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 &...
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...