Fern CRM Help Docs – How to use the only CRM designed for growing do-good brands

Fern CRM Help Docs – How to use the only CRM designed for growing do-good brands Skip to content

Fern CRM Help Docs

Glossary
Log Into Your CRM Dashboard
All Tutorial Videos

How can we help?

Billing

How To Cancel Your Fern CRM Account
How To Downgrade Your CRM Subscription To A Smaller Plan
How To Upgrade Your CRM Subscription
Pay-As-You-Go Features And Prices

CX Assets

Coaching Package [Template]
Monthly Membership [Template]

IT Support

How To Get Tech Support
Book Time With One Of Our Experts
How To Turn Off Payment Methods Like Klarna, Afterpay, Etc.

Main

Widget Dashboard
- Articles coming soon
Conversations Tab
- Articles coming soon
Calendars Tab
- Articles coming soon
Contacts Tab
- Articles coming soon
Opportunities Tab
- Getting Started 4 ~ Create & Automate Pipelines, Opportunities
Payments Tab
Marketing Tab
- How To Quickly Connect Your Social Media Accounts To Fern CRM
- How To Use The Social Media Planner
Automations Tab
- Articles coming soon
Sites Tab
- Funnels
  - How To Test Your Sales Funnels
- Chat Widget
  - Articles coming soon
Memberships
- How To Easily Import Your Courses From Kajabi
- Getting Started 6 ~ Setting Up Your Client Portal, Courses, Communities

How To Navigate Your New Fern CRM Account

Settings

Custom Fields
- List of Default Custom Values & Custom Fields
Custom Values
- How To Edit & Use Custom Values [Quick Version]
- List of Default Custom Values & Custom Fields
Integrations
- Facebook Pages missing in Page Selector Dropdown during integration.
Email Services
- How To Set Up Your Dedicated Email Domain [Tech Steps]
Getting Started
Domains
- When, Why, How To Use Cloudflare For Your DNS Records

Glossary Of Terms Used In Fern CRM

Email

Strategy
- Dedicated Email Domain Strategy
- Why You NEED An Unsubscribe Link In Your Emails [Strategy]

How To Add An Unsubscribe Link To Emails
How To Fix A Bounced Email In Contact Profile
How To Set Up Your Dedicated Email Domain [Tech Steps]

Newest Articles

How To Add One Section To Multiple Web Pages
Monthly Membership [Template]
Getting Started 6 ~ Setting Up Your Client Portal, Courses, Communities
Getting Started 5 ~ Accepting Payments
When, Why, How To Use Cloudflare For Your DNS Records

Recently Updated Articles

Pay-As-You-Go Features And Prices
How To Set Up Your Dedicated Email Domain [Tech Steps]
How To Upgrade Your CRM Subscription
How To Cancel Your Fern CRM Account
List of Default Custom Values & Custom Fields

Maybe one of these?

Popular Articles

Book Time With One Of Our Experts
List of Default Custom Values & Custom Fields
Coaching Package [Template]
Glossary Of Terms Used In Fern CRM
How To Get Tech Support

Newest Articles

How To Add One Section To Multiple Web Pages
Monthly Membership [Template]
Getting Started 6 ~ Setting Up Your Client Portal, Courses, Communities
Getting Started 5 ~ Accepting Payments
When, Why, How To Use Cloudflare For Your DNS Records

Recently Updated Articles

Pay-As-You-Go Features And Prices
How To Set Up Your Dedicated Email Domain [Tech Steps]
How To Upgrade Your CRM Subscription
How To Cancel Your Fern CRM Account
List of Default Custom Values & Custom Fields

Frequently Asked Questions

Ask us questions so we know what to add here!

We'll add FAQ's here as soon as we get questions from all of you.

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Or, click on any tag to see all articles related to that topic:

Actions
Affiliate manager
Automations
Beginner level
Branding
Business info
Certificate
Checkout forms
Client portal
Community platform
Conditional logic
Contact info
Coupons
Course platform
CSS

Email domain
Email marketing
Email reputation
Facebook
Forms
Instagram
Intermediate level
Invoices
Kajabi
LinkedIn
Notes
Offers
Page builder
Payment integrations
Pinterest
Products

Signature
Social media
Staff
Stats
Strategy
Text formatting
Threads
TikTok
Trigger links
Triggers
Troubleshooting
Tutorials
Your CRM subscription
Your payments
YouTube

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