Training Dashboard

SUPPORT PORTAL

Welcome to the Client Care Crew Marketing 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.

HOW TO CONTACT SUPPORT

  • Chat: Use Bubble Below

  • Support Ticket: Use the submit ticket button to the right to send us a support ticket

Notifications

If you are watching the videos and don't see the feature in your back office please reach out to support to have the feature turned

QUICK START GUIDE

  • Platform Overview

  • Dashboard Overview

  • Navigation Overview

  • Launchpad Integrations

Quick Start Training

BUSINESS SETUP

  • Business Setup

  • Launchpad - Integrate Your Social Media

  • Other Integrations

  • Download The App

  • Adding Users, Restrictions

  • Custom Values

  • Adding A Phone Number

  • Adding A Domain

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

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

WORKFLOWS & AUTOMATIONS

  • What is a Workflow?

  • Workflow Tools

  • Creating a Workflow

  • Troubleshooting Workflows

  • Conditions & Dynamic Workflows

  • Adding Contacts to Workflows

  • Workflow Recipes

CALENDAR

  • Calendar Overview

  • Calendar Integrations

  • Adding Calendar to Websites

  • Team Calendars

REVIEWS

  • Review Setup

  • Sending Review Requests

  • Adding Reviews To Funnels & Websites

  • Automating Reviews

CHAT WIDGET

  • Chat Widget Overview

  • Setting Up Your Chat Widget

  • Adding Chat To Any Website

CONVERSATIONS

  • Conversations Overview

  • Conversations Templates

  • Custom Fields & Values

EMAIL MARKETING

  • HTML Email Builder

  • Creating Templates

  • Custom Fields & Values

PIPELINES

  • What is a Pipeline?

  • Creating a Pipeline

  • Multiple Pipelines

  • Adding Customers to Pipelines

  • Automating Adding to Pipelines

MEMBERSHIP

  • Membership Overview

  • Membership Product Setup

  • Membership offers

  • Membership settings

SOCIAL PLANNER

  • Social Planner Overview

  • Integrate Social Accounts

  • Your First Post

  • Social Media Dashboard

  • Scheduling Posts