How-To Functionality Walkthroughs
A compilation of all the Clients on Automation Software How-To articles can be found here.
How to Undo / Redo Changes
How to Undo / Redo Changes From time to time you'll be making edits only to find out you need...
Link Tracker: How To Create A Redirection URL
How to shorten your Link/URL Step 1: Got To Funnels -> Link Tracker Select Funnels from the left-hand menu of...
How To export Sales / Lead Data
How To Export Sales / Lead Data Filter the date of the data that you want to export and select...
How To Save A Search
How To Save a Search and Reuse Step 1: Open a Sales or Leads Area Open a Global Sales/Lead or...
Convert a global saved row, column, or module to standard
Convert the Global Saved Row, Column, or Module to Standard Converting a global saved item to standard also converts all...
How To Pass Custom Fields Data From Optin Form To Your Autoresponder
How To Pass Custom Field Data Over To Your Autoresponder At some point of time, you might want to use...
How to change the link and hover color?
How to change the link and hover color? By default the link color in Clients on Automation Software is Blue...
How to Integrate MailerLite to Clients on Automation Software
How to Integrate MailerLite to Clients on Automation Software MailerLite is one of the fully supported Email Marketing of Clients...
Integrating Mailchimp to Clients on Automation Software
How to Integrate Mailchimp to Clients on Automation Software Mailchimp is one of the fully supported Email Marketing of Clients...
How to Integrate Brevo to Clients on Automation Software
How to Integrate Brevo to Clients on Automation Software Brevo is one of the fully supported Email Marketing of Clients...
ANNOUNCEMENT:
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!
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!
ANNOUNCEMENT:
Our Knowledge Base articles are undergoing a comprehensive overhaul to enhance your experience.
If you encounter any unexpected issues or irregularities, feel free to connect with our Support Team by submitting a support ticket for prompt assistance.
Our Knowledge Base articles are undergoing a comprehensive overhaul to enhance your experience.
If you encounter any unexpected issues or irregularities, feel free to connect with our Support Team by submitting a support ticket for prompt assistance.