Skip to main content
All CollectionsStaff & Admins
Staff & Admins | Grow
Staff & Admins | Grow

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

232 articles
Understanding Grow WorkflowsThis article will overview the pre-loaded workflows in your Grow account.
Workflows

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 - Global Opt Out & DND ComplianceThere are more strict compliance rules for opt out of email marketing. Here's how you can create a custom value code to stay compliant
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!
Calendars / Appointments

Help Documentation for Grow Calendars/Appointments

Grow | Moving Calendars To A New GroupYou can move specific calendar from one group to another
Grow | Filter Calendars By Active, Draft Or GroupYou can now filter the the calendars active, draft or group to make it easier to see them
Grow | Appointment Notification SettingsYou can now send appointment notifications from the calendar settings
Grow | How to Integrate Non Google/Outlook Calendars Using Calendar BridgeThis article will walk you through how to integrate a Calendar in your account using Calendar Bridge.
Grow | What To Do If You Get The Google Calendar Writer Access Error
Grow | Calendars: 1-Way, 2-Way & Smart Sync options
Grow | Update Cancellation and Reschedule Links For Your CalendarHaving your calendar set up properly ensures your clients can book appointments with you so you maximize your business opportunities.
Grow | How to Add Facebook Pixel to Forms & CalendarsYou can add a Facebook Pixel event directly to your forms and calendars. This pixel will then fire upon a submission of the form or calendar
Grow | Custom Meeting LocationsWant to set a custom meeting location for your appointments, such as: Zoom, Google Meeting or phone call? Here's how we can set that up.
Grow | Create An Event Style Calendar In Grow (new)An event style calendar is an appointment style calendar that is not assigned to any staff
Grow | Creating A Calendar 2.0
Grow | Managing appointmentsHow to schedule, update status, and follow up to appointments
Grow | Booked Appointment In Core & Grow WorkflowsUsing Core to book your personal training and other appointments, but need a way to remind your clients? Here's how.
Contacts

Help Documentation for Grow Contacts Menu

Grow | Schedule Email & SMS From The Conversations TabWent to send a lead or member an email or sms, but don't want it to send until a later time/date? Now you can!
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 Edit A ContactSometimes you may need to update a contact record. Here's how you can do that in 3 simple steps.
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 | Contacts - Bulk Actions - EmailUsing 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 | Performing bulk actions (SMS, Emails etc) to your contact listsWant to send a specific email or text to a list of people? Or, maybe you want to add a specific group to a workflow or tag? Here's how...
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?
Form Builder

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 | Editing Standard Fields Within a FormYou can edit the appearance of standard fields within a specific form.
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 | Embedding custom forms in appointment calendarsWant to have a branded form or more questions on an appointment calendar, now you can!
Grow | Customizing The Custom Fields In Your Grow AccountLearn how to customize the default fields that are set in your Grow account forms.
Email Builder

Help Documentation for Grow Email Builder

Grow | A/B Testing EmailsTry out A/B Test Campaigns today and see why they’re the best way to measure the success of your emails.
Grow | Email Builder
Grow | Best Practices To Prevent Your Emails From Ending Up In Spam
Grow | Email Deliverability 101Email deliverability is the measurement of emails that go to your Subscribers’ inboxes vs. spam/junk folders.
Grow | Why Do My Emails Go To Spam?
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 | Create Or Edit Your Email SignatureEmail Signatures are very helpful to concisely provide the information about yourself and your business at the end of an email
Grow | Forwarding Address and BCC in Email Setup
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
Grow | RSS Blog Feed & Sending Out Automated Blog Posts From Your PushPress Site To Your Email Lists
Grow | How To Create and Use SMS And Email TemplatesSMS/Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications.
Grow | How To Copy and Paste An Email Campaign URL To Leads or MembersCheck out the article below to learn how you can find the URL to an email campaign that you have created so that you can share with others.
Grow | Email Builder: Image and Text LayoutEmail builder gives you the tools to quickly design beautiful marketing emails campaigns using templates.
Grow Phone number / Twilio

Help Documentation for Grow/Twilio Phone Number

Grow | Twilio BillingWant to know what your Twilio SMS fees cost?
Grow | Twilio ErrorsReceiving an error when sending a SMS message in you Grow CRM? Here's a list of common error codes and what they mean.
Grow | Using The CRM Phone For One-Time Outbound Calls
Grow | Setting Up a Voicemail Drop and Voicemail Drop FAQs
Grow | Convert Voicemail Drop Files into MP3 or WAV
Grow | Recording Calls And Listening To The Recordings
Grow | Whisper Messages
Grow | Twilio Restricted SMS Message TypesTwilio provides you with a platform to send & receive SMS messages. However, Twilio may suspend or close your project if you violate rules.
Grow | Forwarding calls to a different phone numberThere may be times and certain circumstances you need to forward your Grow CRM phone calls to another phone. Here's how
Grow | Porting A Twilio Phone NumberAlready have a Twilio phone number from a different provider that you want to port over to your Grow account?
Grow | Assigning Your Grow Phone Number To A Specific Staff MemberIf you want to assign the Grow number to a specific staff member you can do that by completing the following steps
Grow | Voicemail SettingsYou can upload a custom voicemail message to your Grow account
Grow | How To Block Inbound Spam CallsLearn how to block inbound spam calls that keep calling your gym's phone number in your Grow CRM.
Grow | Removing The "Potential Spam" Nuisance Caller ID Label
Grow | Phone Number/Twilio: A2P Rules and Regulations v1.0All messaging transmitted via the platform need to comply with our A2P messaging rules and regulations. Learn more about the rules here!
Grow | LC Phone Number SuspensionsPhone number best practices to avoid phone number suspensions & how to handle it if it happens
Grow | SMS Ramp Up Policy & Best PracticesLearn how to be smart about sending text message and keep your cost low!
FAQs

Grow FAQs

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 | How To Whitelist An Email AddressLearning to whitelist an email is important for email marketers, to make sure their audiences receive the email messages they are sending.
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 | Understanding and Resolving 5.7.26 Email ErrorsSeeing an email error listed in the conversations tab after sending an email?
Grow | Grow Phone Caller ID
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
Grow | Connecting WhatsAppIn order to use WhatsApp in PushPress Grow, you will need to ensure that you verify your business inside of Meta (formally Facebook).
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.
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!