aiXios Help Documentation

Foundational Setup

9

aiXios Basic Ideas Overview
Getting Started – Automatic Email and SMS Followup
Getting Started – Create New Contact
Getting Started – Import Existing Contacts
Getting Started – Launch A Funnel
Getting Started – Launch an Email Campaign
Getting Started – Setup A Booking Calendar
Getting Started – Setup Email, Phone, and SMS
Getting Started – Setup Pipelines and Opportunities

AI & Chatbots

2

AI-Powered Chat Widget Setup
Create an AI Chatbot for Booking Appointments

Analytics & Tracking

1

Integrating Google Analytics

Automation

3

Advanced Workflow Automation
Automating Missed Call Follow-Ups
Automating Tasks with Workflows

Branding & Customization

1

Branding Your Account (Logos, Colors, Custom Values)

Calendar Management

1

Configuring Round Robin Booking Calendars

Course Creation

2

Creating Membership Sites & Online Courses
Creating Membership Sites and Online Courses

CRM Management

2

Custom Fields for Lead Segmentation
Managing Contacts and Custom Fields in the CRM

Domain Setup

1

Connecting Your Domain to AiXios

E-commerce

1

Abandoned Cart Recovery

Email Configuration

2

Configuring Your Email SMTP Provider for Outbound Email
Custom Domains for Email Deliverability

Funnel Building

2

Building Sales Funnels and Landing Pages
Split Testing Landing Pages

Integrations

1

Custom API Integrations (e.g., Zapier)

Lead Generation

2

Building Forms and Surveys for Lead Capture
Create a Form Tutorial

Payment Processing

3

Client Billing & Invoicing
Setting Up Stripe & Square Payments
Using AiXios’s Billing and Invoicing Features

Phone System

2

Enabling Missed-Call Text Back Automation
Setting Up Phone Numbers for Calls and SMS (Twilio Integration)

Reputation Management

1

Reputation Management & Review Requests

Sales Management

2

Creating Sales Pipelines and Opportunity Stages
Pipeline Management for Sales Teams

SMS Marketing

2

Advanced SMS Campaigns (Drip Sequences)
SMS Keyword Campaigns

Social Media

2

Facebook/Google Ads Integration
Integrating Facebook & Instagram Accounts

Webinar Marketing

1

Creating a Webinar Registration Page

Website & Content

3

Getting Started – Launch a Website from Blank
Getting Started – Launch a Website From Template
Getting Started – Migrate a WordPress Site

Marketing & Lead Generation

3

Getting Started – Launch an SMS Campaign
Getting Started – Setup Facebook and Instagram Lead Ads
Getting Started – Setup Social Planner

Sales & Conversations

3

Getting Started – Connect Personal Inbox
Getting Started – Setup Facebook and Instagram Messenger
Getting Started – Setup Live Chat Widget

Commerce

5

Getting Started – Connect Stripe
Getting Started – Create and Send Invoices
Getting Started – Launch a Course
Getting Started – Sell Products
Getting Started – Setup Payment Links

General

8

Call Forwarding to Your aiXios Phone Number
How to Create and Use Call Scripts in Web & App Dialers
How to use Custom CSS to hide the Twilio error banner
How to Use the Number Migration Tool in Phone System
Number Intelligence – Number Validation, Spam Detection, and Unknown Caller
Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)
The Phone Dialer Overview
Understanding Default Phone Preferences for New Sub-Accounts

Calling

22

Call disconnected in mobile app only
Call Events Not Working for Twilio
Call Status Workflow Trigger Setup
Cannot find contacts in live transfer window – warm transfer
Geo Permissions Issues with Twilio
How to check logs for a specific Call in Twilio
How To Fix – Phone Call Redirect Loop
How to Fix Bad Call Quality
How To Forward Inbound Calls to Mobile App
How to Set Up Call Tracking (Number Pool)
How To Setup Automatic Calls and Voicemail Drops
Inbound Call Routing – Explained
Local Presence Dialing with the aiXios Phone System
Outbound Calls with Dialer in Web App (Softphone)
Recommendations and Best Practices for Maintaining a Positive Caller Reputation
Remediate ‘Spam Likely’ on your Caller ID using Free Caller Registry
Ring Incoming call to multiple users
SIM-based calling with the Mobile App
Understanding LeadConnector Inbound Call Rate Limits
Using Call Connect to Ensure Accurate Call Status Tracking
Why are my Calls marked as Spam, and How can I avoid it?
Why doesn’t my Business Name display after CNAM registration?

LC Phone System

16

Configuring Sender ID and Opt-Out Language for SMS Compliance
Fixing Failed Number Registrations (A2P Local and Toll-Free)
How do I migrate my agency and sub-account over to LC Phone?
How to Disable LC Phone System for Subaccount/Location (LC to Twilio)
How to Enable Call Transcriptions for Recorded Calls
How to Set Up Verified Caller ID (Use your number for Voice Calls)
Know Your Customer (KYC) in the United Kingdom
LC Phone Pricing & Billing Guide
LC Phone System – Error Code and Warning Dictionary
Phone System Messaging Analytics Overview
Physical VoIP Deskphones (SIP)
Regulatory Bundle and Address Creation for Sub-Accounts
Test
What is LC (Lead Connector) Phone System?
Why is your account suspended
Why You Can’t Delete a Twilio Subaccount from the aiXios?

Email – General

7

Bot Detection Preventing Statistics Increment and Automation Execution
Email Services Configuration – Reply & Forward Settings
Enhanced Email Verification for Campaigns!
Filter Contacts by Email Stats and Enhanced Filtering Options
Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease!
List of all outgoing system generated emails
Sending Priority – From Name & Address

Email – Deliverability

9

Achieving Compliance: Meeting Google and Yahoo’s Email Sender Requirements in 2024
An Introduction To Email Deliverability
Creating and Managing Custom Unsubscribe Links
Guest Tutorial: Deliverability Masterclass for aiXios by Seven Figure Agency
How List-Unsubscribe helps email deliverability
How to Resubscribe After Unsubscribing from an Email List
What is Email Deliverability? – A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox
Why Are My Emails Going To Spam?
Workflow Action based on Email Event Clicked/Opened

Messaging

22

Action Required: UK SMS Messages Sent Via International Long Codes Will Be Blocked from June 1, 2023
Best Practices for SMS deliverability and Avoiding SMS Restrictions
Calculating SMS and MMS Costs: A Step-by-Step Guide
Conversations Glitching? Here’s What’s Going On?
Error : The From phone number is not a valid, SMS-capable phone number
File Size Limits for Attachments in SMS and Email
How to Calculate SMS and MMS Costs
How to check logs for a specific text message if you are connected to your own Twilio account
How to Prevent SMS Filtering by Carriers: Error 30007
Incoming or inbound SMS message showing as calls / not showing at all
Incoming SMS only shows up in Conversation / not forwarding to the forwarding number
LC – Phone Messaging Policy
Messaging Ramp Progress Card
SMS Contains Pieces of Code
SMS is coming from a different Twilio number than the one in Phone Numbers tab
SMS Restriction History
SMS still coming from old Twilio number when I got a new one?
Troubleshooting SMS Delivery
Twilio Error 21610 “The message from/to pair violates a blacklist rule” when sending SMS
Understanding Common SMS Delivery Errors
Using media in SMS campaign – how will it look on receiver’s device?
Which Twilio phone number will the leads be getting the SMS from?

Email – LC Email

17

Domain Warmup: How It Works (Fixed-Stage Model)
Email Authentication – DMARC
Email Sending Guide: Email Best Practices & Email Warm Up
Google Postmaster Tools
How to Add a Domain and Verify DNS Record
How to Enable and Rebill LC Email Verification
How to Migrate My Agency Over to LC – Email
How to use the Email Risk Assessment Tool for LC Email
LC Email Settings
Manage Sub-account Email Settings and Migration in LC Email
Managing Default Unsubscribe Links in LC Email
Microsoft Smart Network Data Services (SNDS)
Reverse DNS white labeling – Dedicated IP
SSL Certificates for Dedicated LC Email Domains
What is email Bounce Suspension, and how to avoid it
What is LC Email?
Where Can I Find My Dedicated Domain SMTP Credentials?

A2P registration

18

Important Updates for A2P 10DLC Messaging
A2P 10DLC Brand Approval Best Practices
A2P 10DLC Campaign Approval Best Practices
A2P 10DLC Campaign Use Cases
A2P 10DLC Campaign Vetting FAQ
A2P Opt-In Form – Privacy Policy and Terms and Conditions Guidelines
A2P Sole Proprietor Brand Registration for 10DLC
A2P Standard Brand Registration for 10DLC
Campaign Registration Step by Step Guide and FAQs
Campaign Rejection Reasons and Resolutions
Email OTP Verification for Secure A2P Brand Registration
Forbidden message categories for SMS and MMS in the US and Canada
Important Notice: Verify Your Sole Proprietor Brands OTP
Message throughput (MPS) and Trust Scores for A2P 10DLC in the US
Understanding A2P 10DLC Messaging Fees: Registration, Monthly, and Carrier Costs
Unregistered 10DLC Message Fees Will Increase; Register Numbers by June 1, 2023 to Avoid Higher Unregistered Messaging Fees
Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements
What is A2P 10 DLC- Brand and Campaign Registration

Voicemail

2

Create Audio File For Voicemail (and Drops)
Voicemail For Company And For Users

Phone numbers

20

Buying a Twilio Number in Your Own Twilio Account Connected to aixios
Deleting / Resetting a Twilio Number
Enable Your Landline For Text Messages In aixios
Enhanced Number Pool Management for Visitor Activity Tracking
How to Assign LC Phone Numbers to Users
How to buy a toll free number inside aixios?
How to Purchase a Phone Number in a Sub-Account
How to request a number that’s not available?
How to Restore a Deleted Phone Number
Identity Verification for Phone Number Purchases (US/CA/PR)
Import Existing Twilio Numbers into aixios
Improve your Phone Number’s reputation with Voice Integrity
Migrating International Numbers(Twilio to LC Phone)
Move Numbers From One Twilio Account To Another
Moving Numbers across sub-accounts
Moving Phone Numbers from LC Phone to Twilio (US & International)
Moving US numbers from Twilio to LeadConnector(LC)
Overview of Phone Number Configuration Options
Porting your telephone number (non-Twilio number) to a location
Toll-Free Number Verification Guide for LC – Phone (US/Canada)

Email – LC Email Dedicated Domain and IP

7

Dedicated Email Sending Domains Overview & Setup
Default Headers for Dedicated Sending Domains
Deleting Your LC Email Sending Domain
GoDaddy Dedicated Sending Domain Setu (LC Email)
Google Dedicated Sending Domain Setup (LC Email)
Siteground Dedicated Sending Domain Setup (LC Email)
What is a dedicated IP in LC email?

Email – MailGun

16

Cold Email Inbound Setup Mailgun
Email Verification From Mailgun within the CRM
How to setup Replies in MailGun
Mailgun – Overview
Mailgun – Unsubscribe Settings
Mailgun API Key – Where to Find in Mailgun & Put in aixios
Mailgun Setup – CloudFlare Domain Setup
Mailgun Setup – GoDaddy Domain Setup
Mailgun Setup – Google Domain Setup
MailGun Setup – HostGator Domain Setup
Mailgun Setup – Namecheap Domain Setup
Mailgun Setup – Siteground Domain Setup
Mailgun Setup Checklist
Step-by-step guide to set up Mailgun
What will be the order of Email Provider we will use to send emails?
Why won’t my DNS records work in SquareSpace?

Email – SMTP Providers

9

Creating Your SaaS Affiliate Program (Using FirstPromoter)
Hide The SMTP Setup Help Doc Link
Limitation of using SMTP when emails are not sending
Setting alias for Google smtp
Setting Up SMTP Providers
Using Google/Gmail/Google Workspace as your SMTP Provider
Using SendGrid As The SMTP Provider
Using Zoho as your SMTP Provider
Why Can’t I use My Free Email Address As The SMTP?

Email – Troubleshooting Email

9

Email Error Library for supported SMTPs
How to check logs for a specific email in Mailgun
How to fix links in the email that do not open?
How to send a test email in the Conversation
LC Email / Mailgun replies not working when using WIX as the domain provider
Send Test Email Error in Campaign’s Email step: An error occurred, please try again
Troubleshooting Email Statistics
Troubleshooting Warning: Please contact your agency to change email settings
When email replies are not showing up in Conversation

Email – LC Communication Billing

1

How to Analyze an Agency’s Spending on LC Communications

Contacts – Smart Lists

20

Adding Files To Contacts using a Custom Field
Adding Multiple Phone Numbers for a Contact
AND/OR Filters
Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts
Company Object Feature: A Manual Way to Organize Contacts
Contact Date Of Birth Field (Birthday)
Contact Profile Picture
Contacts and Bulk Actions – FaQs
CSV File Format for Importing Contacts and Opportunities
DoNotDisturb (DND Split)
FAQs
How to Create & Manage Smart Lists
How To Delete Contacts and Their Data
How to Export Contacts to a CSV in aixios
How to get customer consent or track legal basis to process your lead’s or customer’s personal data
How to Manage Multiple Email Addresses for a Contact
How to Merge Duplicate Contacts in aixios
Recover Deleted Contacts and Reverse Bulk Deletions
Troubleshooting Bulk Imports Via CSV
Uploading Contacts (which one should I choose?)

Contacts – Contact Details View

2

Activity Section Upgrade
Create Subscriptions & Invoices in Contact Profile

Contacts – Bulk Activities

5

Adding Contact Tags to Multiple Contacts
Bulk Actions For Contacts & SmartLists
Importing Contacts and Opportunities via CSV
Removing Contact Tags From Multiple Contacts
Sending Bulk SMS via Contacts

Contacts – Contacts

6

Contact and Opportunity Followers in aixios
Contact Types
Contacts: Sync Attachments to Document Management Tab
Internal Tasks for your Team
Overview – Documents
Workflow – Adding and Removing Followers for Contacts

Contacts – Updating Contact Properties

1

Associating Contacts using Custom Labels

Contacts – Getting Started with Contacts

1

Importing Contacts using a CSV file

Contacts – Contacts and Other Modules

1

How to Share and Manage Documents via Client Portal and CRM?

Conversations

20

Activity Cards in Conversations
Activity Cards in Conversations
Attachments Made Easy in Conversations
Contact Engagement score
Conversations – Snippets
Conversations FAQs
Conversations: Adding Internal Comments and Mentioning Users
Conversations: Group Chat for SMS
Guide to Quick Replies for Facebook & Instagram
How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
How to Save Draft Messages in Conversations
Instagram DM – Workflow Action
Internal Chat: Private Team Communication
Live Chat
Overview of Conversation Filters
Right Panel & Expandable Sidebar in Conversations
Select SMS To and From Numbers
Unread VS Read – Must Manually Mark as Read
View & Edit AI Response Info in Conversations
Workflow Action – Log External Call

Marketing – Social Planner

44

@Mention or Tag Profile in Social Planner
Add Location Tagging to Social Post
Add Pinterest Pins in Social Planner
Add Watermark to every image you post on Social Media
Automatic Social Posts From Any RSS Feed
Best Time to Post Feature in Social Planner
Clear LinkedIn Link Preview Cache Using LI Post Inspector
Collaborator Posts support for Instagram
Connect Instagram: Facebook-Linked vs. Direct Instagram Integration
Connect TikTok in Social Planner
Connecting LinkedIn Profile and Business Pages to Social Planner
Direct posting for Tiktok! Forget Push Notifications
Email Notification for Failed Post, Account Expired and Post Approval
Facebook Publishing Troubleshooting Guide
Failed Post Error in Social Planner
Follow up Comment
Grouping of Social Media Profiles
How can I publish evergreen content using Category queue?
How to auto-optimise the images for social scheduling?
How to connect to your Facebook Page(s)
How to connect to your Google My Business Location(s)
How to Create Facebook Story in Social Planner
How to Create Group Hashtags within the Social Planner
How to Customize post for each socials?
How to post PDF’s as photos in a LinkedIn carousel post?
How to post Recurring Social Posts through the Social Planner?
How to schedule post for your communities from Social Planner?
How to Use the Instagram Story Post Composer in Social Planner
Instagram Reels Publishing Guide for the Social Planner
Link Shortener (URL Shortener) in Social Planner
LinkedIn – Social Planner Statistics
Post Approval Flow in Social Planner
Post Facebook Reel From Social Planner
Prerequisite for Bulk CSV – Basic and Advance CSV
Schedule your Youtube Shorts and Videos in Social Planner
Search and Smart Filter View
Share your Reviews as Posts on social media using Social Planner
Sharing Social Planner Content Across Sub-Accounts via a Snapshot
Social Planner – Advanced CSV for Bulk Scheduling
Social Planner – Link Shortener
Social Planner – Track Social Performance Using Advance Analytics
Social Planner Content Guidelines – Image, Video, and Text
Social Planner: In-App Notification Banner for Disconnected Accounts
Why can’t I see my X (formerly Twitter) account when connecting or scheduling posts?

Sites – Funnels and Websites

108

Add Custom Values To Buttons In Funnel Builder
Adding Dynamic Text To Funnel Pages
Advanced Image Settings for Mobile & Desktop View
aixios Funnels On WordPress Websites
Animation Customizations in Funnels & Websites
Audit Logs in Funnels, Websites, Webinars & Stores
Auto-Save and Version History for Funnels, Websites, and More!
Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
Complete Guide to Creating Webinars!
Converting funnels and websites with the new import feature
Creating Mobile-Responsive Designs Made Easy: Funnel & Website Builder
Custom Meta Tags
Custom Values not working on landing page? | Using URL Parameters in Funnels
Customizing Forms Inside Funnels Using the Form Builder
Delay Appearance of Elements on Funnels or Websites using the Minute Timer
Desktop View VS Mobile View (Funnels)
Different Websites/ Funnels versions within the system
Disabling Search Engines from Indexing your Website/Funnel Page using Custom Tag
Download File Action for Buttons, Images, and SVGs
Drag and Drop with Auto-Hierarchical Layout in Funnel & Website Builder
Dynamic Keyword Insertion Using URL Parameters (Guest Tutorial)
Element Duplication Efficiency (Global Templates)
FAQs, Basic Troubleshooting – Funnels, Websites, Webinars
Font Weight in Funnels and Websites
Funnel Paths
Funnel Statistics
Funnels & Websites | Creating Categories in the Navigation Menu
Funnels & Websites: Number Counter Widget
Funnels & Websites: Photos Gallery Element
Guide: Funnel & Website Stats Definitions
Hide and Show Elements on Button Click (Funnels & Websites)
Hosted Video Player For Funnels
How to add a bump offer to your order form
How to Add a Slider / Carousel to your Funnels & Websites
How to Add Dynamic Animations to Text Elements
How to authorize card payments in funnels
How to authorize card payments in Websites
How to authorize card payments using the old funnel builder
How to authorize card payments using the old Website builder
How to Change Heading Tags (h1, h2, etc) on Funnels/Websites
How to Create a Customizable 404 Error Page
How to Create an Exit-Intent Pop-Up in aixios
How to Create and Add Products To a Funnel/ Website (Payments)
How to Create Multiple Popups Per Page for Funnels and Websites
How to delay the appearance of elements
How to Easily Add and Edit Shadows in Your Website Builder
How to Enhance Your Content with Dynamic Visual Effects
How to Enhance Your Images in the Funnel and Website Builder with the Image Action Feature
How to fix Error while displaying webpage after a purchase
How to have different websites for desktop and phone
How to import a Funnel From ClickFunnels?
How To Make Corners Of Buttons Round
How to properly add a Hyperlink to funnels/websites
How to upgrade a Version 1 funnel to Version 2?
How to Use Prebuilt Elements in Your Funnels and Websites
How to Use Rich Text Elements in Funnels & Websites
How to Use Site and Funnel Analytics in aixios
How to Use the Color Picker for Funnels & Websites
How to Use the Cookie Consent Banner in aixios Funnels & Websites
How to use the Domain Connect feature?
How to Use the Download File Action for Buttons
How to Use the Logo Showcase Element
How to Use the New Block Editor in Funnels and Websites
How to Use the Testimonial Element
Hydration event in custom code in Funnels
Image Slider Element for Engaging Web Design
Import and or Cloning Funnels & Websites
Lead Generation with Hosted Videos Using Forms
Manual Payment Support for Forms & Surveys
Navigation Menu Revamp with Mega Navigation Support
Navigation Menus In The aixios Funnel Builder
Nested Layouts in Funnel and Website Builder
Nested URL Paths Support for Websites, Funnels, Ecomm & Webinars
Page View Triggers for Funnels and Websites
Prebuilt Mega Menu Headers
Products With Payment Plans + Authorization
Resolution of Figerprint Issue in Order form on WordPress
Save, Draft and Publish Funnels and Websites
Saved Sections – Funnels, Websites, Webinars and E-Commerce Store
Scroll to Elements or Sections in Websites or Funnels
SEO Meta Data
Shopping Cart Mode in One and Two-step Order forms (V2 Funnels only)
Show Popup on Entering Funnel/Website
Sites Overview
Social Media Icons
Split Testing in Funnels
Sticky Contact – Two-Step Order Form
Stripe Troubleshooting | Why is my Stripe Plan not shown in the Funnel Products?
Style the Funnel
Sync Your Countdown: Dynamic Timer for Emails & Websites
Tracking Scripts/Pixel Code
Tracking Viewer Progress on a Funnel Hosted Video
Troubleshooting URL Indexing Issues in Funnels
Turn Videos Into Minimized Sticky Videos Upon Scroll
Two-Step Order Form (Step 1)
Two-Step Order Form (Step 2: Adding An Up-Sell Product)
Two-Step Order Form (Step 3: The Pop-Up & Scheduling)
Two-Step Order Form (Step 4: Thank you page & redirects)
Ultimate Guide to 301 Redirects
Upsell products on funnels – Setup & Troubleshooting
URL Parameters in Websites and Funnels
Using Custom Font in Funnels And Websites
Using the New Revamped Sidebar in Funnel & Website Builders
Video Background
Web Widget Marketplace for Funnels and Websites Builder
Webinar Funnels
Whitelabel Funnel Sharing: Step-by-Step Guide
Why Tracking Code doesn’t get copied on copying a page?

Marketing – Email Builder

54

A basic guide of RSS Campaign
A Guide to Email Attribution Settings: How to customize it?
Add Product Element in Email Campaign
Border Customization: Color, Radius, and Thickness
Different Email Sending/ Delivery Method(s) – Send Now, Schedule, Batch, RSS Schedule
Email Builder: Create New Tags in the Send or Schedule Page
Email Builder: Import Templates from Any Platform into Code Editor
Email Builder: Understanding Advance Conditions for Smart Lists and Tags
Email Statistics
Email Templates vs Email Campaigns
Guide to Changing Agency System Email Templates
Guide to click tracking in email campaigns
Guide to Email Campaign Statistics
Guide to Pre-Built Contact Segments
Hide Email Elements on Mobile View
How to Access the All-in-One Dashboard for Email Marketing
How to add GIFs to your email?
How to Add Google Fonts in Email Templates and Campaigns
How to add Products in Email Templates
How to Build Recipient Segments in Email Campaigns
How to change the Content of An Ongoing Email Campaign
How to edit your Email Format for Mobile
How to find hidden or broken elements in email?
How to import Email Template(s) from ActiveCampaign
How to Import Email template(s) from Mailchimp
How to import HTML Email Templates/ Campaigns
How to Pause or Cancel a Scheduled Email?
How to preview Custom Field in Email Builder?
How to Reschedule an Email Campaign (Email Builder)
How to save items in email builder for quick access?
How to Schedule Batch Email Campaign(s)?
How to send a Regular Email Campaign (Send Now or Schedule)?
How to Set Default Values for Custom Fields Via Conditional Sending
How to set up A/B testing for your Email Campaigns
How to use the Email Builder and its In-line Editor
How to Use the Plain Text Editor for Emails
How-to Send RSS Email Campaign(s)
Layout Margins and Text Spacing Controls
Managing Email Templates in Workflow Steps
Preview And Test Your Email Campaign/Templates
Rearrange Elements and Layouts with Arrow Controls in Email Builder
Resend Campaign Visibility & Control
Resend to un-opened : Best Practices and Guide
Resend to Unopened for RSS and Batch Scheduled Emails
RSS Blocks In Email Builder
RSS Email Body showing HTML tags?
Share Email Template across Agencies
Spacer Element in Email Builder
Understanding ROI Conversion Metrics for Tracking Email Campaigns
Understanding UTM parameters for email campaigns
Using custom fonts in the Email Builder
Video Element in Email Builder
Visibility Section for Layouts in Email Builder
Workflow Email Actions Included in Statistics

Marketing – Ad Manager

2

Ad manager – Affiliate Tracking
Set Up and Manage Offline Conversion Actions for Google Ads

Marketing – Template Library

17

Access Your Favorite Templates with the Favorites Feature
Add Custom Templates to Template Library
Customizing the Template Library for Subaccounts
Help Guide: Hiding the Template Library for a Sub-Account
Hide Individual Templates From Subaccounts
How to add descriptions to your templates?
How to add your email templates in Template Library?
How to clone templates in template library?
How to hide default or aixios templates from template library?
How to Manage and Create Templates from the Admin Screen
How to manage categories, types and tags?
Steps for Agency A to Share Templates Effectively with Agency B?
Template Library for Webinars
Template Library for Workflows
Template Library in Ads Manager
Template Library of Social Planner
Template Library Overview & Setup

Marketing – Campaigns

22

Allow Multiple – Campaign Configurations
Campaigns Overview
Campaigns Paused/Draft
Creating a Campaign – Basics
Duplicate or Copy Campaign to New Location
Event Start Date – Campaign Configurations
From Address – Campaign Configurations
Google Lead Forms
How to analyze workflow campaigns?
How To Build Check-in (Loop) Campaigns
How To Build SMS Opt-In Campaigns
How to Personalize Your Campaigns with Conditional Elements
How to Test Campaigns
Improved Email Campaign Flow and Campaign Summary Page
Next Day Campaigns For Event Followup
Repeating Reminders For Recurring Meetings & Events (Guest Post)
Snapshot Workflow Email Action – Enhanced Flow
Stop on Response – Campaign Configurations
Tag Contacts from Campaign Statistics
Timezones with Campaign reminders of event dates
Using “Add Tags” in the Send or Schedule Page: Email Campaigns
Using the Inline Forms/ Surveys Element in email campaign

Marketing – Bulk Requests

1

Bulk Requests – Overview

Marketing – Trigger Links

1

Trigger Links – Overview

Marketing – SMS & Email Templates

3

How to Use the Kajabi Email Template Importer
SMS Templates (Snippets) – Overview
Text Snippets (Templates)

Marketing – Brand Board

6

Brand Voice in Brand Boards
Editing a Design Kit
How to change default Brand Boards?
How to Create a Brand Board
How to use Brand Boards in emails?
How to use Brand Boards in Funnels and Websites?

Marketing – AI Appointment Booking Bot

2

AI Conversational Appointment Booking Workflow and Setup
Appointment Booking Conversation AI Workflow Action

Marketing – Countdown Timer

14

Countdown Timer Placeholder
Countdown Timers – Optional End Time for Dynamic Timer
Editing a countdown timer
Getting started with Countdown Timer
Guide: Dynamic Countdown Timer
Help Guide: Redirection links in Countdown Timer
Hiding Countdown Timers in Apple Mail
How to create a fixed countdown timer?
How to Create a Recurring Timer?
How to use countdown timer in emails?
How to use Countdown Timers in Funnels?
How to Use the “Copy Code” Feature in Countdown Timers
How to Use Wait Time in Recurring Timer
Sync your countdown timer in email and funnels

Marketing – Getting Started w/ Affiliate Manager 01

6

Affiliate Manager Walkthrough Videos
Affiliate Manager: Improved Media Library
Glossary
How does the Affiliate Manager work?
How to Switch from FirstPromoter to Affiliate Manager?
Managing Multiple Campaigns in Affiliate Marketing

Sites – Analytics (Funnels, Websites, & QR Codes)

3

Analytics for Top Countries in Funnel Analytics
Funnels and Websites – Browsers and IPs in Funnel Analytics
Pie Chart Visualizations in Funnels and Websites Analytics

Sites – Blog

22

Add Blog Post Element in Funnel(s) step or Website(s) page
Blog and Blog Post Statuses
Blog Post Importer
Blog Statistics
Canonical URLs Explained: Boost Your Aixios Blog SEO
Create Blog Posts
Default Blog Flow – Getting Started with Blogs
How to add ‘Table of content’ to my blog?
How to Add Author(s) to The Blog Builder
How to add blog search and category navigation?
How to add Blog Sitemap?
How to add Hero or Featured Post in Blog?
How to Create a Blog?
How to Customize Blog Design and Layout
How to move from Old Blog to New Blog?
How to Preview Blog Post
How to schedule a blog post?
How to Update SEO for Blog Post
How to Use Auto-Save on Blog Posts
How to Use the Blog Template Library
RSS Feed for Blogs
Sharing Blog Content Across Sub-Accounts via a Snapshot

Sites – Wordpress

23

A Guide to Staging Environment Access in WordPress
Cloning WordPress Websites in aixios
Create Sites Using Cloning functionality
Disable SEO Indexing for WordPress in Aixios
How to add an Additional Domain for WordPress site
How to Add Domains in the WordPress Dashboard
How to Install Popular WordPress Plugins During Site Creation
How to Select Country Server Location for WordPress Hosting
How to Setup SFTP for your WordPress Site
How to Use the WordPress Plugin Troubleshooter
LC (LeadConnector) WordPress Plugin
List of blocked WordPress plugins
New WordPress Site From Template
Payment Failure Notifications on WordPress Admin via LC Plugin
SSH access for WordPress
WordPress Access & Activity Logs
WordPress Error Codes and Troubleshooting
WordPress Hosting: Step-by-Step Migration Guide
WordPress Plugin and Theme Management
WordPress: Automatic Updates Management for Core, Plugins, and Themes
WordPress: Domain Connect Integration
WordPress: Single Sign On Admin
WP File Manager Plugin (Stable Alternative for FTP Access)

Sites – Client Portal

1

Branded Mobile App Builder: In-app Form and Customizer

Sites – Forms

36

Analytics for Forms and Surveys
Conditional Logic in Forms
Email Notifications in Forms and Surveys
Email Validation feature in Forms and Surveys
Embedding aiXios Forms on Non-aiXios Websites
Exporting Form answers to Google Sheets
Forms – How to Setup and Use Order Bumps
Forms and Surveys: “Other” Option
Forms, Surveys & Quizzes: Inline Editing
Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)
How to add additional fields through Custom HTML/Javascript in Forms and Surveys
How to create a contact form in aiXios?
How To Create Automated Email Notifications for Form and Survey Submissions
How to make my form submissions secure from spammers?
How to Quickly Add and Edit Custom Fields in Forms and Surveys
How To Use and Rebill Auto-Complete Address
How to Use Embedding Options for Forms: Triggers, Layouts, and Deactivation Settings Explained
How to Use Products in Payment Element in Forms
How to Use SMS Verification in Forms and Surveys
How to Use the Enhanced Form Builder Features for Greater Flexibility
How to Use the Spread to Column Option in Forms and Surveys
How to use URL Parameters in Forms
Math Calculation v2 in Forms & Surveys
Math Calculations in Forms/Surveys
Mobile Editor for Forms, Surveys, and Quizzes
No Slide Button in Survey
Payment in Forms (Including Donations)
Populate Custom Fields and capture in submission using Custom HTML/Javascript Logic
Rating Element for Forms, Surveys & Quizzes
Revamped Forms and Surveys Submissions Page
Right Sidebar Revamp in Form and Survey Builder
Source Field in Forms and Surveys
Sticky Contact in Forms, Surveys, and Calendars
Themes in Forms/Surveys
Timezone in Forms and Surveys
Where Do Form Responses Show Up?

Sites – Surveys

10

Conditional Logic in Surveys
Exporting Survey Answers to Google Sheets
How to Create a Stylized Survey
New Footer in Surveys
One Question at a Time (Survey Builder)
Payments Integration in Surveys | Collect Payments & Sell Products
Progress Bar for Surveys & Quizzes on Mobile
Survey Create Contact on Partial Completion
Surveys – How to Setup and Use Order Bumps
Where Do Survey Answers Show Up

Sites – Chat Widget

16

Add aiXios’s Chat Widget to Your Duda Website
Add aiXios’s Chat Widget to Your Shopify Website
Add aiXios’s Chat Widget to Your Squarespace Website
Add aiXios’s Chat Widget to Your Weebly Website
Add aiXios’s Chat Widget to Your Wix Website
Adding Custom Fields in the Chat Widget Contact Form
Chat Widget – Business Office Hours in Live Chat
Chat Widget – Send your leads to Whatsapp Chat
Collect Visitor Details Before Live Chat Starts
Getting Started with Chat Widget
How to Add Multiple Chat Widgets to the Same Website
How To Automatically Add Email Addresses & Phone Numbers From FB Chat Into Contact Record
How to Install aiXios’s Chat Widget
How to Use the All-in-One Chat Widget
Overview of Chat Widget Customizations
Track Chat Widget Activity Using Google Analytics 4 (GA4)

Sites – QR Codes

9

Bulk QR Code Creation
How to create a QR Code linked with Review Page
How to create a QR Code linked with Website
How to Create Custom Business Card QR Codes
How to Create vCards in the QR Code Builder
QR Code Builder Redirect Options
QR Code Features Landing Page
QR Code Generation and Download Guide
Quizzes and QR Codes in SaaS Plan Configurations

Sites – Troubleshooting Funnels

9

Fixed / Parallax Background Image not showing on Mobile Phone, why?
Funnel Troubleshooting | Sticky Contacts not working on calendar/form in funnels
How to set up Root Domain/Subdomain for your Funnels/Websites?
Instant Redirect Page – Funnel Troubleshooting
Script not working? – Custom Javascript / HTML Code Validation Error Troubleshooting
SEO Metadata troubleshooting for aiXios Pages
Stripe Troubleshooting | Why does my funnel product show ‘null’ in the Stripe Plan dropdown?
Why does my Domain not show the Edit Button?
Why does my Popup button have a Red Mark? | Disable Popup Option

Sites – Privacy Policy

1

How to Link Your Privacy Policy When Collecting Personal Data

Sites – General Setup

2

Setting up Whitelabel Domain, API Domain, Email Sending Domain, Sites Domain, Client Portal Domain & more
XML Sitemaps

Sites – Quizzes

4

How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages – A Complete Guide!
Quiz Builder Guide
Quiz Template Library: Create Quizzes Faster with Pre-Built Templates
Workflow Trigger – Quiz Submitted

Sites – SEO

6

A Quick Walkthrough of SEO: A Guide to Boosting Your Search Rankings
Content Creation & SEO Assistance!
Keyword Research and Rank Tracking in aiXios SEO
Local SEO: Tracking Local Rankings with Heatmaps
SEO Plan Comparison: aiXios vs Ahrefs vs SEMrush (2025)
Site Audit: Monitor, Analyze, and Optimize Your Website’s Technical SEO

Marketing – Affiliate Manager – Affiliate Campaigns 02

9

Affiliate Manager External Website Support
Click Tracking for Affiliate Campaigns
FAQs for Affiliate Campaigns
How to create an Affiliate Campaign
How to Set Up and Pay Affiliates for Generating Leads
How to Set Up Multi-Tier Commissions
How to track leads from an Affiliate Campaign
How to Use Commission Length & Variable Commissions in Affiliate Manager
Prerequisite to Launch Your First Affiliate Campaign

Marketing – Affiliate Manager – Managing Affiliates 03

11

FAQs for Affiliates
How to Add Affiliates in the Affiliate Manager
How to add Manual Sales
How to Add Sub-Affiliates in the Affiliate Manager
How to Automatically Level Up Affiliates Based on Performance
How to Navigate the Affiliate Profile Page for Efficient Management
How to Set Custom Affiliate Commissions
How to track Affiliate sales using coupons
How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates
Managing Affiliates with Quick Campaign Actions
Managing Customers under Affiliates

Marketing – Affiliate Manager – Affiliate Payouts 04

7

FAQs for Affiliate Payouts
How to add/link a new payout method for Affiliates
How to Manage Affiliate Payouts and Commissions
How to pay your Affiliates
How to Set Up and Pay Affiliates Using PayPal Auto Payouts
Sub Account Affiliate Manager: Bulk Actions for Affiliate Commissions
What Payment Gateways supported in Affiliate manager for Product Sales?

Marketing – Affiliate Manager – Affiliate Manager Automation 05

6

Automate Affiliate Sales Follow-Ups with the “New Affiliate Sale” Trigger
Automate Lead Assignment & Notifications in Affiliate Manager Workflows
Automating Affiliate Commissions with ‘Add Manual Sales For An Affiliate’ Workflow Action
Getting started with Affiliate Automations
Why Use Affiliate Automations?
Workflow Trigger – Affiliate Enrolled In Campaign

Marketing – Affiliate Manager – Affiliate Reporting & Insights 06

1

Affiliate Manager Dashboard

Marketing – Ad Manager – Getting Started w/ Ad Manager 01

2

How to create a Meta Business Manager and Ad account?
Overview of Ad Manager

Marketing – Ad Manager – Ad Manager Setup & Configuration 02

5

Audiences Tab Overview – Ad Manager Settings
Connect Facebook with Ad Manager
Connecting Facebook Business Account to Ad Manager
Overview of Ad Manager Settings
Setting a Facebook page as Default for Ad Manager

Marketing – Ad Manager – Ad Campaign Creation and Management 03

17

Ad Manager: Audience controls
Ad Manager: Campaign budget definition
Ad Manager: Clone a campaign
Ad Manager: Create Ad campaigns using templates
Carousel ads in Ad Manager
Create custom audiences in Ad Manager
Create lookalike audiences in Ad Manager
Create New Ad Campaign in Ad Manager
Editing a Published or In-Review Meta Ad Campaigns
How to create a conversation form in Ad Manager
How to create a Facebook form in Ad Manager
How to Create a Meta Click to Direct(CTX )Ad for Engagement
How to create a Meta Sales objective campaign for Conversion
How to create Customer List Custom Audience
How to use multiple ad sets in Meta ads campaigns
Instagram Ads: Overview
Statistics of Ad campaigns in Ad Manager

Marketing – Ad Manager – Facebook Conversion API (CAPI) 04

2

How to send a FB Conversion API action for Ad Manager?
How to send the Conversion data to Ad Manager?

Marketing – Ad Manager – Reselling Ad Manager 05

3

How to Enable and Resell Ad Manager
How to resell Ad Manager with your SaaS plan
Inclusion of Ad Manager in Snapshots

Marketing – Ad Manager – Troubleshooting Ad Manager 06

1

How to cancel Ad Manager subscription for a sub-account?

Marketing – Ad Manager – Google Ads 07

6

Connect Google with Ad Manager
Create a new Google Search Ad Campaign
How to Create Google Ads Conversion Actions in Ad Manager
How to use additional assets at campaign level in Google Ads
How to view Google Ad Campaign Statistics in Ad Manager
Multiple Ad Groups in Google Ads Campaigns

Workflows – Getting Started w/ Workflows

17

Comprehensive workflow stats
Custom Webhook Action – Secure Credential Management
Highlighting & Resolving Errors in a Workflow
How to enable and rebill Premium Features for Workflows
If/Else Workflow Action – Appointment Filter Options
Introduction to Workflows and Automations
New Discover button – Workflows
Workflow – Oauth2 in Custom Webhook
Workflow Action – If/Else Upgrad
Workflow Builder: Learn More Using AI
Workflow Notes, Action Notes & Sticky Notes
Workflows – Advanced Filters & Smart List
Workflows Landing Page
Workflows Nested Folders
Workflows pro plan – Black friday & Cyber monday promotion
Workflows Pro Plan – Pricing
Workflows- Improved Execution Logs & Enrollment History

Workflows – Workflow Builder

51

A List of Workflow Actions
A List of Workflow Triggers
Appointment scenarios in Workflow
Campaigns are no longer maintained
Create Task Event In Campaigns
Error Notifications in workflows
Facebook & Instagram comment automation FAQs
Facebook comments + Workflow AI
Getting Started with Workflows
GPT-4 in Aixios
GPT-5 in Aixios Workflows
Guide to Custom Webhook Workflow Action
Guide to Date/Time Formatter Workflow Action
Guide to Facebook & Instagram Comment Automation & AI
Guide to Google Sheets Premium Workflow Action
Guide to Slack Workflow Action
History for GPT actions (AI Memory Key)
How To Attach Files to MMS Using Custom Values
How to Automatically Assign Users to Leads In Workflows
How to copy contacts from one sub-account to another sub-account?
How to Copy Workflow to another Sub-Account?
How to fetch product details purchased by customers in workflows
How to handle multiple rows in Google Sheets
How to Restore Deleted Workflow
How to use Email Template Builder in the Workflow Send Email Action
How to use the Inbound Webhook Workflow Premium Trigger
In app call for IVR
Installing Marketplace Apps Directly from the Workflow Builder
Issue Certificates: Triggers and Actions
Multi Select for Forms, Surveys, Contains Phrase and Exact Match
Pause Workflows on Certain Dates
Troubleshooting Workflow Executions – Race Conditions
Understanding Workflow Behaviour with SMS and Customer Replies
Workflow Action – Add Leads under an Affiliate
Workflow Action – Add Manual Sales For An Affiliate
Workflow Action – Custom Code
Workflow Action – Custom Code AI
Workflow Action – Edit Conversation
Workflow Action – End IVR call
Workflow Action – If Else New Features
Workflow Action – Math Operation
Workflow Action – Update Contact Field
Workflow Action – Update Contact Field – Date type field
Workflow Action – Webhook
Workflow Builder Walkthrough
Workflow Folder Permission
Workflow Settings – Overview
Workflow Trigger – Contact Tag
Workflow Trigger – Order Submitted
Workflow Trigger – Payment received
Workflows vs Campaigns/Triggers (Deprecated features)

Workflows – Developer Resources

4

Interactive Voice Response (IVR) Guide – Triggers & Actions
Workflow Trigger – Inbound Webhook
Workflow Trigger – Number Validation
Workflow Trigger – Video Tracking

Workflows – Troubleshooting Workflows

1

Facebook Conversion API Workflow Trigger Not Working

Workflows – Unpublished Articles

3

How to set up Workflow Goal Events
Split Action
Text Formatter – How to format text the way you want

Workflows – Workflow Recipes

3

Workflow Recipes – Facebook Comment Automation
Workflow Recipes – Facebook comments + Workflow AI
Workflow Recipes – Instagram Comment Automation

Workflow – Workflow Triggers – Contact Workflow Triggers

15

Workflow Trigger – Birthday Reminder
Workflow Trigger – Birthday Reminder
Workflow Trigger – Contact Changed
Workflow Trigger – Contact Created
Workflow Trigger – Contact DND
Workflow Trigger – Contact Engagement Score
Workflow Trigger – Contact Tag
Workflow Trigger – Custom Date Remimder
Workflow Trigger – Note Added
Workflow Trigger – Note Changed
Workflow Trigger – Task Added
Workflow Trigger – Task Completed
Workflow Trigger – Task Reminder
Workflow Trigger – Trigger Link Clicked
Workflow Triggers – Note Changed

Workflows – Workflow Triggers – Events

4

Workflow Trigger – Call Status
Workflow Trigger – Customer Replied
Workflow Trigger – Email Events
Workflow Trigger – Form Submitted

Workflows – Workflow Triggers – Appointments

2

Workflow Trigger – Appointment Status
Workflow Trigger – Customer Booked Appointment

Workflows – Workflow Triggers – Opportunities

10

Workflow Trigger – Opportunity Changed
Workflow Trigger – Opportunity Created
Workflow Trigger – Opportunity status changed
Workflow Trigger – Order Form Submission
Workflow Trigger – Order Fulfilled
Workflow Trigger – Order Placed
Workflow Trigger – Order Submitted vs Order Form Submission
Workflow Trigger – Pipeline Stage Changed
Workflow Trigger – Stale OpportunitiesWorkflow Trigger – Stale Opportunities
Workflow Triggers – Opportunity Created

Workflows – Workflow Triggers – Courses

4

Workflow Trigger – Category Completed
Workflow Trigger – Courses User Login ( Legacy Portal )
Workflow Trigger – Offer Access Granted
Workflow Trigger – Offer Access Removed

Workflows – Workflow Triggers – Payments

12

Refund Workflow Trigger in Aixios
Workflow Trigger – Coupon Code Applied
Workflow Trigger – Coupon Code Expired
Workflow Trigger – Coupon Code Redeemed
Workflow Trigger – Coupon Redemption Limit Reached
Workflow Trigger – Estimates
Workflow Trigger – Invoice
Workflow Trigger – Order Submitted
Workflow Trigger – Payment Received
Workflow Trigger – Product Access Granted
Workflow Trigger – Product Access Removed
Workflow Trigger – Subscription

Workflows – Workflow Triggers – Shopify

1

Workflow Trigger – Abandoned Checkout

Workflows – Workflow Triggers – IVR

1

Workflow Trigger – Start IVR Trigger

Workflows – Workflow Triggers – Facebook/Instagram Events

3

Workflow Trigger – Facebook Comment(s) On A Post
Workflow Trigger – Facebook Lead Form Submitted
Workflow Trigger – Instagram Comment(s) On A Post

Workflows – Workflow Triggers – Communities

6

Gamification/ Leaderboard triggers and actions for Community groups
Workflow Trigger – Courses New Sign Up
Workflow Trigger – Group access granted
Workflow Trigger – Group Access Revoked
Workflow Trigger – Product Completed
Workflow Trigger & Action – Grant/Revoke Private Channel Access

Workflows – Workflow Triggers – Notes

1

Trigger – Note Added -> Workflow Trigger – Note Added

Workflows – Workflow Triggers – Forms and Surveys

2

Workflow Trigger – Funnel/Website Page View
Workflow Trigger – Survey Submitted

Workflows – Workflow Triggers – TikTok

1

Workflow Trigger – TikTok Form Submit

Workflows – Workflow Triggers – LinkedIn

1

Workflow Trigger – LinkedIn Lead Form Submitted

Workflows – Workflow Triggers

15

Copy or Delete Triggers in Workflows
Duplicating Triggers
How to Create A Task Event and Task Reminder in Campaigns
How To Send New Membership Users Custom Emails With Their Login Information
How to Use Live Chat Triggers and Actions
Loop Lockouts
Send Contact Info To Google Sheets Via Webhooks & Zapier
T&C Filter for Forms, Surveys & Quizzes in Workflows
Trigger a Google Ads Conversion
Trigger/workflow – Email/SMS Notifications to Client/Yourself (New Lead)
Triggers – Overview
When users are not getting SMS/Email notification
Workflow Trigger – Exact Match & Contains Phrase
Workflow Trigger – Messaging Error Code – SMS
Workflow Trigger – Task Completed

Workflows – Workflow Actions

5

Action – Goal Event
Conversation AI Post-Appointment Booking Actions
How to send Email using AI in Workflows
Workflow Action – Dare/Time Formatter
Workflow Action – Number Formatter

Workflows – Workflow Actions – Contact

20

Workflow Action – Add Contact Tag
Workflow Action – Add Leads under an Affiliate
Workflow Action – Add Manual Sales For An Affiliate
Workflow Action – Add to Notes
Workflow Action – Assign To User
Workflow Action – Assign User
Workflow Action – Copy Contact To Sub Account
Workflow Action – Create Contact
Workflow Action – DND Contact
Workflow Action – Find Contact
Workflow Action – Go To
Workflow Action – GPT History
Workflow Action – Remove Assigned User
Workflow Action – Remove Contact Tag
Workflow Action – Update Contact Field
Workflow Actions – Add Contact Follower
Workflow Actions – Delete Contact
Workflow Actions – Log External Call
Workflow Actions – Modify Contact Engagement Score
Workflow Actions – Remove Contact Follower

Workflows – Workflow Actions – Communication

19

AI Powered Email Generation in Workflow Action
Workflow Action – Call
Workflow Action – Drip
Workflow Action – Edit Conversation
Workflow Action – Facebook Interactive Messenger
Workflow Action – GMB
Workflow Action – Instagram Interactive Messenger
Workflow Action – Internal notification
Workflow Action – Manual Call
Workflow Action – Manual SMS
Workflow Action – Reply In Comments
Workflow Action – Review Request
Workflow Action – Send Email
Workflow Action – Send SMS
Workflow Action – Slack Message
Workflow Action – Task Notification
Workflow Action – Voicemail
Workflow Action – WhatsApp
Workflow Action – WhatsApp Customer Service Window Check

Workflows – Workflow Actions – Send Data

1

Workflow Action – Update Custom Values

Workflows – Workflow Actions – Internal Tools

9

Action – Add to Workflow -> Workflow Action – Add to Workflow
Workflow Action – Array Functions (Premium)
Workflow Action – Go To
Workflow Action – If/Else
Workflow Action – If/Else
Workflow Action – Remove from Workflow
Workflow Action – Set Event Start Date
Workflow Action – Split
Workflow Action – Wait

Workflows – Workflow Actions – Workflow AI

6

Conversation AI: Multiple Messages in One Workflow Action
Workflow Action – AI Decision Maker
Workflow Action – GPT Powered by OpenAI
Workflow Action – Intent Detection
Workflow Action – Summarize Text
Workflow Action – Translate Content

Workflows – Workflow Actions – Appointments

2

Workflow Action – Appointment Booking Conversation AI Booking Bot
Workflow Action – Update Appointment Status

Workflows – Workflow Actions – Opportunity

9

Workflow Action – Add Follower(s) to Opportunity
Workflow Action – Add Owner to Opportunity
Workflow Action – Create Opportunity
Workflow Action – Create/Update Opportunity
Workflow Action – Find Opportunity
Workflow Action – Remove Followers from Opportunity
Workflow Action – Remove Opportunity
Workflow Action – Remove Owner from Opportunity
Workflow Action – Update Opportunity

Workflows – Workflow Actions – Payments

5

Send Recurring Invoice action – Setup guide
Workflow Action – Send Estimate
Workflow Action – Stipe One Time Charge
Workflow Action – Stripe One Time Charge
Workflow Trigger – Order Submitted

Workflows – Workflow Actions – Affiliate

4

Action – Update Affiliate -> Workflow Action – Update Affiliate
Workflow Action – Add To Affiliate Campaign
Workflow Action – Add To Affiliate Manager
Workflow Action – Remove From Affiliate Campaign

Workflows – Workflow Actions – IVR

5

Workflow Action – IVR Connect Call
Workflow Action – IVR End Call
Workflow Action – IVR Gather Input On Call
Workflow Action – IVR Say/Play
Workflow Action – Record Voicemail

Workflows – Workflow Actions – Membership & Communities

2

Workflow Action – Course Grant Offer
Workflow Action – Course Revoke Offer

Workflows – Workflow Actions – Social Media Communication

2

Workflow Action – Instagram DM
Workflow Action – Messenger

Workflows – Workflow Actions – Integrations

4

Workflow Action – Add To Google AdWords
Workflow Action – Add To Google Analytics
Workflow Action – Custom Code
Workflow Action – Google Sheets

Workflows – Workflow Actions – Webhooks

2

Workflow Action – Custom webhook
Workflow Action – Webhook

Workflows – Workflow Actions – Data Management

3

Workflow Action – Event Start Date
Workflow Action – Math Operation
Workflow Action – Text Formatter

Workflows – Workflow Actions – Custom Object

3

Workflow Action – Clear Fields of Associated Record for Contact
Workflow Action – Create an Associated Record for Contact
Workflow Action – Update an Associated Record for Contact

Workflows – Workflow Actions – Documents & Contracts

1

Workflow Action – Send Documents & Contracts

Calendars & Appointments – Getting Started w/ Calendars

3

Add Guests Features in Calendar Bookings
Embedding Aixios Calendars using HTML Code
User Permissions in Calendars

Calendars & Appointments – Calendar Groups

5

Adding Unassigned Calendars to Groups
Aixios Group Calendar Overview and Setup Guide
Deactivating Calendar Groups
How to Find Group Calendar ID in Aixios
Neo Group View Template

Calendars & Appointments – Scheduling Appointments

8

Appointment List View in Calendars (Smart List)
Book Appointment Action in Workflows
Calendar: Add Notes Per Appointment
Create Appointment Note – Workflow Action
Manually Booking Calendar Appointments
Manually confirmed appointment setup
View Custom Form Submissions (Appointment Side Drawer)
View Form Submissions in Appointment Modal

Calendars & Appointments – Calendar Integrations

13

Calendar Integration Disconnection Notifications
Guide To iCloud Calendar Integration
Hide Third-Party Calendar Details
How Calendly Syncs With Aixios Calendars
How to sync Aixios Calendars With Outlook
iCloud – How to Integrate iCloud with Aixios Calendars
Integrate Calendly with Aixios Calendars
Integrating Google with Aixios Calendars
Integrating Outlook with Aixios Calendars
Integrating Zoom with Aixios Calendars
Microsoft Teams Integration For Calendars
Reserve with Google Integration – Local Services Ads (LSA)
Stripe Integration on Calendar (05/14/19 )

Calendars & Appointments – Troubleshooting Calendars

11

Contact got reassigned to another user when booking an appointment in Group calendar
Google Calendar Writer Access Error
How to Re-Integrate Google Calendar with Aixios for a User
No google accounts added in integrations settings yet even if Google account is connected as the user
Troubleshoot and Fix Calendar Double Booking in Aixios
Troubleshooting Tool for Calendar
What to do if the calendar says No slot available this month
When {{appointment.start_time}} or any other appointment custom values are not showing up
When rescheduling link is blank when sending email/SMS in conversation
Why Appointment Time Slots Are Missing on Your Calendar
Why Google Calendar Integration Breaks

Calendars & Appointments – Calendar FAQ’s

2

Can I Show Multiple Calendars Without Using a Calendar Group?
Disable Contact Timezone – How to Remove Ability to Adjust Timezones When Scheduling

Calendars & Appointments – Services

4

Configuring Staff in Services
Global Settings in Services
Guide to the Services Beta
How to Create Services ?

Calendars & Appointments – Calendar Settings & Preferences

10

Adjusting Availability Settings for Individual Calendars
Assigning a Primary Calendar
Calendar Scheduling Conflicts
Calendar Widget Styles
Calendar: Email & In-App Appointment Notifications
Collecting Payments in Calendars
Configure Recurring Calendar Appointments
Custom URL for Unassigned Calendars
How to Use List View in the Aixios Mobile Calendar
Setting Up Linked Calendars & Conflict Calendars

Calendars & Appointments – Creating Calendars

21

‘Look Busy’ in Calendar Settings
Calendar Availability – Weekly Working Hours & Date-Specific Hours
Calendar Widget Customization
Calendar Widget Reorder
Cancellation & Reschedule Policy (Booking Widget)
Collect Payments with Recurring Appointments (Booking Widget)
Consent checkbox for compliance
Google Organic Booking
How To Duplicate A Calendar
How to Set Up a Personal Booking Calendar with Aixios
How to Use Service Calendars in the Mobile App
In App Calendar view
Multiple Meeting Location Selector in Calendar
One Time Link
Partial Payment: Collect Deposit Amount
Pre and Post buffers
Recurring Appointments
Restore Deleted Calendars
Show seats per slot for Class booking on the booking widget
View Calendar & Appointments in User Timezone
Workflow Action for Generating One Time Link

Calendars & Appointments – Creating Calendars – Calendar Service Menus

1

How to Create Service Menus for Calendars

Calendars & Appointments – Creating Calendars – Calendar Rooms & Equipment

3

Creating Rooms in Aixios
How to Create Equipment
Rooms and Equipment

Calendars & Appointments – Creating Calendars – Customizing Calendars

3

Adding Custom Forms to Calendars
Customizing Calendar Colors
How to Use the Rich Text Editor to Enhance Your Calendar Descriptions

Calendars & Appointments – Creating Calendars – Calendar Types – Service Calendars

7

Automotive Detailing – Service Calendar
Barbershop – Service Calendar Setup Guide
Hair Salon – Service Calendar Setup Guide
How To Create Service Calendars
MedSpa – Service Calendar Setup Guide
Photographer – Service Calendar Setup Guide
Yoga Studio – Service Calendar Setup Guide

Calendars & Appointments – Creating Calendars – Calendar Types – Round Robin Calendars

4

Appointment Distribution Logic for Round Robin Calendars
Managing Team Member Assignments in Round Robin Calendars
Round Robin Calendar Staff Selection
Round Robin Calendars: The Setup Guide

Calendars & Appointments – Creating Calendars – Calendar Types – Class Booking Calendars

2

Class Booking Calendar Overview
Creating Class Booking Calendars

Calendars & Appointments – Creating Calendars – Calendar Types – Collective Booking Calendars

3

Collective Booking Calendar Use Cases
Collective Bookings Calendar Overview
Creating Collective Booking Calendars

Payments – Payments

52

ACH Debit payment method on invoices
Adding Processing Charges or Additional Fees to Customer Payments
Apple Pay and Google Pay in invoices and Text2Pay links
Authorize.net integration for processing payments
Auto Payments in Recurring Templates
CDN Caching on Core Payment Pages
Common uses cases for Payments and Invoices
Configure Stripe Payment Methods inside Aixios
Coupon Application on Subscription Products
Create invoice templates and automatically send an invoice in a workflow using templates
Custom Values and Partial Quantity Support for Estimates
Customize Email and SMS notifications for invoicing
How to add and manage your customer’s cards on file
How to add Payment Plans to your Invoices?
How to Add Recurring Products to Your Products List in Documents and Contracts
How to Add Setup Fees to Your Recurring Invoices
How to Automatically Calculate Sales Tax Based on Location
How to build a custom payments integration on the platform
How to Connect and Use Square Payment Processor in Aixios
How to Create and Send Estimates Using in Aixios
How to Create Invoices in Aixios
How to create recurring Invoices
How to Enable Editable Quantities in Payment Links
How to enable Sales Receipts for Order Form, Calendar and Invoice payments
How to Implement Direct Checkout in Email Campaigns
How to integrate Razorpay within the CRM
How to manage Refunds within the CRM?
How to Send Confirmations After a Purchase/Order
How to send personalized payment links to multiple contacts?
How to Set Up Automatic Tax Calculations in Invoices
How to Set Up Automatic Taxes for Fast Payment Links
How to Set Up Flexible Payment Plans in Invoices
How to set up the NMI integration?
How to Setup and Use International Automatic Taxes
How to Streamline Payments with Automated Invoice Reminders
How to Use BNPL in Order Forms and Payment Links
How to Use Partial Payment for Invoices
How to Use the Manual Payment Method in Your Ecommerce Store
How-to add Taxes Overview
List of countries and bank acquirers available with NMI
Manage payment methods displayed with Stripe integration
Multiple recipient support on Proposals and Estimates
Payment Links
Selling products on order forms with available payment providers
Tap to Pay
Tap to Pay on Square for POS and Mobile Payments
Tax Inclusive or Exclusive Pricing
Text-To-Pay Links
Using Apple Pay and Google Pay in order forms
Using Square as a Payment Provider for POS and Mobile Payments
VAT FAQs
What happens in case of a payment failure for a Subscription?

Payments – Invoices & Estimates

12

Attachments in Estimates and Invoices
Bank-Only Transfers for Invoice Payments (SEPA & ACH)
Create Estimates using Templates on Mobile(v3.98.1)
Editing of Payment Schedules and Partially Paid Invoices
How to Edit Recurring Invoices
How To Link Opportunities with Invoices and Estimates
How to View Invoices and Download Receipts in the Mobile App
Import Invoices Using CSV
Invoices – New revamped UI
PDF Generation for Invoices and Receipts
Recurring Invoices in Workflows
Setting up QuickBooks Integration

Payments – Orders, Subscriptions, and Transactions

6

Create or Schedule Subscriptions and Send Invoice within Contact Details Page
Import Transactions and Orders using CSV files
Pause and Resume Subscriptions
Payments – What is listed on the Subscriptions page?
Subscription & Refund trigger for payments
Subscription Settings – Failed Payment Retries

Payments – Payment Links

2

How to Customize Payment Links with Your Brand Colors
How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)

Payments – Products & Coupons

3

How to Bulk Import Products into Aixios
How to Create Coupons for Products
Import Products / Price From Stripe

Payments – Payment Settings & Integrations

2

Adding PayPal Buttons to Payment Elements
How To Set Up A PayPal Integration

Documents and Contracts

22

2 in 1 Documents: Direct Invoice payments after signing
Attach Files to Documents & Templates
Automatically Generate Invoices from Signed Documents & Contracts
Control Signature Types for Documents & Contracts (Draw or Type)
Documents & Contracts Templates with Opportunity Custom Values
Documents & Contracts: How to Automate Collection of Payments at the Time of Signing
Easy Management of Documents and Contracts within Contacts
How to Configure and Accept Tips on Invoices
How to Create and Send Document or Contract Templates Automatically in a Workflow
How to Customize Notifications Sent in Documents & Contracts
How to redirect a user to a specific page after signing a contract?
How to Set Signing Order for Recipients in Documents and Contracts
How to Share Documents and Contracts Templates
How to Track Activity for Documents and Contracts
How to Use Document Expiration in Aixios Documents
How to use Documents & Contracts?
How to Use Documents and Contracts in the Mobile App
Link Custom Values to Text and Date fields: Documents and Contracts
Multiple recipient support on Documents & Contracts
Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
Split Columns Support: Documents & Contracts
Workflow Trigger – Documents & Contracts

Dashboards – Getting Started w/ Dashboards

13

Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
How to change the Timezone for a Dashboard (Logged in User)
How To Clone A Subaccount Dashboard
How To Create A Custom Dashboard
How to duplicate a dashboard to another sub-account
How to Edit a dashboard
How to load Snapshots with Dashboards
How To Manage Dashboard Permissions
How To Pin Favorite Dashboards
How to set a Default Dashboard
How to switch Timezones for your Dashboards
How to use “Only Assigned Data” setting with Dashboard
Quick Filters on Dashboards

Dashboards – Dashboard Widget Types

2

Email Widgets
Visitor Data Widgets

Dashboards – Dashboard Widgets

19

Creating and Using Custom Metrics
Customizing Dashboard Widgets
Duplicating widgets on a dashboard
Edit widgets on the dashboard
FAQs
How Funnels and Stage distribution widgets work
How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
How to add attribution and UTM parameters as filters on custom widgets
How to Add Insight Widgets to Your Dashboard from Key Pages
How to Create & Add Dashboard Widgets
How to Customize Dashboards by Adding Titles, Images, and Text Boxes
How To Embed External Content On A Dashboard
How to inject User/Sub account Properties in Iframes on Sub Account Dashboards
How to use Table Charts for Dashboard Widgets
Payments Widget – Dashboard
Rearrange Widgets
Removing a widget
Resize widgets
What Are Dashboard Widgets?

Dashboards – Configuring Dashboards

2

How to Create Dashboard Templates
How to Customize Dashboard Themes

Dashboards – Subaccount Dashboards

1

Subaccount Dashboard Page – View or Edit

Logic & Fulfillment

41

Adding Custom Audience Trigger
Aixios Zapier Trigger (Pipeline trigger)
Auto Cancel Appt messages notifications to clients
Auto Populate Lead Values in Surveys
Auto Update Pipeline Stage on Appointment Date
Campaigns
Contact Flow
Creating Campaigns In Workflows
Customer Reply Trigger with ZAPIER AND/OR conditions
Event Start Date Campaigns
Finding the Pipeline and Stage ID using zapier
Glossary
How to find the USERID
How to Integrate Aixios with Zapier
How to Integrate Facebook Messages with Aixios
How to Mark Conversation as Read
How to Resolve the “ZIP Code Check Failed for Your Card” Banner
How to Send Annual Emails/Sms using workflows
How to send Users Appointment Reminders
How to Update a custom field with {{message.body}} using Workflow and Triggers
How to Use Custom Fields
How to use Custom Values
How to Use Webhooks in Aixios (Zapier)
If Else Conditions – using AND or OR conditions
Importing Duplicate Contacts With same Email and Phone
Importing National and International Phone Numbers
Manychat to Aixios Integration
Opportunities Disappear From Pipeline
Retrieving Facebook Leads
Round Robin Campaign Configuration Reassigning users
Running scheduled bulk requests
Separating URL’s in Zapier when Uploading Files through Webhooks
Stale Opportunity Trigger
Sticky Contacts Overwriting Existing Contacts
Sub Account Transfers : Eject Sub-Account to a New Agency
Sub-Account Transfer FAQs
Sub-Account Transfer Guide
Triggers
Uploading Contacts which one should I choose
What happens to your data when you cancel your Aixios Subscription?
Zapier

Memberships & Communities – Membership/Courses Sites

32

Add Membership Signups To Funnel Pages
Adding Closed Captions and Subtitles to your video courses
Courses Email Notification Preferences and Video Thumbnail Enhancements
Courses Mobile- How to Navigate the New Lessons & Courses UI
Courses: In-App Notifications for Comment, Unlocked & Drip Content
Custom Values For Courses
Embed Media from Third-Party Platforms in Posts
How do first time users Set Login Password, Request Forgotten Password for their membership portal?
How To Build Courses / Membership Sites
How to Create a Product and Attach It to a Membership Course Offer
How to Create a Whitelabel Membership App (PWA)
How to Create Assessments/ Quizzes for Membership Courses
How To Do In-App Upsell In Membership?
How To Do One-Click Upsell In Memberships
How to Grant Access to Membership Courses Using Workflows
How to Manage Comments In Memberships
How to use Member Analytics in Memberships?
How to use membership themes
How to use Memberships Revenue Analytics in the CRM?
Kajabi Importer: Easily Move Courses to Aixios
Legacy Membership To Client Portal Migration
Magic Links In Memberships(Courses)
Membership login credentials not working on email? – How to set up membership welcome email trigger properly
Membership: Audio Files in Courses + v2 Offers Migration
Membership: New UI for Courses
Memberships – Drip Content for Subcategories
New Theme Customizer for Courses
New theme for courses
Offer Duration: Set an expiry date or establish a start date for the offer.
Pushing an Updated Offer to Existing Membership Accounts
Uploading audio inside Course lessons
Using video frame as lesson thumbnail

Memberships & Communities – Communities

30

? Skool Importer: Seamlessly Migrate Your Skool Group to Aixios Community
Adding Custom CSS/JS in community group
Advanced Course Unlock Options in Communities
Communities – Change your group theme
Communities: Announcement Channel and Notification
Communities: How to Use Group Filter in Smartlist
Communities: Private Channel-Based Course Access
Community Chat Feature
Community Events
Content Management in Communities
Featured Posts (Pinned Posts)
Gamification – Points, Badges and Leaderboard
How to Ban Members and Report Content in Communities
How to create your Whitelabel Community
How to Invite Members to Your Group via Email
How to make your Groups private/ public in Communities?
How to Manage Members Inside groups
How to Setup, Customize, and Manage Your Communities
How to Use Community Tagging Feature
How to Use GIFs in Communities for Posts and Comments
Invite members via link
Learning Tab (Courses)
Members Approval Questions
Paid Courses inside Communities
Paid Groups
Private Channels and Channel Emojis
Transfer community group ownership
Unified Search for Posts and Comments in Communities
What happens when you delete a contact linked to a community group
Workflow Triggers for Communities: Granting and Revoking Group Access

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Auto Update Pipeline Stage on Appointment Date

Auto Update Pipeline Stage on Appointment Date

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Updated on August 20, 2025

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