SalesInvite Support Portal

New Account Onboarding 1

• SalesInvite QuickStart Set-up Guide

Funnel Builder 10

• How To Redirect Domains (www to non-www)
• XML Sitemap for Websites & Funnels
• Use Normal Bullets For Lists With CSS
• Scroll to sections or elements in websites or funnels
• Funnel Statistics

View all 10

Email 2

• Setting Up SMTP Providers
• Forwarding Address and BCC emails in SMTP and Mailgun Service

Troubleshooting Email 1

• Send Email Trigger Action Not Firing

Phone Calls 2

• Voicemail Detection
• Inbound Call Routing - Explained

Dialer 0

SMS 1

• SMS still coming from old SalesInvite number when I got a new one?

Voicemail 2

• Voicemail For Your Company & Agents
• How to Convert Voicemail Drop Files

Troubleshooting Phone & SMS 2

• SMS Error 21610 "The message from/to pair violates a blacklist rule" when sending SMS
• What Causes AN SMS To Fail?

Softphone Dialer 1

• Cannot find contacts in live transfer window - warm transfer

Triggers 0

Calendar 1

• Calendar Sync Option explained

Outlook Integration 1

• Outlook Integration - Syncing SalesInvite Calendars With Outlook

Review Requests 1

• Report A Google Review And Check On Report Status

Zoom Integration 1

• Zoom Integration

QuickBooks Integration 1

• Quickbooks Integration

Stripe Integration 1

• Stripe Integration

Shopify Integration 3

• Shopify Integration
• Shopify Elements in SalesInvite
• List of Shopify Variables

Affiliates 5

• 5 Ways To Get Your First 5 Affiliates
• The SalesInvite Affiliate Policy
• Become A SalesInvite Affiliate
• How to use Affiliate Portal
• First Steps to be a Successful SalesInvite Affiliate

User Settings 1

• Email Signatures

Payments 3

• How to authorize card payments in Websites
• Import Products / Price From Stripe
• Stripe & Payments Integration on Calendar

Sales Tips 1

• Cold Email Outreach

Listings 1

• Listings (Yext Upgrade)

Frequently Asked Questions 1

• Why are my SMS costs so high?

Workflows 1

• Custom Values / Merge Fields

Campaigns 1

• Create A Holiday Promo Campaign