Welcome To The Refundo Support Portal

Please watch the videos or use a support option below.

Please watch the videos or use a support option below.

Refundo

Welcome to the Refundo 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.

SUPPORT PORTAL

Schedule Onboarding Session:

Set up your 1 on 1 onboarding call, and get a quick overview of the platform and what to expect from the course.

SUPPORT

Chat: Use bubble below.

Support Ticket: Use the submit ticket button above to send us a support ticket.

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

SEO Metadata On Each Page

Adding Tracking Code to Your Site

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

Watch Videos

PIPELINE

What is a Pipeline?

Creating a Pipeline

Multiple Pipelines

Adding Customers to Pipelines

Automating Adding to Pipelines

MEMBERSHIPS

Membership Overview

Membership Product Setup

Membership offers

Membership settings

TICKET SUPPORT

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