Stay Up To Date

We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.

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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Manual Payments in Forms & Surveys

New Feature: Manual Payments in Forms & Surveys

February 25, 20251 min read

Selling online doesn’t mean you are limited when accepting cash, bank transfers, or other forms of manual payment. With this feature, you can easily enable customers to use those preferred methods for purchases done through Forms & Surveys.

⭐️Why Is This Feature Beneficial To Your Company?

  • Enhanced Flexibility: Trigger automation while accepting payments not connected with the system, such as cryptocurrencies, without the transaction information running the risk of getting lost.

  • Automated Updates: When using this feature updating the payment status in Orders will reflect in the Submissions section of the respective form/survey.

  • Customer Satisfaction: Provide added payment variety to customers, meeting them where they are and ensuring the flow of the transaction keeps both sides satisfied.

⭐️How To Use Manual Payments in Forms & Surveys?

  1. Navigate to the Integrations tab inside the Payments section and click Connect next to Manual Payments.

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  2. Enable COD or Custom Payment Methods by clicking + Add and filling out the details.

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  3. Check the box next to Forms and Surveys to enable it, then click Save to update the changes in the system.

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  4. When a product is added the manual payment option will automatically appear for your Form/Survey.

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This expands your payment options, offering greater flexibility in transactions, enhancing customer satisfaction, and while still allowing for guided follow-ups through workflows.

New FeatureImproved FeatureNew UpdatePaymentsFormsSurveys
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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