Encyclopedia

C

Create and Send a Basic Document

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

Connect Mainflow E-Signature to Google Drive

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

Conditional Sections in Email Editor

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

Content Blocks in Email Editor

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

Compose Email in MainFlow

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

Campaign Summary & Actions

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

Custom Fields in Mainflow E-Signature

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

Creating and Managing Tasks

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

Creating a New Board

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

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…

Cancel a Booking

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

Configure Availability

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

Creating Tasks via Incoming Webhooks

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

Configuring Notification Settings

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

Customizing Card View Preferences

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

Creating and Managing Stages

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

Create a Booking Availability

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

Create New Events

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

Create a New Host

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

Collective Booking Event

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

CheckBox Field in Mainflow

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

Country List Input Field in Mainflow

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

Checkable Grid Input Field in Mainflow

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

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…

Custom HTML Field in Mainflow

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

Custom Payment Amount in Mainflow

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

Color Picker Field in Mainflow

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

Chained Select in Mainflow

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

Custom Submit Button Field in Mainflow

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

Customer Support Portal Dashboard

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

Creating Products to Categorize Tickets

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

Create Business Inbox Initially

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

Customize Your Customer Portal with Gutenberg Block

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

Close Ticket Silently

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

Custom Fields

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

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…

Creating and Managing Polls 

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

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…

Course Links

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

Course Enrollment Management

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

Course Privacy 

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

Creating and Managing Course

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

Creating & Managing Posts

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

Customizing Login/Signup Form 

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

Customize your Portal 

You can easily customize the user interface (UI) features of your portal to enhance your…

Color Customization

You can customize the color of almost everything in mainflow (e.g., Navbar, Sidebar, Feed, Content, Link, Text, Button, etc.) according to your preferences….

Compliance

Mainflow helps you with data protection and other compliance issues by offering specific settings to…

Custom Contact Fields

Adding Custom Contact Field When you need additional fields to gather information for your business, you…

Creating Automation and Its Editor

The most important use of the mainflow is to use the Automated Actions based on some…

Company Module 

Adding Companies To learn how you can Add your desired Companies in the Contacts section, follow the steps with the screenshots below…

Load More
LANGUAGE