Welcome To Shoot Caddy Support Portal
Please watch the videos or use a support option below.
Shoot Caddy
Welcome to the Shoot Caddy 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.
Email: [email protected]
LEADS Made Simple!
New Lead - Website form - What Client Experiences
Website contact Form - Where you can find contacts and details
Website Contact Form - Finding Details in shoot caddy once submitted
Funnel Contact Form - What Does my client see when they fill out my funnel pop up form?
New Lead - Pop-Up Form how to locate Details
New Leads - Client booked Inquiry Call, how can I find details
New Leads - Manually Entering New Lead (Into Pipeline)
Smooth BOOKINGS
Payment by direct deposit
Ready to Deliver - POST PRODUCTION
Everyday 'HOW-TOs'
Daily Checks - Dashboard
Explaining email communication - System generated versus 2 way sync
Daily checks - conversations
Daily Checks - Sending emails
Daily checks - leads?
Daily checks - Confirmed shoots
Daily checks - Payments due
Daily checks - Proposals and contracts
Email - snippets
Email - Setting up Email Signature
Forms & Questionnaires
Launchpad - Overview
Marketing with FUNNELS
What is included on my funnel landing page and the purpose of the pop up form?
What happens for my client when they fill in a pop up form on my funnel landing page?
What information is included on the next page (2nd step) in my funnel?
What does my client see when they go to the next page (next step) in my funnel?
How does the 3rd and 4th step of my funnel allow the lead to book a free call with me?
What does my client see when they book in for a free call with me?
NEW ACCOUNTS SET UP
Platform Overview
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Lead Connector overview
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
Gmail Sync
LEARN TO DRIVE PBE CAMPAIGNS
Behind the Business
Book, Shoot, Repeat (Mini Sessions)
The Social Sessions
BREAK UP WITH OTHER SOFTWARE
Mail (Mailchimp, Mailerlite, Flodesk, ConvertKit)
BUSINESS SETUP
Business Setup
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Lead Connector overview
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
Gmail Sync
Trust Centre
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
Documents
Grouping contacts to a Company
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
Add a blog
Adding a blog entry
Split Testing
Funnel organization
Wordpress Navigation
Wordpress - Connect a domain
Margins & Padding
Cookie Consent
URL Redirects
Funnel Navigation Trick
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Triggers
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
Workflow Organization
Workflow Actions
Execution Logs
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
Review Widget
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
Conversation Filter
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
MARKETING & SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
Brand Boards
QR Codes
Media Center
PAYMENTS
Payments Overview
Quickpay
Invoices
Proposals & Estimates
CONNECT
Reach out to us!