Giving Us Wix Access

Log in to your Wix account. Scroll down and click on Roles & Permissions. Click Add Contributor. Enter [email protected], and click the circle next to Admin. Click Send Invite.

how to clear your cache

How To Clear Your Cache

Not seeing your beautiful new website or social media pages?  Your browser cache may not have caught up with reality.  Internet browsers like Chrome, Safari and Firefox are designed to help make your browsing experience more efficient by saving snapshots of the websites you visit.  When you return, your browser will pull up that saved version to display for you rather than reloading the actual version of the website.  This can be confusing when you launch a new website as it may appear that the old one is still live.  How long the browser will save the cached version depends …

How To Send A Simple Email To Multiple Contacts In Agile CRM

If you’re wondering how to send a simple email, the process is straightforward. Let’s say I’d like to send the same email to multiple people, but personalized for them.  First I’ll filter my contacts by the criteria I’d like. Now I have my list.  I’ll check the box to the top left of the list to select everyone from that page, AND click Select All X Contacts to make sure I get everyone who meets the criteria I selected. Once I have my list, I’ll select the “Send EMail” button This will pop up an email window.  You’ll see the …

How To Check Who Has Entered Your Forms From Agile CRM

First, go to Marketing > Campaigns In the left menu select Campaigns You’ll see the campaign categories.  Double click to see the campaigns. In this case we’re looking at campaigns within the lead generation category. Hover over a campaign and click on the bar chart icon to see reports. Click on Subscribers and you’ll see who has completed your form Click on a name to bring up their contact record. Click on Timeline and you’ll see all of the activity for this contact.  in this case you’ll see that we have been sending emails for some time before we triggered …

Will Xero Charge Me To See My ZenChange Invoices?

When we send you an Invoice and you click on the Invoice link, you will be able to see the Invoice you have just received. To view other outstanding Bills from you, you can create a Xero account. This will only allow you to view the outstanding Invoices. You will not be able to view your entire History. When you click on the button to view outstanding Bills, and you create an Account with Xero, you will only be able to view outstanding Bills. You can then continue to use your login to view outstanding Invoices even after the Trial …

Providing Design Feedback In InVision

Start by going to the InVision website.  You’ll do this each time you need to access your design or when providing design feedback.  If this is your first time using InVision you’ll need to create a FREE account. https://projects.invisionapp.com You’ll be presented with thumbnails of any projects you have been granted access to. Click on the project thumbnail to open it.  This will then open the screens within that prototype.  If there is only one screen to review you’ll be presented with what will look like the same thumbnail again. Go to each screen in turn and click “View Screen” …

How to Establish Website Privacy and Security

How to Establish Website Privacy and Security

There are several layers to the security of any website, but here is the WordPress specific overview on how to establish website privacy and security: The physical server the website software is running on.  We recommend hosting at GoDaddy.  Here are their website security plans:  https://www.godaddy.com/web-security/website-security . We suggest the Deluxe plan at $15.99/month for most businesses. The data being sent to/from your website should be encrypted via an SSL.  This adds the https:// to your url, and the lock in some browsers.  Google now uses this in its ranking algorithm.  Further down on that same page you’ll see the annual SSL …

Providing Design Feedback In InVision

Start by going to the InVision website for providing design feedback. You’ll do this each time you need to access your design. If this is your first time using InVision, you’ll need to create a FREE account. https://projects.invisionapp.com You’ll be presented with thumbnails of any projects you have been granted access to. Click on the project thumbnail to open it.  This will then open the screens within that prototype.  If there is only one screen to review you’ll be presented with what will look like the same thumbnail again. Go to each screen in turn and click “View Screen” to …