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BizStackPro all-in-one digital marketing platform dashboard.

AllAboutBizStackPro Help Guides

BizStackPro Help Center

Browse step-by-step guides, setup tutorials, feature walkthroughs, and troubleshooting help for the BizStackPro platform.

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Start with the feature area that matches what you are trying to do.

Find step-by-step guides organized by feature. Choose the area that matches what you are trying to do, then open the guide that best fits your task.

Help Center at a Glance

Step-by-Step Guides 488
Help Categories 28
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Browse by Feature

Choose a help category to jump directly to its complete collection of feature guides.

Account

Account cancellation, refunds, and account-level help.

2 guides

Affiliate

Affiliate Manager setup, campaigns, commissions, payouts, and affiliate tools.

23 guides

AI Bot

Train, update, troubleshoot, and manage the BizStackPro AI Bot.

5 guides

AI Features

Overview guidance for AI-powered features available inside BizStackPro.

1 guide

Blogs

Create, organize, optimize, and publish blog content.

11 guides

Brand Boards

Create brand boards and apply brand assets across funnels and websites.

2 guides

Calendar

Calendars, appointment types, availability, integrations, payments, and booking settings.

47 guides

Campaigns (Automation)

Legacy campaign automation, reminders, manual actions, messaging, and campaign controls.

11 guides

Communities

Community groups, channels, events, engagement, paid access, and member management.

15 guides

Contacts

Contact records, smart lists, bulk actions, imports, exports, tags, tasks, and CRM organization.

30 guides

Conversation AI

Conversation AI setup, prompts, knowledge bases, appointment booking, and workflow actions.

14 guides

Conversations

Inbox tools, SMS, email, chat, files, appointments, filters, and conversation management.

17 guides

Dashboard

Dashboard setup, widgets, templates, filters, themes, permissions, and reporting views.

16 guides

Email & SMTP

Email services, sending domains, SMTP, authentication, deliverability, errors, and email settings.

43 guides

Email Campaigns

Build, send, test, track, and improve email marketing campaigns and templates.

21 guides

Facebook Ad Launcher

Connect accounts, launch Facebook ads, and manage active campaigns.

3 guides

Forms

Forms, surveys, fields, submissions, conditional logic, payments, consent, and customization.

30 guides

Funnels and Websites

Funnels, websites, domains, analytics, tracking, SEO, products, and publishing.

40 guides

General

General computer and file-handling guidance related to using BizStackPro.

1 guide

Integrations

Connect BizStackPro with payment processors, social platforms, analytics, accounting, and other tools.

18 guides

WhatsApp

WhatsApp messaging, templates, contact eligibility, and chat widget setup.

3 guides

Lead Finder

Search for leads, add them to contacts, create campaigns, and begin follow-up.

4 guides

Mailgun

Mailgun DNS, replies, unsubscribe settings, and error-code help.

4 guides

Media Storage

Supported files, uploads, image storage, and media library management.

3 guides

Memberships

Courses, memberships, offers, products, access, users, analytics, certificates, and client portal tools.

32 guides

Mobile App

LeadConnector mobile app navigation, contacts, conversations, calendars, payments, media, and troubleshooting.

17 guides

Opportunities

Pipelines, opportunities, imports, exports, custom fields, management, and recovery.

7 guides

Payments

Payments, invoices, products, subscriptions, orders, contracts, documents, taxes, refunds, and integrations.

68 guides

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Browse additional help categories covering phone, reporting, reputation management, settings, site building, social media, workflows, troubleshooting, WordPress, and more.

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Step-by-Step Guides by Category

Account

Account cancellation, refunds, and account-level help. 2 guides.

How to Cancel Your BizStackPro Account – Step-by-Step Guide How to Request a Refund – BizStackPro 30-Day Guarantee

Affiliate

Affiliate Manager setup, campaigns, commissions, payouts, and affiliate tools. 23 guides.

Affiliate Manager Dashboard – BizStackPro Help Affiliate Manager Overview – How to Launch & Track Your BizStackPro Affiliate Program Affiliate Manager – Coupon Codes | BizStackPro Help Guide Affiliate Manager – Lead Tracking for Forms, Surveys, Calendars Affiliate Manager – Manage Payouts in BizStackPro Affiliate Manager – Media Library Overview Affiliate Manager – Pay-Per-Lead Campaigns Affiliate Portal Settings – BizStackPro Help Automating Affiliate Payouts with PayPal – BizStackPro Guide Commission Length & Variable Commissions – BizStackPro Affiliate Manager Help Customize Affiliate Manager Tab Names – BizStackPro Guide How to Add or Upload Affiliates in BizStackPro How to Add Sub-Affiliates in BizStackPro – Affiliate Manager Guide How to Check an Affiliate Profile – BizStackPro Help Guide How to Create Coupon Codes for Affiliates – BizStackPro Guide How to Implement a Pay-Per-Lead Affiliate Commission Structure How to Import Contacts into the Affiliate Manager – BizStackPro Help How to Set Up Your Affiliate Funnel with Products – BizStackPro Guide How to Set Up Your First Affiliate Campaign in BizStackPro How to Use BizStackPro’s Affiliate Manager with External Websites Managing Customers under an Affiliate Program – BizStackPro Help Manual Sales & Commissions – Affiliate Manager Help | AllAboutBizStackPro Switching from FirstPromoter to Affiliate Manager – BizStackPro Guide

AI Bot

Train, update, troubleshoot, and manage the BizStackPro AI Bot. 5 guides.

How To Train Your AI Bot – BizStackPro Help Guide How to Turn Off the Bot – BizStackPro Help How to Update Your Bot’s Prompt – BizStackPro Help Update Bot FAQs and Train Your AI on a Website – BizStackPro Help Why Isn’t the Bot Responding? – BizStackPro Help

AI Features

Overview guidance for AI-powered features available inside BizStackPro. 1 guide.

AI Features in BizStackPro – Overview & Funnel AI Walkthrough

Blogs

Create, organize, optimize, and publish blog content. 11 guides.

Add Featured Posts in Blog – BizStackPro Help Blogging 101 – How to Use the Blog Builder in BizStackPro Custom Fonts in Blogs – BizStackPro Help How To Add A Category in Blogs – BizStackPro Help Guide How To Add Authors in Blogs – BizStackPro Help Guide How to Create a Blog Post in BizStackPro How to Set Up an RSS Feed for Blogs – BizStackPro Help How To Update Your SEO for Blog Posting – BizStackPro Help Section Templates In Blogs – BizStackPro Guide Using Content AI for Blogs in BizStackPro XML Sitemap Generation for Blogs – BizStackPro

Brand Boards

Create brand boards and apply brand assets across funnels and websites. 2 guides.

How to Create a Brand Board in BizStackPro How to Use Brand Boards in Funnels and Websites – BizStackPro Help Guide

Calendar

Calendars, appointment types, availability, integrations, payments, and booking settings. 47 guides.

Add a Next Page Link – Calendar and Funnel Integration | BizStackPro Help Add Facebook Pixel to Forms, Surveys & Calendars – BizStackPro Guide Calendar Integration Area – BizStackPro Help Calendar Integration with Microsoft Teams – BizStackPro Help Calendar Settings in BizStackPro – Help Guide Calendar Setup 101 – BizStackPro Help Guide Calendar Widget Customization – BizStackPro Guide Collect Payments for Recurring Appointments – BizStackPro Help Collective Booking – Calendars | BizStackPro Help Create a Round Robin Calendar – BizStackPro Help Guide Email & In-App Notifications – BizStackPro Calendar Guide Google Meet Calendar Integration – BizStackPro Help Guide to Setting Up Calendar Payments – BizStackPro Help How to Add a Logo to Your Calendar – BizStackPro Help How To Block Off Time In A Calendar – BizStackPro Help How to Book Appointments in BizStackPro How to Copy or Duplicate a Calendar in BizStackPro How to Create a Service Calendar – BizStackPro Help How to Create and Edit Calendars in BizStackPro How To Create and Utilize Groups With Your Calendar – BizStackPro Help How to Create Calendar Groups in BizStackPro How to Deactivate and Activate Calendars – BizStackPro Help How to Disable and Enable Calendar Services – BizStackPro Help How to Display Multiple Calendars – BizStackPro Help How to Integrate a Calendar Using Calendar Bridge – BizStackPro Help How to Integrate Calendly Event Importer – BizStackPro Help How to integrate Razorpay in Calendar Payments – BizStackPro Help How to Override Calendar Availability – BizStackPro Help How To Restore A Deleted Calendar – BizStackPro Help How to Set Up Google Organic Booking For Your Calendar – BizStackPro Help How to Set Up Recurring Appointments – BizStackPro Help How to Setup a Class Calendar – BizStackPro Help How To Update Cancellation and Reschedule Links For Your Calendar – BizStackPro Help How to Use the Calendar Troubleshooting Tool – BizStackPro Help Implementing Partial Payments for Bookings – BizStackPro Help Integrating an iCloud Calendar – BizStackPro Help Integrating Custom Forms with Calendars – BizStackPro Help Neo Calendar Template Overview – BizStackPro Help Outlook Calendar Integration – BizStackPro Help Overview of Rooms and Equipments in Calendars – BizStackPro Help Overview of the Service Menu in Calendars – BizStackPro Help Personal Calendar for 1:1 Bookings – BizStackPro Help Settings: Calendar Connections tab – BizStackPro Help Smart Lists for Appointment List View – BizStackPro Help Stripe Integration For Calendars – BizStackPro Help The In-App Calendar View – BizStackPro Help What To Do If You Get The Google Calendar Writer Access Error – BizStackPro Help

Campaigns (Automation)

Legacy campaign automation, reminders, manual actions, messaging, and campaign controls. 11 guides.

Appointment Confirmation and Reminder Campaigns – BizStackPro Help How and When to Use the Event Start Date in a Campaign – BizStackPro Help How Does 'Stop On Response' Work In A Campaign – BizStackPro Help How To Build, Manage and Use Manual Actions in Campaigns – BizStackPro Help How To Create A Basic Campaign – BizStackPro Help How to Create and Use the Google My Business Campaign Step – BizStackPro Help How To Enable or Disable the "Allow Multiple" Feature in Campaigns – BizStackPro Help How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns – BizStackPro Help How To Use The Manual SMS Event in Campaigns – BizStackPro Help Viewing the Deliverability of Messages in Campaigns – BizStackPro Help What Are Round Robin Campaigns And How To Use Them – BizStackPro Help

Communities

Community groups, channels, events, engagement, paid access, and member management. 15 guides.

Announcement Channel for Communities – BizStackPro Help Communities Gamification – BizStackPro Help Communities – BizStackPro Help Community Chat Feature – BizStackPro Help Community Events – BizStackPro Help Community Importer for Skool (Group & Post Importer) – BizStackPro Help How to Create a Paid Course for Communities – BizStackPro Help How to Create a Paid Group for Communities – BizStackPro Help How to Create Private Channels in Groups (Communities) – BizStackPro Help How to Increase Engagement in Community Groups – BizStackPro Help How to Invite New Members to Your Community Group – BizStackPro Help How to Personalize Your Community Theme and Colors – BizStackPro Help How to Schedule Social Post in Communities – BizStackPro Help How to Transfer Ownership of a Community Group – BizStackPro Help The Smart Push Notification Workflow Action – BizStackPro Help

Contacts

Contact records, smart lists, bulk actions, imports, exports, tags, tasks, and CRM organization. 30 guides.

Access Estimates in the Payments Tab – BizStackPro Help Additional Emails per Contact – BizStackPro Help Additional Phone Numbers per Contact – BizStackPro Help Bulk Action Delivery Options – BizStackPro Help Bulk Actions – Add or Remove Tags – BizStackPro Help Bulk Actions – Add/Edit to Company – BizStackPro Help Bulk Actions – Deleting Contacts – BizStackPro Help Bulk Actions – Email – BizStackPro Help Bulk Actions – Import and Export Contacts – BizStackPro Help Bulk Actions – Merge Multiple Contacts – BizStackPro Help Bulk Actions – Pipeline Change – BizStackPro Help Bulk Actions – Sending Review Requests – BizStackPro Help Bulk Import and Export of Multiple Emails for Contacts – BizStackPro Help Bulk Import and Export of Multiple Phone Numbers for Contacts – BizStackPro Help Contact-to-Contact Association – BizStackPro Help Editing Pending and Processing Bulk Actions – BizStackPro Help How To Add a Tag to New Contact List Import – BizStackPro Help How to Allow or Prevent Duplicate Contacts – BizStackPro Help How To Create and Edit Smart Lists – BizStackPro Help How To Create and Use SMS And Email Templates – BizStackPro Help How to import/Export Contacts using a single CSV file – BizStackPro Help How to Navigate Contact Records – BizStackPro Help How to Restore Deleted Contacts – BizStackPro Help Managing Your Tasks Tab – BizStackPro Help Synchronize Attachments with the Document Management Tab – BizStackPro Help The Company Tab in Contacts – BizStackPro Help Troubleshooting Bulk Imports Via CSV – BizStackPro Help Using the Bulk Action Features – BizStackPro Help Using the DND Feature – BizStackPro Help WhatsApp Bulk Action – BizStackPro Help

Conversation AI

Conversation AI setup, prompts, knowledge bases, appointment booking, and workflow actions. 14 guides.

AI-Based Action Tracking and Filtering in Conversations – BizStackPro Help Cancel and Reschedule Appointment with Conversation AI – BizStackPro Help Conversation AI Dashboard – BizStackPro Help Conversation AI Overview – BizStackPro Help Conversation AI: Add Contact Info – BizStackPro Help Edit and Manage Prompts within Conversation AI – BizStackPro Help How to Implement Conversation AI in Live Chat – BizStackPro Help How to Use Conversation AI Workflow to Book Appointments – BizStackPro Help How to Use the Stop Bot Action for Better Customer Interactions – BizStackPro Help Knowledge Bases in Conversation AI – BizStackPro Help Manage & Update AI Response Info in Conversations – BizStackPro Help Trigger a Workflow within Conversation AI – BizStackPro Help Workflow Action: Conversation AI – BizStackPro Help Workflow Action: Update Conversation AI Bot and Status – BizStackPro Help

Conversations

Inbox tools, SMS, email, chat, files, appointments, filters, and conversation management. 17 guides.

Activity Cards for Your Contacts – BizStackPro Help Bot Status for Individual Contacts – BizStackPro Help Contact Engagement Score – BizStackPro Help Conversations Overview – BizStackPro Help Conversations – Snippets Feature Overview | BizStackPro Help Forbidden SMS and MMS Categories in the US and Canada – BizStackPro Help Group Chat for SMS – BizStackPro Help How to Attach Files to an Email or SMS – BizStackPro Help How to Schedule Email and SMS in Conversations – BizStackPro Help How to Use Text2Pay – BizStackPro Help How to Use the Document Manager in Conversations – BizStackPro Help How To Use Trigger Links in SMS – BizStackPro Help Internal Chat in Conversations – BizStackPro Help Managing Appointments In Conversations – BizStackPro Help Simplify Task and Notes in the Conversations Module – BizStackPro Help Understanding LC Phone Messaging Status and Error Codes – BizStackPro Help Using Filters and Bulk Actions in Conversations – BizStackPro Help

Dashboard

Dashboard setup, widgets, templates, filters, themes, permissions, and reporting views. 16 guides.

Contacts Widgets In The Dashboard – BizStackPro Help Conversation Widgets in the Dashboard – BizStackPro Help Customizing The Dashboard – BizStackPro Help Dashboard Exports and Datapoints – BizStackPro Help Dashboard Widgets and Permissions – BizStackPro Help Dashboard: Visitor Data Widgets – BizStackPro Help Default Dashboards – BizStackPro Help General Widgets in the Dashboard – BizStackPro Help How to Change and Customize your Dashboard Themes – BizStackPro Help How to Create a New Dashboard Using Templates – BizStackPro Help How to Use Call Tracking Widgets in Dashboard – BizStackPro Help How To Use The BizStackPro Dashboard – BizStackPro Help Quick Filters on Dashboards – BizStackPro Help Subaccount Dashboard and Reporting: Payment Insights and Widgets – BizStackPro Help Timezone Switcher on Dashboards – BizStackPro Help Understanding Dashboard Widgets – BizStackPro Help

Email & SMTP

Email services, sending domains, SMTP, authentication, deliverability, errors, and email settings. 43 guides.

2-Way Email Sync for Outlook – BizStackPro Help Add This Event To Your Calendar Custom Values – BizStackPro Help Best Practices To Prevent Your Emails from Ending up in Spam – BizStackPro Help BizStackPro Email Authentication – DMARC – BizStackPro Help BizStackPro Email Unsubscribe Link – BizStackPro Help Bounce Classification Codes and Definitions – BizStackPro Help CC and BCC Features to Our Email Composer – BizStackPro Help Create SMTP Credentials For Dedicated Domain – BizStackPro Help Custom Reply Address – BizStackPro Help Dedicated IP Guide – BizStackPro Help Email Analytics – BizStackPro Help Email Attachment Size Limits – BizStackPro Help Email Deliverability 101 – BizStackPro Help Email Templates vs Email Campaigns – BizStackPro Help Error Codes Library – Gmail/Google Workspace – BizStackPro Help Error Codes Library – Outlook – BizStackPro Help Fixing HTML Tags in RSS Email Body – BizStackPro Help Forwarding Address and BCC in Email Setup – BizStackPro Help Gmail 2-Way Email Sync – BizStackPro Help Google Postmaster Tools Integration – BizStackPro Help How To Add a 3rd Party Email/SMTP Account – BizStackPro Help How to Connect SendGrid as your SMTP Service – BizStackPro Help How to Find Hidden or Broken Elements in the Email Builder – BizStackPro Help How to Set Up a Dedicated Sending Domain – BizStackPro Help How to Set Up DMARC Records for Email – BizStackPro Help How To Use RSS Feeds in the Email Builder – BizStackPro Help How to Use the Email Builder and Its In-Line Editor – BizStackPro Help How To Use Trigger Links in Emails – BizStackPro Help Hyperlinks in the Email Builder – BizStackPro Help Integrating Gmail for Email Service – BizStackPro Help Introducing Email Errors – BizStackPro Help List Unsubscribe Headers – BizStackPro Help Masking Sender Emails – From Name and Address – BizStackPro Help Meeting Google and Yahoo’s Email Sender Requirements – BizStackPro Help Microsoft SNDS Integration – BizStackPro Help RSS Blocks In the Email Builder – BizStackPro Help SSL Certificate for Dedicated Sending Domain – BizStackPro Help Test Email Error Troubleshooting – BizStackPro Help Understanding Email Verification – BizStackPro Help Using Custom Fonts in the Email Builder – BizStackPro Help Using Mobile Formatting in the Email Builder – BizStackPro Help Video Element in the Email Builder – BizStackPro Help Where to Check Statistics for Emails – BizStackPro Help

Email Campaigns

Build, send, test, track, and improve email marketing campaigns and templates. 21 guides.

A Guide to Pre-Configured Contact Segments for Targeted Email Campaigns – BizStackPro Help Adjusting Appearance and Styling within the Email Builder – BizStackPro Help Content AI in the Email Builder – BizStackPro Help Email Builder: Understanding Advanced Conditions for Smart Lists and Tags – BizStackPro Help Email Campaigns – The Statistics Tab | BizStackPro Help Email Marketing Campaigns: Support for YouTube Shorts – BizStackPro Help How to Add UTM Parameters in Email Builder – BizStackPro Help How to Change the Content of an Ongoing Email Campaign – BizStackPro Help How To Hide Email Elements In The Mobile View Of Your Email Builder – BizStackPro Help How to Improve Email Deliverability – BizStackPro Help How to Send a Regular Email Campaign – BizStackPro Help How to Use the Email Builder for Email Templates – BizStackPro Help How To Use the Email Builder – BizStackPro Help How to Verify Email Addresses for Email Campaigns – BizStackPro Help How-to Send RSS Email Campaign(s) – BizStackPro Help Importing Email Templates from Different Platforms to the BizStackPro Email Builder – BizStackPro Help Managing Elements in Email Builder – BizStackPro Help Resending Unopened Emails – BizStackPro Help Split or A/B Testing in Email Campaigns – BizStackPro Help Using the FAQ Element, Save Icon, and Product Element in the Email Builder – BizStackPro Help Using the Image Slider in the Email Builder – BizStackPro Help

Facebook Ad Launcher

Connect accounts, launch Facebook ads, and manage active campaigns. 3 guides.

Edit or Disable a Campaign – BizStackPro Help Launching a New Facebook Ad – BizStackPro Help Managing Accounts – BizStackPro Help

Forms

Forms, surveys, fields, submissions, conditional logic, payments, consent, and customization. 30 guides.

Adding and Using Products in Forms – BizStackPro Help Collect Donations via Forms – BizStackPro Help Create Forms With the Template Library – BizStackPro Help Create Surveys With the Template Library – BizStackPro Help Enabling Pop-up Forms Feature in Websites & Funnels – BizStackPro Help Form Customization & Styling Options – BizStackPro Help Forms and Surveys Email Verification – BizStackPro Help Forms and Surveys Submissions Page – BizStackPro Help Forms and Surveys: Quick Add Fields & Edit Custom Fields – BizStackPro Help Forms Builder – Terms and Conditions Element – BizStackPro Help GDPR Compliance with Custom Checkbox Consent in Forms – BizStackPro Help How To Add a Bump Offer in Order Forms – BizStackPro Help How to Add or Remove Logo from Forms – BizStackPro Help How To Build, Edit And Utilize Surveys – BizStackPro Help How To Build, Edit, And Utilize Forms – BizStackPro Help How to Export All Submissions from a Form or Survey – BizStackPro Help How To Locate Survey and Form Answers – BizStackPro Help How to Look Up Form Attribution – BizStackPro Help How to Set Up Conditional Logic in Surveys – BizStackPro Help How To Submit Mock Data for Forms and Surveys – BizStackPro Help How to Use Conditional Logic in Forms – BizStackPro Help How To Use File Upload Custom Field in Forms and Surveys – BizStackPro Help Hyperlink Text Fields in Forms & Surveys – BizStackPro Help Images in Forms – BizStackPro Help Payment Element in Forms & Surveys – BizStackPro Help Signature Custom Field in Forms and Surveys – BizStackPro Help Understanding Automatic Country Detection in Forms – BizStackPro Help Understanding the Difference Between One-Step and Two-Step Order Forms – BizStackPro Help Using Forms and Surveys with Custom Opportunity Fields – BizStackPro Help Viewing Chat Widget Submissions – BizStackPro Help

Funnels and Websites

Funnels, websites, domains, analytics, tracking, SEO, products, and publishing. 40 guides.

Analytics Tool for Funnels & Websites – BizStackPro Help Card Authorization for Subscription and Payment Plans – BizStackPro Help Card Authorization in Websites – BizStackPro Help Cloudflare Setup – BizStackPro Help Converting Funnel Steps and Website Pages Within BizStackPro – BizStackPro Help Create Dynamic Mega Menus within Funnels and Websites – BizStackPro Help DMARC Record Wizard – BizStackPro Help Funnel and Website Settings Overview – BizStackPro Help How to Add a Facebook Pixel to a Funnel – BizStackPro Help How to Add a Meta Tag for Google Search Console Domain Verification – BizStackPro Help How to Add a One Time Product in the Funnel Builder – BizStackPro Help How To Add a Privacy Policy and Cookies Pop Up – BizStackPro Help How to Add an FAQ to Your Funnel or Website – BizStackPro Help How to Add Facebook Pixel to Your Website – BizStackPro Help How to Add Multiple Chat Widgets – BizStackPro Help How to Add SEO Descriptions and Keywords to Your Ecommerce Store – BizStackPro Help How to Add Shipping Labels or Packing Slips for E-commerce Store Orders – BizStackPro Help How To Clone and Share Funnels – BizStackPro Help How to Connect Your Domain to a Funnel or Website – BizStackPro Help How To Create A Custom Website – BizStackPro Help How To Create and Add a Chat Widget to Funnels and Websites – BizStackPro Help How To Import Your Funnels from ClickFunnels – BizStackPro Help How To Redirect Domains (from www to non-www) – BizStackPro Help How To Redirect Domains in Cloudflare (for non-www and www) – BizStackPro Help How to Set Up Google Ad Precautionary Tracking Script – BizStackPro Help How To Set Up Payment Plans In Funnels – BizStackPro Help How To Set Up Your XML Sitemap – BizStackPro Help How to Test Payments in a Funnel or Website – BizStackPro Help How to Transfer a Domain to Cloudflare – BizStackPro Help How To Upload and Utilize A Favicon – BizStackPro Help Image AI in Funnels, Websites, and the Media Storage Tab – BizStackPro Help Implementing Funnel Best Practices – BizStackPro Help Photo Gallery in Funnels and Website Builder – BizStackPro Help Picture in Picture Mode for Funnels and Websites – BizStackPro Help Prebuilt Elements and Sections in Funnels & Websites – BizStackPro Help Security Headers for Funnels & Websites – BizStackPro Help SEO Suggester – BizStackPro Help Split Testing in Funnels – BizStackPro Help Understanding URL Paths – BizStackPro Help Using The Typography Preview In The Funnel & Website Builder – BizStackPro Help

General

General computer and file-handling guidance related to using BizStackPro. 1 guide.

How to Unzip/Zip a File – BizStackPro Help

Integrations

Connect BizStackPro with payment processors, social platforms, analytics, accounting, and other tools. 18 guides.

Facebook Conversion API Integration for Lead Events – BizStackPro Help Facebook Pages Missing in Page Selector Dropdown – BizStackPro Help Google Analytics 4 Setup – BizStackPro Help How To Integrate A Stripe Account – BizStackPro Help How to Integrate and Use PayPal – BizStackPro Help How to Integrate Your Facebook Account – BizStackPro Help How to Integrate Your Google Business Profile – BizStackPro Help How to Update Facebook Page Selection & Permissions – BizStackPro Help Integrate Google & Google Calendar – BizStackPro Help Local Services Ads + Reserve with Google – BizStackPro Help Mapping Facebook Form Fields – BizStackPro Help Private Integrations – BizStackPro Help QuickBooks Integration – BizStackPro Help Shopify Integration – BizStackPro Help Sync Your Invoices with Wave Accounting – BizStackPro Help TikTok Integration – BizStackPro Help WooCommerce Integration for E-commerce Stores – BizStackPro Help Zoom Integration – BizStackPro Help

WhatsApp

WhatsApp messaging, templates, contact eligibility, and chat widget setup. 3 guides.

Check if a Contact Can Receive WhatsApp Messages – BizStackPro Help Create a WhatsApp Template – BizStackPro Help Enable the Chat Widget for WhatsApp – BizStackPro Help

Lead Finder

Search for leads, add them to contacts, create campaigns, and begin follow-up. 4 guides.

Add Searched Leads to BizStackPro Contacts – BizStackPro Help Create New Campaigns in Lead Finder – BizStackPro Help Send Emails: Add Leads to an Automation in Lead Finder – BizStackPro Help The Three Searches in Lead Finder – BizStackPro Help

Mailgun

Mailgun DNS, replies, unsubscribe settings, and error-code help. 4 guides.

Change Unsubscribe Settings in Mailgun – BizStackPro Help Connect Mailgun to Your DNS Manager – BizStackPro Help Mailgun Error Codes Library – BizStackPro Help Set Up Replies in Mailgun – BizStackPro Help

Media Storage

Supported files, uploads, image storage, and media library management. 3 guides.

Media Storage: Supported File Types & Specifications – BizStackPro Help The Media Storage Tab – BizStackPro Help Upload Images & Use the Media Storage Tab – BizStackPro Help

Memberships

Courses, memberships, offers, products, access, users, analytics, certificates, and client portal tools. 32 guides.

Add a Chat Widget to Your Membership Section – BizStackPro Help Add a Customer to Membership, Course, or Offer – BizStackPro Help Build & Edit an Offer in Memberships – BizStackPro Help Client Portal Overview – BizStackPro Help Client Portal: Subscription Management – BizStackPro Help Create & Customize the Membership App (PWA) – BizStackPro Help Create & Edit Categories in Memberships – BizStackPro Help Create & Edit Posts in Memberships – BizStackPro Help Create & Manage Online Courses – BizStackPro Help Create a Certificate for Your Membership Course – BizStackPro Help Create a Membership One-Click Upsell – BizStackPro Help Customize Membership Settings – BizStackPro Help Customize the Membership Welcome Email – BizStackPro Help How to Use Membership Themes – BizStackPro Help Import Kajabi Courses with Course Migrator – BizStackPro Help Magic Links for Memberships – BizStackPro Help Manage Comments in Your Membership Section – BizStackPro Help Manage Users in the Client Portal – BizStackPro Help Manually Grant Access to Memberships – BizStackPro Help Member Analytics for Memberships – BizStackPro Help Membership Assessments & Quizzes – BizStackPro Help Membership Assignment Types – BizStackPro Help Membership Course Notifications – BizStackPro Help Membership Products & Offers Overview – BizStackPro Help Membership Settings: Site Details – BizStackPro Help Membership Statuses – BizStackPro Help Offer Validity & Access in Courses – BizStackPro Help Resending Membership Credentials – BizStackPro Help Revenue Analytics for Memberships – BizStackPro Help Set Up a Coupon for Memberships – BizStackPro Help Set Up a Subdomain for Memberships – BizStackPro Help Setup Drip Content for Subcategories – BizStackPro Help

Mobile App

LeadConnector mobile app navigation, contacts, conversations, calendars, payments, media, and troubleshooting. 17 guides.

Collect Service Calendar Payments on Mobile – BizStackPro Help Conversations AI in the Mobile App – BizStackPro Help Creating Products, POS & Tap to Pay in the Mobile App – BizStackPro Help LeadConnector Mobile: Group Chat – BizStackPro Help Media Library in the Mobile App – BizStackPro Help Mobile App Troubleshooting for LeadConnector – BizStackPro Help Navigating the LeadConnector Mobile App NMI, Authorize.net, and Square for POS & Mobile Payments – BizStackPro Help Point-of-Sale Tax and Discount Checkout Overview – BizStackPro Help Social Planner – Mobile App – BizStackPro Help The Estimates Tab in LeadConnector Mobile App – BizStackPro Help Using The LeadConnector Mobile App: Calendar and Appointments – BizStackPro Help Using The LeadConnector Mobile App: Contacts – BizStackPro Help Using The LeadConnector Mobile App: Conversations – BizStackPro Help Using the LeadConnector Mobile App: Documents & Contracts – BizStackPro Help Using The LeadConnector Mobile App: Invoicing – BizStackPro Help Using The LeadConnector Mobile App: Reputation and Reviews – BizStackPro Help

Opportunities

Pipelines, opportunities, imports, exports, custom fields, management, and recovery. 7 guides.

Custom Fields for Opportunities – BizStackPro Help How to Create and Edit Pipelines – BizStackPro Help How To Export Opportunities – BizStackPro Help How to Import Opportunities Using a Single CSV File – BizStackPro Help How to Manage Opportunities – BizStackPro Help How To Restore Deleted Opportunities – BizStackPro Help Opportunities Overview – BizStackPro Help

Payments

Payments, invoices, products, subscriptions, orders, contracts, documents, taxes, refunds, and integrations. 68 guides.

Abandoned Cart Notifications: Delivery Management & Template Personalization – BizStackPro Help Adding Optional Items to Documents & Contracts – BizStackPro Help All Available Payment Options in the Payments Tab – BizStackPro Help Apple Pay and Google Pay Invoices or Text2Pay Links – BizStackPro Help Auto Payments in Recurring Invoice Templates – BizStackPro Help Automatic Receipts for Order Forms and Calendar Payments – BizStackPro Help Automatic Taxes for Payment Links – BizStackPro Help Available Testing Cards for Payment Integrations – BizStackPro Help Capturing Initials in Documents & Contracts – BizStackPro Help Checking Documents & Contracts within Contacts – BizStackPro Help Countries Supported for Payments Through NMI – BizStackPro Help Creating Recurring Invoices – BizStackPro Help Creating Shipping & Delivery Rates – BizStackPro Help Customizing Email Subject Lines for Documents & Contracts – BizStackPro Help Default Gateways for Payment Integrations – BizStackPro Help Delivering Digital Products in E‑commerce Stores – BizStackPro Help Documents & Contracts: Global Settings – BizStackPro Help Documents & Contracts: Preview Email Templates, Add CC Recipients, and Link Email Templates – BizStackPro Help Documents & Contracts: Product List Element – BizStackPro Help Documents & Contracts: Recurring Products in Product List – BizStackPro Help Estimates in Payments – BizStackPro Help Guide to Using Partial Payments for Invoices – BizStackPro Help How to Add Automated Invoice Reminders – BizStackPro Help How to Configure BNPL for Invoices – BizStackPro Help How to Create a Document or Contract with Multiple Signatures – BizStackPro Help How to Create Custom Invoice Notifications – BizStackPro Help How to Create Product Payment Links – BizStackPro Help How to Create, Manage, and Void Invoices – BizStackPro Help How To Customize The Tax Settings in Your Payments Section – BizStackPro Help How to Enable Auto-Payment on Payment Schedules in Invoices – BizStackPro Help How to Import Products From Stripe – BizStackPro Help How to Import Products Via CSV – BizStackPro Help How to Integrate Authorize.net – BizStackPro Help How to Manage Payment Methods Displayed with Stripe Integration – BizStackPro Help How to Process Refunds – BizStackPro Help How To Use The Orders Tab in Your Payments Section – BizStackPro Help How To Use The Transactions Tab in Your Payments Section – BizStackPro Help Import Old Invoices Using CSV – BizStackPro Help Import Transactions and Orders into BizStackPro via CSV Files – BizStackPro Help In-Depth Look at Coupons – BizStackPro Help Invoice Creation After Document/Contract is Signed – BizStackPro Help Invoice Email Templates – BizStackPro Help Invoice Payments via Bank‑Only Transfers (SEPA & ACH) – BizStackPro Help Invoice Settings – BizStackPro Help Invoices: How to Add Tips – BizStackPro Help Managing Failed Subscription Payments with Open Invoices – BizStackPro Help Manual Payment Methods for E‑commerce, Order Forms & Forms/Surveys – BizStackPro Help Manually Charging Contacts – BizStackPro Help Negative Line Priced Items for Invoices – BizStackPro Help NMI (Network Merchants Inc.) Integration – BizStackPro Help Opportunity Custom Values in Document & Contract Templates – BizStackPro Help Overview of Documents & Contracts – BizStackPro Help Partial Fulfillment of Orders – BizStackPro Help Payment Links – BizStackPro Help Point‑of‑Sale Checkout (Taxes & Discounts) – BizStackPro Help Product Catalog in Point-of-Sale – BizStackPro Help Product Collections – BizStackPro Help Public Document Links for E‑Signing – BizStackPro Help Recurring Products in E‑commerce Stores – BizStackPro Help Setting Up Buy Now Pay Later (BNPL) for Online Store Sales – BizStackPro Help Setting Up Buy Now Pay Later (BNPL) for Payment Links – BizStackPro Help Setting Up Product Inventory – BizStackPro Help Square Integration for Processing Payments – BizStackPro Help Streamlining Payments: Automated Receipts, Text2Pay Links, and ACH Direct Debit – BizStackPro Help Subscriptions Tab – Overview & Management – BizStackPro Help Update Subscription Payment Method – BizStackPro Help Using Floating Text Fields in Documents & Contracts – BizStackPro Help Utilizing Document Variables in the Document Builder – BizStackPro Help

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