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FAQ
Common Frequently Asked Questions & Answers
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Getting Started
Information on how to get started with ResponseCRM
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Dashboard
Learn how to navigate the CRM dashboard
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Products
Learn how to create Signup, Upsell, Shipping, and Recurring products
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Coupons
Learn how to create and manage coupon codes for your sites
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Site Configuration & Management
Learn how to create Site IDs and manage site level features
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Merchant Account Management
Learn how to add and manage your merchant accounts
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Email Autoresponders
Learn how to setup Email Autoresponder templates & events, as well as adding your own SMTP provid...
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Fulfillment
Learn how to setup fulfillment within the CRM and apply it to your products.
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Plugin Center
Learn how to manage 3rd party plugins for fulfillment, call centers, etc
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Affiliates
Learn how to setup affiliates for your offers for affiliate tracking, and how to use the Affiliat...
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User Accounts
Learn how to create User accounts for CRM access.
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CRM Customer Service
Learn how to search for customer accounts, leads, and orders, and perform customer related functi...
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Reports
Learn how to use CRM reports
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Alert System
Learn how to setup and manage alerts for merchant account activity, refund activity, declines, an...
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Transaction / Decline Recovery
Learn how to recover declined transactions and setup retry transactions for failed subscription c...
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Email Marketing
Learn how to use the build in Email Marketing tool. An SMTP service is required in order to make ...
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Split URL Testing (beta)
Split URL Testing (Beta)
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Transactional Blocking
Learn how to use the Blacklist system to block unwanted customers
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Export Data
Learn how to extract transactional data from the CRM. (Does NOT include full credit card informat...
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API & Development
Access the ResponseCRM API Guide and other help documentation.
