Welcome To Siffinity Support Portal

Please watch the videos or use a support option below.

Siffinity

Welcome to the Siffinity support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.

SUPPORT PORTAL

SUPPORT

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QUICK START

Platform Overview

Dashboard Overview

Navigation Overview

Launchpad Integrations

BUSINESS SETUP

Business Setup

Launchpad - Integrate Your Social Media.

Other Integrations

Download The App

Lead Connector overview

Adding Users, Restrictions

Custom Values

Adding A Phone Number

Adding A Domain

Gmail Sync

Trust Center


CRM

CRM Overview & Navigation

Bulk Importing & Exporting Contacts

Deleting A Contact & Restoring Deleted Contacts

Adding A Contact

Smart Lists

Bulk Adding To Campaigns, WorkFlows

Custom Fields

Bulk Sending SMS & Emails

Adding and Using Tags

Documents

Grouping contacts to a Company

WEBSITE & FUNNEL BUILDER

Differences in a Funnel or Website

Website & Funnel Builder Overview

Sections, Rows, Elements

Adding Elements to Your Page

Creating Templates and Global Areas

Building A Form

Building A Survey

Connecting a Domain To Your Funnel Or Website

Building the Navigation For Your Website

Importing a Clickfunnel's Funnel

SEO Metadata On Each Page

Adding Tracking Code to Your Site

Add a blog

Adding a blog entry

Split Testing

Funnel organization

Wordpress Navigation

Wordpress - Connect a domain

Margins & Padding

Cookie Consent

URL Redirects

Funnel Navigation Trick

WORKFLOWS & AUTOMATION

What is a Workflow?

Workflow Tools

Creating a Workflow

Triggers

Troubleshooting Workflows

Conditions & Dynamic Workflows

Adding Contacts to Workflows

Workflow Recipes

Workflow Organization

Workflow Actions

Execution Logs

CALENDAR

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

REVIEWS

Review Setup

Sending Review Requests

Adding Reviews To Funnels & Websites

Automating Reviews

Review Widget

CHAT WIDGET

Chat Widget Overview

Setting Up Your Chat Widget

Adding Chat To Any Website

CONVERSATIONS

Conversations Overview

Conversations Templates

Custom Fields & Values

Conversation Filter

EMAIL MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

PIPELINE

What is a Pipeline?

Creating a Pipeline

Multiple Pipelines

Adding Customers to Pipelines

Automating Adding to Pipelines

MEMBERSHIPS

Membership Overview

Membership Product Setup

Membership offers

Membership settings

MARKETING & SOCIAL PLANNER

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

Brand Boards

QR Codes

Media Center

PAYMENTS

Payments Overview

Quickpay

Invoices

Proposals & Estimates

AFFILIATE PROGRAM

Affiliate Overview

Adding Affiliates

Creating an affiliate Campaign

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