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Knowledge base
Getting started with us
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Your documents
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Support Articles
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
Dashboard
1
Dashboard - Overview
Settings
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
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
Calendars
1
Calendars
Appointments
2
Appointments - Overview
Schedule New Appointment
Calendar Settings
1
Calendar Settings
Contacts
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
Opportunities
2
Opportunities
Create New Opportunities
Pipelines
1
Pipelines
Payments
Products
1
Products
Invoices
0
Orders
1
Orders
Transactions
1
Transactions
Integrations
1
Payments (Integrations) PayPal & Stripe
Tax Settings
1
Tax Settings
Marketing
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
Automation
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
Sites
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
Reputation
Overview
1
Review Request Overview
Requests
0
Reviews
0
Listings
0
Reporting
Google Ads
0
Facebook Ads
0
Attribution Report
0
Call Reporting
0
Agent Reporting
0
Appointment Report
0
General
Integrations
1
Podio Push To Email / Integtation
Transferring From Another Platform
1
MarketingPlex Transfer Guide
FAQs:
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?
Files and folders
Shared files
0
Deleted files
0
Premium club
Premium features
0
Premium subscription
0
Social Media Accounts
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
Troubleshooting
Site Related
2
MarketingPlex Page Not Loading
Clear Cache & Local Storage in Chrome Browser
Tools
Tools
1
Messaging Segment Calculator