Welcome To The Scaling Engine Support Portal

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Below you'll find our training and support videos for the fastest help. If you still need additional assistance, reach out to us below.

SUPPORT

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Email: support@scalingengine.com

Call or Text Us: (606) 755-7012

QUICK START

Platform Overview

Dashboard Overview

Navigation Overview

Launchpad Integrations

SCALING ENGINE LEADS

Adding a New Campaign

Adding Leads Campaign in Drip Mode

Adding your Leads to CRM Program

Expanding your Search & Getting the Most Results

The Three Different Types of Search

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

Adding A Payment

Adding A Blog / Using Blog Editor

Adding A Blog to a website or funnel

Adding A Team Calendar

Adding An Invoice

Lead Connector

Gmail Sync

Trust Center


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

Funnel organization

Split Testing

Website And Funnel Builder overview

Sections ,Rows, Elements

Creating templates and Globals

Adding a blog to your site

Adding a blog Entry

WORKFLOWS & AUTOMATION

What is a Workflow?

Workflow Tools

Creating a Workflow

Troubleshooting Workflows

Conditions & Dynamic Workflows

Adding Contacts to Workflows

Workflow Recipes

Workflow Actions

Workflow Organization

New Triggers Video

PAYMENTS

Payments Overview

Using Quick Pay

Sending Proposals & Estimates

AI TOOLS

COMING SOON!

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

Affiliates

Affiliate overview

Adding Affiliates

Crreating an affiliate campaign

Communities

Documents

support@scalingengine.com

(606) 755-7012

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