troubleshooting – Fern CRM Help Docs

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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 Hide Pages (Websites, Funnels, Stores, Blogs) From Search Engines

Quick and easy tips you can do inside your Fern CRM account that work for any web page (including funnel pages, etc.) built in Fern CRM. In this article, you’ll see how to hide individual pages or whole funnels/websites from search engines. We’ll cover how to add a snippet of code to your site’s header ... Read more

Formatting: How To Indent A Paragraph

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

Coaching Package [Template]

Have questions about the Coaching Package template? Let us know! You can add a comment below, post in the Fern Brain Trust community, or reach out to us privately using the chat widget in your Fern CRM dashboard. Click on any image to open it at its full size. Make sure to edit each trigger ... Read more

How To Easily Import Your Courses From Kajabi

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

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 Turn Off Payment Methods Like Klarna, Afterpay, Etc.

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

Book Time With One Of Our Experts

We have a calendar of tech support services you can use to book time with one of our experts. If you’re looking for help with your Fern CRM setup or you need help troubleshooting the problem before knowing what to fix, then this is the best way to get help quickly: Founding members get unlimited ... Read more

How To Quickly Connect Your Social Media Accounts To Fern CRM

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

How To Get Tech Support

If you’re experiencing an issue that you think might be a bug or error with the system, or even something you’d prefer to talk to us privately about for security reasons, please use one of the following support options. Report An Issue, Error, Or Anything That Isn’t Working Correctly Start by getting in touch with ... Read more

How To Fix A Bounced Email In Contact Profile

It happens to every business eventually. An email bounces and, if your Fern CRM system is setup correctly, the contact is tagged, DND is enabled, and someone on your team is notified to look into it. If you don’t already have that set up, get the done-for-you template from us! (Template includes the Bounced Email ... 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

Glossary Of Terms Used In Fern CRM

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

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

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