Encyclopedia | Mainflow

Access Denied Message

If you are seeing the Access Denied Message, you are attempting to use mainflow E-Signature…

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Add Custom Message to Email Feature

Adding a custom message to your email invitations is an excellent way to add a…

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Add Project

You can create a Project from a Deal single by the Move to Project button but you…

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Add Deal

You can create a deal from a single lead using the Add to Deal Pipeline…

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Add Lead

Leads can be added manually or through our contact form integrations. This means that when…

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Add Package

Please note that this feature is not available to users on the freelancer plan. You…

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Add Contact Organization

For leads, deals, estimates, and invoices, there is always a contact associated with each. While…

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Add Contact Person

When you crete Lead, Deal, Estimate, Invoice, Project, etc then a contact will be created….

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Add Client

When you create a project under a contact, that contact will be considered a client….

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Adopting Your eSignature and eSign Contract

To adopt your signature and sign a document, click Sign Here to open the signature…

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Availability Management

Mainflow offers a dynamic Availability feature to streamline booking events. This feature simplifies scheduling and…

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Adjusting menu Position

You can personalize the position of the menu in your dashboard, allowing you to organize…

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Add your Booking Form to the Front-end

Adding your booking event to your website is easier with Mainflow. To display your booking form…

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Apple Calendar Integration with Mainflow

Integrating your Apple Calendar with Mainflow is quick and easy. Once integrated, you can track…

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Address Input Field in Mainflow

In mainflow, an Address input field can be used to collect a person’s full address (Street, City,…

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Action Hook Field in Mainflow

Action Hook is an option for developers to add the dynamic elements they want. It provides…

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Adding a Custom Ticket Submission Form

This article will guide you through the process required to add a custom ticket form in Mainflow using…

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Adding Support Staff/Agents

Mainflow allows you to add Agents / Staff for your tickets, as well as some Permissions and Settings for managing agents….

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Adding Multiple Business Inboxes

This article guides you on adding Multiple Business Inboxes using the mainflow for your site to ensure your multiple business…

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Advanced Filter Save Search Feature

Mainflow makes it easy to save your advanced filtered searches for tickets. Instead of setting…

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Add More Attachments Type

When submitting/replying to any ticket, mainflow allows certain types of Attachments with some specific regulations such as Photos, CSV, PDF/Docs,…

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Advanced Filter Mainflow

Advanced Filter in mainflow allows you to filter your tickets in advanced ways i.e., filtering tickets by…

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Automatic Ticket Closing

Mainflow allows you to Close Tickets Automatically where you can set which type of tickets will be closed automatically…

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Agent Specific Tickets (My Tickets)

Mainflow provides a helpful feature called “My Tickets” where you can easily view and filter…

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Automatic Workflow

A Workflow/Automation is a sequence of tasks that can be done Manually or Automatically using certain triggers and conditions to…

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Auto-forward From Google Workspace (G Suite) to Mainflow

This article will provide detailed guidelines on setting up automatic forwarding of all emails from…

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Agent Time Tracking

Mainflow makes it easy for agents to track time with the Agent Time Log feature….

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Activity Feed View

The Activity Feed in mainflow keeps members updated on recent posts, comments, and other activities. It offers…

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Activity Feeds

The Activity Feed is the heart of mainflow, where members can view, interact, and engage…

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Abandoned Cart Settings

With mainflow, you can automate the process of managing WooCommerce product abandoned carts. This article…

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Access Management Through Mainflow Tags

Mainflow allows you to automatically Join/Enroll the Members/Students and give them access to manage the Spaces/Courses based on mainflow Tags. This article covers detailed…

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Add and Manage All Contacts

Mainflow provides an excellent contact dashboard that represents all the necessary summaries of the activities. This…

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Advanced Filter

As we have seen and learned about the contact dashboard and also the General & Dynamic…

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Advanced Features Settings

Mainflow offers another Advanced Features Configuration under the Global Settings tab where you will find different advanced settings that…

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Automation Reports

Mainflow offers a Reports section for each Automation, helping companies analyze campaign data and customer interactions to improve their CRM strategy….

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Actions

Mainflow provides several actions, especially for Mainflow Sites, to trigger tasks automatically. Once automation is triggered, you…

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Abandon Cart Automation

With mainflow, you can automate abandoned cart recovery for WooCommerce, segment your customers by adding…

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Basic Extensions for the Plus license

What are the Basic Extensions that come with the Plus license? Extensions unlock the power of…

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Board Menu/Settings

Mainflow offers a comprehensive menu for managing your boards, providing you with options to customize…

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Boards View

Mainflow provides three dynamic board views, each designed to help you manage and analyze your…

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Booking Details

The Booking section in Mainflow contains all the information about your reservations. You can also…

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Bookmark Tickets

Mainflow allows the support agents to Bookmark their tickets to find them easily on the…

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Bulk Action in Tickets

Mainflow allows you to perform various Bulk actions e.g., replying to multiple tickets at once, closing or deleting…

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Business Settings

As an Email Marketing Application, It is necessary to have business details and a logo…

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Blogger

How To Auto-Publish And Schedule Posts On Blogger Option 1: Use the Mainflow Standard App to…

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Create and Send a Basic Document

There are two types of documents you can create with mainflow E-Signature: the basic document…

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Connect Mainflow E-Signature to Google Drive

When an E-Signature document has been successfully signed using your website, a copy of the…

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Checkboxes

Summary The Checkboxes field allows you to present one or many checkboxes which allow multiple selections. It is…

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Conditional Sections in Email Editor

Mainflow now includes an exciting new feature—Conditional Content Blocks! This allows you to personalize emails…

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Content Blocks in Email Editor

Paragraph Below is an example of a Paragraph Element: Lorem Ipsum is simply dummied text of the printing…

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Compose Email in MainFlow

Table of Contents• Email Editor• Email Styling Settings• Template Type• Simple Boxed• Plain Centered• Plain…

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Campaign Summary & Actions

After running an email campaign, you can view detailed statistics about the campaign from the…

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Capturing Leads Remotely

MainFlow Forms integrate seamlessly to manage subscriptions and contacts from opt-in forms, covering both the…

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Create Invoice

To create an Invoice just go to Dashboard Click on mainflow > Invoice Click on Create New Invoice or Let’s Start Creating button Then it will move…

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Create Estimate

To add an Estimate just go to the Dashboard Click on mainflow > Estimate Click on Create New Estimate or Let’s Start Creating button Then it will…

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Custom Fields in Mainflow E-Signature

What Are Custom Fields in Mainflow E-Signature? Custom fields allow you to collect essential signer input…

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Custom Fields

To add a new custom field, go to the Dashboard. Select Custom Fields from the Settings page. Custom Fields from Custom Field…

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Client Portal

Mainflow now features a client portal that allows your clients to view their projects, estimates,…

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Creating and Managing Tasks

You can effortlessly add and manage tasks in your boards using various features. Mainflow simplifies…

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Creating a New Board

Mainflow is a convenient tool that helps you efficiently manage your projects. Here’s a quick…

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Creating and Sending a Basic Document in Mainflow

In Mainflow, you can create two types of documents: Basic Documents and Stand-Alone Documents. This guide…

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Cancel a Booking

If you want to cancel a specific booking, click on the View Details button on the right…

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Configure Availability

Mainflow provides a convenient feature that allows you to create availability schedules for your bookings….

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Creating Tasks via Incoming Webhooks

Webhooks allow you to receive data from third-party platforms without needing to write code or…

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Configuring Notification Settings

Mainflow notification settings allow you to control how and when you receive alerts for board…

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Customizing Card View Preferences

To enhance the effectiveness of your Task Card View in Mainflow, you can personalize the…

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Creating and Managing Stages

Within your boards, you have the flexibility to create multiple stages to streamline your projects….

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Create a Booking Availability

Every business, big or small, needs an appointment scheduling system to make setting up appointments…

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Create New Events

Welcome to the documentation on creating a new booking in Mainflow. In this guide, we’ll…

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Create a New Host

With Mainflow, you can set your availability, and attendees can easily choose a suitable time…

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Collective Booking Event

The Collective Booking feature allows you to assign multiple hosts to a single meeting with…

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CheckBox Field in Mainflow

A CheckBox Field input field is an element that permits users to make a binary choice, i.e….

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Country List Input Field in Mainflow

The Country List allows users to choose a specific country from a list. This might be used…

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Checkable Grid Input Field in Mainflow

Checkable Grid is an excellent option for collecting feedback with multiple variables in an organized manner….

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Creating a Multi-Step Form in Mainflow

Form Step field allows you to create multi-step forms. Multi-step forms let you collect more data…

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Custom HTML Field in Mainflow

In mainflow, Custom HTML allows you to customize the form by putting your own HTML code or…

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Custom Payment Amount in Mainflow

In Mainflow, Custom Payment Amount is one of the Payment Fields. In order to use this field,…

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Color Picker Field in Mainflow

Color Picker is a color selection input field that allows you to choose your color formed…

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Chained Select in Mainflow

Chained Select is a dynamic dropdown field for creating dependent dropdowns from CSV data that dynamically…

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Custom Submit Button Field in Mainflow

In mainflow, the Custom Submit Button field is used to replace the default submit button of the…

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Customer Support Portal Dashboard

The Customer Portal is intended for direct use by end-users where users can view & use the…

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Creating Products to Categorize Tickets

Mainflow allows you to create multiple products for organizing your tickets and allows customers to…

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Create Business Inbox Initially

“Business Inboxes” is another amazing feature of mainflow which manages support tickets from multiple businesses and their accounts…

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Customize Your Customer Portal with Gutenberg Block

Mainflow (Customer Portal) Gutenberg Block empowers you to create a completely customized customer portal. You…

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Close Ticket Silently

Mainflow has an automatic ticket-closing feature that notifies the users via email when their ticket…

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Custom Fields

Custom fields are an advanced WordPress feature in mainflow that allows support agents to add extra information/fields…

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Creating A Ticket On Behalf Of The Customer

This article will guide you through the process required to create a ticket for any customer using…

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Creating and Managing Polls

Looking for a way to connect with your community and gather their feedback? Mainflow makes…

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Change Amazon Lambda Cloud Processing Service for Email Piping

This article will help you through the steps required to change your default Amazon Lambda Cloud…

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Course Links

Mainflow allows you to add Links to any specific Course. This article covers the detailed process of adding…

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Course Enrollment Management

This article covers the detailed process of Student Enrollment to courses in mainflow. Student Enrollment in Courses In mainflow, students…

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Course Privacy

Mainflow allows you to set whether your Courses will be Public/Private/Secret for the Students. This article covers the detailed process…

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Creating and Managing Course

In Mainflow, you can create a course and manage courses for the members of your…

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Creating & Managing Posts

In Mainflow, creating and managing posts lets members easily share updates, thoughts, images, or polls,…

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Customizing Login/Signup Form

You can customize your mainflow user Login page as you want. To do so simply…

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Explore 8 More Docs

Document Portal for Mainflow E-Signature

The Document Portal add-on for mainflow E-Signature can transform your website into a powerful client…

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Drop Down

Summary The Drop Down field allows users to select one option from a list. It is available under…

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Deal Settings

From this page, you can create new deal statuses, edit them, arrange them according to…

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Deal Details

To go Deal details just go to Dashboard Click on Mainflow > Deals. Click on a single Deal After…

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Download

To Download an Estimate/Invoice just go to Dashboard > mainflow From an Estimate/Invoice go to Preview & Share tab Click on the Download button. Then will appear a print…

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Daily Reminder Settings

In Mainflow, the General Settings section allows you to set up automatic task reminders for…

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Dashboard Overview

When you log in as an Administrator or regular user in the Mainflow plugin, the…

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Dropdown Field in Mainflow

The Dropdown menu is essentially a list that appears usually whenever a button is clicked. This allows…

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Dynamic Field in Mainflow

With the mainflow Dynamic Fields, you can create a dynamic section in your Forms that…

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Dashboard Overview

This article will give you an overall tour of mainflow’s Dashboard to make your journey smooth and easy…

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Dynamic Dashboard

Mainflow has an impressive new Dynamic Dashboard for user convenience. With this dynamic feature, customers can effortlessly…

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Documents/Files for Course Lesson

Mainflow allows you to securely upload and manage files within specific course lessons. These files…

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Documents/Files for Space

Mainflow enables you to securely upload and manage documents for specific Spaces. These files are…

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Double Opt-in Settings

Email Subject & Body The double opt-in email feature of mainflow acts as an extra layer of…

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Discord

How to add a Discord account to Mainflow Please follow the steps below to create a…

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Exporting PDFs with Different Languages

We love speed and performance! Because of this, we are currently saving PDF agreements only in…

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Email Sending Issues

If E-Signature emails are not being sent, the first thing you'll want to do is…

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Email Sequence

Table of Contents Create New Email Sequence Add New Sequence Email Email Sequence Subject Compose Email Import Email Template SmartCode Delivery Schedule Delay Time…

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Email Campaigns

Table of Contents• Create a New Campaign• Compose Email• Import Existing Email Template• Subject &…

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Email Templates

Table of Contents • Creating a New Email Template • Sending a Test Email from Email Templates •…

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Edit Invoice

To edit Invoicejust go to Dashboard Click on mainflow > Invoice Click on the Action button. Click on the Edit option.

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Estimate Settings

To Edit Estimate Setting just go to Dashboard Click on Propovoice > Settings Click on the Estimate tab Click on the Sub tab which section you…

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Edit Estimate

To edit Estimate just go to Dashboard Click on mainflow > Estimate Click on the Action button. Click on the Edit option.

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Exporting Leads

Since we don't have a bulk emailing feature, you can download the lead data and…

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Email Settings

To Edit Email Setting just go to Dashboard Click on mainflow > Settings Click on the Email Template tab Click on the Sub section which section…

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Edit Business

To Edit Business just go to Dashboard Click on mainflow > Settings Click on the General tab Click on the Business tab Fill up or change your…

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Edit Client

To edit Client just go to Dashboard Click on mainflow > Client Click on the Action button. Click on the Edit option.

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Excluding E-Signature Pages from Caching in Mainflow

Enabling caching on your site can enhance speed and performance, but caching should be disabled…

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Enable the Team Page in mainflow

Mainflow offers a Team Page feature, allowing attendees to easily select their preferred host when…

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Email Address Input Field in Mainflow

It is essential to have an email address input field in any form. Mainflow allows…

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Email Piping For Email-Based Support Tickets

You must set up Email Piping first to use the Business Inboxes for Email-based support channels in mainflow. This article will guide…

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Editing or Deleting a Space

Whether you need to update details or remove a Space, follow these simple steps: Edit a…

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Email Settings

The Email Settings define the default Mail From email address and Names that will be…

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Export Contacts from Mainflow

It is an essential feature of any platform that imports and works with data. Mainflow…

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Event Tracking Record

For Tracking Event Records create an Automation Funnel. Give an Internal Label and select Tracking Event…

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Event Tracking With Rest API

To create Event Tracking with REST API, go to the mainflow Settings then Click on…

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Event Tracking with Action Hooks

If you want to run Event Tracking with Action Hook then you will need a…

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Event Tracking Automation

Event Tracking in mainflow is a powerful tool that helps understand users’ actions and behaviors…

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Export-Import Automations

Mainflow allows you to Export and Import any specific Automation in JSON format. This article will guide you through exporting and importing your…

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Ecommerce Conditionals

Mianflow provides several conditionals for E-commerce Platforms like WooCommerce, Woo Current Order, Easy Digital Downloads, and AffiliateWP, allowing you to create conditional…

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Email Actions

Mainflow provides several actions, especially for Email Marketing, to automatically send emails to users. Once automation is triggered, you…

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Ecommerce Triggers

Mainflow provides triggers for E-commerce Platforms like WooCommerce, SureCart, Easy Digital Downloads, and AffiliateWP, allowing you to start an automation funnel…

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