MarketingPlex Support Portal

Your account 0

Your documents 0

Getting Started 5

• Submitting Support Tickets
• MarketingPlex Feature Request Form
• Getting Started - Overview
• How To Use Tasks And Opportunities Owners
• Verify Domain In Facebook AD Account

SMS and Twilio 6

• Twilio Set Up
• Inbound Call Routing
• How to send to additional countries using Twilio
• Twilio Error Codes
• Twilio Do's and Don'ts - Bulk SMS Messaging

View all 6

Marketing 19

• Bulk Actions - Overview
• How to Help Stop Emails from Going to Spam or Junk
• How to send broadcasts and newsletters
• How to use the email builders
• Call Function

View all 19

Scheduling 7

• Updating Calendar Availability for Holidays
• Integrate with Outlook Calendar
• Integrating Google Calendar
• Creating and Editing Calendars
• Adding payments to appointments

View all 7

Contacts 6

• Uploading Contacts in Batches of 100
• Smart Lists
• Managing Contacts
• Manual Actions
• Smart List Settings

View all 6

Funnels and Websites 20

• Funnels vs Websites
• Funnel Builder Overview
• Allocating a Domain to your Funnel
• Adding a Domain using Cloudflare
• Create and Add a Favicon

View all 20

Mobile App 1

• Mobile App Introduction

Billing 2

• Cancelling an Account
• Change the Credit Card on File

Additional Videos 1

• Database Re-engagement

Advanced Setup Steps 4

• Creating Products using PayPal or Stripe
• SendGrid Setup - for Email Sending
• How to Set Up Stripe Payment Links
• How to Connect PayPal

Convertri 0

Custom Buttons 2

• Real Estate Custom Contact Buttons - Explained
• Custom Contact Buttons Explained - Detailed Video

MarketingPlex Affiliates 1

• Become a MarketingPlex Affiliate

Dashboard 1

• Dashboard - Overview

Business Info 1

• Updating Business Info

My Staff 1

• Creating a New Employee

Pipelines 1

• Creating a New Pipeline

Profile 0

Calendars 4

• Calendar Settings
• Calendar Preferences
• Calendar Embed Code
• Creating New Calendars

Phone Numbers 3

• Whisper Message Tips
• Purchasing & Configuring Numbers
• Incoming Twilio Calls - Flowchart

Reputation Management 2

• Review Widget on Funnel and Web Pages
• Reputation Management

Custom Fields 1

• Creating Custom Fields

Custom Values 0

Domains 1

• Domains

Media 0

URL Redirects 0

Integrations 13

• Integrations
• Google
• Google My Business
• Set up a Business Account on Instagram
• Add or Change Facebook Page Connected to Your Instagram Account

View all 13

SMTP & Mailgun Services 1

• SMTP Email Services

Tags 1

• Creating New Tags

Labs 0

Audit Logs 0

General 0

Conversations 5

• Conversations - Overview
• Sending Messages
• Sending Emails
• Sending SMS Messages
• Contact Details

Manual Actions 1

• Manual Actions

Templates 2

• Creating Custom Templates
• Create Email Templates

Trigger Links 2

• Trigger Links
• Analyze

Calendars 1

• Calendars

Appointments 2

• Appointments - Overview
• Schedule New Appointment

Calendar Settings 1

• Calendar Settings

Smart Lists 15

• Creating A Smart List
• Quick Action Buttons
• Adding New Contacts
• Change Pipeline
• Add To Workflow

View all 15

Contact Details 2

• Contact Details
• Contact Message Threads

Contact Requests 1

• Contact Requests

Bulk Actions 1

• Bulk Actions

Restore 1

• Restore Contacts

Manage Smart Lists 1

• Manage Smart Lists

Opportunities 2

• Opportunities
• Create New Opportunities

Pipelines 1

• Pipelines

Products 1

• Products

Invoices 0

Orders 1

• Orders

Transactions 1

• Transactions

Integrations 1

• Payments (Integrations) PayPal & Stripe

Tax Settings 1

• Tax Settings

Social Planner 2

• How to Connect your Google My Business Profile
• Social Planner

Email Builder 3

• New Email Builder
• New Email Builder - Design Video
• Email Builder

Templates 2

• How To Add or Edit Emoticons In Templates
• Templates

Trigger Links 2

• Trigger Links
• Analyze

HTML Builder 0

Auto Responses 1

• Auto Responses Explained

Workflows 50

• Workflows - Overview
• How To Set User Reminders
• Repeating or Recurring Workflow
• Facebook Conversion API Setup
• Workflows Trigger

View all 50

Campaigns 3

• Campaigns - Overview
• Pausing a Campaign
• When to Manually Stop a Campaign and How (includes task allocation)

Triggers 39

• Triggers Overview
• Forms and Triggers
• Appointments and Triggers
• Triggering Actions with Trigger Links
• Task Reminders with Triggers

View all 39

Funnels 5

• Funnels - Sites
• Steps Tab - Sites - Funnels
• Stats Tab - Sites - Funnels
• Sales Tab - Sites - Funnels
• Settings Tab - Sites - Funnels

Websites 5

• Websites - Sites
• Pages - Websites - Sites
• Stats - Websites - Sites
• Sales - Websites - Sites
• Settings - Websites - Sites

Memberships 12

• Introduction
• Adjusting Membership Settings
• Creating Products and Lessons
• Creating Offers
• What your Customer Sees

View all 12

Forms 0

Surveys 0

Chat Widget 3

• Live Chat Widget
• How to add the Live Chat Widget to a Wordpress Website
• Installing the Chat Widget on a Funnel

Media 0

URL Redirects 0

Overview 1

• Review Request Overview

Requests 0

Reviews 0

Listings 0

Google Ads 0

Facebook Ads 0

Attribution Report 0

Call Reporting 0

Agent Reporting 0

Appointment Report 0

Integrations 1

• Podio Push To Email / Integtation

Transferring From Another Platform 1

• MarketingPlex Transfer Guide

Trial FAQs 1

• How many days can I trial a plan for?

VA's 2

• How do I monitor my VAs cold calls?
• What website do you use to test your VA's internet speed?

Pricing 5

• Are There Any Other Costs Associated With Marketingplex?
• Can I really replace all of the other tools I use for just $24.99 a month?​
• Pro Add On - Custom Contact Buttons
• Do you offer Refunds?
• How do I cancel my subscription?

Shared files 0

Deleted files 0

Premium features 0

Premium subscription 0

Connecting Social Accounts 3

• Connecting Google My Business (Social Posting)
• Connecting Facebook Pages (Social Posting)
• Google My Business Publishing - (Social Posting)

Troubleshooting Social Media 2

• Facebook Pages Not Showing
• Facebook Post Failed to Publish

Email Marketing 19

• Building Email Templates
• Email "Settings" Section - Email Marketing
• Email "Edit" Section
• Content Tab
• Text Element - Email Elements

View all 19

Site Related 2

• MarketingPlex Page Not Loading
• Clear Cache & Local Storage in Chrome Browser

Tools 1

• Messaging Segment Calculator