Tag - branding

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

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

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 We do our best to keep these Help Docs updated, so please let us know asap if you see any errors or outdated info.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 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