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Welcome to the ResponseCRM Help Center!

Search for answers to your questions by entering keywords below, or look through our knowledge base.

  • FAQ

    Common Frequently Asked Questions & Answers

  • Getting Started

    Information on how to get started with ResponseCRM

  • Dashboard

    Learn how to navigate the CRM dashboard

  • Products

    Learn how to create Signup, Upsell, Shipping, and Recurring products

  • Coupons

    Learn how to create and manage coupon codes for your sites

  • Site Configuration & Management

    Learn how to create Site IDs and manage site level features

  • Merchant Account Management

    Learn how to add and manage your merchant accounts

  • Email Autoresponders

    Learn how to setup Email Autoresponder templates & events, as well as adding your own SMTP provid...

  • Fulfillment

    Learn how to setup fulfillment within the CRM and apply it to your products.

  • Plugin Center

    Learn how to manage 3rd party plugins for fulfillment, call centers, etc

  • Affiliates

    Learn how to setup affiliates for your offers for affiliate tracking, and how to use the Affiliat...

  • User Accounts

    Learn how to create User accounts for CRM access.

  • CRM Customer Service

    Learn how to search for customer accounts, leads, and orders, and perform customer related functi...

  • Reports

    Learn how to use CRM reports

  • Alert System

    Learn how to setup and manage alerts for merchant account activity, refund activity, declines, an...

  • Transaction / Decline Recovery

    Learn how to recover declined transactions and setup retry transactions for failed subscription c...

  • Email Marketing

    Learn how to use the build in Email Marketing tool. An SMTP service is required in order to make ...

  • Split URL Testing (beta)

    Split URL Testing (Beta)

  • Transactional Blocking

    Learn how to use the Blacklist system to block unwanted customers

  • Export Data

    Learn how to extract transactional data from the CRM. (Does NOT include full credit card informat...

  • API & Development

    Access the ResponseCRM API Guide and other help documentation.

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