Progreda (Copy)
All Progreda knowledge base articles.
1007 articles
I'm Not Getting My Progreda Verification Code
✅ Progreda Migration Service – Everything You Need to Know
Texas Mini-TCPA Law: What You Need to Know (Effective Sept. 1, 2025)
AI Tools in CRM
Conversation AI Bot - Explained
Setting Up Conversation AI
Season of AI Promotion Ending Information & FAQ's
How to Use the AI Agent Studio Progreda.
Funnels on WordPress Websites
WordPress Plugin and Theme Management
Getting Started with WordPress | Client-side setup guide
WordPress Infra Migration
How To Point A Domain or Sub-Domain To WordPress
Domain Management for WordPress Hosting
How to Enhance Your WordPress Hosting Experience with LC Plugin 2.0 Integration
Accessing Staging Environments in WordPress
How to Use SFTP to Connect to Your WordPress Site
How To Add a Chat Widget to a WordPress Site
Dashboard Widgets and Permissions
How To Use The Progreda Dashboard
Default dashboard
Timezone Switcher on Dashboards
General Widgets in the Dashboard
Dashboard: Visitor Data Widgets
How to Change and Customize your Dashboard Themes
Contacts Widgets In The Dashboard
Understanding Dashboard Widgets
Dashboard Exports and Datapoints
Conversation Widgets in the Dashboard
How to Use Call Tracking Widgets in Dashboard
Customizing The Dashboard
Quick Filters on Dashboards
How to Create a New Dashboard Using Templates
Subaccount Dashboard and Reporting: Payment Insights and Widgets
How To Use Online Listings (Formerly Yext)
How to Create and Customize Your Review Widget
Reputation Management: Multiple Facebook Page Integration for Reviews
Review Spam Detection
Reputation Overview Dashboard
Online Listings: Profile Progress Tracker & Profile Health Score
Multiple Review Platform Integration
How to Send Review Requests
How to Create and Customize QR Codes
How to Report a Google Review and Check the Progress of Your Dispute
QR Code Generator for Reviews
How to Add Messaging to Your GMB Listing & Set Up Communication Notifications
Online Listings (Formerly Yext): The Suggestions Tab
Reputation Management: Settings
Create Opportunity & Update Opportunity Workflow Actions
Workflow Action: Number Formatter
Workflow Action: Remove From Affiliate Campaign
Workflow Action: Add To Workflow
Workflow Action: Remove Contact Tag
Workflow Action: Eliza AI Appointment Booking
Workflow Action: Wait
Workflow Action: Facebook - Conversion API
Workflow Action: Add To Notes
Workflow Action: Facebook Interactive Messenger
WhatsApp Automation Recipes in Workflows
Workflow Action: If/Else
Workflow Action: Messenger
Workflow Action: Find Contact
Workflow Action: Webhook
Workflow Action: Modify Contact Engagement Score
Workflow Action: Send Review Request
Workflow Action: Voicemail
Workflow Action: Set Event Start Date
Workflow Action: Send SMS
Workflow Action: Manual SMS
Workflow Action: Facebook - Remove From Custom Audience
Workflow Action: Course Revoke Offer
Workflow Action: Update Appointment Status
Workflow Action: Add Contact Follower
How to Use Contact Engagement Score Workflow Actions and Triggers
Workflow Action: Send To Eliza Agent Platform
Workflow Action: Text Formatter
Workflow Action: Update Custom Value
Workflow Action: Math Operation
Workflow Action: Send Internal Notification
Workflow Action: Update Contact Field
Workflow Action: Update Affiliate
WhatsApp: Customer Service Window Check
Workflow Action: Create Appointment Note
Workflow Actions: Add to Google Adwords
Workflow Action: Remove Assigned User
Workflow Action: Remove Opportunity
Workflow Action: Add To Affiliate Campaign
Workflow Action: Log External Call
Assigns a specific user to a workflow task for streamlined responsibility and follow-up.
Workflow Action: Instagram DM
Workflow Action: Split
Workflow Action: Facebook - Add To Custom Audience
Workflow Action: Send Internal Notification
Workflow Action: Add To Google Analytics
Workflow Action: Call
Workflow Action: Manual Call Event
Workflow Action: Set Contact DND
Workflow Action: Add Task
Workflow Action: Remove Contact Follower
Workflow Action: Send Documents & Contracts
Workflow Action: Issue Certificate
Workflow Action: Instagram Interactive Messenger
Workflow Action: Add Contact Tag
Workflow Action: Remove From Workflow
Workflow Action: Add Manual Sales for an Affiliate
Workflow Action: Add Leads Under an Affiliate
Workflow Action: Send Email
Different Workflow Actions for Opportunities
Workflow Action: Go To
Workflow Action: Add to Affiliate Manager
Create Opportunity & Update Opportunity Workflow Actions
Workflow Action: Respond On Comment for Facebook and Instagram
Workflow Action: Book Appointment
Workflow Trigger: Note Changed
Workflow Trigger: Shopify Order Fulfilled
Workflow Trigger: Pipeline Stage Changed
Workflow Trigger: Form Submitted
Workflows: Multi-Select for Forms and Surveys
Workflow Trigger: Opportunity Created
Workflow trigger: Task Added
Whatsapp Workflow Integration
Workflow Trigger: Shopify Order Placed
Workflow Trigger: Customer Replied
Workflow Trigger: Birthday Reminder
Workflow Trigger: Video Tracking
Workflow Trigger: Affiliate Created
Workflow Trigger: Survey Submitted
Workflow Trigger : Messaging Error - SMS
Workflow Trigger: Product Access Removed
Workflow Trigger: Facebook - Comment(S) On A Post
Workflow Trigger: Number Validation
Workflow Trigger: Appointment Status
Workflow Trigger: Twilio Validation Error
Workflow Trigger: Documents & Contracts
Workflow Trigger: Order Form Submission
Workflow Trigger: Facebook Lead Form Submitted
Workflow Tigger: Email Events
Workflow Trigger: Subscription
Workflow Trigger: Stale Opportunities
Workflow Trigger: Review Received
Workflow Trigger: Contact Created
Workflow Trigger: Product Completed
Workflow Trigger: Category Started
Workflow Trigger: Order Submitted
Workflow Trigger: Trigger Link Clicked
Workflow Trigger: User Login (Membership Login)
Workflow Trigger: Contact DND
Workflow Trigger: Opportunity Status Changed
Workflow Trigger: Completed Task
Workflow Trigger: Twilio Validation Error
Workflow Trigger: Funnel/Website PageView
Loop Lockouts
Workflow Trigger: Category Completed
Workflow Trigger: Opportunity Changed
Workflow Trigger: Contact Tag
Workflow Trigger: Product Started
Automate Lead Management with the "Prospect Generated" Workflow Trigger
Workflow Trigger: Call Status
Workflow Trigger: Affiliate Enrolled In Campaign
Workflow Trigger: Lesson Started
Workflow Trigger: Instagram - User Comments On A Posts
Workflow Trigger: Lesson Completed
Workflow Trigger: Shopify Abandoned Checkout
Workflow Triggers: Opportunity Triggers
Marking Calls as Completed
Workflow Trigger: Custom Date Reminder
Workflow Trigger: TikTok Form Submitted
Workflow Trigger: Contact Changed
Workflow Trigger: Note Added
Workflow Trigger: WhatsApp
Workflow Trigger: Offer Access Granted
Workflow Trigger: Task Reminder
Workflow Trigger: Refund
Workflow Trigger: Payment Received
Workflow Trigger: New Signup
Workflow Trigger: Contact Engagement Score
Workflow Trigger: Offer Access Granted
How to Add Triggers for Invoices
Workflow Trigger: Product Access Granted
Images in Forms
Form Customization & Styling Options
Adding and Using Products in Forms
Understanding the Difference Between One-Step and Two-Step Order Forms
How To Build, Edit And Utilize Surveys
GDPR Compliance with Custom Checkbox Consent in Forms
Forms and Surveys Email Verification
Using Forms and Surveys with Custom Opportunity Fields
How to Look Up Form Attribution
Collect Donations Via Forms
How to Add or Remove Logo from Forms
Payment Element In Forms & Surveys
How to Use a Form or Survey Template
Background Images in Forms
Forms and Surveys Submissions Page
Forms and Surveys: Quick Add Fields & Edit Custom Fields
Enabling Pop-up Forms Feature in Websites & Funnels
How To Add a Bump Offer in Order Forms
Hyperlink Text Fields In Forms & Surveys
How to Set Up Conditional Logic in Surveys
Create Forms With the Template Library
How To Submit Mock Data for Forms and Surveys
How To Use File Upload Custom Field in Forms and Surveys
How To Locate Survey and Form Answers
Create Surveys With the Template Library
Forms Builder - Terms and Conditions Element
Signature Custom Field in Forms and Surveys
Understanding Automatic Country Detection in Forms
How to Export All Submissions from a Form or Survey
Viewing Chat Widget Submissions
How to Use Conditional Logic in Forms
How To Build, Edit, And Utilize Forms
Understanding LC Phone Messaging Status and Error Codes
Conversations: Internal Chat
How to Attach Files to an Email or SMS
Activity Cards for Your Contacts
Using Filters and Bulk Actions in Conversations
Forbidden Message Categories for SMS and MMS in the US and Canada
Conversations - Snippets
Conversations Overview
Contact Engagement Score
How to Schedule Email and SMS
How to use Text2Pay
Bot Status for Individual Contacts
How To Use Trigger Links in SMS
Simplify Task and Notes in the Conversations Module
Managing Appointments In Conversations
Conversations: Group Chat for SMS
How to Use the Document Manager in Conversations
Twilio Phone System: SMS Attachment Size Limite
Twilio Error Messages
Complete Twilio Setup
Twilio Caller ID Setup
Twilio Setup and Compliance for UK Users
How to Delete a Twilio Phone Number
Twilio Setup and Compliance for Australia Users
How To Add Voicemail Forwarding and Transcription For A Twilio Number
Default Scenarios For Twilio Numbers
Guide to Troubleshooting Facebook Publishing Issues
Workflow Guide: Using a Query String in Trigger Links
Workaround for SMS Forwarding Issues: SMS not forwarding to the forwarding number
Troubleshooting Guide: Testing API Webhooks Using Webhook.site
Troubleshooting Guide for Conversation AI Settings
Troubleshooting Guide for Upsell Products in Funnels
Troubleshooting Custom Values in MMS Workflows
Troubleshooting Instant Redirect Pages
Troubleshooting Guide: Dedicated Email Sending Domains Overview & Setup
Troubleshooting Bad Call Quality Issues
Tracking WordPress: Access and Activity Logs
Troubleshooting Guide for Custom Webhook Actions in Workflows
Facebook Lead Generation Integration - Troubleshooting Guide
Google My Business Publishing Troubleshooting
Troubleshooting Guide: Understanding and Preventing Race Conditions in Workflows
How to Check Your Instagram Profile Type
Troubleshooting Email Metrics
Troubleshooting Sticky Contacts for Forms and Calendars
Navigating Unique Error Codes in Progreda's WordPress Hosting System
Customizing Email Templates and Logos - Troubleshooting Guide
What To Do If A Page Won't Load
Order Form Fingerprint is Missing Error
Importing Opportunities: Troubleshooting Common Errors
Troubleshooting Facebook Lead Ads Integration with Progreda
Troubleshooting Guide: Adding a Product to a Funnel or Website
Lead Ad Debugging for Facebook
How to Clear your Browser Cache
Troubleshooting Guide: Custom URL Redirection after signing a Contract
Login Issues Troubleshooting Guide
How to Send a Test Email and SMS
Troubleshooting Audio Issues
Troubleshooting Guide: Setting Up SMTP Providers
Troubleshooting Workflow Settings
Troubleshooting SMS Delivery Failures: A Comprehensive Guide
Troubleshooting Guide: Resolving Issues with If/Else Actions in Workflows
Troubleshooting Guide: Resolving Progreda Screen Loading Issues
Troubleshooting Common Phone System Issues
Troubleshooting Domains
Troubleshooting Google Ads Reporting: A Step-by-Step Guide
Troubleshooting Guide: Integrating Multiple Review Platforms
Workflow Guide: Notification for Opened Emails
Workflow Guide: Add Form Answers to Contact Notes
Fetch Product Details using Pluck and Join in Workflows
Workflow Guide: How to Build and Use an Unsubscribe Trigger Link
Workflow Guide: Sending Membership Credentials
Workflow Guide: Notification for Tasks
Workflow Guide: How to Set Up Workflow Goal Events
Business Profile Creation Flow (Trust Center)
Settings: Business Profile
Register Branded Domain For Apple Pay & Google Pay
Settings: Tags
Settings: Custom Values
Settings: Phone Numbers
Add Multiple Lines in a Custom Value
How to Configure Custom Notifications as a User within the Account
Progreda Phone Regulatory Bundle
Settings: URL Redirects
How to Use Branded Domains
Settings: Integrations
Setting Time Zones
Notification Preferences
How to Setup and Configure a New Domain or Subdomain
List of Custom Values
Understanding Domains
Printful Integration
Progreda Phone Verified Caller ID
How to Purchase a Domain
Settings Overview
Default Headers for Dedicated Sending Domains
Settings: Domains
How to Edit User Information and Permissions
How to Edit User Information and Permissions
Settings: Email Services
Progreda Email Bounce Suspension
Know Your Customer (KYC) in the United Kingdom
Progreda Phone SHAKEN/STIR
Hubspot to Progreda (Migration Guide)
Settings: Media
How To Validate a Contact’s Email in Progreda
Understanding Time Zones
How to Use Audit Logs
Error Codes Library - Sendgrid
Company Notes
Settings: My Staff
How To Include Email Signatures On All Outgoing Messages
How To Use The Universal Search Feature
Template Library
Settings: Business Fields
Settings: Company Billing Overview
GDPR Compliance Information
Settings: Custom Fields
Customizable 404 Error Page
Security and Compliance Overview
Call Tracking and Missed Call Text Back for Google My Business
Progreda Email Validation
Internationalization: Multiple Language Support
How to Change the Default Currency Type
Settings: My Profile
How To Turn On/Off Alternate Timezones
How to Reset Progreda's Password
Domain Migration To CloudFlare
Supported Media Types
Settings: Media
How To Create and Install a Live Chat Widget
Single Line Feature in the Form Builder
The Funnel Builder: Overview
Customizing Funnel and Website Colors
Custom Elements in the Site Builder
How to Implement and Customize Cookie Consent Banner for Your Website or Funnel
Branded Mobile App Builder: Customizing In-App Forms and Personalization
Navigation and Search Element for Blogs
How to Add and Customize an Order Form in a Funnel or Website
How to use URL Parameters on your Landing Page
How The Sticky Contact Feature Works
How to Add Canonical Links to Your Funnel or Website
How To Configure The Buttons on Your Website
Content AI for the Site Builder
Adding the Review Widget to your Funnel or Website
Custom Fonts in the Site Builder
How to use Custom CSS Selector in the site builder
Text Elements in the Site Builder
Using The Image Slider in the Funnel & Website Builder
How To Configure The Buttons on Your Website
Hosted Video Element
Cart Mode in One-Step and Two-Step Order Forms
Using Video Backgrounds in the Funnel & Website Builder
Setting up WordPress: A Comprehensive Guide
How To Activate The One-Click Purchase In Your Funnel Step
All In One Chat Widget
How to Create and Use a Coupon Code for One/Two-Step Order Forms
How To Create and Update Global Sections
How To Use an Image Element in the Funnel Builder
How to Customize the Chat Widget
How To Add Hyperlinks to Websites And Funnels
Customizing Your Funnel and Website for Mobile and Desktop Views
Image Optimization In the Site Builder
Using a Video Element in the Funnel Builder
Client Portal Branded Mobile App: Customizing Your App's Branding
How To Configure The Buttons on Your Website
How to Change a Logo in the Funnel or Website Builder
Managing App Permissions in Client Portal: Activating/Deactivating a child-App
Box & Text Shadow Settings for Funnels and Websites
Forms and Surveys SMS Verification
Client Portal Branded Mobile App
How To Add Hyperlinks to Websites And Funnels
How To Use Time Delay In The Funnel and Website Builder
How to Use Forms, Surveys, and Calendars in Funnels
Setting Up Buy Now Pay Later for Order Forms
How to Add a Custom Chat Widget to Your Shopify Website
How to add animations to text elements in the website builder
Creating Interactive Quizzes
How To Use Membership Themes
Creating and Customizing The Membership App
How To Setup Drip Content for Subcategories in Memberships
How to Manually Grant Access to Memberships
How To Add a Chat Widget to your Membership Section
How to Manage Users in the Client Portal
Client Portal - Subscription Management
Membership Products and Offers Overview
How To Set Up a Coupon For Memberships
How to Create and Manage Online Courses
Membership Course Notifications
How to Build and Edit an Offer in Memberships
Client Portal Overview
Membership - Members Analytics
How To Customize Membership Settings
How to Use the Course Migrator to import courses from Kajabi
Membership - Revenue Analytics
Offer Validity/Access in Courses
How To Customize The Membership Welcome Email Using Membership Settings or Workflows
Membership Assessments and Quizzes
How to Create and Edit Categories in Memberships
Statuses on Memberships
Magic Links for Memberships
How To Create A Membership One-Click Upsell
Managing Comments In Your Membership Section
How to Set Up a Subdomain for Memberships
Membership Settings: Site Details
How to Create a Certificate For Your Membership Course
Membership Assignment Type
How To Add A Customer to Your Membership Area, Course or Offer
Resending Membership Credentials
How to Create and Edit Posts in Memberships
Section Templates In Blogs
How to Set Up an RSS Feed for Blogs
Content AI for Blogs
How To Add Authors in Blogs
How to Create a Blog Post
Add Featured Posts in Blog
How To Add A Category in Blogs
Xml Sitemap Generation for Blogs and Blog Categories
How To Update Your SEO for Blog Posting
Blogging 101
Custom Fonts in Blogs
How to Integrate a Calendar Using Calendar Bridge
How to Deactivate and Activate Calendars
Outlook Calendar Integration
How to Display Multiple Calendars
Integrating Custom Forms with Calendars
How to Disable and Enable Calendar Services
Implementing Partial Payments for Bookings
Settings: Calendar Connections tab
How To Setup a Class Calendar
How to integrate Razorpay in Calendar Payments
How To Block Off Time In A Calendar
Appointment Booking Process
Overview of the Service Menu in Calendars
How to Use the Calendar Troubleshooting Tool
How To Update Cancellation and Reschedule Links For Your Calendar
Stripe Integration For Calendars
Google Meet Calendar Integration
The In-App Calendar View
How to Override Calendar Availability
Calendar Widget Customization
How to Set Up Recurring Appointments
Personal Calendar for 1:1 Bookings
How to create calendar groups
How To Create and Utilize Groups With Your Calendar
How to Create and Edit Calendars
Calendar Setup 101
How to Add a Logo to Your Calendar
Settings: Calendars
Collective Booking - Calendars
How to create a Round Robin Calendar
What To Do If You Get The Google Calendar Writer Access Error
Overview of Rooms and Equipments in Calendars
Integrating an iCloud Calendar
Guide to Setting Up Calendar Payments
How to Add Facebook Pixel to Survey, Forms & Calendars
Collect Payments for Recurring Appointments
Calendar Integration with Microsoft Teams
How to Create a Service Calendar
Smart Lists for Appointment List View
Neo Calendar Template Overview
How to integrate Calendly Event Importer
Calendar Integration Area
How to Copy or Duplicate a Calendar
How To Restore A Deleted Calendar
How to Configure Email and In-App Notifications for Appointments
How to Set Up Google Organic Booking For Your Calendar
Understanding Telephony Charges
Import Transactions and Orders into Progreda via CSV Files
Invoice Payments via Bank-Only Transfers (SEPA & ACH)
How to Process Refunds
Overview of Documents and Contracts
Partial Fulfilment of Orders placed on E-Commerce Stores
Capturing Initials in Documents & Contracts
Customizing Documents and Contracts
Subscriptions Tab in Your Payments Section Overview
Documents and Contracts: Recurring Products in Product List
Utilizing Document Variables in the Document Builder
Automatic Receipts for Order Forms and Calendar Payments
Checking Documents & Contracts within Contacts
Network Merchants Inc. Integration
Negative Line Priced Items for Invoices
Documents & Contracts: Global Settings
Guide to Using Partial Payments for Invoices
The Estimates Feature in Payments
Managing Failed Subscription Payments with Open Invoices
Apple Pay and Google Pay Invoices or Text2Pay Links
Delivering Digital Products in E-commerce Stores
Default Gateways for Payment Integrations
Automatic Taxes for Payment Links
Update Subscription Payment Method
Creating Recurring Invoices
Point-of-Sale Checkout
Customizing Email Subject Lines for Documents & Contracts
How to Import Products From Stripe
Using Floating Text Fields in Document & Contracts
How To Customize The Tax Settings in Your Payments Section
Import Old Invoices using CSV
How to Create Custom Invoice Notifications
Countries Supported for Payments Through NMI
Setting Up Buy Now Pay Later For Sales
Invoice Email Templates
Setting Up Buy Now Pay Later For Sales
How to Configure BNPL for Invoices
Product Collections
Creating Shipping & Delivery Rates
How to Create Product Payment Links
Abandoned Cart Notifications: Delivery Management & Template Personalization
How to Enable Auto-Payment on Payment Schedules in Invoices
Auto Payments in Recurring Invoice Templates
Product Catalog inside Point-of-Sale
Square Integration for Processing Payments
How To Use The Transactions Tab in Your Payments Section
How to Import Products Via CSV
How to Add Automated Invoice Reminders
Setting up Buy now Pay later for Payment Links
Public Document Links for E-Signing on Contracts and Documents
Setting Up Product Inventory
Invoice Settings
Recurring Products in E-commerce Stores
Streamlining Payments: Automated Receipts, Text2pay Links, and ACH Direct Debit for Invoices
How to integrate Authorize.net
Manual Payment Methods for E-commerce stores, Order Forms & Forms/Surveys
How to Create, Manage, and Void Invoices
Payment Links
Invoice Creation after Document/Contract is Signed
Available Testing Cards for Payment Integrations
Import Old Invoices using CSV
Invoices: How to Add Tips
Adding Optional Items to Documents & Contracts
How to Create a Document or Contract with Multiple Signatures
Manually Charging Contacts
How to Manage Payment Methods Displayed with Stripe Integration
Document & Contracts: Preview Email Templates, Add CC Recipients, and Link Email Templates to Contracts
All available payments options in the payments tab
In Depth Look at Coupons
How to Update Facebook Page Selection & Permissions
Woocommerce Integration for E-commerce stores
Woocommerce Integration for E-commerce stores
Shopify Integration
How To Integrate Your Facebook Account
Sync Your Invoices with Wave Accounting
How to Integrate and Use Paypal
Quickbooks Integration
Google Analytics 4 Setup
Integrating with Google and Google Calendars
Zoom Integration
TikTok Integration
Facebook Pages missing in Page Selector Dropdown during integration
How To Integrate A Stripe Account
Facebook Conversion API Integration for Lead Events
Private Integrations
How to Integrate Your Google Business Profile (formerly GMB)
Mapping Facebook Form Fields
Bulk Actions - Campaigns and Workflows
Loop Lockout
How to set up Google Ad Conversion Actions and Google Adwords Action
How To Set Up Automated Calls And Voicemail Drops in a Workflow
Bulk Actions - Campaigns and Workflows
How To Use Multiple Triggering Events in Workflows
How to Organize Your Workflows Into Folders
Workflow: Abandoned Cart
Terms & Conditions Filter in Workflows
Workflow Recipes
How To Move Actions in the Workflow Builder
How to Duplicate a Workflow
Communities - Private Channel Workflow triggers & actions
Using a Workflow and Smart List To Track Failed SMS Contacts
How to Move/Remove Contacts from Workflow Steps
Workflow AI Assistant
How To Move Actions in the Workflow Builder
Understanding the Workflow Settings Tab
Using the Testing Features in Workflows
How to Create a Double Opt-In System
The Estimates Workflow Trigger and Action
How to Setup IVR (Interactive Voice Response) using a Workflow
How to Restore Deleted Workflows
Workflow Notes, Action Notes & Sticky Notes
Understanding the Workflow History and Status Tabs
How To Check What Triggered Someone Into a Campaign
How to Set Up and Customize Workflows for Tailored Business Automation
Courses Triggers Overview for the Workflow Builder
Workflow Action: Edit Conversation
Pausing and Resuming Workflows
Workflow Action: Edit Conversation
Customizing Delivery Timeframes Within Workflows
How To Connect Course and Funnel Checkout Using Workflows
How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
How to Set Up Trigger Links in Workflows
How to Duplicate or Copy a Workflow
List of Workflow Triggers
How to Get Notified When a Lead Opens an Email
Workflow Contact Attribution Variables
How To Set Up An Appointment Booking Workflow
Workflows: Advanced Filtering & Smart Lists
How to Import Campaigns into Workflows
How To Check What Triggered Someone Into a Workflow
How to Pause Workflows
Understanding the Workflow Enrollment History and Execution Logs
List of Workflow Actions
How to Create and Use Workflows
Gamification/ Leaderboard triggers and actions for Community groups
How To Mark Appointment Status as Invalid Using a Workflow
Customizing the From Email Address in Workflows
Contacts: Access Estimates in the Payments Tab
The Company Tab in Contacts
Bulk Actions - Add/Edit to Company
Bulk Actions - Email
Using the DND Feature
Bulk Import and Export of Multiple Emails for Contacts
Contacts: Synchronize Attachments with the Document Management Tab
Bulk Import and Export of Multiple Phone Numbers for Contacts
How to Allow or Prevent Duplicate Contacts
Bulk Actions - Import and Export Contacts
How To Create and Edit Smart Lists
Bulk Actions - Pipeline Change
How to Restore Deleted Contacts
Managing Your Tasks Tab
Bulk Actions - Merge Multiple Contacts
Additional Phone Numbers per Contact
Bulk Actions - Sending Review Requests
Bulk Action Delivery Options
Using the Bulk Action Features
How To Create and Use SMS And Email Templates
Contact-to-Contact Association
How to import/Export Contacts using a single CSV file
How to Navigate Contact Records
Whatsapp Bulk Action
Editing Pending and Processing Bulk Actions
Troubleshooting Bulk Imports Via CSV
Additional Emails per Contact
How To Add a Tag to New Contact List Import
Bulk Actions - Add or Remove Tags
Bulk Actions - Deleting Contacts
Using The LeadConnector Mobile App: Invoicing
Using The LeadConnector Mobile App: Invoicing
Using The LeadConnector Mobile App: Contacts
Mobile App Troubleshooting for LeadConnector
Using The LeadConnector Mobile App: Reputation and Reviews
Using The LeadConnector Mobile App: Calendar and Appointments
Media Library - Mobile App
Mobile App: Creating Products, POS (Point of Sale) and Tap to Pay
Navigating Through The LeadConnector Mobile App
Using The LeadConnector Mobile App: Conversations
LeadConnector Mobile App Conversations: Group Chat
Mobile App: Conversations AI
Social Planner - Mobile App
Using the LeadConnector Mobile App: Documents & Contracts
NMI, Authorize.net and Square as Payment Providers for POS & Mobile Payments
Collect Service Calendar Payments on Mobile
The Estimates Tab in LeadConnector Mobile App
Call Tracking
How Inbound Call Routing Works
How to Use SMS and Phone Number Validation
Phone Number Settings Explained
Sev-0 Fines on Prohibited A2P Traffic
How To Get an Outbound Phone Number
How To Convert Voicemail Drop Files into MP3 or WAV
Inbound Call Routing to the LeadConnector Mobile App
How To Record Calls And Listen To Recordings
How Do I Prevent My Phone Service Messages From Being Filtered
Options within the Dialer
A2P 10DLC Campaign Vetting Changes
A2P Sole Proprietor Brand Registration
Call Forwarding Setup Guide
Missed Call Text Back
Detect Voicemail in IVR
Optimizing A2P Messaging with Multi Brand and Campaign Support
A2P 10DLC Best Practices
Toll Free Number Registration Progreda
How to obtain Australian Phone Numbers
3DS Progreda Phone
How To Increase Message Deliverability
Phone Messaging Policy and Compliance
Call Transcription
How to obtain Australian Phone Numbers
Inbound Call Routing to the Mobile App
How to Port a US Telephone Number to Your Account
Using the Voicemail Feature
Number Intelligence (Number Validation): Block Spam Calls and Identify Unknown Callers
Toll-Free Verification Guide for LC - Phone (US/Canada)
How To Buy a Phone Number
How to Use the Dialer Feature (Webapp and Multi User)
Security Headers For Funnels And Websites
How to add multiple chat widgets
Picture in Picture Mode for Funnels and Websites
How to Test Payments in a Funnel or Website
Prebuilt Elements and Sections In Funnels & Websites
SEO Suggester
DMARC Record Wizard
How to set up Google Ad Precautionary Tracking Script
Understanding URL Paths
How To Add a Privacy Policy and Cookies Pop Up
How To Redirect Domains (from www to non-www)
How to Transfer a Domain to Cloudflare
How To Redirect Domains in Cloudflare (for non-www. and www.)
Card Authorization for Subscription and Payment Plans
How to Add a Meta Tag for Google Search Console Domain Verification
Understanding URL Paths
Create Dynamic Mega Menus within Funnels and Websites
Analytics Tool For Funnels & Websites
How to Add SEO Descriptions and Keywords to Your Ecommerce Store
How to Add Shipping Labels or Packing Slips for E-commerce Store Orders
Cloudflare Setup
Photo Gallery in Funnels and Website Builder
Image AI in Funnels, Websites, and the Media Storage Tab
Card Authorization in Websites
How To Create and Add a Chat Widget to Funnels and Websites
How to Add Facebook Pixel to Your Website
How To Create A Custom Website
Split Testing in Funnels
How To Set Up Payment Plans In Funnels
How To Import Your Funnels from ClickFunnels
Converting Funnel Steps and Website Pages Within Progreda
How To Clone and Share Funnels
How to Connect Your Domain to a Funnel or Website
How to Add A Facebook Pixel to a Funnel
Implementing Funnel Best Practices
How To Upload and Utilize A Favicon
How To Set Up Your XML Sitemap
Funnel and Website Settings Overview
How to Add a One Time Product in the Funnel Builder
Using The Typography Preview In The Funnel & Website Builder
Client Portal for Affiliates
Meeting Google and Yahoo’s Email Sender Requirements
Introducing Email Errors
Where to Check Statistics for Emails
Email Deliverability 101
Test Email Error Troubleshooting
Email Attachment Size Limits
How To Use Trigger Links in Emails
Hyperlinks in the Email Builder
How To Use Trigger Links in Emails
Progreda Email Unsubscribe Link
Image AI in the Email Builder
How To Add a 3rd Party Email/SMTP Account
Understanding Email Verification
Best Practices To Prevent Your Emails from Ending up in Spam
Email Templates vs Email Campaigns
Integrating Gmail for Email Service
Progreda Email: SSL Certificate for Dedicated Sending Domain
RSS Blocks In the Email Builder
Bounce Classification Codes and Definitions
Google Postmaster Tools Integration
Progreda Email: How to Set Up a Dedicated Sending Domain
Error Codes Library - Outlook
How to Set Up DMARC Records for Email
Microsoft SNDS Integration
Forwarding Address and BCC in Email Setup
CC and BCC Features to Our Email Composer
2-way Email Sync for Outlook
Create SMTP Credentials For Dedicated Domain
Dedicated IP Guide
How to Connect SendGrid as your SMTP Service
Using Custom Fonts in the Email Builder
What To Do If Your RSS Email Body Is Showing HTML Tags
List Unsubscribe Headers
Error Codes Library - Gmail/Google Workspace
"Add This Event To Your Calendar” Custom Values
Progreda Email Authentication - DMARC
Video Element in the Email Builder
How To Use RSS Feeds in the Email Builder
Using Mobile Formatting in the Email Builder
Email Analytics
Masking Sender Emails - From Name and Address
How to Use the Email Builder and Its In-Line Editor
Custom Reply Address
Gmail 2-Way Email Sync
Split Testing in Email Campaigns
WebinarCore.com - Streaming live events to Facebook, YouTube, and other platforms
WebinarCore.com - Using Our Unique HighLevel integration
WebinarCore.com - How to choose the right view option (instant watch, just in time, or scheduled like-live times).
WebinarCore.com - How to use Zapier integration
WebinarCore.com - Meetings Demo Overview
WebinarCore.com - How to set up your offers to show during your presentation
WebinarCore.com - Live Recordings
WebinarCore.com - Understanding built-in emails
WebinarCore.com - How to edit your webinar funnels to any language
WebinarCore.com - Live Webinar Overview Tutorial
WebinarCore.com - Dealing with network issues during live webinars and meetings
WebinarCore.com - Why is my automated webinar video starting from the very beginning when I refresh the watch room page?
WebinarCore.com - How to add pixel tracking codes or other custom code to your webinars
WebinarCore.com - How to Embed a Webinar Invite Widget onto Your Page or Website
WebinarCore.com - Understanding time zones
WebinarCore.com - How To Host Multiple Presenters/Guest Presenters on Your Webinar
WebinarCore.com - Chat Simulator Upgrade Tutorial
WebinarCore.com - Pro Webinar Overview Tutorial
WebinarCore.com - Create and run a webinar series
WebinarCore.com - How to use video URLs as the video source
WebinarCore.com - Using the webinar's 3rd Party Integrations
WebinarCore.com - Understanding the Webinar Duration setting
WebinarCore.com - Using Webinar's Chat library
WebinarCore.com - Getting Started with Webinars
WebinarCore.com - How To Upload Media
WebinarCore.com - How to Build a High Converting Webinar Landing Page
WebinarCore.com - Understanding Our built-in text messages
WebinarCore.com - How do I access my product?
WebinarCore.com - How do I access Webinar Core?
WebinarCore.com - How to build an automated webinar funnel
WebinarCore.com - How to add your own background images/other images
WebinarCore.com - Set Up a Replay Page with a Recording From a Live Webinar
WebinarCore.com - How to upload videos (landing page, webinar presentation, thank you page videos)
WebinarCore.com - Webinar Watch Room Attendee Sign In Setting
WebinarCore.com - How to grant access to the camera and microphone inside your browser (Chrome, Firefox, Edge, & Safari)
WebinarCore.com - Using the Webinar Webhooks feature
WebinarCore.com - I can't get into my account, what do I do?
WebinarCore.com - How to embed a registration form into your own custom landing page or website
WebinarCore.com - How to grant camera, microphone, and screen sharing permissions on macOS and Windows
Commission Length and Variable Commissions in Affiliate Manager
Affiliate Manager | Coupon Codes
How to Implement a Pay-Per-Lead Affiliate Commission Structure
Affiliate Manager: Media
Affiliate Manager - Importing Contacts
Affiliate Manager Part 1 - How to Set Up your Affiliate Funnel with Products
Affiliate Manager Dashboard
Affiliate Manager | Checking Affiliate Profile
Affiliate Manager - Customize Naming conventions for your Niche
Managing Customers under an Affiliate Program
Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign
Affiliate Manager: Affiliate Portal Settings
Affiliate Manager Lead Tracking for Forms, Surveys, Calendars and more
Affiliate Manager | Adding Sub-Affiliates
Affiliate Manager | Manual Sales and Commissions
Affiliate Manager Part 4 - How to Manage Affiliate Payouts
How to Compensate Affiliates for Lead Generation (Pay-Per-Lead Model)
Affiliate Manager Part 2 - How to Add or Upload Affiliates
Affiliate Manager Overview
Coupon Codes For Affiliates
Automating Affiliate Payouts with PayPal: A Step-by-Step Guide
Create Affiliate Campaigns using External Websites
Switching from FirstPromoter to Affiliate Manager
Email Builder: Understanding Advance Conditions for Smart Lists and Tags
Email Marketing Campaigns: Support for YouTube Shorts
How To Hide Email Elements In The Mobile View Of Your Email Builder
How to send a Regular Email Campaign
Content AI in the Email Builder
A Guide to Pre-Configured Contact Segments for Targeted Email Campaigns
Using the FAQ Element, Save Icon, and Product Element in the Email Builder
Adjusting Appearance and Styling within the Email Builder
Using the Image Slider in the Email Builder
How to add UTM Parameters in Email Builder
Email Campaigns: The Statistics Tab
How to Verify Email Addresses for Email Campaigns
How to Use the Email Builder for Email Templates
How to Improve Email Deliverability
How To Use the Email Builder
Importing Email Templates from Other Platforms to the Progreda Email Builder
Resending Unopened Emails
How to Change the Content of an Ongoing Email Campaign
Managing Elements in Email Builder
How-to Send RSS Email Campaign(s)
Community Events
How to Increase Engagement in Community Groups
How to Schedule Social Post in Communities
How to Transfer Ownership of a Community Group
Communities Gamification
Announcement Channel for Communities
Communities
How to Create Private Channels in Groups (Communities)
Community Chat Feature
The Smart Push Notification Workflow Action for Client Portal App
How to Personalize Your Community Theme and Colors
How to Invite New Members to Your Community Group
How to Create a Paid Course for Communities
How to Create a Paid Group for Communities
Managing WhatsApp Conversations: A Guide to Categories, Duration, and Free Entry Point Conversations
Setting Up WhatsApp
Policy Violation Details for your WhatsApp Business Account
WhatsApp: Voice Note
How to Enable the Chat Widget for WhatsApp
How to Manage Your WhatsApp Business Profile
WhatsApp Flows: In-app Appointment Booking
How to Create a WhatsApp Template
WhatsApp: Template-Level Analytics
Checking If A Contact Can Receive WhatsApp Messages
WhatsApp Coexistence Feature
WhatsApp: Support for Snippets
WhatsApp Media Template
WhatsApp: Workflow Statistics
Implementing Search Bars in Ecommerce Stores
Online Store in Websites
Upsell products in store checkout for E-commerce stores
Billing Address Field for Ecommerce Store Checkout
Facebook and Instagram Shops for E-commerce stores
Products Section in Store Pages
Customer Access Center to view current and past order details for E-commerce stores
Reviews & Ratings for Products in E-commerce stores
How to Create a Web Store from the Stores Tab
Related Products in Ecommerce Stores
Personalized Email Templates for Ecommerce Store Notifications
How to Sort and Filter Products in Ecommerce Site Builder
Workflow Action: Conversation AI
Workflow Action: Update Conversation AI Bot and Status
Workflow Action: Update Conversation AI Bot and Status
Manage & Update AI Response Info in Conversations
AI-Based Action Tracking and Filtering in Conversations
Trigger a Workflow within Conversation AI
How to use Conversation AI Workflow to Book Appointments
Conversation AI Dashboard
Conversation AI: Add Contact Info
How to Use the Stop Bot Action for Better Customer Interactions
Edit and Manage Prompts within Conversation AI