ASSISTANCE
We're here to help you out
Initial setup
Getting started is easy with Clientify. Every week we have two sessions to get you off on the right foot and guide you along the way.
Daily sessions
In groups, hands-on practice, and with the Clientify experts so nothing holds you back.
Every day a new topic.
Help center
Questions from other users who have been where you are, sure to clear any confusion you may have.
Implement with help
We offer tailored support, always guided by our team of experts.
Webinars
Every Tuesday, everything you need to know to grow your business, explained step by step by our Clientify expert team.
Support chat
People who are here to assist you and answer your questions.
Enter the app, click on the chat icon at the bottom left, and ask away.
Tutorials
Specific and straightforward videos on functionalities, step by step, tips, or strategies to help you grow with us.
They do everything for you
If you want to simplify your work and have everything ready to go, contact one of our Partners and let them take care of everything.
Academy
Everything you need to know to grow your business in one place. Hundreds of courses and videos categorized by topic.
The Community
Every Contact counts and every Conversation too. Join in and get the most value possible from Clientify.
WhatsApp Group
Don’t miss anything and sell more by applying everything you learn in the WhatsApp group.
Clientify Blog
Articles, news, updates, explanations, and tips.
The blog you’ve always known, but better, Clientify style.
CLIENTIFY CUSTOMER ASSISTANCE
Got questions about a specific topic?
Find the answer:
COMMUNICATION
SALES
MARKETING
Marketing
Automation
Contacts
Forms
Tags
Campaigns
Chatbots
Landing pages
Lead scoring
Lead generation
Surveys
DNS
Reports
Extensions
ADMINISTRATION
Administration
Database
Configuration
Migrations
API
Partners
Frequently asked questions
SUPPORT CHANNEL
What people ask the most
Initial setup: step by step
Guide on how to set up your Clientify platform from scratch
How do I generate a URL for an image?
To generate the URL for an image, go to the
How can I add WhatsApp (direct) to the INBOX?
Integrating WhatsApp lines through Meta’s (Facebook) Cloud API means having the world’s main communication channel integrated…
How do I connect Looker Studio with Clientify?
Looker Studio (formerly Data Studio) is Google’s free tool. It’s a user-friendly feature…
How to get the green badge as an official WhatsApp business account?
A WhatsApp business account is how your company communicates directly with customers…
Workflow Segmentation Launcher
This launcher will allow you to start a workflow-type automation, which will let you add contacts to the automation…
Error (#551 This person is not available right now)
If you find that you can’t see someone’s profile on Facebook Messenger, there are a couple of possible reasons why…
Clientify Inbox: a 360° turnaround and how to get access.
The Clientify Inbox means having all your instant messaging in one inbox connected to your CRM…
IN THE ACADEMY:
These are the most loved courses
Mini-course: I'm in a hurry!
Short on time? Need results now? This is your course: start automating and achieving results for your business today.
Where do I start?
You’ve already set up Clientify, so what now?… Start with this course, we’ll guide you through the basics and help you get results today.
Communication Module
Learn how to optimize your marketing and sales strategies with the Clientify Inbox to create lasting relationships with your customers.
Clientify Sales Module
Manage and optimize your sales process and track all opportunities – Get more sales!
Clientify Marketing Module
Learn how to use the marketing module and achieve results by designing your own landing page, a funnel or your own email campaign
Looker Studio
AND IN THE BLOG YOU CAN LEARN A LOT ABOUT STRATEGY
