Scalex.io Onboarding Center

Categories

0 - Onboarding [Watch First]

1 - Getting Started

2 - Business Setup

3 - Scalex CRM

4 - Website and Funnel Builder

5 - WorkFlows & Automation

6 - Calendar

7 - Reviews

8 - WebChat

9 - Universal Inbox

10 - Email Marketing

11 - Pipeline

Popular Articles

2.3 Adding Users & Restricting Access

1.0 Scalex Overview

1.3 Launchpad Overview

2.4 Download The Scalex App

1.1 Navigation Overview

11.2 How to Create a Pipeline

2.1 Business Setup

11.1 Pipelines Overview

2.2 Integrate Your Accounts

4.9 Building the Navigation For Your Website

0 - Onboarding [Watch First]
  • 0.5 Scalex Payments
  • 0.4 Increase Customer Reviews & Reputation Management
  • 0.3 Install Webchat + Add Team Members
  • 0.2 Start Texting + Mobile App
  • 0.1 Getting Connected
1 - Getting Started
  • How To Upload Custom Audiences
  • 1.3 Launchpad Overview
  • 1.1 Navigation Overview
  • 1.0 Scalex Overview
2 - Business Setup
  • 2.6 Add A Phone Number
  • 2.5 Add A Domain
  • 2.4 Download The Scalex App
  • 2.3 Adding Users & Restricting Access
  • 2.2 Integrate Your Accounts
  • 2.1 Business Setup
3 - Scalex CRM
  • 3.10 Adding and Using Tags
  • 3.9 Add Contacts To Campaign or WorkFlow
  • 3.8 Bulk Sending SMS & Emails
  • 3.7 Custom Fields
  • 3.6 Bulk Adding To Campaigns, WorkFlows
  • 3.5 Smart Lists
  • 3.4 Adding A Contact
  • 3.3 Deleting & Restoring Contacts
  • 3.2 Bulk Importing & Exporting Contacts
  • 3.1 CRM Overview & Navigation
4 - Website and Funnel Builder
  • 4.12 Adding Tracking Code to Your Site
  • 4.11 SEO Metadata On Each Page
  • 4.10 Importing a Clickfunnel's Funnel
  • 4.9 Building the Navigation For Your Website
  • 4.8 Connecting a Domain To Your Funnel Or Website
  • 4.7 Building A Survey
  • 4.6 Building A Form
  • 4.5 Creating Templates and Global Areas
  • 4.4 Adding Elements to Your Page
  • 4.3 Sections, Rows, Elements
  • 4.2 Website & Funnel Builder Overview
  • 4.1 Funnel vs Website
5 - WorkFlows & Automation
  • 5.6 Workflow Recipes
  • 5.5 Adding Contacts to Workflows
  • 5.4 Troubleshooting Workflows
  • 5.3 Conditions & Dynamic Workflows
  • 5.2 Workflow Tools
  • 5.1 Workflow Overview
6 - Calendar
  • 6.3 Add A Calendar To A Website
  • 6.2 Calendar Integrations
  • 6.1 Calendar Overview
7 - Reviews
  • 7.2 Reviews Requests
  • 7.1 Reviews Overview
8 - WebChat
  • 8.3 Add Chat To Any Website
  • 8.2 Set Up Live Chat
  • 8.1 Chat Overview
9 - Universal Inbox
  • 9.2 Conversation Templates
  • 9.1 Conversations Overview
10 - Email Marketing
  • 10.3 Using Custom Values & Custom Fields
  • 10.2 Email & Text Templates
  • 10.1 Email Marketing Overview
11 - Pipeline
  • 11.4 Add Customers to Pipelines
  • 11.3 Multiple pipelines
  • 11.2 How to Create a Pipeline
  • 11.1 Pipelines Overview
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