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Sign in to your accountRelease Notes
Featured Content
Asset Library
Setting Up Lead Gen & CRM
- Mapping Fields During Import
- Importing Accounts Overview
- Formatting Files for Account Imports
- SharpSpring's Rebrand to Lead Gen & CRM
- Editing Images in the File Manager
- Organizing the File Manager
Settings
- Exporting Product Data
- Accessing the Export Manager
- Task Options in the Task Manager
- Task Notes Overview in the Task Manager
- Deleting Tasks in the Task Manager
- Bulk Editing in the Task Manager
Billing Info
- Managing Billing Info Settings for Clients in the United States
- Managing Billing Info Settings for Clients in Europe
- Managing Billing Info Settings for Clients in Australia, Canada, or New Zealand
- Managing Billing Info Settings for Clients Not in Australia, Canada, the European Union, New Zealand, or the United States
- Troubleshooting Failed Charge Error Messages
Mail Sync
- Mail Sync Overview
- Troubleshooting Mail Sync
- Troubleshooting IMAP Sync Errors
- Enabling and Configuring Mail Sync for Custom Providers
- Enabling and Configuring Mail Sync for Google Accounts
- Enabling and Configuring Mail Sync for Gmail
Support
SharpIdeas
Security
- Setting Up Two-Factor Authentication: SMS Text Message and Call Authentication
- Setting Up Two-Factor Authentication: Google Authenticator
- Setting Up Two-Factor Authentication: Okta Verify
- Using Two-Factor Authentication
- Lead Gen & CRM Data Protection: Information Security Overview
- Lead Gen & CRM Data Protection: Protecting Your Data
Getting Started
Importing Contacts
- Contacts Import History Overview
- Using Lead Gen & CRM ID for Imports and Data Migration
- Importing Double Opt-In Lists
- Formatting .CSV Files for Import
- Importing and Mapping Contacts from .CSV Files
- Saving .CSV Files
Contact Manager
- Using the Contact Manager
- Using Views in the Contact Manager
- Manually Creating and Cloning Contacts
- Using Advanced Search in the Contact Manager
- Life of the Lead Icons and Overview
- Understanding Lead Status
VisitorID
Getting Started
- Locating An Existing Email
- Creating Emails from Templates
- Creating Smart Mail
- Sending Smart Mail
- Smart Mail Menu Features
- Sending Emails to Lists
Email Design
- Using Layout and Element Blocks in your Emails
- Customizing Your Company Logo
- Creating Dynamic Background Images in Emails
- Creating Referrer Workflows
- Multi-Column Solution for Outlook Emails on Mac
- Changing the Way Social Elements Look in Emails
Email Templates
Email Sending
- Email Suppression Settings
- Scheduling Emails
- Sending Preview Emails
- Sending Repeatable Emails
- Sending Smart Mail from Opportunities
- Adding Signatures to Smart Mail
Email Analytics
Compliance
- Using Email Engagement Tools
- Acceptable and Prohibited Email Content
- Email Best Practices
- New Sender Best Practices
- Understanding Your Email Sender Status
- Understanding Email Reputation
Getting Started
Visual Workflows
Action Groups
- Understanding Account Automation Actions
- Understanding Opportunity Automation Triggers
- Organizing Action Groups
- Action Groups Overview
- Creating Action Groups
- Using Recurring Action Groups
Lists
- Editing Rules-Based Lists
- Creating Rules-Based Lists from Lead Creation Date
- Creating Rules-Based Lists
- Using Manual Lists
- Reconfirming Lists
- Creating Confirmed Opt-In Processes
Sales Optimizer
- Sales Optimizer Overview
- Creating Opportunity Workflows
- Creating Visual Workflows for New Opportunities
- Creating Opportunity Automation Based on Pipeline Stage Changes
- Scheduling Sales Task Reminders in Visual Workflows and Action Groups
- Sales Optimizer Tasks Report Overview
Lead Scoring
Personas
Site Tracking
- Web Insights Overview
- Understanding Cookies
- Adding GDPR Tracking Consent Banners to External Websites
- Creating Automation with Opted In Leads
- Adding Tracking Codes to Wordpress
- For Developers: Adding Dynamic Web Content to Tracking Codes
Chatbots
- Creating Chatbots
- Activating and Previewing Chatbots
- Configuring Chatbot Workflows
- Using Chatbot Actions
- Understanding Chatbot Reports
- Configuring Chatbot Live Chat Settings
Getting Started
Constant Contact Forms
- Conditional Form Fields
- Using Constant Contact Forms
- Configuring Form Designs Using the Visual Styler
- Creating Form Buttons
- Understanding Form Settings
- Styling Forms with Stylesheets
Third-Party Forms
- Connecting Facebook Lead Ads with Lead Gen & CRM
- Connecting Gravity Forms
- Gravity Forms Integration Tool
- Connecting Formidable Forms
- Formidable Forms Integration Tool
- Connecting WPForms
Native Forms
Getting Started
- Landing Page Settings
- Editing Landing Pages
- Creating Landing Pages from Templates
- Creating Landing Pages
- Landing Page Content Editor Overview
- Editing Mobile Versions of Landing Pages
Landing Pages
- Create and Manage Landing Page Categories
- Creating Trackable Links in Media Center
- Creating Dynamic Landing Pages
- Configuring CNAME Record Settings for Landing Page URLs
- Understanding Landing Page Security: HTTP and HTTPS
- Adding Forms to Landing Pages
Blogs
API Documentation
Advertiser Guidelines
Video Retargeting
Mobile Retargeting
Instagram Retargeting
Dynamic Retargeting
Ad Creation
- Third Party Ad Tags
- Using Click URL Macros in Your Ads
- Using UTM Parameters With Your Ads
- Video Ads
- Mobile Ads
- Web/Display Ads
Metrics
Reports
Agency FAQ
Ad Campaigns
- Creating a Campaign
- Editing a Campaign
- Pausing or Activating Campaigns
- How to Copy a Campaign
- Using Geo Targeting in Your Campaigns
- How to Use CPC Bidding in Your Campaign
FAQ
- Do You Have Any Special Agency Programs?
- I've Paused My Campaign But I'm Still Getting Reports About Conversions. Why?
- How are Frequency Caps Handled?
- Why is There a Difference Between My Lead Gen & CRM Ads and Google Analytics Conversion Tracking?
- Why is There a Difference Between my Lead Gen & CRM Ads and Google Analytics Visitor Reporting?
- What Retargeting Channel Should I Use for My First Campaign?
Quick Start Guides
Getting Started
- Lead Gen & CRM: Ad Retargeting
- An Important Note Regarding Ads Documentation
- Using the Ads Dashboard
- Using Ads Reports
- Configuring Ads Notification Settings
- Syncing Audiences
Account Management
Audiences
- Exporting an Audience as an Image Pixel
- Using Wildcard With Your Audiences
- Regular Expression Audiences
- Event Audiences
- Querystring Audiences
- Path Audiences
Conversion Goals
- Regular Expression Conversions
- Event Conversions
- Querystring Conversions
- Path Conversions
- How to Create a Conversion Goal
- Editing a Conversion Goal
Facebook Retargeting
- Viewing Your Ads on Facebook
- Serving Ads on Facebook Marketplace
- Serving Ads on Facebook Messenger
- Using Facebook Audience Network (FAN)
- How to Use Facebook Lookalike Audiences
- Setting Specific Ad Placements on Facebook
Site Tracking Tag
- Testing Custom Conversion Goals
- Testing Custom Audiences
- Testing the Tracking Tag
- Loading Your Tag After the onLoad Browser Event
- Using the Tag on Multiple Domains
- Passing a Revenue Value With a Conversion Goal
Third-Party Setup Guides
- Using Ads with Google Tag Manager
- Using Ads with BigCommerce (Manual Installation)
- Using Ads with Third Party Platform not Documented Here
- Using Ads with BigCommerce (Automatic Installation)
- Using Ads with Volusion
- Using Ads with Squarespace
Getting Started
CRM
Sales Pipeline
- Opportunities: Tasks
- Sales Pipeline Overview
- Adding and Editing Stages in a Sales Pipeline
- Creating Multiple Sales Pipelines
- Deleting Pipelines and Pipeline Stages
- Using the Opportunity Drawer
The Opportunity Manager
- Opportunity Manager Overview
- Creating Opportunities from the Opportunity Manager
- Sorting and Modifying Columns in the Opportunity Manager
- Exporting Opportunities from the Opportunity Manager
- Archiving and Restoring Opportunities
- Using Advanced Search in the Opportunity Manager
Sales Reports
- Using Custom Reports
- List of Custom Report Widgets
- Sales Reports Overview
- Pipeline Value Report Overview
- Opportunity Health Report Overview
- Conversion Analysis Report Overview
Sales Dialer
Meetings
- Connecting Email Accounts to Meetings
- Using Meetings
- Sharing Meetings
- Editing Settings for Meetings
- Administrator Settings for Meetings
- For Administrators: Configuring Custom Domain Settings for Meetings
Accounts
- Life of the Account Icons and Overview
- Edit a View in the Account Manager
- Deleting Views from the Account Manager
- Modifying Columns in the Account Manager
- Log a Call in an Account's Contact
- Account Import History Overview
API
- Understanding Lead Gen & CRM Open API: Forms
- Understanding Lead Gen & CRM Open API Methods: Opportunities
- Understanding Lead Gen & CRM Open API Methods: Lead
- Understanding Lead Gen & CRM Open API: Overview
- Understanding Lead Gen & CRM Open API: Example Code
- Understanding Lead Gen & CRM Open API: Methods
Shopping Cart
External Connections
- Zapier Integration Overview
- Creating Automation with Zapier
- Submitting to Native Forms Using Webhooks by Zapier
- Syncing Office365 and Lead Gen & CRM with Zapier
- Wix Integration Overview
- Adding Lead Gen & CRM Forms to Wix Sites
Salesforce
- Salesforce Integration Overview
- Resetting Salesforce Tokens
- Understanding Salesforce Sync
- Understanding Common Salesforce Errors
- Understanding Salesforce Daily API Limits
- Creating Lead Score Widgets
Release Information
- December 1, 2022: Usernames and Logging In for New Users
- December 1, 2022: WebEx Depreciation
- November 17th, 2022: 3D Secure Payment Authentication Update
- November 7, 2022: Account Automation
- October 18, 2022: CSV Exports Update
- October 14, 2022: Instagram Content Calendar Synchronization
Yearly Records
- Release Notes and Publications for 2023
- Release Notes and Publications for 2022
- Release Notes and Publications for 2021
- Release Notes and Publications for 2020
- Release Notes and Publications for 2019
- Release Notes and Publications for 2018