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Help Topics
If you are just starting with Clients on Automation Software, this section contains all the essential information and help to navigate you through the platform.
- Clients on Automation Software Dashboard – General Overview
- What Is Clients on Automation Software? Overview of Our Features & Functionalities.
- How to Change/Update a Home Page
- Can I automatically transfer my funnels to Clients on Automation Software?
- How To Migrate Content From Your Current WordPress Site To Clients on Automation Software?
Account and Billing
1 ArticleYou can find all the information related to your Clients on Automation Software subscription here such as Billing Information, Updating Your Payment Info, Retrieving Invoice on Your Subscription and more...
Affiliate Program & Commissions Payout
1 ArticleCheck out the resources available here if you are promoting Clients on Automation Software as an affiliate. Important information such as getting your commissions payout, to affiliate house rules.
Courses and Memberships
18 ArticlesOne of our most powerful features in Clients on Automation Software is to be able to design Beautiful and Powerful Digital Courses. All Courses' Functions and Features how-to articles can be found here.
- How to Share Your Funnels / Courses
- Courses Overview
- How to troubleshoot Course Issues
- How To Drip Your Course Content
- Allow Customer To Change Course Password
Custom Domain Setup
9 ArticlesEverything you need to know about connecting your custom domain to your Clients on Automation Software account.
- How To Connect Your Custom Domain To Your Clients on Automation Software Account – DNS Setup Instructions
- How to remove your custom domain
- How To Add / Change Custom Domain
- How To Add A Custom Subdomain
- Troubleshooting Domain DNS and SSL Issues
From the most basic functions of our powerful Clients on Automation Software Builder. Also includes Layouts, Responsive Design, Styles, Rows, Columns, Templates and all the Clients on Automation Software Modules explained.
- How to Create and Save a Custom Layout Template
- How to create a “sticky row”
- How to Create Anchor Links
- How to delay or animate buttons or modules
- Moving page elements around
Funnel
41 ArticlesAn overview of Funnels in Clients on Automation Software and everything under the roof of the funnels area. From creating a funnel product, to how to troubleshoot sales funnel issues can be found here.
- How to Create and Save a Custom Layout Template
- How to Block or Hide a Website Page/ Blog Post or Funnel Pages From Search Engines
- Manage Titles and Metas
- Selecting Payment Processor Inside A Funnel
Clients on Automation Software Pipelines
3 ArticlesFill your Pipeline with SMS & More!
- Can I Change My SMS Number?
- Can I Have multiple SMS Numbers?
- How to Use Clients on Automation Software Pipelines
Clients on Automation Software Calendars
4 ArticlesYour most powerful scheduler, all built into Clients on Automation Software.
- How to sync Google Calendar to Clients on Automation Software Call Calendar
- How to setup Google Meet Web Meetings in Clients on Automation Software Call Calendar
- Using Zoom as Your Meeting Location on Calendar
- Uninstalling the Zoom Integration For Calendar
Website
21 ArticlesFast-Ranking Authority Sites and SEO-Powered website pages. All related articles about the features and functionalities can be found here.
- How To Migrate Content From Your Current WordPress Site To Clients on Automation Software?
- How To Set A Funnel Page As Your Home Page
- How to Change/Update a Home Page
- How to change the “Reply To:” Email Address in Receipt Mails
- How to Create and Save a Custom Layout Template
Blog
11 ArticlesHigh-Ranking SEO-Powered Blogs to get Googlers to find you, get to you, and buy from you. All blog related functions and features articles can be found here.
- How to Block or Hide a Website Page/ Blog Post or Funnel Pages From Search Engines
- Can I add tracking codes to individual pages and posts?
SEO
6 ArticlesSearch Engine Optimization related functions and features articles can be found here.
- Can I add tracking codes to individual pages and posts?
- Adding a Facebook Pixel or any Global Tracking Codes
- Facebook Domain Verification
- SEO Feature Inside Funnel Steps
Assets & Media
1 ArticleYour assets and media files all hosted on your Clients on Automation Software account.
Settings
3 ArticlesAll the settings you need to customize your Clients on Automation Software account.
- How to change the “Reply To:” Email Address in Receipt Mails
- How To Integrate Brevo with Clients on Automation Software as your SMTP Service For Transactional Emails
- How To Integrate Sendgrid with Clients on Automation Software as your SMTP Service For Transactional Emails
How-To Functionality Walkthroughs
42 ArticlesA compilation of all the Clients on Automation Software How-To articles can be found here.
- How To Add or Delete Sites/Domains on Your Clients on Automation Software Account
- How to set up SMS messaging with Twilio
- How to Send an SMS [BETA]
- How to send/reply to an SMS [BETA]
- [BETA] SMS on Opt-In/Checkout
Integrations & Automations
23 ArticlesNative Clients on Automation Software integrations with third party apps and softwares such as Autoresponders, Zapier, Payment Gateways.
- Error: Please Connect an Account Before Saving
- How To Integrate Your Autoresponder
- Full List of Email Autoresponder Integrations
- Javascript Variables
- How to Integrate MailerLite to Clients on Automation Software
Over the festive period, we may take a little longer to respond to your ticket, but please submit as normal and we’ll get to it shortly! Happy Holidays!
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