Overview
There are 4 automated ways a contact will enter your system:
Contact completes a form on your website
Contact books and appointment from your calendar
Contact starts a conversation with you from your website chat widget
Contact purchase a specific plan in your PushPress Core system
FormsYou can find your forms in Grow under Campaigns > Form Builder. To get started, you will need to embed these forms on your website (click here for more on forms).
Common forms and what they do:
Contact Us Form
Rates Form
Cancellation Form
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CalendarsYou can find your calendars in Grow under Settings > Calendars. To get started, you will need to embed the calendar on your website or send a link directly to a contact (click here for more on creating calendars).
Note: As of 7.1.23 we recommend utilizing the Appointments V2 Calendar in Core for a better user experience
Appointment is confirmed
Appointment does not show
Appointment shows up
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Or direct link to the calendar
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Chat WidgetYou can find your chat widget in Grow under Chat Widget. To get started, you will need to embed the widget on your website.
Contact starts a chat
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Purchasing a PlanWhen a contact purchases a plan in your PushPress Core system they will be automatically added in your Grow system.
Note: during setup, you will determine which plans you would like to send into your Grow account. |
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