Web Geek’s
Support Library
Through our instructional and directional articles and video, our goal is to offer as much informational assistance to our clients as possible. Should you need further assistance please send us a support ticket and a team member will contact you within 24 business hours.
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Contacts – Tasks And Notes
The Benefits Of Using The Tasks And Notes Features Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Every job requires tasks. Some we do for our boss, others we do for our clients. No matter who we do them for, it's a good idea to keep a record of...
Using The Company Section Of Our Contacts Area
Separating Customer From Company Contacts In this video Allie links a contact that is already in the system to a company. To find out how to add a contact click Here. Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. In business, we don't just deal with customers and leads...
Adding A Contact To Your Contacts Area
Keeping All Of Your Contacts In One Place Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. We all have a place to keep contact information, some people use physical address books, and some people store them on their phones or online. However, if we don't add any contacts to...
Communicating By Email And SMS
How to Use Your Messaging Hub In this video, Allie sends a message to a contact already in the system. You can learn more about contacts Here. Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Communication is an essential part of any functioning business. Every day, businesses communicate, both...
An Introduction To Our Contacts Feature
Addresses, Phone, Numbers And Much More, All In One Place! In this video Allie mentions surveys created with Web Geeks Marketing Platform, find the accompanying video Here Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Having a collection of contacts is vital to both the business and non-business world...
Viewing And Responding To Messages From Our Marketing Platform
Seeing All Of Your Conversations In One Place Transcript ↓ Hi. I'm Allie, our AI powered, training personality. Web Geeks Marketing Platform allows you to keep all of your conversations in one place. Imagine how much easier it would be to view all of your emails, SMS and social media...
Creating A Workflow For Data Collection From Chat Widgets
Empowering Your Business With Data Collection Transcript ↓ Hi, I'm Allie, our AI powered, training personality. Data Collection is a vital part of running a business, you need to know who your customers are, and how you can help them. One of the ways we can collect information is via...
Creating A Blog Post With WordPress
Sharing Your News With The World Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Does your business struggle when it comes to content-marketing? Are you ever at a loss for ideas when it comes to generating good solid content to send out to the world? Well, one of the...
How To Log into Your WordPress Website
Accessing The The Development Area Transcript ↓ Hi, I'm Allie, Our AI Powered, training personality. WordPress, is an amazing tool, for website creation and management. With so many ways to customise your website, you can make sure that your brand's site is just the way you want it! However, once...