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Back to NicheFit™
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Back to NicheFit™
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Getting Started
Onboarding Series
Welcome - NicheFit Help Center! 🥳🎉
Site Builder
Custom Elements in the Site Builder
Order Confirmation Element in the Site Builder
Text Elements in the Site Builder
How to Create/ Use a Coupon/Promo Code Two-Step Form
How To Add Hyperlinks to Websites And Funnels
How To Use Forms, Surveys And Calendars In Funnels
How To Upload Images and Use the Media Library
How to use URL Parameters on your Landing Page
How To Create and Update Global Sections
How to Use Forms, Surveys, and Calendars in Funnels
Using The Video Element in the Funnel Builder
How To Configure The Buttons on Your Website
Customizing Funnel and Website Colors
Funnels & Websites
Card Authorization for Subscription and Payment Plans
Understanding URL Paths
Cloudflare Setup
How To Create A Custom Website
How to Connect Your Domain to a Funnel or Website
How To Clone and Share Funnels
Implementing Funnel Best Practices
How To Add A Subscription Product To Your Funnel
How To Create/Add a Chat Widget to Funnels and Websites
Adding Meta Tags to Google Search Console Domain Verification
Redirecting Domains (from www to non-www) - Google Domains
Contacts
Contact Company Overview
Bulk Actions - Deleting Contacts
How The Sticky Contact Feature Works
How to Allow or Prevent Duplicate Contacts
Bulk Import and Export of Multiple Emails for Contacts
Create and Use SMS And Email Templates
How to Restore Deleted Contacts
How To Create and Edit Smart Lists
Bulk Actions - Import and Export Contacts
Editing Pending and Processing Bulk Actions
Bulk Action Delivery Options
Using the DND (Do Not Disturb) Feature
Using the Bulk Action Features
Bulk Actions - Email
Bulk Actions - Sending Review Requests
Bulk Actions - Pipeline Change
Bulk Actions - Merge Duplicate Contacts
Additional Emails per Contact
Bulk Actions - Add or Remove Tags
Forms
How to Look Up Form Attribution
How to Add or Remove Logos for Forms
How To Add a Bump Offer in Order Forms
View Chat Widget Submissions
Signature Custom Field in Forms and Surveys
How To Build, Edit, And Utilize Forms
How To Build, Edit, And Utilize Surveys
Background Images in Forms
Memberships
Adding A Customer to Your Membership Area, Course, or Offer
Membership Settings: Site Details
Create or Edit Posts in Memberships
Workflow Action: Membership Grant Offer
Membership Status
Membership - Revenue Analytics
How to Create/ Edit Categories in Memberships
Resending Membership Credentials
Customize Membership Settings
How to Build/Edit an Offer in Memberships
Membership Assessments
How to Manually Grant Access to Memberships
Magic Links for Memberships
Adding a Chat Widget to your Membership Section
Setting Up Drip Content for Subcategories in Memberships
Customizing The Membership Welcome Email
How To Create A Membership One-Click Upsell
How To Use Membership Themes
Membership Products and Offers Overview
Managing Comments In Your Membership Section
Creating and Customizing The Membership App
Calendars
How to Utilize the Calendar
How To Block Off Time In A Calendar
Google Calendar Writer Access Error
Settings: Calendars
Class Booking in Calendars
Outlook Calendar Integration
Stripe Integration For Calendars
Add a Logo to Your Calendar
Calendar Color Codes
Collective Booking - Calendars
Calendar Setup 101
Payments
How to Set Up Your First Affiliate Manager Campaign
Customize Email & SMS Notifications for Invoicing
How to Process Refunds
Authorize.net Integration
Customizing Tax Settings in Your Payments Section
Testing Payments For a Funnel or Website
How To Download a PDF of an Invoice
Affiliate Manager - Importing Contacts
Creating Recurring Invoices
Default Gateways for Payment Integrations
Invoice Settings
How To Create An Invoice
Affiliate Manager Overview
Setting Up An Affiliate Funnel with Products
How to Add or Upload Affiliates
Available Card Numbers For Testing Payment Integrations
Who is NMI? (Network Merchants Inc. Integration)
Coupons: An In-depth Look
Subscriptions Tab in Your Payments Section Overview
How To Use The Transactions Tab in Your Payments Section
How To Switch From FirstPromoter to Affiliate Manager
How To Use The Payments Tab
Apple Pay, Google Pay Invoices, or Text2Pay Links
Using The Orders Tab in Your Payments Section
Email & SMTP
SMTP Error Code Tables
Email Builder: Understanding Advance Conditions for Smart Lists and Tags
Masking Sender Emails - From Name and Address
Forwarding Address and BCC in Email Setup
Test Email - Error Troubleshooting
Email Templates vs. Email Campaigns
2-way Email Sync for Outlook
How to Create or Edit Your Email Signature
Masking Sender's Name & Email Address in NicheFit Emails
Differentiating Between Basic & Custom for RSS Headers/ Items in the Email Builder
Content AI in the Email Builder
Email Statistics
Trigger Links in Email Builder
How To Use RSS Feeds in the Email Builder
How To Hide Email Elements In The Mobile View Of Your Email Builder
Integrating Gmail for Email Service
How to send a Regular Email Campaign
Video Element in the Email Builder
Checking Email Statistics
How to Change Content of an Ongoing Email Campaign
How To Use the Email Builder
How to Connect SendGrid as your SMTP Service
RSS Email Body Is Showing HTML Tags
Email Unsubscribe Link
Gmail 2-Way Email Sync
List Unsubscribe Headers
Email Attachment Size Limits
NicheFit Email Authentication - DMARC
How to Find Hidden or Broken Elements in Email
How to Use the Design Editor for Email Templates
How to Import a Template from Mailchimp
How to Import a Template from Active Campaign
Mobile Formatting in the Email Builder
Using Custom Fonts in the Email Builder
Split Testing in Email Campaigns
"Add This Event To Your Calendar” Custom Values
Email Errors
Custom Reply Address
Email Deliverability 101
Email Analytics
Mailgun
Mailgun Setup Using GoDaddy
How to Change Unsubscribe Settings in Mailgun
Mailgun Setup - Overview
Setting up Mailgun in Cloudflare
Setting Up Replies in Mailgun
Sites
WordPress
Funnels on WordPress Websites
How To Add a Chat Widget to a Wordpress Site
How to Use FTP to Connect to Your WordPress Site
How To Point A Domain or Sub-Domain To WordPress
Phone System
Phone Number Settings Explained
How To Get an Outbound Phone Number
How Inbound Call Routing Works
How To Increase Message Deliverability
How To Use Text 2 Pay
How do I migrate my agency and sub-account over to LC Phone?
Using the Voicemail Feature
Setting Up Voicemail & Voicemail Drop FAQs
Whisper Message
SMS Attachment Size Limits
Dialer Feature for One-Time Outbound Calls
How to Use SMS & Phone Number Validation
A2P 10DLC Campaign Vetting Changes
How To Record Calls And Listen To Recordings
How To Convert Voicemail Drop Files into MP3 or WAV
Phone Messaging Policy
Missed Call Text Back
A2P 10DLC Best Practices
Inbound Call Routing to the Mobile App
Call Tracking
Options within the Dialer
3DS NicheFit Phone
How To Buy a Toll-Free Number
A2P 10DLC Campaign Vetting Changes - Jan. 2023
U.S. A2P 10DLC Messaging Registration Mandatory, Effective from July 5, 2023
A2P 10DLC Campaign Approval Best Practices
Twilio
Twilio Setup and Compliance for UK Users
Understanding Twilio Numbers
Twilio Error Messages
Twilio Caller ID Setup
Complete Twilio Setup
How to Delete a Twilio Phone Number
Twilio Setup and Compliance for Australia Users
Add Voicemail Forwarding & Transcription For A Twilio Number
Webhooks
Using Webhooks in Triggers To Integrate With Other Applications
Social Media
How to Connect Your Instagram Business Account With Your Facebook Account
How to Connect TikTok in the Social Planner
Bulk Scheduling Posts for the Social Planner Using a CSV
Facebook Conversion API Integration for Lead Events
Connecting Your Instagram Business Account to the Social Planner Tool
Post Approval in the Social Planner
Using the Social Planner Social Media Tool
What's a Follow Up Comment and How To Use it in the Social Planner
How To Post as a Page on Facebook Groups
Creating Posts in the Social Planner Social Media Tool
Instagram Direct Messaging Integration
Publishing Instagram Stories in the Social Planner
Connect to Your Google My Business Page for Use in the Social Planner
How To Create Groups of Social Media Accounts
How To Verify Your Domain With Facebook
How To Connect LinkedIn for the Social Planner
How To Connect Your Twitter Account for the Social Planner
Viewing Failed Post Error Messages in the Social Planner
How to Schedule your Instagram Reel with the Social Planner
Optimal Image and Video File Sizes and Dimensions for the Social Planner
Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
How to Create and Utilize the Group Hashtag Feature
How to Connect to Your Facebook Group for Use in the Social Planner
How to Clear Linkedin Link Preview Cache
Opportunities & Pipeline
Opportunities Overview
How to Create and Edit Pipelines
How To Add A Contact To Multiple Opportunities
How to End an Opportunity
Mobile Apps
Using The LeadConnector Mobile App: Conversations
LeadConnector Mobile App: Calendar and Appointments
LeadConnector Mobile App: Contacts
LeadConnector Mobile App: Reputation and Reviews
Navigating Through The LeadConnector Mobile App
Mobile App Troubleshooting for LeadConnector
LeadConnector Mobile App: Invoicing
Zapier
How To Troubleshoot If Your Zapier Is Not Working
Reputation Management & Reviews
Call Tracking and Missed Call Text Back Through Google My Business
Review widget - "Powered By" going to Bad request page
How to Dispute a Google Review & Check on the Dispute Status
How to Customize the Review Request Messages (SMS/Email)
Breaking Down the Reputation Overview Dashboard
How To Set Up NicheFit To Capture Reviews
Adding Messaging to Google My Business Listing + Communication Notifications
How to Use Yext
Blogs
Getting Started with Blogs
Blogging 101
How To Update Your SEO for Blog Posting
How To Add A Category in Blogs
How to Set Up an RSS Feed for Blogs
Content AI for Blogs
Conversations
Conversations Overview
How To Use Trigger Links in SMS
Checking Conversation Message Details
Using Filters and Bulk Actions in Conversations
Workflows
How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
List of Workflow Triggers
Using the History Tab in Workflows
Workflow Action: Goal Event
How to Get Notified When a Lead Opens an Email
How To Mark Appointment Status as Invalid Using a Workflow
How To Use Multiple Triggering Events in Workflows
Workflow Action: Edit Conversation
Customizing Your Settings in Workflows
List of Workflow Actions
Import Campaigns into Workflows
How to Move/Remove Contacts from Workflow Steps
Organize Your Workflows Into Folders
How To Connect A Course & Funnel Checkout Using Workflows
Workflow Contact Attribution Variables
Workflow Recipes
Workflow Abandoned Cart Template
Membership Triggers Overview for the Workflow Builder
Marking Calls as Completed
How to Set Up Automated Calls And Voicemail Drops
Understanding the Workflow History and Status Tabs
Race Conditions in Workflows (Unexpected Behavior)
Using the Conversion List for Google Ads with Triggers and Workflows
How To Move Actions in the Workflow Builder
Customizing Delivery Timeframes Within Workflows
Using a Workflow and Smart List To Track Failed SMS Contacts
Customizing the Email Address in Workflows
Using the Testing Features in Workflows
Understanding the Workflow Settings Tab
Pausing and Resuming Workflows
How to Set Up Email/SMS Notifications When An Action Occurs Using Workflows
Bulk Actions - Campaigns and Workflows
How to Duplicate or Copy a Workflow
Workflow Actions
Workflow Action: GMB Messaging
Workflow Action: Instagram DM
Workflow Action: Set Event Start Date
Workflow Action: Send To Eliza Agent Platform
Workflow Action: Add To Notes
Workflow Action: Add Task
Workflow Action: Update Appointment Status
Workflow Action: Add To Affiliate Campaign
Workflow Action: Math Operation
Workflow Action: Remove Contact Tag
Workflow Action: Remove Assigned User
Workflow Action: Remove From All Workflows
Workflow Action: AI Appointment Booking Bot
Workflow Action: Facebook - Conversion API
Workflow Action: Messenger
Workflow Action: Send Review Request
Workflow Action: Wait
Workflow Action: Add To Workflow
Workflow Action: Remove From Affiliate Campaign
Workflow Action: Update Affiliate
Workflow Action: Facebook - Add To Custom Audience
Workflow Action: Assign To User
Workflow Action: Send Internal Notification
Workflow Action: Remove Opportunity
Workflow Actions: Add to Google Adwords
Workflow Action: If/Else
Workflow Action: Send Email
Workflow Action: Send SMS
Workflow Action: Add to Affiliate Manager
Workflow Action: Voicemail
Workflow Action: Manual SMS
Workflow Action: Facebook - Remove From Custom Audience
Workflow Action: Update Custom Value
Workflow Action: Webhook
Workflow Action: Membership Revoke Offer
Workflow Action: Go To
Workflow Action: Create/Update Opportunity
Workflow Action: Add Contact Tag
Workflow Action: Remove From Workflow
Workflow Action: Call
Workflow Action: Manual Call
Workflow Action: Update Contact Field
Workflow Action: Set Contact DND
Workflow Guides
Workflow Guide: Granting an Offer
Notification for Opened Emails
Add Form Answers to Contact Notes
How to Build an Unsubscribe Trigger Link
Notification for Tasks
Sending Membership Credentials
Workflow Triggers
Workflow Trigger: Facebook Lead Form Submitted
Workflow Trigger: Affiliate Created
Workflow Trigger: Opportunity Status Changed
Workflow Trigger: Membership Product Started
Workflow Trigger: Contact Created
Workflow Trigger: Birthday Reminder
Workflow Trigger: Category Completed
Workflow Trigger: Product Access Granted
Workflow Trigger: Contact DND
Workflow Trigger: Customer Replied
Workflow Tigger: Email Events
Workflow Trigger: Survey Submitted
Workflow Trigger: Trigger Link Clicked
Workflow Trigger: Shopify Order Placed
Workflow Trigger: Appointment Status
Workflow Trigger: Task Reminder
Workflow Trigger: Product Access Removed
Workflow Trigger: Call Status
Workflow Trigger: Membership Lesson Started
Workflow Trigger: Order Form Submission
Workflow Trigger: User Login (Membership Login)
Workflow Trigger: Offer Access Granted
Workflow Trigger: Order Submitted
Workflow Trigger: TikTok Form Submitted
Workflow Trigger: Video Tracking
Workflow Trigger: Payment Received
Workflow Trigger: Membership Category Started
Workflow Trigger: Note Changed
Workflow Trigger: Shopify Order Fulfilled
Workflow trigger: Task Added
Workflow Trigger: Contact Tag
Workflow Trigger: Contact Changed
Workflow Trigger: Invoice
Workflow Trigger: Pipeline Stage Changed
Workflow Trigger: Stale Opportunities
Workflow Trigger: Twilio Validation Error
Workflow Trigger: Custom Date Reminder
Workflow Trigger: Membership New Signup
Workflow Trigger: Membership Lesson Completed
Workflow Trigger: Shopify Abandoned Checkout
Workflow Trigger: Note Added
Reporting
Appointment Reporting
Google Ads Reporting
Call Reporting
Appointment Reporting
How To Navigate and Use Reporting Dashboard
How To Use The Dashboard
Attribution Report
Advanced Data Points in Call Reporting
Agent Reporting
Facebook Ads Reporting
Integrations
Integrate Your Facebook Account
How to Update Facebook Page Selection & Permissions
Local Services Ads With Google
Wordpress Plugin for Chat Widget
Google Analytics 4 Setup
Local Services Ad - Reserve with Google Integration
Shopify Integration
TikTok Integration
Integrate A Stripe Account
Zoom Integration
Quickbooks Integration
Integrating with Google and Google Calendars
How to Import Products From Stripe
How to Integrate With Paypal
Mapping Facebook Form Fields
Settings
How to Edit User Information and Permissions
GDPR Compliance Setup
Settings: Tags
SendInBlue Setup
How To Use The NicheFit Dashboard
How To Reset Your Password
Account-Wide File Management
NicheFit Phone Verified Caller ID
List of Custom Values
Settings: Business Profile
Call Tracking and Missed Call Text Back for Google My Business
Settings: Media
Internationalization: Multiple Language Support
NicheFit Email: SSL Certificate for Dedicated Sending Domain
Business Profile Creation Flow (Trust Center)
Settings: Reputation Management
Settings: Phone Numbers
Using The Universal Search Feature
Understanding Time Zones
Settings: Email Services
Customizing 404 Error Page
Settings: Custom Values
Notification Preferences
Settings: URL Redirects
Supported Media Types
Settings: My Staff
NicheFit Email: How to Set Up a Dedicated Sending Domain
GDPR Compliance Information
Setting Time Zones
Adding Multiple Lines in a Custom Value
Understanding Domains
How To Add a 3rd Party Email/SMTP Account
Template Library
Settings: Integrations
NicheFit Phone SHAKEN/STIR
How to Change the Currency Type
How To Include Email Signatures On All Outgoing Messages
Settings: Company Billing Overview
How to Use Audit Logs
NicheFit Email Bounce Suspension
NicheFit Phone Regulatory Bundle
Settings Overview
Settings: Custom Fields
Settings: Pipelines
Settings: Domains
NicheFit Email Validation
How To Turn On/Off Alternate Timezones
Marketing
Affiliate Manager
Surveys, Forms, and Chat
Troubleshooting
How to Send a Test Email and SMS
How To Troubleshoot When Call Event Is Not Working In A Campaign
Google My Business Publishing Troubleshooting
Loop Lockouts in Workflows
Lead Ad Debugging for Facebook
How to Fix Your SMS Settings For SMS Failure To Send
How to Check Your Instagram Profile Type
How to Clear your Browser Cache
Troubleshooting Domains
Failed Post Error in the Social Planner
Troubleshooting Audio Issues
What To Do If A Page Will Not Load
Order Form Fingerprint is Missing Error
Support
How to Create a New Support Request 24/7
Triggers
Scheduling
NicheFit Affiliates Program
Affiliates Program - Become A NicheFit Affiliate
Account Snapshot
Overview
Integrations
Shopify
Shopify
