Welcome to the Clingy Support Portal

Below, you can access training materials, our knowledgebase, and support videos to assist with any questions or challenges you face. If you require further assistance, please submit a ticket or connect with our live support 24x7 via the chat bubble in the bottom right corner.

SUPPORT PORTAL

SUPPORT

Email: supportsquad@clingy.app

Phone: (347) 682-4506

Chat: Use bubble below to the right.

Support Ticket: Use the submit ticket button above to let us know how we can assist you. For faster results use the chat bubble on the bottom right.

QUICK START

Platform Overview

Dashboard Overview

Navigation Overview

Launchpad Integrations

BUSINESS SETUP

Business Setup

Launchpad - Integrate Your Social Media.

Other Integrations

Download The App

Lead Connector overview

Adding Users, Restrictions

Custom Values

Adding A Phone Number

Adding A Domain

Gmail Sync


CRM

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

WEBSITE & FUNNEL BUILDER

Build Your Website Faster using Website Stacker

Differences in a Funnel or Website

Website & Funnel Builder Overview

Sections, Rows, Elements

Adding Elements to Your Page

Creating Templates and Global Areas

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

Conversations Filters

Custom Fields & Values

EMAIL MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

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

SOCIAL PLANNER

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

PAYMENTS

Payments Overview

Quickpay

Invoices

DIGITAL ADS

Digital Ads Overview and Demo

How to Connect your Ad accounts

How To Create an Ad Campaign

Creating Ads in Different Languages

Messenger Ads

Maximize your Ad Prompt

Google Search Ad Targeting

Facebook and Instagram Targeting

Learning phase and optimization

How to Create a Google Ads Account

How to Create a Facebook Ads Account

How to Create a LinkedIn Ads Account

How to Create a TikTok Ads Account

How to Create a Snapchat Ads Account

LEAD GENERATION

Adding leads to campaigns to start email outreach

Enable and disable the campaigns in the leads tool

Setting up the affiliate program

Using the Lead Generation Tool In High Level

When are leads counted

The Three Different Types Of Search with your leads program

Using the lead gen tool for difficult industries

Using the leads search to find specific people

Finding Leads And Leads and More Leads

Fine tuning leads search results and automations

Getting best results from the leads search

Getting more leads from any location

How to generate leads for a specific industry

How to make sure we get all the details when using the leads system

How to narrow down the search for better results

How to optimise your lead search

Search Keywords Make a Difference

Compliance with your lead generation. Can you cold email?

Talking through the new AI Lead generation tools

Updating the lead generation software with the AI Prompts

FUNNEL CALCULATOR

Quick Start Overview

Interface Overview

Objects & Connections

Canvas Settings

Adding Traffic

Adding Expenses

Adding A Sales Pages

Logic Flow & Email Objects

Webinar Objects

supportsquad@clingy.app

Need additional support? Feel free to reach out using the chat bubble to the bottom right of the portal and get expert help!

CONNECT

Reach out to us!

TICKET SUPPORT

Copyright 2023 Clingy