AI
- Connecting AI Studio Forms and Calendars to Your Account
- Getting Started with AI Studio in Captivation Hub
- Improve AI Studio Site SEO With Advanced SEO Support
- Notify Your Team Internally When Someone Submits an AI Studio Form or Books an Appointment
- Send Confirmations and Reminders for Bookings on AI Studio Calendars
- Route Different AI Studio Forms to Different Follow-Ups Using Filters
Mobile App
Phone
- Common SMS Errors
- Manual SMS
- Workflow Action: Send SMS
- SMS Compliance Settings
- SMS Best Practices
- Phone Message Policy
Emails
Social Media
- How to Add Pinterest Pins Using Social Planner
- Managing Social Media Comments Inside Social Planner
- Connect TikTok in Social Planner
- TikTok DMs & Comment Automations
- TikTok Integration
- How to Connect to Your Facebook Group for Use in the Social Planner
Integrations and Widget
- Customizing Your Chat Widget in Captivation Hub
- Getting Started with Chat Widgets in Captivation Hub
- Integrate TikTok Messaging
- How to Integrate Google Calendar with Captivation Hub
- How to Enable Business Office Hours in the Chat Widget
- How to Integrate Your Shopify Store with Captivation Hub
Funnels and Websites
- Custom Product Detail Pages (PDP) for Captivation Hub Stores
- Building Forms, Surveys, and Booking Pages in AI Studio
- Where to Find Your Form Submissions in Captivation Hub
- Troubleshooting FAQs: Funnels, Websites & Webinars
- Create and Launch Webinar Funnels
- Domain Transfer-Out
Campaigns (Automation)
Triggers
Payments
- Choosing One-Step or Two-Step Checkout for Your Store
- Setting Up an E-Commerce Online Store in Captivation Hub
- Packing Slip Enhancements: Order Notes & SKU Support
- What Happens When a Subscription Payment Fails?
- Setup Payment Links
- Connect Stripe
Blogs
- Getting Started With Blogs in Captivation Hub: Setup and Best Practices
- How to Set Up an RSS Feed for Blogs
- Xml Sitemap Generation for Blogs and Blog Categories
- How To Add A Category in Blogs
- How to Create a Blog Post
- Custom Fonts in Blogs
Memberships
- New Course Settings
- How to Grant Access to Membership Courses Using Workflows
- Getting Started - Launch a Course
- How to Add an Upsell to Your Courses in Captivation Hub
- Client Portal Overview
- How To Use Membership Themes
Site Builder
- How to Set Up Google Analytics (GA4) and Google Tag Manager for Superior SEO Analytic
- Picture in Picture Mode for Funnels and Websites
- How To Upload Images and Use the Media Library
- How to Create and Use a Coupon/Promo Code - One Step Form
- Custom Elements in the Site Builder
- Customizing Funnel and Website Colors
Reporting
- Attribution Report
- Facebook Ads Reporting
- Call Reporting
- How To Use The Dashboard
- Google Ads Reporting
- Appointment Reporting
Forms
- How to Customize Your Survey's Appearance
- How to Access and View Your Form Submissions
- Where to Find and Export Your Survey Responses
- Forms - How to Setup and Use Order Bumps
- Forms and Surveys: "Other" Option
- Quiz Builder Results Page
Workflow Triggers
- New Workflow Triggers in Captivation Hub: Review Received, Payment Failed, and Form Partially Completed
- Setting Up Agent Studio Triggers for Real-Time Starts
- Custom Date Reminders for Opportunities, Companies, and Custom Objects
- Inbound Email Trigger for Workflows
- Workflow Trigger - Quiz Submitted
- Workflow Trigger: Opportunity Created
Opportunities
Workflow Actions
- Workflow Action: Wait
- Workflow Action – AI Agent in Captivation Hub
- Workflow Action – Internal Notifications in Captivation Hub
- Add Task Action: Flexible Due Dates & Rich Text Descriptions
- How to Use the AI Assistant in Automations
- Workflow Action: Remove From All Workflows
Reputation Management and Reviews
Workflow
- Easily Drag and Move Workflow Nodes
- Field Pickers for Custom Values & If/Else in Workflows
- Workflows — A List of Triggers
- Workflow Trigger - Quiz Submitted
- Using the History Tab in Workflows
- How To Set Up Automated Calls And Voicemail Drops in a Workflow
Workflow Guides
- How to Use Notes in Automations
- Membership - Revenue Analytics
- How to Set Up Workflow Goal Events
- How to Build and Use an Unsubscribe Trigger Link
- Workflow Guide: Granting an Offer
- Workflow Guide: Sending Membership Credentials
Calendar
- Rentals Is Now Live for Everyone in Captivation Hub
- Using Calendar View for Rentals in Captivation Hub
- Managing Appointments With Appointment List View in Captivation Hub
- Calendar Pricing Controls: Global Booking Settings for Pricing & Coupons
- Communities Events: Live Room Support
- Schedule Community Events with Live Meetings
Contact Tab
- Advanced Filters in Smart Lists — Captivation Hub
- How to Create and Manage Smart Lists in Captivation Hub
- Customizing Your Contact Detail Page
- Documents
- Getting Started – Import Existing Contacts
- How to Create Subscriptions & Invoices from a Contact's Profile
Conversation Tab
- Getting Started with the Conversations Tab in Captivation Hub
- Conversations Usability Improvements
- Forbidden Message Categories for SMS and MMS in the US and Canada
- Using Filters and Bulk Actions in Conversations
- Contact Engagement Score
- How to Attach Files to an Email or SMS
Affiliate Manager
- Client Portal for Affiliates
- Affiliate Manager: Media
- Remove From Affiliate Campaign in Workflow
- Coupon Codes (Affiliate Manager)
- Add To Affiliate Campaign in Workflow
- Update Affiliate in Workflow