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Automation

Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of Monstro together

Workflow Builder - Overview

workflow-builder-overview

Workflow Settings - Overview

The settings for workflow in marketing automation play a crucial role in ensuring effective communication strategies.

Workflow Builder-If or Else Conditional Event

Workflow Builder, utilize "Includes" or "Does not include" conditions, applicable to parameters like Tags and multiple-option custom fields.

Workflow Builder-Wait Event

The wait event in a workflow allows you to pause a contact until a specific condition, such as a tag, appointment, time, event, or contact reply, is met.

Contact Changed Workflow Trigger

The Contact Changed Workflow Trigger allows you to automate actions when changes are made to a Contact Record

How to Create a Birthday Reminder Workflow?

This is to enhance your marketing strategy with a personalized touch through this comprehensive guide.

Using The Go-To Event In Workflows

The Go-To event allows you to jump contacts from one event to another in Workflows.

Set Event Start Date Action In Workflows

This feature is crucial for maintaining well-organized webinars, conferences, or personalized notification systems.

How To Use Stripe One-Time Charge In Workflows

The process of one-time stripe usage in workflows

Standard Triggers - Contact Tag

Tags are used for searching, browsing, sorting, and organizing content. Tags are also allow you to fire off automation, bulk Emails, SMS, etc.

Action - Update Contact Field

The update contact field action in workflows allows you to update the value of a specific field for a contact.

Action - If or Else - Date type field conditions

Compare any Date type field with the following conditions

Action - Update Contact Field - Date type field

Update Date type fields with the following options

How to attach Custom Values MMS to SMS messages in workflows

Custom values are great for leveraging snapshots and your favorite workflow(s).

How to set up Workflow Goal Events

Automatically move contacts meeting conditions or goals within a workflow to a specific step, bypassing previous steps.

Standard Triggers - Order Submitted

The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order.

Workflow Trigger - Payment received

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases, subscription charges, invoices, and more.

Action - Update Custom Value

The Update Custom Value Workflow Action is a powerful tool that automates updating custom values in the CRM.

Standard Triggers - Opportunity Changed

Runs when the opportunity gets changed

Standard Triggers - Opportunity Created

Runs when the opportunity gets created

Action - Drip

Drip action is used to limit or prevent a high number of executions simultaneously. Set the batch size and enter the next step in a predetermined number for the given interval.

How to set up Delete Contact action

Delete Contact is a powerful new action in a workflow that permanently removes a contact from your account and workflow.

Calendar

What to do if the calendar says No slot available this month

If the calendar indicates 'No slot available this month,' follow these steps to address the issue.

How to fully re-integrate Google calendar for a User

The ideal way to re-integrate with the new group calendar is by logging in as the user associated with the calendar.

Calendar Sync Option explained

The updated sync option found in the Settings->Profile page after integrating the Google account.

Block Specific Days Or Times On A Calendar

New group calendar update, only users will be able to block the time once they log in.

Understanding Calendar Availability Settings

This delves into the nuances of appointment slot settings, demonstrating their functionality through practical examples and advanced use cases.

How to Set Up Recurring Appointments

Recurring appointments are appointments or meetings that occur at regular intervals, such as every day, every week, or every month.

How to set up a Calendar for Classes?

Class Calendars are designed to manage one-to-many events where multiple invitees can attend a single booking.

How to configure Staff Member selection in Round Robin Calendars?

This function lets your clients select their preferred staff member when making appointments, offering a personalized touch to their booking experience.

Calendar Widget Customization

Calendar Widget Customization is designed to give you control over the appearance and functionality of your widget.

Display Multiple Calendars (For calendars under the Unassigned section only)

Showing the multiple calendars (Unassigned section only)

Round Robin Calendar with User Priority

User Priority Round Robin Calendar

Connect Google Calendar to Unassigned Calendar

Link Google Calendar to Unassigned Calendar

Calendar Payments

Calendar Payments allows the location to receive payments when a client or customer books for a certain calendar appointment.

Show seats per slot for Class booking on the booking widget

This control enhances booking flexibility by informing individuals about seat availability before reservation.

In App Calendar view

Dedicated to streamlining your appointment management, upgraded calendar view simplifies scheduling with new features.

How to create a Round Robin calendar

Empowering the teams with Round Robin events, enabling invitees to choose a time with any available team member.

Appointment timeslots that are not showing up

Appointment timeslots may not display when they should or appear when they shouldn't.

How to Setup Your First Calendar

Setting up your first calendar can be overwhelming. Here is a quick guide on how to properly set up all your calendars for your meetings and scheduling needs.

Contacts

Troubleshooting Bulk Imports

This article covers how you can navigate to the error logs linked to a certain Contact Import Bulk Action.

Getting Started With Smart Lists

Smart Lists are innovative contact lists that allow users to customize and filter contacts.

How to Bulk Import Contacts

Find out how to import your database into Monstro effortlessly with bulk import.

Bulk Importing Contacts

Whether a first CRM or migrating, importing allows record creation and database updates.

DoNotDisturb (DND Split)

Set individual channel-specific Do Not Disturb (DND) preferences after integrating them with the system.

How to restore deleted contacts

Restore deleted contacts includes opportunities, notes, tasks, appointments, conversations, campaigns/workflows.

Conversation

Terms and Conditions Guidelines for A2P

Ensure the short code campaign complies with LC Phone's requirements, adhering to carrier compliance, industry standards, and applicable law.

A2P 10DLC Campaign Approval Best Practices

This change is relevant to customers using long code numbers to send messages to the United States under the A2P 10DLC framework.

Pricing and Fees for the A2P 10DLC Service

Starting July 5, 2023, register all 10DLC phone numbers for SMS/MMS to U.S. numbers under your brand. Unregistered numbers will be blocked, with full blocking after August 31, 2023.

What is A2P 10DLC?

A2P 10DLC is a messaging compliance system that enables businesses to send Application-to-Person (A2P) messages via 10-digit long code phone numbers in the United States

Emails

How to connect to your Facebook Page

Connect Facebook Page effortlessly through a Social Planner for post publishing and audience engagement.

How to connect to your Google My Business Location

Google my business is the authentic way to acquire the trust of your audience by sharing your details to create a personalized relationship with them.

Google My Business Publishing Troubleshooting

Google my business's troubleshooting process

How to schedule Posts in Bulk on the Social Planner

CSV that allows you to save your information in a structured way.

Google My Business Publishing Troubleshooting

Troubleshooting process of Google My Business

How to Customize posts for each social?

The experience unparalleled flexibility in crafting unique messages for each social network with a simple toggle.

How to post Recurring Social Posts through the Social Planner?

Take control of your content strategy by utilizing this feature, but be mindful of platforms like Twitter, which may flag repetitive content.

How to connect to your LinkedIn Profile and Page?

Connect the LinkedIn Profile and Page.

How to Connect TikTok in Social Planner?

Social Planner allows users to connect TikTok accounts. Right now, it provides connection to a personal TikTok account.

Facebook Ads Intergration

General

Payments

Text-To-Pay Links

Integrate the sub-account using Payment Links.

Purchase Twilio Number

If buying for countries like Australia, ensure to choose 'address' to avoid errors. This is necessary for address and bundle verification in the Twilio sub-account.

Call Forwarding not working

Fixing a call forwarding.

Where and how to configure the Missed Call Text Back feature

This will ensure you take advantage of every chance to connect with your prospects or clients when they need you most.

Voicemail For Company And Users

Voicemail setup for both company and users, by recording it using Google to record an mp3 online.

How to use Custom Values

Custom values refer to specific data points or variables that are tailored to an individual's or organization's unique needs.

Bulk Actions For Contacts & SmartLists

Explore bulk actions for contacts and SmartLists, and find notes on their functionalities.

How to add a Manual Call Action (Power Dialer)

These explain adding a Manual Call action in Campaigns and Workflows.

Create a Template

Introducing Certificates feature to acknowledge and celebrate user accomplishments in your community.

Facebook Publishing Troubleshooting Guide

This guide is intended to help you troubleshoot issues with your Facebook page.

SMS Not Sending Delivering to Contacts

This will explore all the possible reasons why an SMS sending or delivery might fail and provide corresponding troubleshooting steps.

Incoming or inbound SMS messages showing as calls not showing at all

Incoming or inbound SMS messages are displaying as calls or not appearing at all, attempt to reset your Twilio number.

What is the file size limit of an attachment to an SMS or an Email?

This is to impose file size limits to ensure deliverability and prevent server overload, considering the vast user base relying on their services for SMS and Emails worldwide.

Phone System

Send Invoice to Multiple Contacts using templates

This will enable quick and easy creation of one-time/recurring invoices and will also enable sending invoices in a workflow using the same templates created

Creating Product

Learn to add one-time and subscription products to your website's payment section and integrate them into funnels.

How to Create Coupons for Products

Create coupons for one-time and bump products in V2 Funnels; subscription coupons coming soon.

Creating Recurring invoice

It is a way for your customers to pay you automatically without having to manually enter their payment details every time they buy something from you.

How to create invoices in Monstro

Invoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do.

Authorize.net integration for processing payments

Authorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of features.

How to set up the NMI integration?

NMI is secure and efficient online transaction processing across various channels, including websites, mobile apps, and in-person POS systems.

ACH Debit payment method on invoices

This supports one-time invoices, Text2Pay links, and recurring invoices along with auto-payments.

Text-To-Pay Links

Create Payment Links by integrating the sub-account with Stripe.

Auto Payments in Recurring Templates

Streamline billing with automatic deduction from your customer's credit card on the due date, ensuring timely payments without waiting for customer action.

How to manage Refunds within the CRM?

The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers.

How To Set Up A PayPal Integration

Set up PayPal integration.

How to enable Sales Receipts for Order Form, Calendar and Invoice payments

Receipts serve as proof of payment and enable businesses and customers to keep accurate records.

Social Media Management

List of all outgoing system generated emails

Outgoing system-generated emails, including notifications for "New Appointment Request" sent from the Unassigned Calendar and the Group Calendar.

What is email Bounce Suspension, and how to avoid it

Suspend email sending if the hard bounce rate is high; providers and anti-spam networks monitor bounce rates, impacting your deliverability.

Why Are My Emails Going To Spam?

The common issue is sending from a public domain (e.g., gmail.com, yahoo.com). Ensure you send emails from a domain you own to avoid this, matching your branding.

How to fix links in the email that do not open?

Fix non-opening links in your email by updating them. The links currently lead to email.mg.yourdomain.com, Mailgun's subdomain for tracking statistics.

Email replies are not showing up in Conversation

This guide troubleshoots issues with email replies not appearing in conversations.

How to send a test email in the Conversation

To send a test email in the Conversation, create a test contact by switching to the agency view, then select the desired subaccount.

Standard Triggers Contact Tag

Explore additional configurations to receive email copies through a Forwarding Address or BCC, with elaboration on Reply Tracking.

Automation

Everything you need to know about automation and how to use Monstro to automate your business.

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Calendar

Guides on how to work with calendars to book appointments and manage your schedules.

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Contacts

Everything you need to know about how to work with contacts and CRM to organize leads and members.

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Conversation

Learn all about how to manager conversation across multiple channels on Monstro.

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Emails

Everything you need to know about receiving and sending emails on Monstro.

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Facebook Ads Intergration

Intergrade your Facebook ads with Monstro for leads and appointments.

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General

General guides on how to use Monstro to uplevel your business, tips, and tricks.

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Payments

General guides on setting up your account such as updating your business info.

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Phone System

Everything you need to know about inbound, outbound calls, text message, missed calls text back and more.

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Social Media Management

Learn how to use social media planner to schedule and post on multiple social media platforms.

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