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CRM

Grow Customer Support, FAQ, & Everything Needed to Manage Grow CRM

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 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.
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 | At Risk Messaging WorkflowThe at risk messaging workflow is designed to be used on a case by case basis to send to clients who need a little extra motivation
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 | At Risk Monitoring & At-Risk Messaging WorkflowsOne of the most important tasks for a gym owner is having a grasp on where clients are. This new 'At Risk' workflow will help!
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 - How to Create an At Risk Members WorkflowWant to create tasks and notifications for members who are on your "at risk members list" in Core?
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 create an "opt out" of text workflowSome regions require that you are compliant with text opt outs. Here's how you can set up an opt out sequence
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 | General Workflow OverviewThe workflow builder is a visual builder feature that allows you to combine trigger and campaign type features with some added functionality
Grow - Create a custom opt-in workflow campaignWant to have your customers reply with a specific "Key Phrase" you kick off a workflow campaign? Now you can!
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
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 & Smart ListsSmart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts.
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.
Settings / Integrations / Tags / Custom Values / Custom Fields

Help Documentation for Grow Settings & Integrations

Grow | Mapping Facebook Form Fields To GrowHow to use facebook leads forms with your Grow CRM
Grow | Company SettingsTime to edit and make sure your company information is correct.
Grow | Creating a New TagNeed to create a new Tag in your Crow CRM?
Grow | Tags OverviewAdding and removing tags will help you determine specific actions and stages that a contact is at (similar to a pipeline stage).
Grow | How to Obtain Your API Key From Your Grow AccountTo integrate your Grow account with outside apps, you'll need to link your Grow API key. Here's how to find it
Grow | Connect Your Grow Account To ZapierTo connect your Grow account to other 3rd party applications can be accomplished via zapier. Here's how to connect them
Grow | Connecting Your Facebook Business Page(s)To use your Facebook Business account with Grow, you need to ensure that the business is setup properly on Facebook, then connect to Grow
Grow | Connecting Instagram Business Account With Your Facebook AccountTo successfully post to the Instagram Business Profile, it is necessary that your Instagram Business profile is connected to a Facebook Page
Grow | Connect Your TikTok To Grow
Grow | Mapping TikTok Form Fields Into GrowHave a TikTok business account that you want to collect leads from and push them into your Grow account to further market to them?
Grow | Zoom Integration
Grow | How To Update 'Custom Values'Custom values can be used to auto generate links to appointments, or common recurring items that limits redundancy on your end
Everything You Need to know about WhatsApp & Connecting to Grow by PushPressHow to Setup WhatsApp for new accounts and more
Grow | Quickbooks Integration
Content Library

Help Documentation for Grow Content Library

Grow | The At-Risk WorkflowStay on top of client check-ins with our At Risk Workflow. Get notified at key intervals, ensuring that no client gets overlooked.
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!
Advanced Features

Help Documentation for Grow Advanced Features

Grow | eBooks As A Lead Capture
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: Customizing Funnel ColorsWithin the funnel builder, you can completely customize each step, including colors, fonts, and more.
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