Values to Pages

This video will show you how to set custom values and custom fields and outline the differences between the two including how and where to use them.

Custom Values

Watch this video to learn how to use the custom values:

Creating a new employee

A video to show new account owners how to create a new employee, just go over what they have access to and make sure they can see everything, or explain why they may want to turn off access to things they won't need like reporting to make it simpler, adding in their email address to set up their calendar availabilities. might only be a few minutes log.

Verify Domain In Facebook AD Account

This video shows how to verify your domain in your Facebook Ads Business Manager. This is now a required step if you intend on running Conversion Based ads. Make sure to also look for the video on Aggregate Event Management after you have verified your domain. You can also find more videos on mapping your domain to your funnel within your automation account here in the help library. Just search for 'domain' in the help library search bar.

How to add the Live Chat Widget to a Wordpress Website

This video explains how to add the Live Chat Widget to a wordpress website.

Live Chat Widget

This video explains how to set up and install the Live Chat widget. Note if you want to insert just the contact's first name as shown in the video, you can use this custom field {{contact.first_name}}

Start Here - General Overview

This video gives a big picture overview of how your platform works - and how to use it.

Account Settings

Let's get your account all set up correctly!

Connecting your Facebook Page

If you want to receive Facebook Messages (from your page) follow the steps in this video:

Dashboard - Overview

This is an overview of how to interpret and use your dashboard.

Conversations - Overview

This video shows you the capabilities and also how to use them within the conversations view.

Opportunities Overview

This video shows you how to use your opportunities pipeline.

Integrating Stripe

This video shows how to integrate Stripe with your account: