Clixlo Knowledge Base
OnBoarding
17 articles
- How to use the Clixlo software overview
- How to create your website
- How to create funnels & pages
- How to create courses & memberships
- How to use automation & workflows
- How to use conversations inbox
- How to use opportunities & pipelines
- How to use calendars & appointments
- How to use the CRM & Contacts
Funnels & Pages
46 articles
- Anatomy Of A Great Funnel Example 1
- Funnel Builder Overview - Full Funnel
- How to add an upsell product to your funnel
- How to Setup the Page Background Image
- How to Create a Section Background Image
- How to Setup the Typography of the Page
- How To Make Corners Of Buttons Round
- How to Clone a Whole Funnel
- How to Delete a Whole Funnel and Funnel Page
Courses & Memberships
8 articles
- How to Create a Course
- How to Drip Content for Subcategories -Memberships
- Membership /Sites Content Checklist
- How to Create offer
- How to Create Categories, Sub-Categories and...
- How to Delete Categories, Sub-Categories and Post
- Memberships | How to connect your custom domain...
- How to Add Video on the Course Page
Websites
41 articles
- How to Create a new Website
- How to Clone a Website
- How to Delete a Website
- How to create new website page
- How to change Website Page Path
- How to change a website page name
- How to change a website page url
- How to duplicate a website page
- How to delete a website page
Calendars & Appts
7 articles
- Zoom Integration
- Custom Calendar Forms
- Understanding Slot Duration, Slot Interval, and...
- How To Build Automated Appointment Follow-up...
- How to Embed a Calendar on a Funnel/Website Page
- How to fully re-integrate Google calendar for...
- How to Create Team Calendar
Automation & Workflows
10 articles
- Workflow - Triggers - Different triggers you...
- Add a default Sender Name and Email to your...
- Organize Workflow by using Folders
- How to check workflow History
- How to check workflow Status
- How to use Workflows(Automations)
- Delay or Start right away Workflows
- Workflow Builder Overview
- How To Live Test Your Workflow?
Email Marketing
15 articles
- Why Are My Emails Going To Spam?
- Undo Or Revert Changes In Email Builder
- What is Email Deliverability?
- Creating Unsubscribe Link For Your Emails
- Building And Sending Emails With The Drag &...
- Custom Values / Merge Fields
- How To Make HTML Emails
- Importing HTML Emails Into Email Builder
- Why Can't I use My Free Email Address As The SMTP?
Contacts & Smart Lists
11 articles
- How to Import Contacts List
- Uploading Contacts (which one should I choose?)
- Uploading Contacts which one should I choose
- Importing Duplicate Contacts With same Email...
- How to manually Add Files To Contacts
- Bulk Requests - Overview
- Merging Contacts
- When contact detail page is Missing Activity
- How to Manually Add a Member on the Contacts
Integrations
14 articles
- Stripe - Integration
- Zoom Integration
- Import Products / Price From Stripe
- Text-To-Pay Links
- How to Create a Form and Integrate it to...
- How to Use Attribution to show Leads Data for...
- Automatically Merge Facebook Messenger Contacts...
- White Label the Desktop App
- Setting up Quickbooks Integration
Reporting & Tracking
3 articles
- Understanding Sales Velocity In Agent Reporting
- Appointment Report
- How To Put Tracking Code On Every Page Or Only...