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Getting Started

12

General features
Getting started with Analytics
Getting started with Community
Getting started with Contacts & Email Marketing
Getting started with E-signature
Getting started with Landing Pages
Getting started with Meeting Booking
Getting started with Opt-in Forms
Getting started with Project Boards & Pipelines
Getting started with Social Media publishing
Getting started with Support Tickets
Introduction to Mainflow

Contacts & Email Marketing

61

Abandon Cart Automation
Abandoned Cart Settings
Actions
Add and Manage All Contacts
Advanced Features Settings
Advanced Filter
Automation Reports
Business Settings
Campaign Summary & Actions
Capturing Leads Remotely from Mainflow Forms
Company Module
Compliance
Compose Email in MainFlow
Conditional Sections in Email Editor
Contacts Dashboard
Content Blocks in Email Editor
Creating Automation and Its Editor
Custom Contact Fields
Double Opt-in Settings
Ecommerce Conditionals
Ecommerce Triggers
Email Actions
Email Campaigns
Email Sequence
Email Settings
Email Templates
Event Tracking Automation
Event Tracking Record
Event Tracking with Action Hooks
Event Tracking With Rest API
Export Contacts from Mainflow
Export-Import Automations
General & Dynamic Segments
Goals or BenchMark Actions
Import Contacts into Mainflow
Import from Other Plugins & Integrations
Incoming Webhooks
Integrated Contact Overview
Labels for Automations
Labels for Email Campaigns
LMS Actions
LMS Conditionals
LMS Triggers
Mainflow Advanced Configuration
Mainflow Global Settings
Membership Conditionals
Membership Triggers
Miscellaneous Actions
Opt-in Forms (Mainflow) Basic Configuration
Overview of Emails from mainflow
Primary Actions
Primary Automation Triggers
Primary Conditionals
Recurring Campaign
REST API
Smart Links
SmartCode In Editor of Email Templates
SMTP/Email & Bounce Handlers
Tools
WooCommerce Automation Actions
WooCommerce Subscription Triggers

SO ME Publishing

25

Blogger
Discord
Facebook
FS Poster keywords
Google Business
Instagram
LinkedIn
Mastodon
Medium
Odnoklassniki
Pinterest
Planner
Plurk
Reddit
Sharing Media
Telegram
Threads
TikTok
Tumblr
URL shorteners
VK
WordPress based site
X (Twitter)
Xing
YouTube Community

Meeting Booking

38

Add your Booking Form to the Front-end
Apple Calendar Integration with Mainflow
Availability Management
Booking Details
Cancel a Booking
Collective Booking Event
Configure Availability
Create a Booking Availability
Create a New Host
Create New Events
Dashboard Overview
Enable the Team Page in mainflow
Frontend Panel
Global Email Settings
Google Calendar/Meet integration with Mainflow
Group One-off Event
Host Settings
Host/User Access Management
How to Enable Landing Page for Your Host
Import, Export and Clone Events
Mainflow Shortcodes
Modify Event Details
Nextcloud Calendar Integration With Mainflow
Outlook Calendar Integration with Mainflow
Pass Default Booking Information to the URL
Paypal Integration with Mainflow
Set Booking Advanced Settings
Set Booking Limits
Set Booking Questions
Set Booking Summary Email
Set Round Robin Bookings
Single One-off Event
Stripe Integration with Mainflow
Take Payment in Bookings
Twilio/SMS/WhatsApp Integration
Webhook Integration with Mainflow
WooCommerce Integration
Zoom Integration with Mainflow

E-signature

32

Access Denied Message
Add Custom Message to Email Feature
Adopting Your eSignature and eSign Contract
Basic Extensions for the Plus license
Connect Mainflow E-Signature to Google Drive
Create and Send a Basic Document
Creating and Sending a Basic Document in Mainflow
Custom Fields in Mainflow E-Signature
Document Portal for Mainflow E-Signature
Email Sending Issues
Excluding E-Signature Pages from Caching in Mainflow
Exporting PDFs with Different Languages
Hiding the E-Signature Menu for Unauthorized Users in Mainflow
How do I exclude E-Signature pages from caching?
How to Add Signer Input Fields
How to Assign an Approval Signer (to a Stand Alone Document)
How to Attach Signed PDFs to Emails
How to Attach Signed PDFs to Emails
How to CC Someone on a Document with Mainflow E-Signature
How to collect Multiple Signers on a Stand Alone Document
How to Increase the Memory Limit
How to Insert Easy Digital Downloads Data into a Contract Workflow
How to Insert WooCommerce Data into a Contract Workflow
How to Set Up Formidable Forms and Mainflow E-Signature
How to Set Up Ninja Forms and Mainflow E-Signature
Mainflow Document Portal for E-Signature
Mainflow E-Signature Billing
Mainflow E-Signature Default Page
MBString multibyte support
Open a Support Conversation
Syncing Mainflow E-Signature Documents to Google Drive
UTC Time Stamp

Project Boards & Pipelines

27

Adjusting menu Position
Board Menu/Settings
Boards View
Configuring Notification Settings
Creating a New Board
Creating and Managing Stages
Creating and Managing Tasks
Creating Tasks via Incoming Webhooks
Customizing Card View Preferences
Daily Reminder Settings
Import Boards from Asana
Import Boards from Trello
Introduction to mainflow boards
Mainflow Dashboard Overview
Mainflow License Activation
Mainflow Profile and Task Overview
Mainflow Reports
Mainflow Roadmap Overview
Managing Member Roles
Onboarding Your First Board
Overview of Board
Recurring Task
Setting Up the Frontend Portal
Stage Default Assignee
Task Actions Explained
Time Tracking for Tasks
Using Task Templates

Opt-in Forms

62

Action Hook Field in Mainflow
Address Input Field in Mainflow
Chained Select in Mainflow
Checkable Grid Input Field in Mainflow
CheckBox Field in Mainflow
Color Picker Field in Mainflow
Country List Input Field in Mainflow
Creating a Multi-Step Form in Mainflow
Custom HTML Field in Mainflow
Custom Payment Amount in Mainflow
Custom Submit Button Field in Mainflow
Dropdown Field in Mainflow
Dynamic Field in Mainflow
Email Address Input Field in Mainflow
File or Image Attachment in Email Notification
File Upload Input Field in Mainflow
Form Layout Settings in Mainflow
GDPR Agreement Field in Mainflow
hCaptcha in Mainflow
Hidden Input Field in Mainflow
How to Add Fields to Mainflow
How to Create a Form with mainflow
How to Create an Inline Form with Mainflow
How to embed your forms directly in Gutenberg layout
How to Use Your Forms as Widgets on Your Sidebar or Footer
Image Upload Input Field in Mainflow
Introducing the Elementor Widget
Item Quantity in Mainflow
Mainflow Forms
Mainflow with Oxygen Builder Widget
Mask Input Field in Mainflow
Multiple Choice Field in Mainflow
Multiple Column Containers in Mainflow
Name Input Field in Mainflow
Net Promoter Score in Mainflow
Numeric Calculation in Mainflow
Numeric Input Field in Mainflow
Password Input Field in Mainflow
Payment Field in Mainflow
Phone/Mobile Input Field in Mainflow
Quiz Score in Mainflow
Radio Button in Mainflow
Range Slider Field in Mainflow
Ratings Input Field in Mainflow
reCAPTCHA in Mainflow
Repeat Container Field in Mainflow
Repeat Input Field in Mainflow
Rich Text Input Field in Mainflow
Save Progress Button in Mainflow
Section Break in Mainflow
Send Users Email Notification with Forms
Setting up Admin Email Notifications in Mainflow Forms
Shortcode Input Field in Mainflow
Signature Field in Mainflow
Simple Text Input Field in Mainflow
Subscription Field in Mainflow
Terms & Conditions Field in Mainflow
Text Area Input Field in Mainflow
Time & Date Input Field in Mainflow
Using and Customizing Pre-built Quick Forms in Mainflow
Website URL Input Field in Mainflow
Weekly Email Summary

Support Tickets

56

Add More Attachments Type
Adding a Custom Ticket Submission Form
Adding Multiple Business Inboxes
Adding Support Staff/Agents
Advanced Filter Mainflow
Advanced Filter Save Search Feature
Agent Specific Tickets (My Tickets)
Agent Time Tracking
Auto-forward From Google Workspace (G Suite) to Mainflow
Automatic Ticket Closing
Automatic Workflow
Bookmark Tickets
Bulk Action in Tickets
Change Amazon Lambda Cloud Processing Service for Email Piping
Close Ticket Silently
Create Business Inbox Initially
Creating A Ticket On Behalf Of The Customer
Creating Products to Categorize Tickets
Custom Fields
Customer Support Portal Dashboard
Customize Your Customer Portal with Gutenberg Block
Dashboard Overview
Dynamic Dashboard
Email Piping For Email-Based Support Tickets
File Attachment Regulations
File Upload Integrations
Filtering, Sorting & Searching Tickets
Forward From Microsoft 365 Outlook Web Access (OWA)
Freshdesk (Freshworks) Ticket Migrator
Frontend Agent Portal
HelpScout Ticket Migrator
Internal Notes
Managing Email Notifications
Managing Tickets Using Discord
Managing Tickets Using Slack
Managing Tickets using Telegram
Managing Tickets Using WhatsApp
Manual Workflow
Merge Tickets
Navigate With the Keyboard Shortcut
Outgoing Webhook
Overall Activities
Permission Management for Agents
Reports and Stats
Saved (Templated) Replies
Setup Customer Support Portal With Global Settings
Shortcodes
Split Reply in New Tickets
Ticket Form Customization
Ticket Importer
Ticket Tags (Custom Tags)
View & Manage Ticket Entries
Web and Email-Based Settings In Business Inbox
Web-Based Settings In Business Inbox
Workflows & Automations
Zendesk Ticket Migrator

Community

44

Access Management Through Mainflow Tags
Activity Feed View
Activity Feeds
Color Customization
Course Enrollment Management
Course Links
Course Privacy
Creating & Managing Posts
Creating and Managing Course
Creating and Managing Polls
Customize your Portal
Customizing Login/Signup Form
Documents/Files for Course Lesson
Documents/Files for Space
Editing or Deleting a Space
Feature Settings
General Settings
Global Email Notifications
Handling Comments & Reactions
How to Create a Space
Leaderboard Management
Mainflow BuddyBoss Migration
Mainflow BuddyPress Migration
Mainflow Chat
Manage Members of Space
Manage Topic
Manager Settings
Managing Privacy of Spaces
Media Module
Member Management
Members List/Grid Layout View
Members Profile
Membership Invitation for Spaces
Menu Settings
Monetizing Your Courses
Monetizing Your Spaces
Portal Access Settings
Privacy Settings
Profile Notification Settings
Report/Analytics
Space Group Settings
Space Links
User Badge
Welcome Banner

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Introduction to Mainflow

Getting started with Contacts & Email Marketing General features

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