How to add an Article to the Knowledgebase in Live Agent
Knowledgebase is a good tool that can help reduce the number of customer inquiries and organize our internal Knowledgebase. You…
Category: Tech team
Live Agent – How to check missed calls
https://support.healthsecret.com/agent/index.php#login 3 Click the customized filter, uncheck the answer and press apply.
Grant access to the offer – Kajabi
Kajabi – /admin/sites/2147531127/contacts 1 Go to the Kajabi->Contacts->All Contacts 2 Paste the customer’s email address on the Search Contact bar…
How to send the Health Secret Speaker Consent and Release Form for signature
Login to the Docusign Go to the Templates Choose a saved template Specify the email and recipient’s name add Subject…
How to upload and send emails in Klaviyo
To upload and schedule/send an email in Klaviyo, go to the Campaigns tab The easiest way to create a new…
How to use a Sub ID
Sub ID is a primate that can be added to the URL and tracked in the affiliate system Affiliate systems…
Sub ID structure
Sub ID should be used for all email campaigns. The following structure should be used for all Sub IDs First,…
How to disable the chat in Webinar Jam
This can be done in the Live room In the sidebar, configure the live room Settings. Or on the Control Panel…
How to add a video to the Webinar Jam
The video must be uploaded to YouTube Copy the Share URL Go to the Webinar Jam Find the webinar you…
How to create an invoice
Login to your Everflow account. Go to Partners->Invoices https://health-secret.everflowclient.io/affiliates/invoices Create a new invoice Select the Affiliate for which you want…