SS01 - Smart System Yati - Implementation - Training Videos - LMS

#: 1 Parent item: Contacts (Contacts%201912fd130b2d8023b1b8e134870f13f8.md)

Steps:

1. Visit https://university.our-area.com/

2. Login with your credentials

3. Complete the SS01 Smart System Implementation course

• Main Menu

  1. Settings

  2. Contacts

  3. Conversations

• 1. Settings

  2. Account login

  3. Dashboard, Menu

  4. Profile settings

  5. Email integration

  6. WA Integration

  7. Social Media (FB)

  8. Staff

  9. Domain

  10. Media

  11. Custom fields

  12. Custom Values

  13. FB Form fields mapping

• 1. Contacts

  2. Manage Contacts

  3. Add Contact

  4. Pipeline Change

  5. Add Campaign/ workflow

  6. Bulk Messaging - Send SMS

  7. Bulk Messaging → Send Email

  8. Tag: Add, Remove, Delete

  9. Send review request

  10. Export contact

  11. Import contact

  12. Delete Contact

  13. Send Review Request

  14. Merge contacts

  15. Smart Lists

  16. Bulk Actions

  17. Tasks

  18. Company

  19. Manage Smart List

  20. Settings

• 1. Conversations

  2. Unread, Recent, Starred, All

  3. Manual Action

  4. Templates - WA & Email

     1. WA

     2. Templates - Email

  5. Trigger links

• 1. Calendar

  2. Create Calendar

  3. Calendar Settings

  4. Calendars

  5. Appointments

  6. Appointment booking via Link & Funnel

• 1. Opportunities

  2. Pipelines

  3. Opportunities

• 6) Membership / LMS Learning Management System

  1. Settings

  2. Courses / Products

  3. Offers

  4. Analytics

  5. Assign courses

  6. LMS Automation

  7. Client Portal (sites)

  8. Communities Settings

  9. Communities Groups

  10. Certificates

• 1. Sites

  2. Forms

     1. Builder

     2. Analyze, Submissions

     3. Templates

  3. Surveys

     1. Builder

     2. Analyze, Submissions

     3. Templates

  4. Funnel - Landing page

  5. Funnel Creation

  6. Funnel Templates

  7. Websites

  8. Website creation

  9. Website Templates

  10. Blogs

  11. Client Portal Settings

  12. Client Portal Dashboard

  13. Chat Widget

  14. URL Redirects

• 8) Marketing

  1. Social Planner

  2. Social Planner - New post

  3. Social Planner - Upload from CSV

  4. Social Planner Templates

  5. Email Campaigns

  6. Email Templates

  7. Affiliate Manager - Dashboard

  8. Affiliate Manager - Campaign

  9. Affiliate Manager - Affiliate

  10. Affiliate Manager - Payout

  11. Affiliate Manager - Media

  12. Affiliate Manager - Settings

• 9) Automation

  1. Automation Concepts

  2. Automation - Triggers

  3. Automation - Actions

  4. Automation - Settings

  5. Email Automation

  6. WA & OWA Automation

  7. New contacts Automation

  8. Add tag Automation

  9. Form Submit Automation

  10. Appointment Automation

  11. Workshop Automation

  12. Webinar Reminder Automation

  13. Payment Gateway Automation

  14. Conditional Automation

• 1. Payments

  2. Invoices

  3. Recurring Templates

  4. Invoice Templates

  5. Integrations

  6. Products

  7. Collections

  8. Payment Links

  9. Instant payment link to Contact

  10. Request Payments

  11. Transactions

  12. Settings

  13. Coupons

  14. Documents & Contracts

  15. Documents Templates

  16. Orders

  17. Orders - Abandoned Checkouts

  18. Subscriptions

• Reputation & Reporting

• External Settings

  1. Payment Gateway Integration

     1. Instamojo

     2. Razoarpay

  2. Zoom registration

     1. Form submit

     2. Add to G Sheet

  3. Save data to G Sheet

• Scale

  1. 1 Crore Plan

  2. Business growth strategies

  3. Results