Knowledge Base | Infinity Interface

Get Started

19

How can I access new features inside Infinity Interface?
How can I connect my Instagram/Facebook DM to Infinity Interface?
How can I get support?
How do I add additional users to Infinity Interface?
How do I change my Profile Settings?
How do I connect Infinity Interface with Zapier?
How do I connect my Domain name to infinity interface
How do I connect my Domain name to Infinity Interface?
How do I connect my Zoom & Google Account?
How do I connect Stripe and PayPal?
How do I connect Stripe and PayPal?
How do I edit my Business Settings?
How do I import my contacts from another provider?
How do I purchase and connect my phone number
How do I warm up my email list?
Is there a infinity interface walkthrough?
Is there an Infinity Interface walkthrough?
What are Custom Values?
What should I do first in Infinity Interface?

Email Marketing

8

How do I achieve compliance with new Google and Yahoo requirements?
How do I add in my own email sending domain?
How do I scrub my email list?
How do I Send an Email Newsletter or Campaign?
How do I set up my Branded Unsubscribe Funnel?
What is the difference between automation email marketing and campaign email marketing?
Where can I find email templates?
Where do I find the Canva email header templates?

CRM (Contact Management)

6

How can I manually email or SMS message a contact?
How can I manually unsubscribe a contact?
How do I add in a single contact?
How do I import my contacts from another provider?
How do I manually add a contact to an offer?
What are contact tags and why should I use them?

Affiliate Program

2

How can I create my own Affiliate Program inside of infinity interface?
How can I join the infinity interface Affiliate Program?

Funnels

9

Can you give me a funnel dashboard overview?
Can you give me an individual funnel settings overview?
How can I clone a funnel?
How do I send a confirmation email when someone buys from me?
How do I send a confirmation email when someone buys from me?
How do I setup products and offers on my checkout page?
How does the funnel checkout page work?
How does the funnel page builder work?
Where can I find funnels inside of infinity interface?

Opportunity/Pipelines

2

How can I create automations to go with my Pipeline stages:
Sales Pipeline Training with

Social Media

1

How do I stop IG and FB DM’s from Flowing into the Conversations Area?

Client Portal

5

How can I add a custom subdomain to my Client Portal?
How do I brand my Client Portal Login?
How Do I Migrate My Memberships Area To Client Portals?
How to setup branded client portal mobile app
What is the Client Portal?

Workshop Replays

2

03/27/2024 | Above the Fold with Samantha Burmeister
04/09/2024 | 3 Easy Ways to SEO Optimize Your Homepage for Google with Tianna Mamalick

The Opt-in Funnel (Lead Gen)

6

How can I add a form to my WordPress website?
Step 1:The Opt-In Form
Step. 2 | The Opt-in Funnel
Step. 3 | The Email Templates
Step. 4 | The Automation
Step. 5 | Testing and Stats

Calendars & Scheduling

14

How can I add a custom intake form on calendar bookings?
How can I edit the style and colors of my calendar?
How can I embed my calendar on my WordPress website?
How do I cancel or edit an existing appointment?
How do I charge for an appointment before booking?
How do I connect my Zoom Account for Calendar Appointments?
How do I create a calendar appointment?
How do I Create Reminder Emails When Someone Books An Appointment?
How do I embed my calendar on my website?
How do I find and share my calendar link?
How do I manually block off time on my calendar?
How do I manually create an appointment?
How do I set my calendar availability?
How do I sync my calendar with my Google or Outlook Calendar?

Courses and Memberships

6

How can I change the look and branding of my course?
How do I add in new modules and lessons to my course?
How do I change the main course title and information?
How do I create a new course?
Where do I find Courses and Memberships inside infinity interface?
Where do my clients go to login to my courses?

Phone System

1

A2P 10DLC Compliance System

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Client Portal

Client Portal

Learn about the new client portal and all of the features that come with it.

How can I add a custom subdomain to my Client Portal?
How do I brand my Client Portal Login?
How Do I Migrate My Memberships Area To Client Portals?
How to setup branded client portal mobile app
What is the Client Portal?

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