intermediate level – Fern CRM Help Docs

Tag - intermediate level

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Monthly Membership [Template]
Every template comes with a detailed checklist of every step needed to make it work for your brand. So make sure you have it handy when going through this process. The Help Doc enhances the checklist, it doesn’t replace it. Have questions about the Membership template? Let us know! You can add a comment below, ... Read more
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 Test Your Sales Funnels
Before sharing the link to any sales page, checkout page, or invoice automation, it’s a good idea to test to make sure they’re working! We’ll add more tips and features to this page in the long run, but wanted to share this most basic of info right away. Testing the checkout/payment process You could test ... Read more
How To Add An Unsubscribe Link To Emails
Unsubscribe links are crucial to keeping your email reputation clean. Emails without an unsubscribe link violate email regulations and break Google and Yahoo’s terms for emails sent to their users. (If you’re interested in the details, read more about the legal requirements, fines, and impact on your email reputation here – https://help.ferncrm.com/articles/importance-of-unsubscribe-link/) And if your ... Read more