Can I import tags with CSV Importer?
Short answer: Yes! There are two ways you can import/update tags with CSV Importer Pro: You can tag contacts &...
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Company Tags
In Jetpack CRM you can set tags on almost all of the objects (since 3.0). You can add as many... -
How do we make our own tags, assign customers to these tags, and filter customers by these tags?
You can easily manage tags by clicking ‘Contacts -> Tags’ at the Jetpack CRM menu at the top. Add as... -
Sending Checkbox or Multiselect data into Jetpack CRM via API
Notice: We hope to start work on a new API (v3) soon, but in the meantime we’re sharing some useful... -
Create a Sequence
A sequence is a series of emails sent to contacts over a period of time. Create a new sequence by... -
Create a Broadcast
A broadcast is a single email that will be sent to contacts around the same time. Create a new broadcast... -
How to Automatically Tag Contacts
Version 1.3.5+ of our Automations extension lets you Automatically tag contacts based on your triggers and conditions. You can add... -
How to set up Livestorm for Jetpack CRM
Install the Jetpack CRM Livestorm Connector First up you need to head over to the Livestorm webhooks part of your account, then... -
ConvertKit Connector
Our ConvertKit connector lets you connect your CRM to ConvertKit and have your CRM contacts added to your ConvertKit list.... -
Refunds and Free Trials
The core features of the CRM (like WordPress’ Core features) are free for everyone to use. We do have premium...