CRM
Grow Customer Support, FAQ, & Everything Needed to Manage Grow CRM
By Dave and 8 others9 authors209 articles
- Introducing the GBP Post Scheduler for PushPress GrowManage your Google Business Profile posts more efficiently with the new GBP Post Scheduler.
- Grow | How to Use Grow on a Day-to-Day BasisThis guide walks you through how to get the most out of your Grow CRM on a daily basis. Whether you are working leads, engaging members, or monitoring opportunities, here…
Overview & FAQs
Grow FAQs
- What is PushPress Grow?This article will give you all of the insights about how Grow CRM & Site can help you Grow your business!
- Grow | When to use forms vs. surveysThe choice between using forms or surveys depends on your specific needs information you want to collect.
- Grow | Setting Time Zones For US/CanadaThe software uses time zones in several ways - from timing workflows, to determining appointment times in your calendar, and more.
- Grow | Task MenuWant to view all of your gym's task assignments in one place? Now you can. We will show you how.
- Grow | How To Reset Your PasswordLearn how to reset or change your password in PushPress Grow — whether you need to recover access to your account or update your existing password.
- Grow | Grow App OverviewThis is a general overview of the Grow by PushPress App. how the app works and what can be done within it.
- Grow | FAQ - Turn off Facebook/Instagram conversations
- Grow | Using the Dialer Feature for One-Time Outbound Calls
- Grow | Phone Dialer Options Within A Call
- Grow | Using SMS and Phone Number Validation
- Grow | Loop Lock
- Grow | Conversations OverviewIn this tutorial, we’ll provide a review of the Conversations section of your menu. Read on to learn how to navigate through this section.
- Grow | How To Upload Images and Use the Media LibraryYour Media Library allows you to store images & files for use across your system.
- Grow | What Information Comes From CoreData & information is being sent from Core to the Grow CRM. As the system is continuously being upgraded, it's important to know the data is
- Grow | Conversation ErrorsWhen you receive an error inside of conversations it can be confusing. Here's a way you can quickly identify what happened
- Grow | Mandatory Tags NeededHave you ever wondered what tags do you absolutely need to keep in our CRM system so that it syncs properly? Read on to learn more.
- Grow | Mandatory Custom FieldsBe sure to keep these mandatory custom fields in your Grow account to allow for the proper use of our CRM system.
- Grow | Grow Phone Caller ID
- TCPA Compliance Updates & Best Practices for PushPress GrowGrow clients can remain TCPA-compliant, reduce legal risks, and continue using SMS effectively while protecting their business.
Setup
Help Documentation for Grow Set Up
- Grow | How To Understand Time ZonesHow to Properly Set Up Time Zones (for users and leads)
- Grow | Account Settings OverviewA general overview of your settings
- Grow | Setting Time ZonesThe system uses time zones in several ways - from timing workflows, to determining appointment times in your calendar, and more
- Grow | Update Facebook Page Selection & Permissions
- Grow | Account File Management
- How do the Core & Grow Systems Sync?Learn how Core and Grow sync data, how to identify which sync version you're on, and what fields and triggers are included in each version.
- Core | How to activate Grow in App Store
- Grow | Notification SettingsNotifications Management will allow clients to customize notifications for what works for you and your team.
- How to Use PushPress Integrations HubThe Integrations Hub is your new home for all third-party connections in PushPress Core. It brings HybridAF, Kisi, and Zapier together under one consistent, self-serve setup experience, no support needed.
- Grow I Understanding Your Grow Wallet & ChargesGrow Wallet is a prepaid balance used to fund all outbound communications and usage-based Grow services.
Workflows & Opportunities
Help Documentation for Grow Workflows Menu
- Grow | Update Custom Values Within A WorkflowThe Update Custom Value Workflow Action is a powerful tool that automates updating custom values within Grow.
- Grow | Understanding Your WorkflowsAre you curious how a workflow in your system is triggered? Why do some workflows have a set trigger and others do not? Here's a flowchart
- Grow | Using the Contact Changed Workflow Trigger
- Grow | Using the Conversion List for Google Ads with Triggers and Workflows
- Grow | Workflow Recipes
- Grow | Customizing Delivery Timeframes Within Workflows
- Grow | How To Use Workflows to Assign Users to Leads
- Grow | Using Multiple Triggering Events in Workflows
- Grow | Set Up Automated Calls And Voicemail Drops in a WorkflowWithin the Workflow builder, you may want to setup an automated sequence of calls and voicemail drops.
- Grow | Create A Customized Lead Nurture Workflow Using Custom Field ResponsesWant to create an entirely unique custom journey for leads based on the answers they complete on a form? Here's how:
- Grow | Where Did That Message Come From?Trying to determine where a specific message came from within the workflows of your Grow account. Here's how to find it!
- Grow | Manage and Use Manual Actions in WorkflowsManual Actions are tasks added to your system in the form of a queue and must be completed manually.
- Grow | Wait ActionsNow you have the ability to use wait action steps and go to specific points of a workflow. Here's how it works
- Grow | Eliza AI Automatic Booking Bot
- Grow | Create A Simple Refer A Friend Marketing ToolAsking current clients for referrals is an easy way to generate new hot leads! Current customers are your best marketing tool.
- Grow | Understanding The Opportunities Folder & Its' Expected FlowHow do some workflows get triggered and how can you understand what triggers what in your Grow CRM? Here's a flowchart that can help!
- Grow - Task ManagementUtilize Grow for task assignments and management with your staff
- Grow | After Hours Auto MessagingWant to send out an auto text if someone calls, or sends a message after hours?
- Grow | Using the Edit Conversation Action in Workflows
- Grow | Using The Go-To Function In Workflows
- Grow | Facebook Conversion API Trigger in WorkflowsIf you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API.
- Grow | Using The Event Start Date In WorkflowsThe Event Start Date action allows you to build automation around a specific date & time.
- Grow | Plan Categories & Plan Names As Workflow TriggersWant to trigger a workflow based on different plan names or categories?
- Grow | If/Else Workflow ConditionUsing the If/Else Workflow condition allows you to create different paths within a Workflow.
- Grow | Changing Workflow Messaging Or Adding A Message To A Workflow SequenceWant to customize the messaging in a workflow? Here's how!
- Grow | List of Workflow Triggers
- Grow | Using The Wait Action In The Workflow Builder
- Grow - Stale OpportunitiesDo you have opportunities in your leads pipeline that you want to move after a set period of time?
- Grow | Adding A Contact To A Specific Starting Point In A WorkflowSometimes you may want to add someone to a specific point in a workflow, rather than the beginning. Here's how to do it
- Grow - How to remove a contact from a workflowWhen a contact get's added to an unintentional workflow you can easily remove them if it was a mistake
- Grow - How to self diagnose how a contact entered a workflowWhen you see a message in your conversations tab and need to figure out how a contact got added to a workflow, here's what you do
- Grow | How to Create A Power Dialer WorkflowCreating a power dialer workflow for your lead pipeline
- Understanding Grow WorkflowsThis article will overview the pre-loaded workflows in your Grow account.
- Grow | Workflow Goal ActionsYou've probably thought about how cool it would be if contacts who meet a certain condition or goal event could move to a specific part
- WhatsApp Messaging In Workflows in Grow by PushPress
- Grow | Adding A Contact To Multiple Opportunities
- How to Use Workflow AI in Grow: Build, Fix Errors, and Improve WorkflowsThis help doc shows you how to use Workflow AI in Grow to understand what a workflow does, fix errors, and get smart suggestions for what to do next. It…
- How to Pause and UnPause Workflows in Bulk (Grow)Want to learn how to schedule and pause your workflows during the Holidays? Or, want to turn them off temporarily? Then this workflow will teach you how to do it…
- Grow | How the At-Risk Member Workflow WorksThe At-Risk workflow helps you keep track of members who stop checking in, so your team knows when to reach out and re-engage them. This happens automatically in the background…
- How to Use the PAR-Q Form in PushPress GrowThe PAR-Q form lets your gym collect health screening information from leads and members before they attend their first class - automatically, with no manual follow-up.
- How to Use the Waiver Form in PushPress GrowThe Waiver form lets your gym collect signed liability agreements from leads and members before they attend their first class — automatically, with no manual follow-up.
- How to Set Up Your Free Trial Class Calendar in PushPress GrowThe Free Trial Class Calendar lets leads book a spot in one of your group classes — while making sure you capture their contact info first.
- How to Set Up Your Free Intro Appointment Calendar in PushPress GrowThe Free Intro Appointment Calendar lets leads book a one-on-one intro session with a specific staff member — while making sure you capture their contact info first.
- How to Automate Personal Training Appointments in PushPress GrowThe Personal Training Appointments snapshot gives you six ready-to-use workflows that handle your personal training appointment lifecycle automatically.
Contacts
Help Documentation for Grow Contacts Menu
- Grow | Importing Contacts Into GrowUploading your contact list is an important step to ensuring your database has all of your contacts and contacts lists you wish to import.
- Grow | How To Delete A ContactThis is a simple way to completely remove someone from your CRM.
- Grow | How To Add a Tag to New Contact List ImportWhen importing a new list of contacts, it is possible to include one or multiple tags for all or some of the contacts in the list.
- Grow | Contacts - Bulk Actions - SMS & TextUsing the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts.
- Grow | How to Export ContactsYou may want to export a list of contacts and download, for a variety of reasons. Follow these quick steps to export a list of contacts.
- Grow | Contacts - Bulk Actions - Add or Remove TagsUsing the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts.
- Grow | Editing Pending and Processing Bulk ActionsUsing the Bulk Actions feature in your Contacts section, you can perform multiple one-off actions to selected or all contacts.
- Grow | Contacts OverviewWe'll show you how to add, export, search, and filter through your contact records to stay organized.
- Grow | How The Sticky Contact Feature WorksSticky Contact allows you to save cookie/s from a lead and sync all the information across multiple forms that they had previously entered.
- Grow | How to Allow or Prevent Duplicate ContactsThis will show you how to allow or prevent duplicate contacts within the system.
- Grow | How to merge duplicate contact recordsSometimes you'll have duplicate contacts in your system. Here's how to merge them
- Grow | Contacts - Bulk Add Contacts To A Workflow, Campaign or Automation
- Grow | How to manually import a contact list into your Grow accountHave a contact list you want to upload to your Grow account for lead nurture?
- Grow | Contacts: Document ManagementLearn how to effortlessly search for the documents attached to your clients.
- Grow | Bulk Actions - Import and Export ContactsUsing the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts.
- Grow | Adding Documents In Your Grow CRMLearn how to save business documents or attach documents to your clients within your Grow CRM.
- Grow | Contacts Tab OverviewHow To Use The Contacts Section
- Grow | How To Edit A ContactSometimes you may need to update a contact record. Here's how you can do that in 3 simple steps.
- Official PushPress Job Postings
Conversations
Help Documentation for Grow Conversations Menu
- Grow | Create A New Conversation From The Conversations PageUsers can now create a new Email/SMS message for an existing contact or a new contact with just a single click on the Conversations Page.
- Grow | Set Inbound DND for Calls and SMSSet Inbound DND (Do Not Disturb) functionality for Calls and SMS in order to manage incoming SMS messages and calls more efficiently.
- Grow | How To Set Up A 2-Way Sync With GmailTwo-way sync for Gmail allows users to integrate their Gmail account with the Grow CRM for synchronization of emails between the platforms
Forms
Help Documentation for Grow Form Builder
- Grow | Custom FieldsWant to create your own custom fields on forms? Here's how
- Grow | How To Locate Form AnswersForms can be a helpful tool to connect with leads and understand how to improve your company's services.
- Grow | Using File Upload Custom Field in FormsThis tutorial will show you how to create the file upload custom field, and how it can be used within both forms.
- Grow | Signature Custom Field in FormsThis tutorial will show you how to use the signature custom field and how it can be used within the forms.
- Grow | How to Look Up Form AttributionYou may want to analyze the data on your form submissions. Here we'll show you how to access your form submission information.
- Grow | Understanding Automatic Country Detection in FormsAutomatic country code detection is a great feature in forms.
- Grow | Customizing FormsFrom content to stylistic changes, you can completely customize the appearance and information in a form.
- Grow | How To Build, Edit & Utilize FormsHow to create new forms to integrate with your website or landing pages for lead capture or other uses from your Grow system
- Grow | Creating and managing forms ( old already updated)
- Grow | Customizing The Custom Fields In Your Grow AccountLearn how to customize the default fields that are set in your Grow account forms.
- Get more leads from your website | How to Create a Free Trial Flow Using Grow Forms and WorkflowsThis article shows how to build a free trial booking flow in Grow with a calendar, short form, follow-up workflow, and website link.
Grow Email
Help Documentation for Grow Email Builder
- Grow | Importing Your Mailchimp Campaigns To GrowWant to import your Mailchimp email campaigns into Grow in a few easy to follow steps? Here's how!
- Grow | Template ResponsesDo you find yourself reiterating the same information over and over? How about sending a templated response with a click of a button?
- Grow | How To Send Newsletters From Your Grow CRMThe following videos goes through how you can use GROW to send weekly or monthly newsletters to your contacts
- Email Delivery Rules, Sender Domains, and DMARCEmail delivery rules are always changing. Big email companies like Gmail, Yahoo, and Outlook keep making their rules stricter to protect people from spam and fake emails.
- Grow Email Deliverability GuideHow to help your emails land in the inbox (not spam) Email deliverability means: how often your emails reach the inbox instead of spam/junk. This guide shares simple steps to…
Google / Google My Business
Help Documentation for Grow Google Integration
- Grow | Call Tracking and Missed Call Text Back for Google My Business
- Grow | How to give access to a Google My Business (GMB) account to another personThese steps will show you how you can transfer ownership of a Google Business Account
- Grow | GMB MessagingAdd Messaging to Your Google My Business Listing and Set Up Communication Notifications
- Grow | Call Tracking
- Grow | How to create a Google My Business (GMB) listingHow to verify and create a Google My Business account
- Grow | Requesting reviews from new and existing membersAn step-by-step process towards generating Google reviews
Content Library
Help Documentation for Grow Content Library
- Grow | The New Members 100 Day Messaging WorkflowThe Member 100 day messaging workflow includes messaging that will engage and build trust with new members from the moment they sign up.
- Grow | The Member Birthday WorkflowMake your members feel special on their birthdays with Grow Birthday messaging.
- Grow | The Crossfit Affiliate New Member Journey v1.0This workflow is designed to help clients new to CrossFit get started in what they are learning in the gym during their first 6 months.
- Grow | The Member Anniversary WorkflowMake your clients feel special on their gym anniversary with our Member Anniversary Workflow.
- Grow | The Enhanced Member Pause WorkflowAdd automations for your paused members from within your Grow CRM
- Grow | The Enhanced Cancel & Ex-member Nurture WorkflowThese workflows are designed to ensure that you and your team cancel a plan as requested, so you don't accidentally charge the client again.
- Grow | Step 1: Setup Steps For The 'Fresh Start 12 Week Lead Nurture' WorkflowYou've received the 'Fresh Start 12 Week Lead Nurture Workflow' Now what?
- Grow | Step 2: Add Contacts To Your 'Fresh Start 12 Week Lead Nurture' WorkflowAfter you've configured the Fresh Start workflow, now it's time to add your contacts and leads to it!
- Grow | Bring a Friend Snapshot | Help GuideThe Bring a Friend Snapshot is a ready-to-use tool that helps gym owners invite new people to their gym using simple emails, forms, and automatic notifications.
Advanced Features
Help Documentation for Grow Advanced Features
- How to Set Up Your eBooks in Canva and GrowStep-by-step guide for customizing your eBooks in Canva, uploading them to Grow Media Storage, connecting custom values, and publishing your workflows.
- Grow | Advanced Features: How To Use The Google Sheets Premium Workflow ActionSeamlessly integrate your Google Sheets documents within our workflows, enabling efficient data management and reducing the risk of errors.
- Grow | Advanced Features: How to use the Custom Webhook LC Premium Workflow ActionThe Custom Webhook - LC Premium Action is a feature enabling real-time data exchange between your CRM and third-party services.
- Grow | Premium Actions: How to use the Date/Time Formatter Premium Workflow ActionThe Date/Time Formatter action is a tool that allows users to reformat date or date and time structures and compare dates within workflows.
- Grow | Advanced Feature: Ai Chat Widget Auto Responder
- Grow | Advanced Feature: Workflow Action - Course Grant OfferThe action “Course Grant Offer” will add access to the contact for a course offer/product.
- Grow | Advanced Feature: How to Build and Edit an Offer in Courses
- Grow | Advanced Feature: How to Create and Edit Categories in CoursesWithin the Course section, you can create categories of products from templates or use a DIY build-your-own option.
- Grow | Advanced Feature: How To Customize The Course Welcome Email Using Course Settings or WorkflowsThere are a few options to send credentials when someone creates their Course account
- Grow | Advanced Feature: How To Create A Course One-Click Upsell
- Grow | Advanced Feature: Magic Links For CoursesMagic links are a great way to get contacts auto-logged into their course area and sent to the location where courses reside.
- Grow | Advanced Feature: Resending Course Credentials
- Grow | Advanced Feature: Course Settings - Site Details
- Grow | Advanced Feature: Add A Customer to Your Course Area, Course or Offer
- Grow | Advanced Feature: How to Create and Edit Posts in CoursesWithin the Course section, you can create posts under your categories.
- Grow | Advanced Feature: How To Use Forms, Surveys And Calendars In FunnelsThis tutorial will cover how to use forms, surveys, and calendars within the funnel builder.
- Grow | Advanced Features: How To Customize SurveysLearn how to use and customize the Survey feature in your Grow by PushPress account.
- Grow | Advanced Feature: How to use Trigger Links to make a custom client journeyWant to take your marketing game to the next level? Then use trigger links to customize a client journey when they take certain actions
- Grow | Advanced Feature: Linking a subdomain to your funnels & landing pagesUsing landing pages and funnels in your Grow CRM? Then you'll need to connect a subdomain to make your funnels go live!
- Grow | Advanced Feature: Uploading And Using A Favicon For Your Funnel PagesWant to display an image in the search bar that represents your business? Here's how
- Grow | Advanced Feature: How To Import Your Funnels from ClickFunnelsIf you've already created a funnel in ClickFunnels, you can import into the system to save time.
- Grow | Advanced Feature: How To Add A Facebook Pixel To A FunnelIf you are using a Facebook Pixel to track events for your ads, you will want to add the Pixel code to your funnel and funnel steps.
- Grow | Advanced Feature: Customizing Your Funnel and Website for Mobile and Desktop ViewsOne of the perks of the funnel builder is the ability to see and edit what the funnel looks like in desktop and mobile view.
- Grow | Advanced Feature: Using A Time Delay In The Funnel BuilderYou may want to delay the appearance of certain elements in your funnels or website.
- Grow | Advanced Feature: Understanding DomainsWhat is a domain vs subdomain you ask? When building funnels, this is important piece you need to understand.
- Grow | Advanced Feature: Customize the Navigation Bar in Your Funnel's Mobile ViewYou can customize the navigation bar for your funnel's mobile view.
- Grow | Advanced Feature: Split Testing in FunnelsA marketing tactic used to refine funnels by determining what messaging, design, layout, etc. gets the best conversion rate.
- Grow | Advanced Feature: How To Use An Image Element In The Funnel BuilderWhen creating funnels, using images is a crucial part to make a funnel standout.
- Grow | Advanced Feature: Using a Video Element In The Funnel BuilderOne of the most useful elements within the funnel builder is the Video Element.
- Grow | Advanced Feature: Implementing Funnel Best PracticesCreating funnels within the Funnel Builder works best through simplicity. The simpler the funnel is set up the easier it will be for leads
- Grow | Advanced Feature: How To Clone FunnelsYou may want to clone a funnel from time to time. This can be useful if you are copying information and want to create a similar funnel.
- Grow | Advanced Feature: Build A Funnel & Landing Page In Your CRMYou've heard of ClickFunnels and landing pages. Now, you can build and create your own funnel pages in your CRM!
- Grow | Advanced Feature: Duplicating Funnel Steps Within Your SystemIf you want to convert or import a funnel page into a new funnel you are building, you can do so using the import feature.
- Grow | Advanced Features
- How to Launch a Funnel in PushPress GrowThe Funnels feature in PushPress Grow lets you build high-converting landing pages and lead capture flows to turn website visitors into gym members. This article explains how to create, customize,…
GymHappy Integration
Help Documentation for GymHappy Integration
Social Media
Help Documentation for Grow Social Planner