Category - Main

The terms pipelines and opportunities are often used interchangeably, but in truth, “opportunities” is mostly just what the tab says in the left sidebar of your Fern CRM account. So to keep things simple, we’ll typically use the word “pipelines” when talking about any of the pipeline or opportunity features. What’s Included In this tutorial, ... Read more

This article will show you how to turn off (or turn on) different payment methods that appear on your Fern CRM order forms, invoices, payment links, etc. This article is specifically about payment options related to your Stripe account integration, including Klarna, Afterpay, Affirm, Apple Pay, Google Pay, and more. If you’re looking for help ... Read more

We’ll add a full tutorial here soon, but in the meantime, we wanted to document this new feature that lets your customers get a product for free without needing to enter credit card info. First, create a coupon code for 100% off or a dollar amount discount. Then, open the funnel where the discounted products ... Read more

Fern CRM plays nicely with a handful of different payment processors including Paypal, Stripe, and Square. This article is going to show you how to connect your Fern CRM account to Stripe to get started. (If you’d rather add a different payment option, search the Help Docs for the one you want. If you still ... Read more

It only takes a couple of clicks per platform to connect all your social media accounts to Fern CRM. Once connected, you can start getting DMs in your omnichannel inbox, automate comment replies, and use the social planner to schedule/publish content and see all your stats from every platform in one side-by-side view. List Of ... Read more

Everything you ever wanted to know about publishing & scheduling posts, customizing for different platforms, editing images, checking the stats, and all the things you can do inside the Social Media Planner. We’ve already covered how to connect your accounts in another article here, so this one focuses on how to use the Social Media ... Read more

Tips for making all your web pages (website pages, sales funnel pages, customer experience pages, etc.) mobile-friendly so you can create an amazing experience for all your users, no matter which device they’re using. As with every Help Doc, we’ll add more tips/updates to this page as they become available. Page Builder Basics Once you’re ... Read more

Depending on the kinds of content you publish, you may want to add an indent to the beginning of some (or all) of your paragraphs. And simply clicking the Tab button does something completely different on most web-based tools, so that doesn’t work! (Pressing the Tab button is an accessibility feature that (usually) moves your ... Read more

There are 2 ways to save a section you’ve built on one page so you can use it on another page: (The page builder in Fern CRM works the same whether you’re in the Websites or Funnels area, so this works on any page you’re creating.) First, a quick definition: Section: an “element” in the ... Read more

The Kajabi Importer allows for simple migration of courses from Kajabi to the course platform inside Fern CRM. This guide provides step-by-step instructions to ensure a smooth transition. Prepare the import Before you hit the button to start moving things over, there are a few steps to make the transition more successful. Tips: These steps ... Read more

In Fern CRM, your courses, communities, client portal, affiliate manager, and your members’ account info all live in one place collectively called the “Client Portal.” You’re already familiar with Fern’s Client Portal ~ which we refer to as the “Action Center.” When you log into the Action Center, you’re logging into our courses, communities, and ... Read more