How-To Functionality Walkthroughs

A 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 Add or Delete Sites On Your Clients on Automation Software Account One of the most awesome feature on...

How to set up SMS messaging with Twilio This article will guide you through how to setup SMS service inside...

How to Send an SMS [BETA] Step 1: Click "Settings" (1) from the Clients on Automation Software top menu and...

How to send/reply to an SMS [BETA] Step 1: Click The SMS message icon within your admin bar Please note...

[BETA] SMS on Opt-In/Checkout Step 1: Click > Funnels > Select your Funnel Click funnels within your menu and scroll...

How to Add a Favicon to your Site? A Site Icons or Favicon is a square and 16×16 pixel icon...

Checkout types Checkouts are used to collect money from your customers. When a checkout button is clicked a payment capture...

UTM Pass Through Funnels UTM variables are passed within the URL onto all steps of your funnel after the initial...

How To Upload A Video To Your Pages Add/Edit a Video Module To Your Page Clients on Automation Software allows...

How to Discard Changes What To Do When Editing Goes Wrong? Step 1: When you are editing a page and...