Welcome To the Lead Savage Support Portal

Please watch the videos or use a support option below.

SUPPORT PORTAL

Welcome to the Lead Savage 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

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NEW ACCOUNTS SETUP

All new accounts MUST complete New Accounts Setup before running campaigns, sending emails, or using any other software feature. New Accounts Setup includes:

Welcome

Business Setup

Integrations

Getting a Phone Number

A2P Registration

Adding Users and Staff

Social Planner Set up

Assigning Users to A Calendar

Domain integration

Setting up your unsubscribe process

Download The App

Mobile App overview

GETTING STARTED: QUICK-START GUIDE

Once you've completed New Accounts Setup, we recommend the following steps to get up and running quickly. Quick-Start Guide topics include:

1. Import and segment your contacts

2. Database re-activation campaign

3. Adding the contact form to your website

4. Customizing the autoresponder

5. Understanding the 4 elements of a funnel

6. Downloading funnel templates

7. Customizing a template

8. Template resources

9. Adding a domain to your funnel

10. Adding a product to your funnel

11. Testing... Always test your funnel

12. Launch Part 1: Email Blast

13. Launch Part 2: Social Media

14. Launch Part 3: Facebook Ads

15. Building a funnel from scratch

16. Cloning an existing funnel

FEATURES KNOWLEDGE BASE

Using this knowledge base

Once you've completed your new accounts setup, and then worked through the Quick-Start Guide, use the rest of the topics on this page to dig deep into Lead Savage's robust suite of features.

Scroll down to watch robust training videos on specific features.

To access all Help Center Documents: Click Here

Contact Management

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

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

Custom Values

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

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

CALENDAR

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

REVIEWS

Review Setup

Sending Review Requests

Adding Reviews To Funnels & Websites

Automating Reviews

CHAT WIDGET

Chat Widget Overview

Setting Up Your Chat Widget

Adding Chat To Any Website

CONVERSATIONS

Conversations Overview

Conversations Templates

Custom Fields & Values

SOCIAL PLANNER

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

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

PAYMENTS

Payments Overview

Quickpay

Invoices

Proposals & Estimates

EMAIL MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

AFFILIATE PROGRAM

Affiliate Overview

Adding Affiliates

Creating an affiliate Campaign

Need additional support? Feel free to reach out and get expert help!

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