Video Quick Links
Below you will find hyperlinks to every help video in this help center. They are sorted by category and section.
CRM Sections
Conversations
Conversations
Sending Messages
Sending Emails
Sending SMS
Send Quick Payment Link
Adding Custom Values & Trigger Links to Messages
Contact Details
Manual Actions
Add Text Template
Add Email Template
Trigger Links
Trigger Links - Analyze
Calendars
Calendars
Calendars
Calendar Color Codes
Appointments
Appointments
Schedule New Appointment
Calendar Settings
Groups
Contacts
Smart List Quick Action Buttons
Add Contacts - Quick Action
Pipeline Change - Quick Action
Add to Workflow - Quick Action
Send SMS - Quick Action
Send Email - Quick Action
Add Tag - Quick Action
Remove Tag - Quick Action
Delete Contact - Quick Action
Send Review Request - Quick Action
Export Contacts - Quick Action
Import Contacts - Quick Action
Merge Contacts - Quick Action
Contact Details
Contact Details - Message Panel
Contact Details - Information Panel
Payments
Invoices
Recurring Templates
Orders
Orders Overview
Transactions
Transactions Overview
Coupons
Coupons Overview
Creating New Coupons
Products
Overview Video
Importing Stripe Products
Creating New Products
Integrations
How to setup Paypal and Stripe Integrations
Marketing
Social Planner
Overview
Publishing Social Posts
Connecting Social Accounts
Emails
Email Campaigns
Creating Email Campaigns
Sending Email Campaigns
Email Templates
Email Templates Overview
Email "Edit" Section
Content Tab
Text Element
Image Element
Button Element
Divider Element
Footer Element
Code Element
Video Element
Shopping Cart Element
RSS Header & RSS Items Elements
Email Layouts
Appearance Tab
Email Services
Email Services Overview
Trigger Links
Analyze
Automation
Workflows
Workflows Overview
Create New Workflow
Builder Tab
Settings Tab
Execution Logs Tab
Enrollment History Tab
Workflow Triggers
Workflow Triggers Overview
LC - Premium Triggers
Affiliate Triggers
Appointment Triggers
Appointment Status
Customer Booked Appointment
Contact Triggers
Birthday Reminder
Contact Changed
Contact Created
Contact DND
Contact Tag
Custom Date Reminder
Note Added
Note Changed
Task Added
Task Reminder
Contact Actions Triggers
Call Status
Customer Replied
Form Submitted
Order Form Submission
Survey Submitted
Twilio Validation Error
Events Triggers
Email Events
Facebook Triggers
Facebook Lead Form Submitted
Membership Triggers
Category Completed
Membership New Signup
Offer Access Granted
Offer Access Removed
Product Access Granted
Product Access Removed
Product Completed
User Login
Opportunities Triggers
Opportunity Status Changed
Pipeline Stage Changed
Stale Opportunities
Payment Triggers
Invoice
Shopify Triggers
Abandoned Checkout
Order Fulfilled
Order Placed
Media Triggers
Video Tracking
TikTok Triggers
TikTok Form Submitted
Workflow Actions
Workflow Actions Overview
LC - Premium Workflow Actions
Workflow AI
External Communication Actions
Send Email
Send SMS
Call
Manual SMS
Manual Call
Affiliate Actions
CRM Actions
Add Contact Tag
Remove Contact Tag
Add/Update Opportunity
Assign To User
Remove Assigned User
Set Event Start Date
Add To Workflow
Remove From Workflow
Remove From All Workflows
Remove Opportunity
Send Internal Notification
Edit Conversation
Add to Google Adwords
Membership Actions
Conditions and Workflow Actions
If/Else
Wait
Go To
Sites
Funnels & Websites
Funnels
Funnels Overview
Steps Tab
Stats Tab
Sales Tab
Settings Tab
Adding Products To Funnels
Websites
Pages
Funnel/Website Builder
Overview and Settings
Manage Settings
Sections
Rows
Columns
Elements
Headline
Sub-Headline
Paragraph
Bullet List
Button
Form
Blog Post
Video
FAQ
Custom JS/HTML
Survey
Calendar
Map
SVG
Reviews
Countdown
Minute Timer
Day Timer
Navigation Menu
Divider
Progress Bar
Image Feature
2-Step Order Form
1-Step Order Form
Order Confirmation
Blogs
Blogs Overview
Create New Blog Post
Publish or Schedule Blog Post
Memberships
Memberships - Dashboard
Memberships - Products
Memberships - Offers
Memberships - Settings
Forms
Create & Edit Forms
Forms - Builder
Forms - Analyze
Forms - Submissions
Surveys
Surveys - Builder
Create & Edit Surveys - Fields
Create & Edit Surveys - Styles
Create & Edit Surveys - Options
Surveys - Analyze
Surveys - Submissions
Chat Widget
Overview/Install
Chat Bubble
Widget Window
Acknowledgment Settings
Media
My Media
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