Settings – Fern CRM Help Docs

Articles

If you want to know what the labels mean or if we use a marketing term you’re not familiar with, hopefully this glossary of definitions helps. If you want more information about how to use the features described on this page, enter the term or feature in the search box to find a tutorial or ... Read more

Custom Fields

List of Default Custom Values & Custom Fields

This is a running list of the custom values and custom fields that are pre-built in every Fern CRM account. We do our best to keep these Help Docs updated, so please let us know asap if you see any errors or outdated info. Maybe it’s just me… But, when I’m building templates for y’all, ... Read more

Custom Values

How To Edit & Use Custom Values [Quick Version]

Custom values is one of the best parts of Fern CRM because it let’s you create short snippets of code to use on webpages, emails, text messages, contracts, invoices, and oh so many places that you can instantly update EVERYWHERE by changing the value in ONE PLACE. If that’s confusing right now, trust me you’ll ... Read more

List of Default Custom Values & Custom Fields

Integrations

Answers and how to's for common questions about integrating other tools with Fern CRM.

Facebook Pages missing in Page Selector Dropdown during integration.

The issue with Facebook Business Page(s) not showing up when you integrate FB with your CRM account is relatively common, and this article aims to help you troubleshoot that. How to fix the issue with FB pages not showing up in the Page Selector dropdown? You will start by going to your Facebook account. Followed by ... Read more

Email Services

How To Set Up Your Dedicated Email Domain [Tech Steps]

Fern CRM is one of the best tools for landing emails in the inbox I’ve ever seen. But it only works if it’s set up correctly. There’s one prep step before this process ~ pick a subdomain for your email engine to operate on. In a nutshell, it can be any subdomain on your website’s ... Read more

Getting Started

A list of tutorials for new users setting up their new Fern CRM account.

Getting Started 1 ~ Your Business Settings

Logging into your Fern CRM dashboard for the first time can be overwhelming, kind of like sitting in the cockpit of a spaceship or racecar for the first time. I mean, what the heck do all those buttons do????? So let’s tame the overwhelm a bit with some basic setup steps. The first thing we’ll ... Read more

Getting Started 2 ~ Create Your User Profile

Even if you’re the only team member in your business, you’ll need a “user” account for yourself so you can accurately configure things like your calendar availability, email signature, and more. And, because Fern CRM is designed to grow as your business grows, this sets you up for an easier transition when you do hire ... Read more

Getting Started 3 ~ Social Media Setup

There’s 2 different types of social media integrations inside your Fern CRM account. In addition to messages and posts, there’s a third social media feature you might be interested in ~ automated comment replies. This is where you can use the Fern CRM automations to instantly reply to comments and like/reply to the comment and/or ... Read more

Getting Started 4 ~ Create & Automate Pipelines, Opportunities

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

Getting Started 5 ~ Accepting Payments

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

Getting Started 6 ~ Setting Up Your Client Portal, Courses, Communities

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

Domains

When, Why, How To Use Cloudflare For Your DNS Records

I’m going to try to make this as easy to understand as possible because it’s a super complex topic but you only need to scratch the surface of it to succeed! First, a quick definition: Root domain: the URL you register and put your website on. For example, Fern CRM’s root domain is:ferncrm.com Subdomain: a ... Read more

How To Access And Modify Your Domain's Sitemap

Every proper website needs an XML sitemap to help search engines and other “good” bots know what’s included on your site and easily navigate it (so it can properly help humans find the things they’re looking for in search results.) Your Fern CRM account creates a separate Sitemap file for each of the “site domains” ... Read more

How To Create URL Redirects & Shortened URLs in Fern CRM

Creating short, branded vanity links is super easy in your 🌿Fern CRM dashboard. Some examples of when to use URL redirects: Step 1 ~ Open the URL Redirects page Open your CRM dashboard and click “Settings” in the left sidebar. Once you’re on the Settings side, scroll down on the left sidebar until you see ... Read more

Business Profile

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