Welcome To the Agora Advantage & Compass CRM Help Center
Please watch the videos or use a support option below.
WELCOME TO AA SUPPORT!
Agora Advantage & Compass CRM
Please watch this Video first!
Please watch this short video above before submitting a ticket or requesting support. Thank you!
HELP CENTER CONTENTS
What resources will you find in the Help Center?
There are two types of resources are available:
COMPASS CRM & SUPPORT (available now)
Free Support
Help Center Videos below
CRM Topical Videos - in CRM back office
Open Office Hours - 1 times a week
24/7 Chat Support
Email Support & Quick Phone Calls
Zoom onboarding (new clients only)
Paid Support
Private Zoom sessions & training
Done-For-You websites, funnels & services
SEE MORE DETAIL BELOW
AGORA PLATFORM (new videos)
What is Agora Advantage?
The Agora Marketplace
Your Account Profile
Free Business Networking
The Agora Networking Community +
NOTE: Compass CRM videos are listed below.
Agora Advantage & Compass CRM
Welcome to the Agora Advantage & Compass CRM 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.
CRM SUPPORT PORTAL
SUPPORT
Email: [email protected]
Phone: (844) 544-4411
Chat: Use Chat bubble after you log in to your CRM account at https://app.AgoraAdvantage.com
Support Ticket: Use the Submit Ticket button above to send us a support ticket. We suggest you first try our support videos or chat for quicker service.
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
Add a blog
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
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
Add Members to Product Updates Feature
Membership Magic Links
Membership Offers
Membership One Click Upsell
Membership Comments
Membership Section - Locked Course Content
Customize Membership Email
Drip Email in Memberships
Membership settings
Membership Video Downloads & 1080p Hosting
SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
PAYMENTS
Payments Overview
Quickpay
Invoices
Ultimate Business Automation Snapshot
A-101. New Leads Pipeline Automations
A-102. Nurture Campaigns
A-103. Lost/Inactive Contact > Promo Sales Offers
Z-001. Calendars & Confirmations
Z-002. Cancelled/No Show & Reschedule
Z-003. Chat Widget & Contact Us Form
Z-004-A. Review Requests
Z-004-B. Review Requests
Z-005. Twilio # (Incoming, Missed, Text Messages
Z-006. Transition CTA Form - Email Opt-in Lead
Z-008. Text (SMS) Marketing
Z-009. Holiday Messages Send To All Contacts
Z-014. Refer Us to Friends and Family
Z-015. List Clean Up/Unsubscribe
Z-016. Re-subscribed to SMS by replying START
SMB-Z-17-Bonus Work Flow Hack
CONNECT WITH US
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