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Featured Content
Asset Library
Setting Up Lead Gen & CRM
- SharpSpring's Rebrand to Lead Gen & CRM
- Editing Images in the File Manager
- Organizing the File Manager
- Uploading and Deleting from the File Manager
- File Manager Overview
- Activating New Lead Gen & CRM Accounts
Settings
- Connecting to Video Calling via Zoom
- Navigating The Dock
- My Stuff Overview
- Company Profile Overview
- Lead Gen & CRM User Roles Overview
- Adding and Managing Lead Gen & CRM Users
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
- Using Two-Factor Authentication
- Lead Gen & CRM Data Protection: Information Security Overview
- Lead Gen & CRM Data Protection: Protecting Your Data
- Using Audit Logs
- Understanding Ad Blockers and Tracking Services
- The European Union General Data Protection Regulation (GDPR)
Getting Started
Importing 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
- Send Settings in the Email Designer
- Adding Custom Signatures to Emails
- Customizing Layout Blocks in Emails
- Resizing Layout Blocks in Emails
- Duplicating Layout and Element Blocks
- Making Layout and Element Blocks Dynamic
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
- 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
- Adding Images to Landing Pages
Blogs
Advertiser Guidelines
Video Retargeting
Mobile 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
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 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
- Passing an OrderID With a Conversion Goal
Getting Started
CRM
Sales Pipeline
- Creating Opportunities from Qualified Sales Pipeline Leads
- Deleting Pipelines and Pipeline Stages
- Exporting Pipeline Data
- Adding and Editing Stages in a Sales Pipeline
- Creating Multiple Sales Pipelines
- Sales Pipeline Overview
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
- Log a Call in an Account's Contact
- Using the Account Manager
- Accounts Overview
- Leaving and Editing Notes in Accounts
- Configuring Account Company Information
- Configuring Custom Fields for Accounts
API
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