FAQ & Usage
( Click the buttons Below for Specific Sections)
This is our detailed description on each plan and feature we offer and how they work. We currently have 3 plans to offer our basic plan, our professional plan and our premium plan but this may change in the future.
Here I will give you a detailed description of each feature included in each plan.
What they are, how to use it and how they can be used in business to make your business more successful. Each feature is beneficial for your business.
Infinity Basic Plan
The Infinity Basic Plan is perfect for a business owner looking to consolidate their lines of communication for their business. This plan allows you access to all incoming calls, SMS messages and emails in one central location. With this game changing feature you will easily be able to respond to messages with self made templates or even allow our automated system to respond for you with out you having to lift finger. This will allow you to focus on being able to run other aspects of your business knowing that our Ai is running effortlessly while filing detailed information for you, so you'll never miss an opportunity with a new or existing client again. You'll be able to add all social media profiles to your account. You will have the ability to schedule post, and manage dm's. Any virtual calendars can all be added to your sub account. Plus with reputation management (google ratings), QR code creator and all reporting you cant go wrong.
This plan offers monthly subscription at $210 a month and an annual subscription of a reduced amount with a total $2,200 per year.
(Check out details about each feature we provide for this plan)
Features
QR code:
This feature gives you access to create you own company associated QR code’s for payment links or even attach your QR Code to your website, amongst other things. You use the QR Code by scanning your mobile device over the code with your camera, or you can hold the code on your phone to pull up the link, website URLs, phone numbers or even entire digital documents. Essentially they act as a quick way to access online content and information from a physical object. We also offers tracking and analytics for your QR codes.
How to create a QR Code:
To create a QR code in Infinity Way Management's Software
You go to the "Sites" tab in your Infinity Dashboard on the left hand side of your screen
Then you select "QR Codes" on the top menu
From there you can select "Create QR Code."
Choose your QR Name
Then select your QR code type (e.g., website, review link, funnel) and customize the design, including colors, shapes, logos, and background images.
Afterwards you provide think content you are trying to link and customize the QR Code to your like
Finally, download or embed the QR code and Share !
2 way text & email communications:
This feature gives you access to set up your own email and text messages for automatic communication so you won’t actually have to do much yourself. By setting up your own personal email and SMS you can send to all customers through our workflow feature, in the automations tab in your dashboard. And then place the information in your pipeline in the opportunities tab in your dashboard.
You can use it for customer support, order confirmations, appointment reminders and surveys. Enables real time interaction, personalized support and faster responses compared to one way messaging. Messages can be sent using a short code or standard phone number and recipients can reply directly.
How to set up 2 way text and email:
Go to "Settings"
Then select "My Profile"
then the General tab
Scroll down to the section Email (2-way sync)
Connect your email to your accounts
You can email a contact from the CRM to initiate the sync between both platforms.
Gmail Sync also works if a contact that is already saved in the CRM sends an email to the User (who has Gmail Two Way sync integrated) on their Gmail Email address.
The email would sync into the conversations tab.
Individual Email: On connecting a personal email account (Gmail), the Gmail email ID will be considered the sender domain for the emails the user sends for individual emails. Individual emails are sent directly from Gmail when 2-way sync is activated for the user. Be aware that Google sets a limit of 500 emails daily, which applies to this functionality.
Bulk Email: This will continue to be sent from the sub-account level email provider. 2-way sync won't affect this.
Workflow & Automation: In terms of automated emails, they are not sent from the 2-way sync but dispatched from the defined sub-account level providers. This arrangement seamlessly integrates your automated CRM workflows and the email dispatch system.
GMB messaging:
Gmb messaging is also a feature involved in this plan this feature allows businesses to communicate with customers through their google my profile. This feature enables businesses to answer questions, provide support and you can even complete transactions directly through a chat, like interface on google search and maps. You can have direct communication, enhanced customer experience, increased engagement, improved visibility, wide reach, integration.
How to set up GMB Messaging:
To get started, please go to Social Planner
In the top right corner of Social Planner, there is a Setting option (Gear icon). Please navigate to Settings by clicking it.
Click on connect a new google my business location
The next step is to click on Connect a new Google My Business profile of the table as shown below to manage multiple GMB Locations.
Give permission by choosing the gmail account if you're connecting any profile for the first time, they ask you to choose the gmail account
Choose the GMB Locations for the Social Planner
Webchat
Webchat is a popular feature that allows users to communicate with businesses often for support through a chat window that pops up on the page of your website. Web chat is used for real time communication, text based, website integration, chat window. This can be a direct interaction with a human or a chatbot, you will be able to personalize this experience. This feature is convenient and easy to use, fast support, data collection, scalability (webchat can handle large volume of customer interactions).
How to set up WebChat:
To set up webchat in your account you'll need to navigate to Sites in your Infinity Way Dashboard
Then go to the Chat Widget
Select create a new widget
choose your desired chat type (e.g., All-in-One Chat, Live Chat)
customize the widget settings
then copy and paste the embed code into your website.
Reputation Management:
With this feature it allows you to monitor and influence how your company is seen by the public.
Essentially it’s about shaping and maintaining a positive brand image. Key components. Include monitoring this involves tracking public perception of the business through online reviews, social media mentions, media coverage and customer feedback.
This involves proactive measures to shape positive narratives such as public relations, content marketing and social media engagement. Maintaining. This involves continuously monitoring and adapting strategies to ensure the brand image remains positive and consistent.
The importance of reputation management is to build customer trust and loyalty. A positive reputation builds trust and loyalty leading to increased customer retention and repeat business.
A strong brand reputation can help a business stand out from the competition and attract more customer engagement.
A positive reputation can lead to higher sales, better investor relations and increased market value. Also a positive reputation can also attract and retain talent leading to a more engaged workforce.
We provide a guided wizard to help you through the process, which includes connecting review platforms, setting up a review link, and sending your first review request.
How to set up Reputation Management:
Navigate to the Integrations tab
Connect your Google My Business and Facebook pages.
Create a custom review link to direct customers to leave reviews.
Use the review link to send requests to customers via SMS or email.
Use the Infinity Way platform to track, respond to, and leverage customer feedback
The wizard will walk you through each step of the setup process, ensuring a smooth and efficient experience
You can customize the messages sent to customers when requesting reviews.
Facebook messenger- Is a messaging service and tool used for businesses to connect with customers providing a platform for customer service, marketing, sales and more. It allows businesses to engage in real time conversations, build relationships and deliver personalized experiences all within the familiar messenger interface. Key features and capabilities. You can answer questions, provide support and resolve issues directly through messenger.
Opens in new tab, and allows you to include buttons or other interactive elements in your messages.
Integrates Messenger with other tools to capture leads and manage conversations.
Infinity Way allows you to automate Messenger workflows, send messages, and manage conversations.
You can initiate Messenger conversations by sharing a Messenger link, DMing, or using other methods.
Consider using automated workflows to trigger conversations based on specific events.
With messenger you can run ads, send promotional messages and leverage messenger to reach a wide audience.
Guide customers through the buying process and collect payments using Facebook pay and automated responses. Set up chatbot and automated replies to handle common queries and free up agent time
Utilize various media formats like text, images, videos and audio to engage customers. Integration with meta business suite inbox. Manage all your messages across Facebook and Instagram through meta business suite inbox.
Customer context Leverage customer data to personalize interactions and offer relevant support. Benefits of using messenger for business. Improved customer experience, offer personalized and timely support, building stronger relationships.
Reach customers where they spend their time and encourage interactions. Enhanced customer service by provide quick and efficient support leading to greater satisfaction. Brand awareness with the use messenger to promote your brand and build awareness with potential customers.
How to connect your Facebook Messenger:
Navigate to your Facebook page.
Go to Settings
Then select Integrations.
Click on "Connect" under Facebook & Instagram.
Log in to your Facebook account and choose the relevant Facebook page.
Click "Connect Facebook & Instagram".
How to enable Instagram Dm's:
Navigate to your Instagram business or creator profile.
Go to Settings
Select to Privacy
After click Messages.
Toggle "Allow Access to Messages" under "Connected Tools" to enable Instagram DMs to be accessed by you and Infinity Way
Use Messenger in Infinity Way Workflows:
Add the Messenger action to your desired workflow.
Compose your message and customize it with variables.
Consider adding attachments like images or files.
Use the "Test" functionality to preview the message.
Missed call text back-
This a feature that automatically sends a text message to customers when their call is missed. This allows businesses to acknowledge the call and offer a way for the customer to reconnect at their convenience even if they couldn’t answer the call live.
The purpose of this feature is to prevent losing potential leads or customers due to missed calls.
When a call is unanswered the system automatically sends a text message to the caller.
Benefits of missed call text back is the Immediate acknowledgement to the client. Customers feel that their call was valued and not ignored.
Customers can reply to the text or follow instructions to reconnect at a time that works for them.
It enhances customer engagement and provides a more positive impression of the business. Businesses of all sizes especially those that struggle to answer calls promptly due to high call volume, limited staff, or after hours operations can benefit from this feature.
How to set up missed call text back
Log into your sub-account and go to the "Settings" section, usually found in the bottom left corner.
Within the settings, select "Business Profile" from the left-hand menu.
Scroll down until you find the "Missed Call Text Back" option. Enable it by checking the corresponding box.
You'll see a text box where you can write your personalized message.
For example, you can include a greeting, an apology for missing the call, and a call to action.To make the message more personalized, you can add custom values by clicking the tag icon.
Choose from available values like the caller's name or other relevant information.Once you've set up the message, it's a good idea to test it by calling yourself from a different phone number and letting it ring once. You should receive the text message shortly after the call.
Social planner:
Is a tool that helps manage, schedule and track social media content. Businesses can use this tool to plan and schedule content in advance ensuring a consistent flow of posts across multiple platforms. Social planners can facilitate the monitoring and engagement with customers, responding to comments on your business pages, questions and messages.
These tools often provide analytics and insights into content performance allowing the business to track their social media efforts and make data driven decisions. Social planners can help stay updated on industry trends and best products ensuring the business remains competitive.
With market teams planners can facilitate collaboration within the marketing team, streamlining content creation execution.
Many social planners offer automation features allowing tasks like scheduling and posts to be automated. Is a scheduling and organization tool used to manage and coordinate the activities and commitments of a business, team or individual within a professional setting.
It helps track meetings, appointments, deadlines, projects and other important events, facilitating efficient workflow and time management. It helps businesses schedule meetings, appointments and other events ensuring that everyone is aware of upcoming commitments and can coordinate their schedules accordingly.
By providing a visual representation of scheduled events and deadlines, business calendars help individuals and teams manage their time effectively, prioritize tasks and avoid overbooking.
Business calendars can be used to track project timelines, milestones and deadlines ensuring that projects stay on track and on schedule. They help businesses allocate resources effectively by showing when specific resources are available and when they are already committed to other tasks or events. Shared calendars can facilitate communication and collaboration among team members by providing a central location for scheduling information and coordinating activities.
Business calendars are essential for planning events, campaigns and other activities ensuring that they are well organized and executed efficiently. By managing time and resources effectively business calendars help businesses operate more efficiently.
Shared calendars facilitate teamwork and collaboration by providing a central hub for scheduling information. By providing a clear overview of upcoming events and commitments business calendars help individuals and teams avoid last minute rushes and reduce stress. Business calendars enable businesses to plan ahead ensuring that they are well prepared for upcoming events and deadlines.
Shared calendars facilitate communication and collaboration among team members ensuring everyone is aware of important events and deadlines.
Explore and use pre-designed templates to save time on post creation. Schedule posts to repeat on a daily, weekly, monthly, or yearly basis.
Organize your posts by category for easier management. Watermarks by adding your logo or watermark to your posts. Automate the sharing of customer reviews from Facebook or Google. Connect and post to your community groups and channels.
How to set up your social planner:
Connect Social Accounts:
Go to "Marketing" and select "Social Planner".
Click the "Settings" gear icon.
Choose "Connect Social" and follow the prompts to log in to your desired platforms.
Connect your social media profiles and pages.
Create and Schedule Posts:
Navigate to "Marketing" then select "Social Planner".
Click "New Post".
Choose to create a new post from scratch or select a template.
Fill in the details for your post (text, images, videos).
Select the social accounts you want to publish the post to.
Choose whether to publish immediately, schedule for later, or save for later.
Email marketing:
Email marketing is a good feature to have whilst running a business. Is a digital marketing strategy where businesses use email to connect with their audience, promote their products or services and build relationships. It involves sending targeted messages and promotional content to a group of recipients via email.
Targeted messaging email marketing focuses on sending relevant and personalized messages to specific segments of your audience. This includes sharing news, promotions, discounts and other valuable information to encourage engagement and sales. Email marketing helps businesses nurture relationships with their customers by providing ongoing communication and value.
It’s a direct and personal way to connect individuals allowing for more effective marketing approach.
Why businesses use email marketing. Email marketing is known for its high return on investment with studies showing it can generate significant revenue for businesses. Allows for personalization and segmentation enabling businesses to tailor their messages to individual customer preferences and behaviors.
It can be used to nurture leads throughout the sales funnel guiding potential customers towards a purchase. Regular and relevant email communications helps build trust and loyalty with customers.
Consistent email communications can help keep your brand top of mind with your target audience.
How to set up email marketing
Go to the "Marketing" tab in your account Select "Emails", and You'll see options for "Campaigns" and "Templates.
Using a Template:
Click "New" and select "Select Template".
You can choose from pre-made templates or create your own.
Creating a Template:
You can also create a new template from scratch, which allows you to build a reusable email structure for future campaigns.
Use the Infinity Way's drag-and-drop email builder to customize your email.
Add images, text, buttons, and other elements to create a visually appealing email.
Select the recipients you want to send the email to.
You can choose specific contacts, use smart lists, or send to contacts with a specific tag.
Once you're happy with your email, you can choose to send it immediately or schedule it for a later time.
Configure the "from" email address and subject line.
Review your email one last time to ensure everything is correct.
Click "Review and Send" to send the email.
SMS & email templates:
Are pre written messages that businesses can save and reuse for various communication purposes. They offer a convenient way to communicate standard information, reduce manual effort and ensure consistency in messaging across different platforms and channels.
They are used for sending short, direct messages via text. Enable quick communication, time savings and consistent messaging for reminders, updates, promotions and more. Used for sending longer, more detailed messages with formatting and attachments. Help with consistency, efficiency and professional communication particularly for larger audiences and formal correspondence. Newsletter, onboarding emails, customer service responses, product announcements and formal communications.
For Examples: Welcome messages, order updates, shipping confirmations, appointment reminders and promotional offers.
Time savings with Pre written content eliminates the need to start from scratch each time. Consistent branding templates ensure that messages align with a brands voice and style.
While templates offer a base they can be personalized with dynamic data such as customer names or specific product details. Can be integrated into marketing platforms and automation systems to send messages automatically based on triggers. Consistent, timely and relevant communication can enhance the customer journey.
How to create SMS & Email
Go to your subaccount and go to Conversations
Select Templates for SMS templates (snippets) or Marketing
Templates for email templates.
Add a Template:
Click "Add Template" and choose either "SMS Template" or "Email Template".
Design your message within the template editor, including text, images, and any other desired elements.
You can preview the template on the right-hand side of the screen.
Once you're satisfied, save the template.
All reporting:
Business reporting encompasses the process of collecting, analyzing and presenting data to provide insights into various aspects of a business such as performance, operations and financial health. This data is used to track progress, identify trends and inform decision making ultimately leading to better business outcomes. This Involves gather data from various sources, including financial statements, sales figures, customer feedback and operational data.
This data is then analyzed to identify key performance indicators (KPIs), trends and potential issues.
The analyzed data is presented in a clear and concise manner, often using charts, graphs and tables to make it easily understandable to stakeholders. The reports also include interpretations and conclusions drawing attention to key findings and recommendations.
Decision making business reporting provides valuable information that helps managers, executives and other stakeholders make informed decisions. These decisions can range from adjusting marketing strategies to reallocating resources or identifying areas for improvement. Allows businesses to monitor their performance over time and track their progress toward achieving specific goals. By comparing current data with historical data businesses can identify areas where they are succeeding or falling short.
Serve as a means of communicating information internally and externally ensuring that all stakeholders are on the same page. They can also facilitate collaboration and problem solving by providing a shared understanding of the businesses performance and challenges. This focuses on the financial health of the business including income, cash flow and balance sheets.
This tracks the daily operations of the business such as sales, inventory and customer service.
Management reporting, This is tailored to the needs of managers and executives providing insights into key areas of the business. These reports are designed for managers and help them spot trends, track performance, analyze KPIs and align performance with business goals. Businesses can use reports to monitor sales figures, identify top selling products and track sales and trends.
Reports can reveal customer feedback, identify areas for improvement and track the effectiveness of customer service efforts.
Businesses can use reports to track inventory, identify low stock items and optimize inventory management, reports can provide insights into the financial performance of the business including income, expenses and cash flow. Reports can help pinpoint areas where operations are not running smoothly such as underused resources or misallocated budgets. Reports can be used to create budgets, forecasts and strategic plans helping businesses prepare for the future.
To access All Reporting go to the Reports tab in your account
AI employee:
An AI employee also known as an AI agent or AI assistant is a virtual software program designed to handle tasks and perform actions just like a human employee. It leverages AI technologies like machine learning, natural language processing and robotic process automation to automate tasks, analyze data and provide support to businesses. AI employees can automate repetitive and time consuming tasks freeing up human employees to focus on more strategic and creative work.
AI can analyze large datasets to identify trends, patterns and insights that can inform decision making. AI powered chat bots and virtual assistants can provide instant support and handle customer inquiries improving customer experience. AI can assist with content creation such as writing articles, generating social media updates or producing marketing materials.
AI can automate scheduling, manage calendars and help priorities tasks improving efficiency. AI can help streamline workflows, automate processes and ensure tasks are completed accurately and efficiently.
Al can handle data entry and administrative task, reducing manual effort and improving accuracy. AI can significantly improve efficiency by automating tasks and reducing manual effort.
by automating tasks and reducing human workload AI can help businesses reduce costs. AI frees up employees to focus on more strategic and creative work leading to increased productivity. AI can provide instant support and handle customer inquiries improving customer satisfaction.
AI can analyze data and provide insights to help businesses make better decisions.
AI can work around the clock providing continuous support and automation.
How to Set up AI employee
Navigate to the sub-account.
Go to AI settings (e.g., AI Agents, AI Employee, etc.).
Configure the AI employee's tasks and capabilities based on client requirements.
In the AI Agents section, create and configure AI Voice Agents.
You can customize the agent's name, initial message, goals, and other settings.
Infinity Professional Plan
The Infinity Way Professional Plan is perfect for company's/ individuals that are looking to expand their business reach. All basic plan features are included in this plan the description of each feature is above. The difference between the Basic Plan and the Professional Plan is the fact that you'll be able to create or connect your website to your account. With this feature you will no longer have to use services like linktree you will be able to make your page look and feel professional with the help of our templates and AI employee. You wont have to worry about missed messages with our lead opportunities section and workflow. You will be able to collect & sort data, send out forms, emails, reviews and answer live chat bot with out moving a finger. You can set up how and where you can receive internal notifications. You can create a new invoice template and save it to reuse. If you want access to a CRM Platform we can provide that with new company numbers, and more.
This plan offers a monthly subscription at $350/month and an annual subscription at $3,800/yr the features that come with this plan are.
(Check out details below about each feature we provide for this plan)
Text to pay:
Text to pay is a payment method where businesses send a payment request via text message and customers can make payments using their mobile device typically by clicking a link in the message. This system streamlines payments allowing customers to pay bills or make purchases remotely or on the go without needing to access a separate payment platform.
A business sends a text message to a customer informing them about a payment due and including the amount and potentially a description or invoice number. The text message includes a link that directs the customer to a secure payment portal often mobile optimized. On the payment page the customer enters their payment information.
After submitting payment details the customer receives a confirmation message often both on the payment page and as a follow up text.
Benefits of text to pay would be the convenience for customers, they can pay easily and quickly from anywhere with a mobile phone. How efficient it is for businesses can streamline their payment processes reducing manual work and potential errors. And customers can make payments even if they don’t have payment cards or cash on hand.
How do you set up text to pay
Integrate the sub-account with Stripe by going to Settings Payments by clicking the "Connect Your Stripe Account" button and follow the steps to integrate Stripe.
If you don't have a stripe account you can create one or connect another payment service.
Go to a conversation and click the payment icon below the text editor
In the modal that pops up, give the Invoice a name, price, and then set a Link Expiration/Due Date and hit Save
The payment link will then appear in the conversation editor.
Invoices
Is a document sent from a seller to a buyer requesting payment for goods or services provided. It details the transaction, including the items, quantities, prices and total amount due along with payment terms.
Invoices are crucial for tracking sales, managing Cash flow and ensuring timely payments. Invoices act as a formal request for payment from customers. They provide a detailed record of the transaction including the date, items sold and prices.
Invoices help businesses track outstanding amounts owed by customers.
By requesting timely payments invoices help businesses maintain a healthy cash flow. Invoices can be used as evidence in legal disputes related to payment. In some jurisdictions invoices are required for tax reporting. Invoices serve as a form of communication with customers about transaction and payment terms. Using professional well formatted invoices can create a positive impression with customers.
How do you create an invoice
Ensure your Stripe account is connected in your account, as this is required for invoicing
Then Go to Payments
Select Invoices & Estimates.
Click the + New button and select New Invoice.
Add Customer Details: Select the customer from your existing contacts or add a new contact if necessary.
Add Invoice Details: Adjust the invoice number and dates as needed.
Choose the products/services from your existing catalog or add new ones.
Set the quantity, price, and any applicable taxes or discounts.
Add a description of the goods or services.
Include payment terms and conditions.
Add notes or attachments if needed.
Click Save and then Send the invoice to the customer via email.
GMB Call Tracking
GMB call tracking is a feature that allows businesses to monitor and track phone calls generated through their google my business listing. This helps businesses measure the effectiveness of their online presence, assess ROI and improve customer service by analyzing call data. Involves using a third party service to assign unique tracking numbers to your clients. These numbers redirect calls to your business phone allowing you to track the source of those calls.
Measuring GMB performance you can see how many calls your GMB listing generates which helps you access its effectiveness. Call tracking helps you understand which marketing efforts are driving the most calls and ultimately sales.
By analyzing call content you can identify areas for improvement in customer service.
Identifying peak call times. You can see when your business receives the most calls which helps you allocate resources accordingly. Call tracking helps attribute leads to online efforts even when the conversion happens offline.
Google Business Profile (GBP) allows a business to register two phone numbers, which creates an excellent opportunity for Agencies to track calls generated from Google Business Profile listings while keeping with SEO best practices (i.e. moving the business' real phone number to the secondary slot has not been found to negatively affect rankings).
How to set up GMB Tracking
If the phone number in GBP is already a LeadConnector number from the Infinity Way sub-account, nothing will be changed as the business's calls are already being tracked in Infinity Way.
If the phone number in GBP is also the forwarding number for any of the numbers in the Infinity Way sub-account, Infinity Way will move the current number to the secondary slot and add the new number.
If the phone number in GBP is not the forwarding number for any of the Twilio numbers in the corresponding Infinity Way sub-account, Infinity Way will move the current number to the secondary slot, add the number in the primary slot, and set the current number as the forwarding number for the number in the Infinity Way sub-account.
CRM
CRM or customer relationship management is a technology and strategy that helps businesses manage and improve their interactions with existing and potential customers. It’s essentially a way to organize customer data and interactions to build stronger relationships and drive sales.
Managing customer data CRMs collect and store information about customers including contact details, purchase history, interactions and preferences. By centralizing customer data CRMs ensure that all employees have access to the same information leading to more personalized and efficient customer service.
CRMS help sales teams manage leads, track opportunities and automate sales processes ultimately leading to higher conversion rates and sales growth.
CRM systems can help marketing teams target specific customer segments, personalized campaigns and measure the effectiveness of marketing efforts. By providing insights into customer behavior and preferences, CRMs help businesses understand what motivates customers and how to keep them loyal.
CRMs automate various tasks such as lead generation, follow ups and scheduling freeing up employees to focus on more strategic work. CRMs provide detailed analytics and reporting allowing businesses to track key performance indicators (KPIs) identify trends and make data driven decisions.
How to set up CRM
If you're an agency, you'll need to set up an agency account to manage subaccounts for your clients.
Create individual subaccounts for each client you're serving.
Connect your Stripe account to handle payments within the agency and subaccounts.
Create custom fields to store specific information about your contacts.
Organize your custom fields into folders for easier navigation.
Create custom objects (e.g., vehicles, pets) to extend the CRM beyond just customer data.
Associate custom objects with contacts to track relationships.
Design and deploy sales funnels to guide prospects through the buying process.
Create sales pipelines to track leads through different stages of the sales process.
Track individual sales opportunities within your pipelines
Forms
Forms is a structured document or application used to collect information or data whether for administrative purposes, data gathering or record keeping.
It’s a standardized way to gather consistent
information from many parties.
Forms can be physical like paper forms or digital like online forms or those created using software like Microsoft forms. Data collection they are used to gather information for various purposes such as surveys, quizzes, polls, customer registration, order placement and more. Help organizing and standardizing data collection ensuring that the information gathered is consistent and easy to process.
They are used for processing applications, managing records and collecting information for internal or external reporting. Digital forms like those created with Microsoft forms or web forms are used to gather data online eliminating the need for paper forms and their associated issues.
Online forms can be used for checkout processes on e-commerce sites, customer support tickets and collecting information and signatures in contacts. Survey and quiz creation tools like Microsoft forms allow creating surveys, quizzes and polls facilitating data collection through interactive interface.
How to create forms
To create a form in Infinity Way, navigate to "Sites" then "Forms," choose "Builder,"
select "Create New Form.
You can either start with a blank template or use one of their pre-built options, like "Contact Forms".
Then, drag and drop form elements like name, email, phone, and message fields.
You can also customize the form's style, settings (like notifications and form actions), and add custom fields as needed.
Memberships
Memberships is a model where customers pay a recurring fee (monthly, quarterly or annually) for access to a product, service or exclusive benefits.
It’s a strategy used by companies to generate predictable revenue and build long term customer relationships. Recurring revenue memberships provide a steady stream of income for businesses as they’re based on a subscription or fee based model.
Memberships often offer exclusive content, benefits or services that are not available to non members. By offering a membership program businesses can encourage and reward loyalty by providing value and incentives. Memberships allow businesses to gather valuable data about their customers including preferences and purchasing habits.
Recurring fees provide a more stable financial foundation for businesses. Memberships foster loyalty and encourage repeat business. Gathering customer data allows businesses to tailor their offerings and marketing efforts. Once a customer becomes a member ongoing marketing efforts are reduced.
Memberships can create a sense of community and shared interest among members.
How to create membership
Decide on the type of membership you'll offer: monthly subscriptions, one-time purchases, or tiered pricing. Consider the content you'll provide and how it will be structured (modules, lessons, etc.).
Use the Infinity Way membership builder to upload content (videos, PDFs, etc.) and organize it into modules and lessons. Set up drip schedules to release content over time.
Customize the branding of your membership site by uploading your logo, color scheme, and favicon.
Use Infinity Ways automation features to send welcome emails, onboarding sequences, and follow-up messages.
Track member engagement with built-in analytics.
You can also add members manually to specific courses or offers through the contact details page.
Set Up Payment Processing:
Infinity Way integrates with Stripe and PayPal for secure payment processing.
Set up pricing for your membership tiers and offer different payment options (one-time, recurring, etc.).
You can also create offers that bundle multiple courses and sell them at a set price.
Use Infinity Way lead generation and marketing tools to build sales funnels and automate marketing campaigns.
Track your sales performance and make adjustments as needed.
Communities
Communities is a space where people interact, share experiences and support one another.
By creating a strong sense of community businesses can create a loyal customer base that not only sticks around but also helps to attract new customers through recommendations, word of mouth, testimonials and more.
How to set up a community
Navigate to Communities:
Access the "Communities" section within your Infinity Way dashboard.
Click "Create New Community" to start building your community hub.
Enter a name, URL (unique identifier), and description for your community.
Enable or disable email notifications for members and customize the content of emails they receive (e.g., group invitation, activity updates).
Set whether the community is public or private.
Define who can join and what level of access they have (e.g., admin, member).
Create posts, announcements, discussions, or other content to engage your community members.
Use various methods, such as email invitations, links, or social media, to invite members to join your community.
Review membership requests, assign roles, and manage member activity within the community.
Website
A website is a collection of web pages linked together and accessible online typically identified by a domain name. In business websites serve as a digital storefront, marketing tool and customer communication platform offering various benefits like increased brand awareness, global reach and direct sales.
A website is essentially a digital brochure or a collection of interconnected web pages that provide information, products and services to visitors.
These pages can include text, images, videos and interactive elements all designed to be accessed through a web browser.
Websites help businesses establish an online presence, showcase their brand identity and communicate with potential customers 24/7. Business can use websites to display their offerings including detailed descriptions, images and videos allowing customers to learn about products and services. Websites can be used to sell products or services online offering customers a convenient way to purchase goods and services from anywhere in the world.
Websites provide a platform for businesses to share contact information, frequently asked questions and other helpful resources enabling customers to easily access support and information. Websites can be used to capture customer data such as email addresses and other contact information for marketing and sales purposes.
Businesses can use websites to connect with customers, partners and investors building relationships and fostering loyalty. A website helps businesses build brand recognition and establish a strong online presence.
Websites allow businesses to reach a global audience expanding their customer base beyond local borders. Compared to traditional marketing methods websites can be a cost effective way to reach wide audience. Businesses can showcase their offerings and provide information to customers 24/7 regardless of business hours. Websites can generate leads facilitate online sales and drive revenue growth.
How to create a website
Access the Website Builder:
Navigate to "Funnels & Websites" within your Infinity Way dashboard.
Click "+New Website" to begin.
Select a pre-designed template from the library or opt to start with a blank page.
Infinity Way uses sections (green), rows (blue), and columns (purple) to organize the layout of your pages.
You can add, remove, and customize these elements to fit your design.
Utilize the drag-and-drop functionality to add elements like images, text, buttons, forms, and more.
You can customize the appearance and functionality of these elements within the editor.
The Infinity Way website builder offers a user-friendly interface for customizing every aspect of your website.
Once you're satisfied with your design, you can publish your website.
Consider creating global sections for elements that should appear on all pages, such as headers or footers.
These sections can be updated in one place, and the changes will be reflected on all pages.
If you want to host your Infinity Way website on your own domain, you'll need to purchase a domain name and a hosting plan.
Infinity Way offers hosting as part of its service, but you can also use an external hosting provider.
Workflows
In business workflows are a structured sequences of tasks or activities that are repeated to achieve a specific outcome. They guide employees through processes ensuring consistency and streamlining operations. Workflows can be automated or manual and they are used across various departments and functions.
A series of steps. Workflows break down complex processes into smaller manageable tasks. They define a standardized approach to completing recurring tasks.
Workflows provide instructions and clarity ensuring everyone follows the same procedure. Many workflows can be automated using software or tools to streamline processes. Streamlining the hiring processes from job postings to new employee onboarding can be done with workflows to make hiring easier for your business.
Workflows can manage IT tickets, system maintenance, data processing and network management.
Workflows can help plan and execute projects ensuring tasks are completed in the correct order. Workflows can manage customer inquiries, escalation's and issue resolution ensuring consistent customer experience. Workflows can automate lead qualification, prospecting and sales follow ups saving time and improving sales performance.
Workflows can manage expense reports, invoice processing and other financial tasks. Workflows can be used to optimize production processes, track inventory and ensure product quality. Workflows can manage the processes of creating, reviewing and publishing content such as blog posts or website updates. Workflows streamline processes reducing manual effort and errors. They ensure that tasks are completed in the same way every time promoting standardization.
By automated repetitive tasks and reducing delays workflows improve overall productivity. Workflows facilitate better communication and coordination between departments and individuals. They provide a clear understanding of how tasks flow through a process allowing for identification and correction of bottlenecks or inefficiencies. By defining clear steps workflows minimize the likelihood of errors and inconsistencies with clear visibility into processes and data workflows support more informed decision making.
How to set up a workflow
There are three steps to creating automation in the workflow builder
Step 1: Choose a Trigger
Step 2: Add Trigger Filters (Optional)
Step 3: Add
Workflow Actions
Let’s walk through each together to learn how to use automation for your needs!
Choose a Trigger
Triggers add contacts to workflows.
The type of trigger you choose will determine if it is added successfully or not. When the builder
you can select "Add Trigger."
A pop-out Workflow Trigger menu will appear
Select your desired trigger
Step 2: Add Trigger Filters (Optional)
Selecting the trigger is the first step! After adding a trigger is recommended to add a filter. A filter allows you to be more specific about what will trigger the workflow by adding additional parameters.
For example: We have a trigger called "Call Status" which will trigger for all call types - but this is not desirable - we need to add a trigger filter. So we add one here to trigger for only Incoming Calls and only a specific number. This created the exact circumstances we need to trigger for only inbound calls received to our main line.
Step 3: Add Workflow Actions
Utilizing actions you can create, modify, move, and/or duplicate information contained inside Infinity Way. For example, sending an SMS or Email. Or updating a contact or contact field, and much more. Select "Add Action," to open the pop-out action menu with a complete list of actions you can perform.
Funnels
In business funnels represent the customer journey visualizing how potential customers progress from initial awareness to become paying customers.
They are used in sales and marketing to understand customer behavior, improve conversion rates and optimize marketing campaigns.
A funnel maps out the different stages a customer goes through from becoming aware of the product or service to making purchase. By analyzing a funnel businesses can identify where customers drop off what challenges they face and how they interact with the brand.
By understanding the funnel businesses can optimize each stage to encourage customers to move forward in their journey ultimately increasing the likelihood of a purchase. Funnels help businesses tailor their marketing messages and campaigns to specific customer segments and their needs at each stage of the journey. By tracking the progress of customers through funnels businesses can measure effectiveness of their marketing efforts and identify areas for improvement.
Customers are initially made aware of the product or service through various channels like advertising, social media or content marketing.
Customers show interest in the product or service and start exploring it further often through website visits, blog posts or other forms of content.
Customers compare different options and assess whether the product or service meets their needs and requirements. Customers who have purchased the product or service and are likely to make future purchases.
Focuses on the journey from lead generation to a sale. Focuses on the customer journey from awareness to purchase. Optimizes the journey a click on an ad or link to a final conversion.
How to create funnels
Infinity Way is a Full Suite Platform for Marketers. Included in the Platform is a full featured Page Builder to capture leads.
Create Full Websites, Funnels & Landing Pages Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
Drag & Drop Surveys And Forms Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
Online Appointment Scheduling The major step for many businesses is to capture appointments and request appointments. We've built our own calendar application within Infinity Way so you can capture the appointment all in one straightforward flow.
Lead opportunities.
A lead represents an initial potential customer who has shown some interest in a product or service, while a sales opportunity is a lead that has been qualified and is deemed highly likely to make a purchase. This means that opportunities are further down the sales pipeline and closer to becoming actual customers.
Leads used for tracking potential customers, nurturing them through the sales process and qualifying them to determine if they are a good fit for the product or service. Opportunities used for forecasting revenue, tracking sales efforts and managing the specific details of a potential deal including estimated amount and timeline. Both help in managing the sales funnel, optimizing sales strategies and improving conversion rates.
In simple terms leads are like the initial stage of a sales process while opportunities represent the later stages where a lead has been qualified and has a high chance of becoming a customer. Communities is a space where people interact, share experiences and support one another.
By creating a strong sense of community businesses can create a loyal customer base that not only sticks around but also helps to attract new customers through recommendations, word of mouth, testimonials and more.
How to create lead opportunities
To set up a lead opportunity in Infinity Way, you'll first need to navigate to the "Opportunities" section
then add a new opportunity by clicking the "+ Opportunity" button.
Next, you'll need to select an existing contact or add a new one, along with filling in details like the pipeline, stage, and opportunity value. Once all the details are entered, you can then create the opportunity.
Click on the "+ Opportunity" button, usually found in the top right corner of the "Opportunities" page.
Select an existing contact or enter the details for a new one.
Choose the appropriate sales pipeline and stage for the opportunity.
Enter the estimated value of the deal.
Fill in any other relevant details, such as the source of the lead, the owner, and the status.
Once you've entered all the necessary information, click on the "Create" or "Save" button to finalize the opportunity creation.
WhatsApp
WhatsApp is a popular messaging app used globally primarily for personal communication. WhatsApp also offers a version called WhatsApp business designed for businesses interact with customers. Businesses can use WhatsApp business to send marketing messages provide customer support and automate certain tasks.
WhatsApp business features.
Businesses can create a profile with details their address business description, email and website. Businesses can set up automated greetings, quick replies and away messages for efficient customer service. Businesses can send bulk messages to their contacts. WhatsApp business can be used for sending promotional messages, running campaigns and creating chat bots. Businesses can use WhatsApp business for real time customer support and address inquiries.
Businesses can use it to manage customer orders. Benefits of using WhatsApp business. Direct communication with customers can lead to better customer relationships. WhatsApp global popularity allows businesses to reach a wide audience. This apps features allow for easy and efficient communication with customers.
How to set up WhatsApp
Purchase a LeadConnector (LC) Phone Number:
Buy an LC phone number through Infinity Way , which you can then forward calls to your primary contact number.
Navigate to Settings
Select WhatsApp
Then Set Up a New WhatsApp Number within your Infinity Way account.
Click "Continue with your Facebook account" to connect your WhatsApp Business account.
Tap "Get Started" to initiate the integration process.
Fill in the required business information and click "Next".
Premium plan.
This plan offers a monthly subscription at
$500/month and an annual subscription at $5,500/year.
The features that come with this plan are.
All professional and basic features included.
Certificates
Certificates can refer to several thing each with its own purpose. One common type is a certificate of incorporation which proves a company legal existence. Another type is a certification demonstrating a professional’s competence in a specific skill or area.
Additionally SSL certificates are used for website security, enhancing trust and data protection.
This document issued by companies house confirms that a company has been officially registered and is legally recognized as a separate entity. It’s essential for things like opening bank account, applying for loans and proving the company exists when selling it.
Professional certifications
These documents issued by organizations after completing a program of study and potentially an exam demonstrate a person’s competency in specific skills or area.
Certification can boost career prospects provide credibility to employers and shoe a commitment to professional development.
These certificates are used to encrypt data and secure websites ensuring a safe connection between a website and its visitors.
They help websites display a padlock icon and use https signaling to users that the site is secure and their data is protected increasing trust and confidence.
Campaigns
In business campaigns are organized strategic activities designed to achieve a specific goal like increasing sales, raising brand awareness or launching a new product. These campaigns can involve various methods including advertising, promotion, public relations and direct marketing. The overarching goal is to drive a user to take a desired action such as making purchase or engaging with a brand.
Campaigns are a series of interconnected activities designed to work together to achieve a common goal. Each campaign has a clear objective such as increasing sales, generating leads or improving customer retention. They involve careful planning and execution, considering target audiences, messaging and channels.
Campaigns can utilize a wide range of marketing techniques including advertising, social media, email marketing and public relations.
Campaigns help businesses increase their visibility and recognition among their target audience. They can be used to promote products or services and encourage customers to make purchase. Campaigns can help businesses attract potential customers and capture their contact information. They can be used to interact with customers, build
relationships and foster loyalty.
Campaigns can be used to introduce new brand identities or update product offerings.
Campaigns can be used to send consumers to a website or other destination. Campaigns can be used to retain customers, improve satisfaction and increase lifetime value.
Proposal and estimates
In business both proposals and estimates are sales documents used to secure work or projects.
Estimates are generally less detailed and provide a rough cost for simpler projects while proposals are more comprehensive and detail the value a company provides for more complex projects.
To persuade a potential client to choose your business and provide a detailed plan for a project showcasing your expertise and past successes.
Includes detailed project scope, objectives, methodology, timeline, pricing and often past projects, testimonials and references. Ideal for large complex projects where more than just a price is needed to win the business.
Can be legally binding once accepted and signed. To provide a rough cost outline for a project and help clients budget.
Basic costs and tasks involved in the project. Suitable for smaller less complex projects where a quick overview of costs is needed legally.
Generally non-binding and subject to change.
Quizzes
A Quiz is a set of questions often multiple choice used to test knowledge or skills. In business quizzes are used as a fun and engaging way to interact with audiences, collect data and personalize the user experience.
Quizzes can be used as a lead magnet offering a free reward (like a quiz result or personalized recommendations) in exchange for contact information. This can help businesses attract more leads and grow their email list.
Quizzes can be shared on social media and other platforms helping to spread brand awareness. Fun and engaging quizzes can make a brand memorable and increase it’s visibility. These quizzes help identify a customers needs and offer tailored solutions streamlining the sales process.
These can help determine if a lead is a good fit for a service or product saving time and resources. These can enhance the customer experience by providing personalized onboarding and support.
Quizzes can be used to gather valuable data about customer preferences, interests and behavior. This data can be used to personalize content, make better product recommendations and improve marketing efforts.
Quizzes provide a fun and interactive way for brands to connect with their target market.
They can be used to create dynamic content offering different results or recommendations based on answers provided.
Blogs
A blog is a frequently updated website that publishes articles or posts typically in reverse chronological order with the newest content appearing first. In business blogs are used as a marketing tool to share information, engage with customers and build brand credibility.
A blog is essentially a website or a section of a website where content is regularly updated. The content can be in the form of articles, posts or other types of information. Blogs are often interactive allowing readers to leave comments and engage with the content. They can be personal, informational or a mix of both and often focus on a specific topic or niche.
Businesses use blogs to share industry news, company update, product announcements and other relevant information that can help build brand awareness and connect with potential customers. Blogs provide a platform for creating and distributing valuable content which can attract and retain customers, establish the business as an expert in its field and drive traffic to the website.
Regularly updating a blog with fresh content can improve a websites ranking in search engine results helping businesses reach a wider audience. Blogs can be used to capture leads by offering valuable content in exchange for email addresses or other contact information.
Blogs provide a space for businesses to interact with their customers, address their questions and build relationships. Businesses can use blogs to establish themselves as thought leaders in their industry by sharing their expertise and insights. Blogs can be used to share news, announcements and other information with the public helping businesses build a positive reputation and manage their brand image.
Trigger
In business triggers refer to specific events or conditions that prompt pre-defined actions often used in marketing or sales to initiate a response or nudge a customer towards a desired behavior. These triggers can be based on customer actions, events within the business or external factors.
Trigger marketing involves sending messages or taking actions based on customer actions ( a websites visit, a purchase or a birthday). This allows personalized and timely communications potentially increasing engagement and conversions.
Sales triggers identity opportunities where a potential buyer might be more receptive to a sales pitch or product ( a new executive joining a company, a company merger or a launch of a new product). By leveraging these triggers sales teams can be more effective in reaching and converting leads.
Triggers can be used within business systems to automate tasks, alert users to potential issues or track key performance indicators (KPIs). For example a trigger might alert a sales manager if a lead hasn’t been contacted in a certain timeframe.
Database triggers are used to enforce data integrity, validate data before insertion or log changes. They can also be used to automate tasks in response not database events. Sending a welcome email after a new customer signs up.
Sending a discount code to a customer who abandons their cart. Displaying a targeted ad to a user who visited a specific product page. Contacting a prospect after they download a whitepaper. Reaching out to a client who has recently hired a new manager. Follow up with a client who has been unresponsive after a certain amount of time.
Automatically updating a customers record after they make a purchase. Alerting a team member if a project deadline is approaching. Triggering a notification if a sales metric falls below threshold.
Trigger links
Trigger links are a specially configured URLs that when clicked trigger a pre-defined action or workflow within a system.
In business they are used to automate tasks, personalize customer interactions and gain deeper insights into customer behavior. A business creates a trigger link within their chosen platform.
The trigger link is then placed in emails, websites or other communication channels. When customers click on trigger link the action or workflow associated with that link is triggered. Trigger links can automate tasks like sending follow up emails, adding subscribers to sequences or updating CRM information.
They allow businesses to personalize customer journeys based on their specific actions. Tracking trigger links clicks helps businesses segment their audience based on their interests and engagement. Trigger links can be used to guide new customers through onboarding processes with automated sequences.
They can be used to track and optimize sales funnels by understanding which links are most effective.
Trigger links provide detailed insights into campaign performance including which links are being clicked and by whom.
How to create Trigger Links
Navigate to Trigger Links:
In your account, go to Marketing
then click on Trigger Links.
Click on the Add Link button.
Give your trigger link a descriptive name, like "Product Demo Signup" or "Free Consultation".
Click Save to create the trigger link.
Surveys
A survey is a method of collecting data by asking predetermined set of questions to a sample of individuals.
In business surveys are used to get her information and insights from customers, employees and other stakeholders.
This is how surveys are used.
Market research.
Businesses use surveys to understand customer needs, preferences and behaviours.
This information helps them develop new products, improve existing ones and tailor marketing campaigns.
Customer satisfaction.
Surveys are a key tool for measuring customer satisfaction and identifying areas for improvement.
This helps businesses maintain and improve customer relationships.
Employee engagement.
Surveys can be used to assess employee satisfaction, identify areas for nimprovement in the workplace and boost employee morale.
Product development.
Businesses can use surveys to test new product ideas, get feedback on existing products and gather information about customer needs.
Training and development.
Surveys can be used to assess training effectiveness and identify areas where training needs to be improved.
Internal communication.
Surveys can be used to gather feedback on internal policies, procedures and communication channels.
Benefits of using surveys in business.
Data collection.
Surveys provide a structured and efficient way to collect data from a large number of people.
Insight generation.
The insights gained from surveys can help businesses make better decisions and improve their overall performance.
Customer relationship building.
Surveys can help businesses build strong relationships with their customers by demonstrating that they value their feedback.
Types of surveys.
Online surveys.
These are a popular and efficient way to conduct surveys allowing businesses to reach a large audience quickly.
Paper surveys.
Traditional surveys often used in situations where online access is limited or if the respondent prefers a paper format.
Telephone surveys.
These can be used to conduct more in-depth interviews but are more time consuming than online surveys.
Focus groups.
These involve a small group of people who discuss a specific topic or product in a moderated setting.
Affiliate managers
An affiliate manager is a professional who manages and optimizes affiliate marketing programs for a business.
This involves recruiting and engaging with affiliates providing resources and support, monitoring performance and maximizing the return on investment (ROI) of the program.
This is the roles of affiliate managers.
Recruitment and onboarding.
Affiliate managers find and recruit new affiliates like bloggers, influencers and other businesses who can promote the company’s products or services.
They also ensure these affiliates are properly onboarded with the necessary resources and information.
Communication and relationship building.
They maintain strong relationships with affiliates, providing support, addressing concerns and helping them succeed.
This includes providing coaching on promotion strategies, marketing tactics and copywriting.
Performance monitoring and optimization.
Affiliate managers track key metrics like click-through rates, conversion rates and average order value to identify top performing affiliates.
They then use this data to optimize campaigns and maximize conversions and revenue.
Program management.
They are responsible for the overall structure and function of the affiliate program including setting commission rates, payment terms and advertising guidelines.
Compliance and fraud prevention.
They ensure the program adheres to industry regulations and ethical practices and they take steps to prevent fraudulent activities.
Resource provision.
They provide affiliates with marketing materials, tracking links and other tools necessary for successful promotion.
Gokollab.
Gokollab is a community building and course delivery platform within gohighlevel.
It’s used by businesses to create and manage online communities, deliver courses and streamline client management all in one place.
Community building.
Gokollab allows businesses to establish and manage online communities, fostering interaction and engagement among members.
Course delivery.
It enables businesses to create and deliver online courses providing a platform for sharing knowledge and resources.
Client management.
Gokollab integrates client management features helping businesses organise client information, track progress and manage communication.
Centralised management.
It offers a centralised platform for all aspects of online community and course delivery simplifying workflows and reducing the need for multiple tools.
Scalability.
Gokollab is designed to handle both small and large communities providing the infrastructure for scaling online courses and growing businesses.
Ad manager.
An ad manager is a tool used for creating, managing and optimising advertising campaigns and can be used in various contexts.
In general it’s a platform that helps businesses create, manage and track their ads across different channels allowing them to effectively reach their target audience.
What ad managers are used for.
Managing advertising campaigns.
Ad managers offer a centralised platform creating, launching and managing multiple advertising campaigns simultaneously.
Targeted advertising.
They enable businesses to setup precise targeting based on demographics, interests, location and other criteria ensuring ads reach the right audience.
Campaign optimisation.
Ad managers provide tools for monitoring campaign performance, analysing data and making adjustments to improve results such as bid adjustments and budget management.
Increased ad revenue.
Ad managers help publishers monetise their content through various ad formats and networks.
Improved user experience.
Ad management platforms can help deliver better advertising experiences by ensuring ads are relevant and engaging for the user.
Brand protection.
Ad managers offer features that help protect advertisers from unwanted ads and ensure their brand remains safe on the platform.
Wordpress.
Wordpress is an open-source content management system (CRMS) used to create and manage websites and blogs.
Businesses use it for various purposes including creating websites, online stores, marketing landing landing pages and engaging with customers.
It offers a user-friendly Interface, extension customisation options with themes and plugins and a large community for support.
Wordpress uses.
Website creation.
Wordpress allows businesses to create professional-looking websites with various layouts and designs.
It supports different website types from simple blogs to complex e-commerce platforms.
Businesses can easily manage and update content, add multimedia elements and integrate with other services.
E-commerce.
Wordpress can be transformed into an e-commerce platform by installing plugins like WooCommerce.
Businesses can sell products and services online, collect payments and manage their online store.
The platform offers various features for online shopping such as product categorisation, payment processing and order management.
Digital marketing.
Wordpress is a versatile tool for digital marketing allowing businesses to create content, manage online presence and engage with customers.
it’s easy to create blog posts, landing pages and other marketing materials to drive traffic and lead generation.
Wordpress integrates with various marketing tools such as email marketing platforms and social media platforms.
Customer engagement.
Wordpress allows businesses to create forums, membership sites and other online communities to engage with their customers.
Businesses can use Wordpress to build loyalty programs, share content and foster relationships with their customer base.
Content management.
Wordpress is a powerful content management system allowing businesses to create, manage and publish content easily.
It offers a user-friendly interface for editing and organising content making it easy to update websites and blogs.
Businesses can also use Wordpress to manage multimedia assets such as images and videos.
Benefits of using Wordpress.
Flexibility.
Wordpress is highly customisable allowing businesses to tailor their websites to their specific needs.
Community support.
Wordpress has a large and active community providing support and resources for users.
Extensive plugins and themes.
Wordpress offers a vast library of plugins and themes that can be used to extend its functionality.
User-friendly interface.
Wordpress has a user-friendly interface that is easy to learn and use even for those with no technical expertise.
Client portal.
A client portal is a secure web-based platform that allows businesses to interact with and provide services to their clients.
It acts as a central point for clients to access information, documents and other resources enabling streamlined communication and self service capabilities.
What is a client portal ?
Secure online platform.
Client portals are typically accessed through a secure website or login page ensuring that sensitive information is protected.
Centralised resource hub.
They offer a single point of access for clients to find information related to their accounts, projects or services.
Enhanced communication.
They facilitate communication between businesses and clients allowing for two way communication and updates.
Self service options.
Many client portals offer self service features allowing clients to access information, submit requests or take actions independently.
What are they used for ?
Document sharing.
Businesses can securely share documents, invoices or project files with clients through the portal.
Project updates.
Client portals can be used to provide clients with real time updates on their projects including progress, milestones and any issues that may arise.
Customer support.
They can serve as a platform for clients to submit support requests, view knowledge based articles or find answers to frequently asked questions.
Account management.
Clients can access their account details, track payments or manage their subscriptions through the portal.
Collaboration.
They can facilitate collaboration between clients and internal teams allowing for real time feedback and updates.
Improved customer experience.
By providing self service options and streamlined communication client portals can significantly improve the customer experience.
Reduced administrative burden.
They can automate tasks such as document sharing and communication freeing up staff time for other tasks.
Enhanced security.
They provide a secure environment for sharing sensitive information ensuring that client data is protected.
Increased efficiency.
They can streamline workflows and processes making it easier for businesses to manage their client relationships.
Sub-accounts:
For agencies, consider using a single sub-account for managing multiple clients, as it allows for easier tracking and management of leads and workflows.
Smart Lists
:
Utilize Smart Lists to segment contacts based on specific criteria, ensuring organized and up-to-date contact groups.
Pipelines
:
Set up sales pipelines to manage the different stages of your client's leads and track their progress.
Customization:
You can customize your GoHighLevel setup to fit your specific needs and client
. Accessing the Online Listing Dashboard:Your client's account: You'll need to log into your client's account in GoHighLevel.
Reputation: From the client's account, navigate to the "Reputation" section.
Online Listings: Within the Reputation section, click on "Online Listings".
2. Purchasing Online Listings:
Agency Dashboard: If you're an agency, you'll need to purchase the online listings add-on through your agency dashboard.
Add-on Configuration: You'll need to select the appropriate plan and add-ons to enable online listings for your client.
3. Managing Online Listings:
Yext Integration: GoHighLevel integrates with
Yext
,
a platform that helps manage online listings across various platforms.
Content Management: You can use Yext to edit, update, and manage your client's listings across different platforms, ensuring consistent information.
Reselling Listings: As an agency, you can resell online listings to your clients as an add-on to your services, generating additional revenue.