Knowledge base › Marketing
Marketing
Social Planner
- @Mention or Tag Profile in Posts from Social Planner
- Add Location Tagging to Social Post
- Add Messaging & Social Channels to Your Google Business Profile (GBP)
- Add Pinterest Pins in Social Planner
- Best Time to Post Feature in Social Planner
- Collaborator Posts support for Instagram
- Connect Instagram: Facebook-Linked vs. Direct Instagram Integration
- Connect TikTok in Social Planner
- See all 59 articles
Online Listings
- Added ability to dismiss “Missing Info” alerts on entity profiles
- Adding Additional Attributes to Listings
- Cancelling Listings for Your Sub-account in Chat To Clients CRM
- Deploy Listings without Directly Charging the Client
- Getting Started with Listings
- Google Business Profile and Facebook Integration with Listings
- Chat To Clients CRM Listings
- Chat To Clients CRM Listings Engine Selection Guide: Uberall Integration
- See all 23 articles
Statistics
- All-in-One Dashboard for Email Marketing
- Click Performance in Email Statistics
- Email Statistics
- Email Statistics – Summary Page
- Guide to click tracking in email campaigns
- Guide to Email Campaign Statistics
- Tag Contacts from Campaign Statistics
- Understanding Email Conversion and Revenue Attribution
- See all 9 articles
Templates
- Email Templates vs Email Campaigns
- How to Edit an Email Template in Chat To Clients CRM
- How to import Email Template(s) from ActiveCampaign
- How to Import HTML Email Templates/ Campaigns
- How to Set Up Nested Folders for Email Campaigns, Templates & Sequences
- How to Share Email Templates Across Agencies in Chat To Clients CRM
- How to Use Spintax for Email Variations in Chat To Clients CRM
- Importing and Editing Mailchimp Email Templates in the Chat To Clients CRM Design Editor
- See all 10 articles
Ad Manager
- Ad Manager Public APIs: Campaign Creation & Reporting
- Ad Manager Run As Ad & Create Engagement Ad
- Fix Google and LinkedIn Campaign Errors Before Publishing
- How to Use Meta Recommendations in Ad Manager
- How to view advanced preview and get shareable preview links for Meta Ads
- Meta Campaign Budget Optimizer in Ad Manager
- Meta Campaign Budget Optimizer in Ad Manager
- Opportunity Score in Ad Manager
- See all 9 articles
Ad Campaign Creation and Management
- Ad Manager - Audience Controls
- Ad Manager - Create New Facebook Ad Campaigns
- Ad Manager - Custom Values in Ad Copy
- Ad Manager - Statistics of Ad campaigns
- Ad Manager: Campaign budget definition
- Ad Manager: Create Ad Campaigns Using Templates
- Carousel ads in Ad Manager
- Clone a campaign in Ad Manager
- See all 16 articles
Template Library
- Access Your Favorite Templates with the Favorites Feature
- Add Custom Templates to Template Library
- Customizing the Template Library for Subaccounts
- Extended Access: Template Library (For Admins on $97 & $297 Plans)
- Hide Individual Templates From Subaccounts
- How to add your email templates in Template Library?
- How to clone templates in template library?
- How to hide default or Chat To Clients CRM templates from template library?
- See all 18 articles
Getting Started w/ Affiliate Manager
- Affiliate Manager Public API: Overview, Endpoints, and Scopes
- Affiliate Manager Walkthrough Videos
- Affiliate Manager: Import FirstPromoter Campaigns, Affiliates & Commissions
- Affiliate Manager: Improved Media Library
- Glossary
- How does the Affiliate Manager work?
- How to Migrate from FirstPromoter to Chat To Clients CRM Affiliate Manager
- Managing Multiple Campaigns in Affiliate Marketing
Affiliate Campaigns
- Affiliate Manager External Website Support
- FAQs for Affiliate Campaigns
- How to create an Affiliate Campaign
- How to Set Up Pay-Per-Lead Commissions for Affiliates
- How to track leads from an Affiliate Campaign
- How to Use Commission Length & Variable Commissions in Affiliate Manager
- How Unlimited Sub-Affiliate Hiring Depth Works in Affiliate Manager
- Prerequisite to Launch Your First Affiliate Campaign
- See all 9 articles
Managing Affiliates
- Affiliate Pay Per Sale for Forms, Surveys, Calendars
- FAQs for Affiliates
- How to Add Affiliates in the Affiliate Manager
- How to add Manual Sales
- How to Automatically Level Up Affiliates Based on Performance
- How to Navigate the Affiliate Profile Page for Efficient Management
- How to Set Custom Affiliate Commissions
- How to track Affiliate sales using coupons
- See all 12 articles
Affiliate Payouts
- How to add/link a new payout method for Affiliates
- How to pay your Affiliates
- How to Review and Retry Failed PayPal Payouts in Affiliate Manager
- Set Up and Pay Affiliates Using PayPal Auto Payouts
- Sub-Account Affiliate Manager: Bulk Actions for Affiliate Commissions
- Which Payment Gateways Are Supported for Affiliate Manager Product Sales?
Affiliate Manager Automation
- Automate Affiliate Sales Follow-Ups with the “New Affiliate Sale” Trigger
- Automate Lead Assignment & Notifications in Affiliate Manager Workflows
- Automating Affiliate Commissions with 'Add Manual Sales For An Affiliate' Workflow Action
- Getting started with Affiliate Automations
- TypeScript/JavaScript SDK for OAuth 2.0 Automation
- Why Use Affiliate Automations?
- Workflow Trigger - Affiliate Enrolled In Campaign
Brand Board
- Brand Board Colors in the Form, Survey and Quiz Builder
- Brand Boards - How to Create a Brand Voice from Scratch
- Editing a Design Kit
- Global Custom Colors in Color Picker
- Help Guide: Global Custom Color
- How to Change Default Brand Boards in Chat To Clients CRM
- How to Create a Brand Board in Chat To Clients CRM
- How to Create Brand Voice from Text or URL
- See all 10 articles
Events
- Check-in Experience for In Person Events
- Embed Events with Code Snippet
- Events - How to Manually Add Attendees
- Events and Workflows Integration
- Events: Custom CSS with Live Element Selection
- How to Add Event Tickets to Apple Wallet and Google Wallet
- How to Create and Manage Events in Chat To Clients CRM
- How to Duplicate and Reuse Events
- See all 11 articles