Account Setup Instruction

Facebook

For profile, photo dimensions check here.

To add or change your profile picture:

1. Sign in to Facebook and go to your Page.

2. Hover over your profile picture and click the camera icon.

3. Select Upload Photo.Choose your logo file and click Open. Crop and position as needed.

4. Click Save.

To add or change your cover photo:

1. From your Page, hover over your cover photo and click Change Cover.

2. Select Upload Photo.

3. Choose your logo file and click Open. Position as needed.

4. Click Save.

“While your profile picture will appear in a square on your page, it’ll show up in a circle in news feeds for both paid and unpaid posts. If you have a square logo, resize it to ensure it doesn’t get cut off or fit too snugly within the circle.”

Instagram

For profile photo dimensions, check here.

Note: We recommend changing your profile photo on your phone, as you cannot upload PNG files when changing your Instagram profile photo on desktop. You can email the logo file to yourself and save it to your phone.

To add or change your profile photo:

1. Sign in to your Instagram account on your phone. Go to your profile by clicking the person icon.

2. Click your profile photo and select Upload Photo. Select your logo file and click Choose.

3. On mobile, tap Edit Profile and select Change Profile Photo. Once you’ve selected a file, tap Done.

LinkedIn

For profile photo dimensions check here and here.

To add a logo to your LinkedIn Company Page:

1. From your personal profile, click your thumbnail photo and select Manage beside Company Page.

2. Click the Edit button and select Edit page.

3. Scroll down until you see Company Logo. Click the Edit button and you’ll have the option to add or edit your logo. You can also position the logo by dragging it to where you want it to display.

4. Click Confirm to save your changes

Twitter

For profile photo dimensions check  here.

Note: Unlike Facebook, where you create a business page from your personal account, you create a separate account for your project or business on Twitter. 

To add or change your profile photo:

1. Sign in to Twitter and go to your profile page by clicking your name.

2. Click the Edit Profile button on the right side of the page and click your profile photo. Select Upload Photo.

3. Choose your logo file and click Open. Position as needed.

4. To finish, click Save Changes.

To add or change your header photo:

1. From your profile page, click the Edit Profile button.

2. Click your header photo and select Upload Photo.

3. Choose a file and click Open.

4. To finish, click Save Changes.

How To Import Contacts

Uploading your contact list is an important step to ensuring your database has all of your connections. Importing a list of contacts all at once is the most efficient, effective way to ensure your contacts are organized and contain the best data. This will help you run your business more efficiently and effectively too!

NOTE: If you are not an Admin User for your account, you will not be able to import/export contacts. Your User Settings can be changed by the Admin User (usually the person who signed up for/set up the account) in Settings > My Staff > Team Management.

What You'll Need:

- A .csv file with the contacts you want to import

Step 1: Prepare Your .csv File

Ensure that Row 1 of the file has all of your necessary headers such as ‘first name’, ‘last name’, ‘email’, ‘phone’, ‘tag’, etc. Headers in the image above are boxed in red. 

Step 2: Import Your Contacts

There are 2 ways to add contacts. In the top left corner, you can click “+” to manually create a contact. The other option is to select the import icon (an arrow pointing up) which will allow you to import contacts using your .csv file discussed in Part 1. By selecting “Import Contacts” you can upload a list of multiple contacts at once, saving time. This is the most efficient and effective method for adding multiple contacts.

NOTE: If you cannot see the Import or Export icons, you will need to ensure that you have created a user in Settings --> Team Management. If you cannot find Team Management in Settings, please contact Support.

Once you click 'Import Contacts', Follow the steps in the pop-up window to ensure your list imports correctly.

- Click “Select File” or drag-and-drop the list.

- Map fields to determine how the data imports into the CRM fields.

- A green check mark on the left indicates the field is mapped and ready to import.

- “Column Header From File” shows you which .csv column is being imported

- “Preview Information” shows you what information was found in the .csv file

- “Contact Fields” shows what CRM contact record field the information will populate into. This is usually automatic for general fields such as first name, last name, email, phone, etc. The fields can be manually mapped using the drop-down menu in the CRM field column as well, for data such as birthday, company, etc as well as any custom fields that you may have created. The system is generally able to recognize that “phone number” means “phone” but there are some cases where you may need to manually select the contact field from the dropdown (for example, if you have a birthday column in the.csv file titled “b-day” you may need to select “Birthday”).

Click Next to advance to tab 3.

- Here you can choose an import name (by default, the system will create a name based on date and time).

- You can check the box to create a “Smart List” of contacts from the import. This may be useful if the entire list is something you want to keep organized/managed together - if this is a list of contacts from one source, a list of people who signed up for information at a particular event, etc.

- down the “Advanced” tab to view more options.

- Here you can choose your duplicate strategy: if a duplicate contact record is found in the import that matches an existing contact, do you want the system to update the record, add a second/additional record, etc.? You can even specify what information you want to cross-check for finding the existing contacts.

- You can also add tags. (You may have tags in the spreadsheet, but you may also want to add a tag here. This is useful if you are adding 1 tag to the entire list.)

- Toggle on the “Add to Workflow/Campaign” if you wish to do so, and then choose the Workflow or Campaign to add the list to.

- Check the box if you wish to validate emails. This means the system will fire off a MailGun validation for all contact records with an email address. This may incur a MailGun charge.

- Click Submit and the import will begin. This may take a few minutes if the list is long.

Step 3. Confirm the Import

- Reload the Contacts page before checking that the list of contacts was successfully imported.

- Under Contacts > Bulk Actions, you can view the import status and check any relevant details on the completion status.

NOTE: All contact records must have a phone number and/or email address in order to import. You cannot import just a list of names.

How To Customize a Form Or Survey 

You can edit a specific form or survey to fit your needs. From content to stylistic changes, you can completely customize the appearance and information in a form or survey. Follow these steps to create your perfect form or survey:

Step 1: Navigate to the Form Builder (or Survey Builder) from the menu on the left side of your screen. Here we'll show you how to edit a Form, but the process is the same for the Survey Builder.

Step 2: Click into the Form you want to edit, or Create New Form.

Step 3: On the righthand side you'll see all the options for editing your Form. 

NOTE: you can't make system-wide, permanent edits to standard fields. This action must be done form by form, or survey by survey.

How To Locate Survey and Form Answers 

Surveys and forms can be a helpful tool to connect with leads and understand how to improve your company's services. As an extra step, you can also export the information or the answers to Google Sheets then breakdown to see the data in whichever way you want. Here's how to locate Survey and Form answers:

Option 1: The answers are stored within each contact record. There are two different ways to find answers submitted for a specific contact. 

You can look within specific contact records under "Additional Information" on the left side of their contact page.

Option 2: You can find the answers under Form Builder → Submissions. Search by contact here and you can see all answers. 

Membership Products and Offers Overview

This article will go over the difference between a Membership Product and an Offer and how the two work together.

What is a Product? A product is a single course (made up of categories and posts) that lives in your membership area. 

What is an Offer? An offer is where you can bundle together one or more products and determine a price (if you are using the native check-out function with Stripe). For Example: 1 offer can be $$$ for 3 products, and another can be $ for 1 product. Customers will only see what products are included in the offer the purchased. 

How To Add A Subscription Product To Your Funnel 

Follow this tutorial to learn how to add a subscription product to a funnel. Please note the process is slightly different from adding a one-time product, so if you’re looking to do that, check out our other tutorials!This setup requires you to have a working stripe plan. If you haven’t yet set up a Stripe account and a subscription product within Stripe, do that first and come back to this tutorial.

Step 1: Configure the Product for your Funnel

- Click on the funnel you want to use for your subscription product.

- In the funnel overview, make sure that you have selected the funnel step you want the product to appear on. (If you try to add the product to the first step but it appears on a later step, it won’t work.)

- Navigate to the product menu and click on the “+” icon to add a product.

- Select the “Subscription” option and choose a name for the product.  

- You can then create a “Price Display Override”. It’s optional to do this, but it can be handy to customize what people see on the order form when they’re purchasing your product. 

- So long as you have a working Stripe subscription product, it will appear as an option in the drop-down menu of the stripe plan portion of the product’s creation. 

- Create a Production Description. This is what will show up on the customer’s financial statement.

- You can then set up a trial period or setup fee. (Regardless of if a trial period is set up, the setup fee will always be charged).

- You can make the subscription a membership offer or choose to make it a bump product.

NOTE: A bump product is cheaper than the main product that is being sold on the funnel. It’s considered an add-on item to the central product of the funnel you’ve created.Click Save. Now you will be able to see your subscription product in the products menu. 

How to Integrate A Calendar Using Calendar Bridge

This article will walk you through how to integrate a Calendar in your account using Calendar Bridge. Calendar Bridge is an application that can sync multiple calendars. If you have a 3rd party calendar, other than Google or Outlook, you can sync it to a Google Calendar, and sync that Google calendar with the system (using the Google calendar as a ‘bridge’).

NOTE: We have specific integration tutorials for Google or Outlook Calendars individually. Please follow those in-depth articles for each calendar integration step-by-step. Or, follow along below for any other 3rd party calendars you wish to integrate.

Step 1: Get Started with Calendar Bridge

- Create a Calendar Bridge account at CalendarBridge.com

- Select "Connect Calendar Account" and proceed to connect your calendar accounts. (Here you will need your 3rd party calendar and a Google Calendar.)

- Once you've completed connecting both accounts, select "Start Syncing Calendars" on the next screen.

- Select 'Source' Calendar as the calendar you wish to integrate and 'Destination' Calendar as the Gmail Calendar and proceed making your Sync selections. 

Step 2: Integrate Google Account with CRM

- Navigate to Settings > Integrations > Select 'Connect Google Account'

- Proceed with Google Integration Steps 

- Either assign Google calendar to an account calendar or assign to your user

NOTE: If you'd like to assign to your user, you can do so in Settings > Team Management > Select User > Scroll down to 'Calendar Integrations' > Select Google Calendar

- Navigate to Schedule > Calendar > Select desired calendar (either user calendar or account calendar) and confirm that all necessary schedules are reflected.

Mailgun Setup - Overview

This article will walk you through the process of creating your Mailgun account.

Step 1: Select a Plan and Create an Account.

- Visit www.Mailgun.com and choose the account that’s right for you.

- Mailgun offers a variety of plans from a complimentary trial plan to different paid options.

NOTE: Plans with a dedicated IP address are best for deliverability of your emails.

Step 2: Create your subdomain in Mailgun

- Log in to your Mailgun account and your DNS manager (i.e. Godaddy, Cloudflare, etc)

- Select the domain you want to use for Mailgun from a domain you already own or have purchased. You will set-up a subdomain for Mailgun so it's ok to choose a domain that is already being used. 

- Navigate to your Mailgun account, select Domains from the menu at the top. Then click Add New Domain.

- Create a subdomain such as replies.yourdomain.com or mg.yourdomain.com and enter it in the Domain Name field.

- You can leave all other settings as default.

- Click Add Domain 

Step 3: Setup the Subdomain Records in Your DNS Manager

- In Mailgun, you will see the DNS entries; 2 TXT records, 2 MX records, and 1 CNAME record. Go into your DNS manager where you will set up the DNS entries. 

- Navigate to the DNS record section for the domain you are using within Mailgun. You will now set up the 5 DNS records to ensure proper sending, replies and tracking. 

- Follow directions in Mailgun. Records are unique to your domain and Mailgun account. 

TXT Records

These are to validate permission for Mailgun to send emails.

MX Records

These are so replies can be received and emails can be sent.

CNAME Records

This is for tracking clicks from your emails

The host will be a sub, subdomain. For example, emails.mg or emails.reply

Step 4: After adding and saving all 5 records, click "Verify DNS Settings" within Mailgun. All 5 should have the green check mark. If any do not, check the record and re-attempt. 

NOTE: If the green check marks are not showing up, you'll want to ensure that the Host pieces for each record only have the sub-domain piece of the total record. For example, if the total record is mailo._domainkey.mg.mydomain.com, you would only put in mailo._domainkey.mg 

Step 5: Connect your Mailgun account

- Navigate to API

- Click on Settings on the left-hand side of the Mailgun dashboard.

- Select API Keys from the menu below on the left-hand side.

- On the following page, under the API Keys section, you'll see your Private API key.

- Click on the eye icon to make the full API key visible. Copy this API key.

- Submit a Support Ticket to send us your API (paste the API key in the text, from step 1 above.)

NOTE: Ensure that you approve any verification emails that are sent to your inbox as the app attempts to integrate with your email platform. If you are receiving an error message, this is often the cause. 

How To Add a 3rd Party Email/SMTP Account

In this article, you will learn how to add a 3rd party Email/SMTP user to your system. This will allow you to send emails, notifications, and updates to your Leads.

Step 1: Adding the 3rd Party

- Navigate to Settings > Email Services.

- Click Add Service

- Choose Other.

- Fill out items in the pop-up. 

- Use the following link to determine the SMTP Provider and SMTP Port Number specific to the service you are integrating. Use outbound options (not inbound): https://www.arclab.com/en/kb/email/list-of-smtp-and-imap-servers-mailserver-list.html

- Save. 

Troubleshooting Tip: Ensure that you approve any verification emails that are sent to your inbox as the system attempts to integrate with your email platform. If you are receiving an error message, this is often the cause. 

NOTE: Only Mailgun reports stats back to the system. Other SMTP providers currently do not report some or all stats back into the system. 

Complete Twilio Setup

A Twilio number is a digital phone number that can give you full access to your regular call and message routine. There are a few steps to completing the Twilio setup process.

Step 1: Create a Twilio Account

Locate your Twilio credentials in Twilio. You can find the Auth Token in the Project Info section of the Console Dashboard page. Your project's Auth Token is hidden by default, but you can just click "show" to display it.

Copy the SID and Auth Token. Then, you can submit a ticket to send both the SID and AUTH token in to us, by pasting it in to the ticket, and we will make sure those are configured for you. 

Step 2: Get Your Phone Number

- Navigate to Settings > Phone Numbers. 

- Click "Add Number"

- Search 3 Digit Area Code (e.g 720, 614, etc.)

- Choose the Number You Want → Save.

NOTE: Some area codes no longer have numbers available. You will need to select a different area code. 

Step 3: Setup your Inbound call forwarding.

- Navigate to Settings > My Staff > Team Management.

- Select the User > Edit > Scroll to "Call & Voicemail Settings".

- Select the Twilio Number from the dropdown.

NOTE: Ensure that in both Phone Number settings and User Settings that call timeout is less than 60 seconds. If you are also assigning a voicemail to the Twilio number, the call timeout will need to be less than 20 seconds.

How To Integrate A Stripe Account

Connecting a Stripe account will allow you to configure products in funnels, send a ‘text 2 pay’ link in a SMS message, and more, in order to charge for products and services. This is a great feature of the system to help you manage your business. Check out the steps below to learn how to create and integrate your Stripe account.

Step 1: Create a Stripe Account.

- You will need to have a Stripe account in order for this to work, so either create a new account, or log in to your existing account if you already have one.

- Within Stripe, navigate to Developers >API keys in the menu.

- Access the “Publishable Key” and “Secret Key”. You will need to copy this information and paste into your account.

NOTE: If hidden, click the eyeball icon to show the secret key.

Step 2: Connecting your Stripe Account.

- Navigate to Payments > Integrations

- Click “Switch to Stripe Connect” and you’ll be redirected to the “get started” page. 

- Follow the steps to sign in to your Stripe account and complete the integration with LeadConnector.

- Once your Stripe account is connected, you can click “Disconnect” if you wish to remove or change it.

- Another option is to navigate to Settings > Integrations.

- Under the Stripe integration, click on the “here” hyperlink to go to StripeConnect.

This will direct you to the Payments tab where you can follow the steps above.

Step 3: Creating Products in your Stripe Account.

To ensure you can charge for products in your funnels (check out or other tutorials on that topic), make sure you have the products created in your Stripe account. It is only necessary to create Subscription and Payment Plan type products first in Stripe before using them in your funnel. One time products can be created directly in the funnel you are using.

- In your Stripe account, under the “Billing” menu, select “Products”.

- Click + New to add a new product. Here you will need to name the product, and click "Create Product" to set up the product.

- Then, you can edit the pricing, billing interval (one time, monthly, etc.), and more, to completely customize this product.

- Click "Add Pricing Plan" to save the product, and now you can connect it to a funnel if you wish!