Welcome To The Nest by Social Sparrow Support Portal

Please watch the videos or use a support option below.

The Nest by Social Sparrow

Welcome to the The Nest by Social Sparrow support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.

SUPPORT PORTAL

SUPPORT

Email: Support@SocialSparrow.com

Support Ticket: Use the submit ticket button above to send us a support ticket (quickest way to receive assistance).

QUICK START

Platform Overview

Dashboard Overview

Navigation Overview

Launchpad Integrations

BUSINESS SETUP

Business Setup

Launchpad - Integrate Your Social Media.

Other Integrations

Download The App

Adding Users, Restrictions

Custom Values & Trigger Links

Adding A Phone Number

Adding A Domain

Gmail Sync


CRM

CRM Overview & Navigation

Bulk Importing & Exporting Contacts

Deleting A Contact & Restoring Deleted Contacts

Adding A Contact

Smart Lists

Bulk Adding To Campaigns, WorkFlows

Custom Fields

Bulk Sending SMS & Emails

Adding and Using Tags

WEBSITE & FUNNEL BUILDER

Differences in a Funnel or Website

Website & Funnel Builder Overview

Sections, Rows, Elements

Adding Elements to Your Page

Creating Templates and Global Areas

Building A Form

Building A Survey

Connecting a Domain To Your Funnel Or Website

Building the Navigation For Your Website

Importing a Clickfunnel's Funnel

SEO Metadata On Each Page

Adding Tracking Code to Your Site

Building a Blog

Adding a Blog Entry to Your Site

Split Testing

Funnel Organization

WORKFLOWS & AUTOMATION

What is a Workflow?

Workflow Tools

Creating a Workflow

Troubleshooting Workflows

Conditions & Dynamic Workflows

Adding Contacts to Workflows

Workflow Recipes

Workflow Organization

Workflow Actions

Triggers

CALENDAR

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

REVIEWS

Review Setup

Sending Review Requests

Adding Reviews To Funnels & Websites

Automating Reviews

CHAT WIDGET

Chat Widget Overview

Setting Up Your Chat Widget

Adding Chat To Any Website

CONVERSATIONS

Conversations Overview

Conversations Templates

Custom Fields & Values

EMAIL MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

PIPELINE

What is a Pipeline?

Creating a Pipeline

Multiple Pipelines

Adding Customers to Pipelines

Automating Adding to Pipelines

MEMBERSHIPS

Membership Overview

Membership Product Setup

Membership offers

Membership settings

SOCIAL PLANNER

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

PAYMENTS

Payments Overview

Quickpay

Invoices

Estimates & Proposals

FACEBOOK ADS

Set up your Account

Launch a Campaign

Import leads into The Nest

Updating Facebook page business address

Map your Facebook lead form

Connect your Facebook form to your workflow

Create your Facebook Pixel

Create your Pixel Token & Add to Custom Values

Create and Implement your Privacy Policy

Need additional support? Feel free to reach out and get expert help by filling out a support ticket!

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