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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
This page is outdated and will be deprecated soon. At this time, all users start their free trial on the top Fern CRM plan (which is already the lowest price that HighLevel allows us to publicly sell it for.) You can change your subscription to the lower-price plan by going to “Billing” in the “Settings” ... Read more
First of all, we totally understand, no matter what your reasons are! We’re actually thrilled you want to keep using Fern CRM and being part of this community. 🥳 At this time, we don’t have an automated way to downgrade your account, but we want to make it super easy and guilt-free. You don’t have ... 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
Without talking to anyone… Need to cancel your CRM account? We’re sad to see you go but we also want you to use the tools that are BEST for your business and success. So we’re going to celebrate your growing success and hope you’ll keep in touch! 🎊🎊🎊 First, disconnect & prep your CRM account ... Read more
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