Welcome To the ENTRESOFT Tech Portal
Please watch the videos or review how to connect with a team member.
ENTRESOFT TECH PORTAL
Welcome to the ENTRESOFT tech portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, click the "?" icon in the top-right of Entresoft and use the live chat feature.
ENTRESOFT
Welcome to the ENTRESOFT support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.
SUPPORT PORTAL
HOW TO GET ENTRESOFT SUPPORT
Tutorials: Review this Portal for the topic you need.
FAQ: Click the "?" icon in the top right of Entresoft. Search our article base by keyword.
Live Chat: Using the same "?" feature, find our Live Chat feature in the bottom right.
(Hours are 9am - 4pm PST, M to F)
Level 2: If Live Chat requires help, they'll create a Support ticket with one of our Entresoft Experts for Level 2 Support.
QUICK START
Platform Overview
Dashboard Overview
Navigation Overview
Launchpad Integrations
BUSINESS SETUP
Business Setup
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Adding and Using Tags
WEBSITE & FUNNEL BUILDER
Differences in a Funnel or Website
Website & Funnel Builder Overview
Sections, Rows, Elements
Adding Elements to Your Page
Creating Templates and Global Areas
Building A Form
Building A Survey
Connecting a Domain To Your Funnel Or Website
Building the Navigation For Your Website
Importing a Clickfunnel's Funnel
SEO Metadata On Each Page
Adding Tracking Code to Your Site
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership offers
Membership settings
Social Planner
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
PAYMENTS
Payments Overview
Invoices Coming Soon
Quick Pay
Integrating with Stripe Coming Soon
BLOGS
Blogs Overview
Adding a Blog to a Website/Funnel
CONNECT
Reach out to us!