Knowledge base

A2P 10DLC Registration (3)

 

A2P 10DLC Best Practices (20)

• What is A2P 10DLC?
• A2P 10DLC Campaign Approval Best Practices
• A2P 10DLC Brand Approval Best Practices

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Sole Proprietor (1)

• A2P Sole Proprietor Brands Registration

Registering with an EIN (1)

• Registering a Business (with an EIN)

Getting Started (4)

General Info (7)

• Submitting Support Tickets
• How To Use Tasks And Opportunities Owners
• Verify Domain In Facebook AD Account

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Account (3)

• Company Settings
• Account Settings
• How to Use Multiple Payment Methods in the Mobile App

Phone System / SMS / Twilio (40)

• LC - Phone Messaging Policy
• Twilio Set Up
• Inbound Call Routing

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Email System (48)

• Email Builder: Understanding Advance Conditions for Smart Lists and Tags
• Email Statistics
• Email Templates vs Email Campaigns

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Dashboard (1)

Dashboard (13)

• Dashboard - Overview
• Feature Document - Custom Widgets
• Adding a Widget to the Dashboard

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Conversations (6)

Conversations (18)

• Conversations - Overview
• Sending Emails
• Sending SMS Messages

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Manual Actions (1)

• Manual Actions

Templates (3)

• Creating Custom Templates
• Create Email Templates
• Manually Issue Certificates

Trigger Links (2)

• Analyze
• Trigger Links - Overview

Payment Links (1)

• How to Set Up Stripe Payment Links

WhatsApp (4)

• Template Categorization
• WhatsApp Delivery Status under Workflows
• WhatsApp Contact Management and Smartlist

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Calendars (4)

Calendars (37)

• Calendars
• Updating Calendar Availability for Holidays
• Calendar Payments

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Appointments (3)

• Appointments - Overview
• Schedule New Appointment
• Rescheduling Appointments

Calendar Settings (4)

• Calendar Settings
• Creating and Editing Calendars
• Adding payments to appointments

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Calendar & Appointments (5)

• Calendar Availability - Weekly Working Hours & Date-Specific Hours
• Partial Payment: Collect Deposit Amount
• Multiple Meeting Location Selector in Calendar

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Contacts (8)

Contact Management (10)

• Managing Contacts
• Importing / Uploading Contacts
• Uploading Contacts in Batches of 100

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Smart Lists (24)

• Creating A Smart List
• Quick Action Buttons
• Adding New Contacts

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Bulk Actions (4)

• Bulk Actions
• Troubleshooting Bulk Imports via CSV
• Bulk Actions - Overview

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Restore (1)

• Restore Contacts

Contact Details (2)

• Contact Details
• Contact Message Threads

Manage Smart Lists (1)

• Manage Smart Lists

Documents and Contracts (4)

• Easy Management of Documents and Contracts within Contacts
• How to Configure and Accept Tips on Invoices
• How to Set Signing Order for Recipients in Documents and Contracts

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Importing Contacts (2)

• Importing Contacts and Adding Them to Your Workflow in Drip Mode
• IMPORTING CONTACTS VIA CSV FILE

Opportunities (2)

Opportunities (13)

• Opportunities
• Create New Opportunities
• How to use Custom Fields for Opportunities

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Pipelines (3)

• Pipelines
• Filtering Pipelines
• Import Opportunities

Payments (7)

Products (4)

• Products
• Creating Products using PayPal or Stripe
• How to Create Coupons for Products

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Invoices (3)

• How to create recurring Invoices
• Common uses cases for Payments and Invoices
• How to enable Sales Receipts for Order Form, Calendar and Invoice payments

Orders (1)

• Orders

Transactions (5)

• Transactions
• How to manage Refunds within the CRM?
• Payments - What is listed on the Subscriptions page?

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Integrations (7)

• Payments (Integrations) PayPal & Stripe
• How to Connect PayPal
• How to set up the NMI integration?

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Tax Settings (2)

• Tax Settings
• How-to add Taxes Overview

Payments (5)

• How to Create and Send Estimates Using in MarketingPlex
• How to Set Up Automatic Taxes for Fast Payment Links
• How to Use Partial Payment for Invoices

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Automations (3)

Workflows (117)

• Workflows - Overview
• How To Set User Reminders
• Repeating or Recurring Workflow

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Campaigns (8)

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

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Triggers (41)

• Triggers Overview
• Forms and Triggers
• Appointments and Triggers

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Marketing (5)

Social Planner (3)

• How to Connect your Google My Business Profile
• Social Planner
• Media Library - Mobile App

Email Builder (27)

• New Email Builder - Design Video
• Email Builder
• Building Email Templates

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Templates (2)

• How To Add or Edit Emoticons In Templates
• Templates

Trigger Links (3)

• Trigger Links
• Analyze
• Trigger Links

Prospecting and Sales (3)

• Guide To Bulk SMS: Send Messages People Actually Want To Receive
• Prospecting Tool: Review Response Time Metric
• What is Fully Customizable Prospect Report Builder?

Sites (10)

Funnels (13)

• Funnels - Sites
• Steps Tab - Sites - Funnels
• Stats Tab - Sites - Funnels

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Websites (5)

• Websites - Sites
• Pages - Websites - Sites
• Stats - Websites - Sites

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Memberships (19)

• Introduction
• Adjusting Membership Settings
• Creating Products and Lessons

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Forms (9)

• Terms & Conditions Element
• Form Builder
• Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)

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Surveys (1)

• Survey Builder

Chat Widget (6)

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

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Funnels and Websites (61)

• Funnels vs Websites
• Adding a Domain using Cloudflare
• Create and Add a Favicon

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Wordpress (3)

• List of blocked WordPress plugins
• Getting Started with WordPress | Client side setup guide
• WordPress Hosting Specs and Market Comparison

Client Portal (7)

• How can my customers use the Client Portal?
• What is the Client Portal?
• How to set up the Client Portal?

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Blogs (5)

• How to Add Author(s) to The Blog Builder
• How to Add Category
• How to Set Up an RSS Feed for Blogs

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Reputation (2)

Overview (3)

• Review Request Overview
• Reputation - Breaking Down the Reputation Overview Dashboard
• Snapshots - Overview

Reviews (1)

• How to Dispute a Google Review and Check on the Dispute Status

Reporting (1)

Attribution Report (1)

• Attribution and Facebook Reporting

Tools (1)

Tools (1)

• Messaging Segment Calculator

Settings (16)

Business Profile (3)

• Business Profile
• Where and how to configure the Missed Call Text Back feature
• Call & Voicemail Settings

My Profile (2)

• How to set up Custom Notifications as a User in a Sub-Account
• Two Way Email Sync for Outlook

My Staff (4)

• Creating a New Employee/User
• Manually Locking Out a User, or Removing Them from your Account
• Sub-account | Managing User Roles & Permissions

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Pipelines (1)

• Creating a New Pipeline

Calendars (8)

• Calendar Settings
• Calendar Preferences
• Calendar Embed Code

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Phone Numbers (6)

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

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Reputation Management (5)

• Review Widget on Funnel and Web Pages
• Reputation Management
• How to Create a Google Review Link

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Custom Fields (2)

• Creating Custom Fields
• List of Custom Values (Merge Fields)

Custom Values (1)

• Custom Values

Domains (1)

• Domains

Integrations (23)

• Integrations
• Google
• Google My Business

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Email Services (15)

• SMTP Email Services
• SendGrid Setup - for Email Sending
• Mailgun Setup - Siteground Domain Setup

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Tags (1)

• Creating New Tags

Companies (1)

• Voicemail For Company And For Users

Company Billing (2)

• View Transaction Details
• How To Change My Credit Card on File?

Advance Features (1)

• Detailed Guide to Advanced Features in Marketingplex CRM

Mobile App (1)

Installation (1)

• Mobile App Introduction

Add On Features (1)

SMART Buttons (2)

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

FAQs: (5)

FAQs: category

Trial FAQs (2)

• Can I invite my team members to the free trial?
• Do you offer Free Trials?

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 $49.99 a month?​
• Pro Add On - Custom Contact Buttons

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Billing (1)

• How do I cancel my subscription?

Transferring From Another Platform (1)

• MarketingPlex Transfer Guide

Troubleshooting (1)

Site Related (3)

• MarketingPlex Page Not Loading
• Clear Cache & Local Storage in Chrome Browser
• Why Can't I use My Free Email Address As The SMTP?

Misc. Articles (1)

MarketingPlex Affiliates (1)

• Become a MarketingPlex Affiliate

AI (8)

AI

Training the Bot (2)

• Web URLs and Links
• Training the Conversation AI Bot

FAQ (2)

• FAQs
• Auto-Pilot Mode FAQ's

Conversational AI (11)

• Conversation AI Bot - Explained
• Workflow X Conversation AI - Conversation AI Action
• How to use Conversation AI in your Appointment bookings?

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Content AI (6)

• How to create a Social Post with Content AI?
• How to create blog post outline with Content AI?
• How to create Emails using Content AI?

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Review AI (1)

• Maximizing Customer Engagement with Reviews AI: A Guide to Suggestive and Auto-Pilot Modes

Pricing (1)

• AI PRICING

Voice AI (1)

• AI Employee Voice Call Capabilities

AI Employee (2)

• AI Voice Agents Overview
• AI Tools in MarketingPlex

Premium Triggers (1)

Premium Triggers

Premium Triggers (7)

• How to use the Date/Time Formatter Premium Workflow Action?
• How to use the Google Sheets Premium Workflow Action?
• How to use the Inbound Webhook Workflow Premium Trigger?

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Forms (1)

Sites (14)

• How to Create a Blog?
• New Footer in Surveys
• Setting up Whitelabel Domain, API Domain, Email Sending Domain, Sites Domain, Client Portal Domain & more

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Snapshots (1)

Account Snapshots (1)

• IP Protected Snapshots

Social Planner (1)

Marketing (23)

• Overview of Ad Manager
• Create New Ad Campaign in Ad Manager
• Instagram Reels Publishing Guide for the Social Planner

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E-Commerce Store (1)

E-Commerce (5)

• How to Set Up an E-Commerce Online Store (Websites)
• How to Use the Inventory Management Features for Your Online Store in MarketingPlex
• How to print shipping labels or packing slips for my store orders?

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Tracking and Attribution (1)

Reporting (3)

• Understanding Attribution Source (Ad Reporting)
• Troubleshooting Facebook Ad Reporting
• Appointment Report

Software Migration Guide (1)

Customer Support (14)

• Jotform to MarketingPlex (Migration Guide)
• Pipedrive to MarketingPlex (Migration Guide)
• Keap to MarketingPlex (Migration Guide)

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Whatsapp (1)

Reselling Products (4)

• WhatsApp Coexistence Feature - Closed Beta
• Additional Attributes to Online Listing Details
• WhatsApp Business Profile Management

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Developer resources (1)

Developer resources (1)

• How to manage developer user accounts?

Objects (1)

Custom Object (2)

• Creating and Editing Custom Objects
• Using Custom Objects in Workflow Actions and Triggers

SMS LAWS (1)

SMS Laws (1)

• SENDING SMS IN TEXAS

Texas LAW (1)

Texas LAW (1)

• Texas Mini-TCPA Law: What You Need to Know (Effective Sept. 1, 2025)