Help Docs
  • AI Employees
    • New & Updated AI Employee Section
    • What is an AI Employee?
    • What can an AI Employee do?
    • Create Your First AI Employee
    • Creating AI Employees Using Templates
    • Create an AI Employee from scratch (custom)
    • Conversation Stages
    • Communication Channels
    • Testing AI Employees
    • Outbound AI Work
    • Set up the web chat widget
    • AI Training Data
    • AI Employee Walkthrough
  • Automation Flows
    • What is an Automation Flow?
    • How to create an automation flow
    • How to set/change a trigger of an automation flow
    • How to add contacts to an automation flow
    • Add dynamic merge fields in the automation flow builder
    • Delete Automation Flow Step
    • Duplicate Automation Flow Step
    • Duplicate Automation Flow
    • Delete Automation Flow
    • Rename automation flow
    • Save/Load email template
    • Unsubscribe link in emails
    • Send "Email Broadcast" using Automation Flow
    • Check if email opened/clicked
    • How to trigger a flow based off previous form submission data
    • Redirect forms based on submission data
    • Access product purchase information in an automation flow
    • How to send data out of the platform with Webhooks
    • How to receive data using incoming webhooks
    • Facebook CAPI (with values)
  • Calendar
    • How to connect your calendar
    • What is a booker?
    • Create a new booker
    • What are bookings? How do I view them?
    • Set the calendar link/url
    • Meeting Invite Settings
    • Use your own form in calendar
    • How to charge for appointments?
    • Build custom follow up sequences
    • Automatically create Google Meet links
    • Embed a calendar
    • How to automate follow up sequences
    • Public booking page settings
    • Meeting Event Options
    • How to ask additional questions when booking
  • Contacts/Database
    • What is the Contacts/Database?
    • Create a contact
    • Delete a contact
    • Filter contacts
    • Tag a contact
    • Update a contact
    • Import contacts via CSV
    • Export contacts
    • Check opt-in status
    • Create a user - Memberships
    • Create a user - Team Member
    • Remove/merge duplicate contacts
    • Set or change contact owner
  • Forms & Surveys
    • New Form Styling In Website Builder
    • How do I create a form?
    • Rename form
    • Create opt-in form
    • Delete form
    • Create order form
    • Where does form submission data go?
    • Form direct link and form embed code
    • Form field settings
    • Create signature form
    • How to get documents signed
    • Redirect on form submission
    • How to embed a form in my website?
    • Form Conditional Logic (Simple)
    • Email notification when form submitted
    • Form Conditional Logic (Advanced)
    • Create a "Quote Builder"
    • How do I create an order bump?
    • Advanced Features Forms Walkthrough
  • Inbox/Messages
    • Send a Broadcast message from the inbox
    • How to create and use canned responses
    • How to forward your emails to the inbox
    • What are Smart Buckets?
    • How to filter the "Conversation Stream"
    • How to create an inbox
  • Payments
    • How to integrate Stripe
    • How to integrate PayPal
    • Connecting Payment Gateways From The Integrations Section
    • How To Create A Product
    • Setting Up A Subscription
    • Creating A Payment Plan
    • Coupons
    • Create A Purchase/Order Form
    • Creating Free Trials
    • Creating Invoices
    • Integrating External Payment Processors
  • Pipelines
    • What is a Pipeline?
    • Opportunity Vs Task Pipelines
    • Using Pipelines To Monitor Sales Process
    • How to create a pipeline item automatically
    • Tracking Sales Performance With Pipelines
    • Using Pipelines For Internal Tasks
    • Trigger actions based on Task Pipeline dates
  • Sites/Funnel Builder
    • In Depth Website Builder Walkthrough
    • How do I create a website?
    • Connecting Domains
    • How do I create a "One Click Upsell"?
    • How do I create an order bump?
    • Columns, different screen sizes & switching content order
    • How to set the home page
    • Global Styles
    • Adding CSS & JS to websites and funnels
    • How to create a split screen login layout.
    • How to rename a page
    • How to embed videos
    • Creating a mobile menu
    • Creating column layouts using "Grid"
    • How to rename a site
    • How to create a hero slider
    • Custom Grid Settings
    • The difference between a free-form membership area and a course builder
    • How to create a Membership area
    • How to link/style parts of text
    • Facebook CAPI Setup
    • Example Menu Systems For Memberships/Courses
    • How to add members to membership areas
    • Sizing & Displaying Elements Across Different Screen Sizes
    • Reusable Sections & Global Blocks
    • How to show/hide elements on different screen sizes
  • Settings
    • Security & Roles Settings
    • Chat/Inbox Settings
    • Personal Settings
    • AI Employee & Automations Settings
    • CAN SPAM Settings
    • Tags Settings
    • Phone Settings
    • Connected Domains Settings
    • Billing & Payments Settings
    • Global Variables Settings
    • Integrations Settings
  • Code Library
    • Copy/Paste Styling For Purchase Forms
    • Copy/Paste Styling For A 2-Step Purchase Form
    • Display form data in the site builder
    • Typeform Style Forms (Multi-step form on webpage)
    • Global Variables in the Site Builder
    • Copy/Paste Styling For Opt-in Forms
    • Display future dates in the Website Builder
    • Trigger Popup after X period of time
    • Evergreen countdown timer that remembers the visitor (similar to Deadline Funnel)
    • Create your own affiliate tracking solution
    • Creating a Mega Menu using the native menu
    • Notification Bar At Top Of Page
    • Creating knowledgebases with search fields in the site builder
  • Walkthroughs/Tutorials
    • How to create and style an opt in form
    • How to style forms - step by step CSS for beginners
    • Create A Product & Order/Purchase Form
    • How to create and style a purchase form
    • How to create and style a 2-step order form
    • How to create a 7 day email nurture sequence
    • How to create Pipeline items automatically
    • Create a Membership Area with menu from scratch
    • Webhooks for beginners - Sending data to another platform
    • How To Setup Affiliate Tracking
  • Feedback
    • Feedback Form
  • Whitelabel
    • How to manually pass the Dashboard to sub-accounts
    • Packages
    • How to automatically pass the Dashboard to sub-accounts
    • Dashboard
  1. Overview
  2. Walkthroughs/Tutorials

Walkthroughs/Tutorials

  • How to create and style an opt in form

  • How to style forms - step by step CSS for beginners

    You can style forms in the site builder using the built in design tools, which for a lot of people will be sufficient.  If however, you want to go above and beyond what the site builder is capable of, you're going to need to use CSS. If you're ...

  • Create A Product & Order/Purchase Form

  • How to create and style a purchase form

  • How to create and style a 2-step order form

  • How to create a 7 day email nurture sequence

  • How to create Pipeline items automatically

  • Create a Membership Area with menu from scratch

  • Webhooks for beginners - Sending data to another platform

  • How To Setup Affiliate Tracking

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