# Inbox # How To Connect An Email To Your Digably Inbox Digably • Jul 20, 2023 10 steps • 1 minute read {% embed url="" %} This guide will show you how to connect an email to your Digably inbox. *** #### 1. Click "Inbox" Click the "Inbox" button in the left side menu.

#### 2. Click "Inboxes" Click "Inboxes" in the top menu.

#### 3. Click "Add Inbox" Click the "Add Inbox" button in the upper right of your screen.

#### 4. Click the "Email" tile Select the "Email" tile.

#### 5. Enter a channel name Enter a name for your email channel. Keep in mind, this is how you will distinguish this specific email inbox from other inboxes you add to your Digably system.

#### 6. Enter the email address Enter the email address that you wish to connect to your Digably inbox.

#### 7. Click "Create Email Channel" Click the "Create Email Channel" button.

#### 8. Choose an agent Click the dropdown to choose an agent to manage this specific inbox. Most users will simply choose their own account as the agent.

#### 9. Click "Add agents" Click the "Add agents" button.

#### 10. Copy the forwarding address Finally, click the "Copy" button to copy the forwarding address. You will paste this forwarding address into the appropriate field when setting up forwarding with your email provider. After you set up forwarding, you will be able to send and receive emails right inside your Digably system.

This guide covers the process of connecting an email to your Digably inbox, including adding an inbox, creating an email channel, and selecting agents for the inbox. # How To Add A Chat Widget To Your Website {% embed url="" %} Learn how to add a chat widget to your website using Digably. *** #### 1. Click "Inbox" From the dashboard, click "Inbox" in the left side menu.

#### 2. Click "Inboxes" Then, click "inboxes" in the top menu.

#### 3. Click "Add Inbox" Click on the "Add Inbox" button in the upper right.

#### 4. Click the "Website Widget" tile. Select the "Website Widget" tile.

#### 5. Fill in the form fields. Next, fill in the form fields with the appropriate information. This page will allow you to customize your chat widget with brand colors, a welcome message, and a channel greeting.

#### 6. Click "Create inbox" Now, click the blue "Create Inbox" button.

#### 7. Select the agents that you would like to manage the chat inbox. Select the agents that you would like to manage the chat inbox. This will be you, in most cases.

#### 8. Click "Add agents" Then, click on the "Add agents" button.

#### 9. Click "Copy" Click on the "Copy" button to copy the chat widget code. This will be pasted into the code of your website, so your chat bubble will be available for site visitors. Let's look at how to do that now.

#### 10. Click "Pages" First, navigate to the "Pages" section in the left side menu.

#### 11. Select a site Select the website you would like to place your chat widget on.

#### 12. Click "Site Setting" Inside the page builder, click on "Site Settings" in the upper left menu.

#### 13. Click "Custom Code" Click on the "Custom Code" option in the left menu.

#### 14. Paste the code Paste the code in the header section of your site.

#### 15. Click "Save" Make sure the code is "enabled," and click on the "Save" button.

#### 16. Click "Save Draft" Now click on the "Save Draft" button, and then preview your site.

#### 17. Observe the newly created chat widget. In your site preview, you will now see a fully functioning chat bubble on your website. Any messages that come in through this chat will automatically go to your inbox.

This guide provides step-by-step instructions on adding a chat widget to your website using Digably. # Phone # How To Buy A Phone Number {% embed url="" %} This guide will walk you through the process of buying a phone number in Digably. *** #### 1. Click "Phone" in the left side menu In the Digably dashboard, navigate to the phone section by clicking "Phone" in the left side menu.

#### 2. Click "Numbers" at the top of your screen Then, click "Numbers" at the top of your screen.

#### 3. Click the "Buy a Number" button in the upper right Next, click the "Buy A Number" button in the upper right of your screen.

#### 4. Click here Enter the country and area code that you want to be associated with the number, and click the "Search" button.

#### 5. Fill here This will return a list of available numbers on the right. Simply click the radio button to select the number that you want to buy.

#### 6. Configure and Order your phone number Then, configure the phone number. Here you can give it a name and caller ID display name, choose the destination for inbound calls, assign tags, assign an owner, and choose whether you wish to record inbound calls. When you have your number chosen and configured, click the "Order" button. Digably will redirect you to the "Edit Phone number" page so you can check all your settings. Just click the "Save" button at the bottom of the page to save the settings.

This guide covered the process of purchasing a phone number in Digably. # How To Enable SMS Messaging {% embed url="" %} Learn how to enable SMS messaging in Digably with these simple steps. *** #### 1. Click "Phone" From your Digably dashboard, click "Phone" in the left side menu.

#### 2. Click "Phone Numbers" Select the "Phone Numbers" tile.

{% hint style="info" %} If you don't have a phone number yet, please refer to [How To Buy A Phone Number](/phone/how-to-buy-a-phone-number). {% endhint %} #### 3. Click "Enable SMS" Click "Enable SMS" beside your phone number.

#### 4. Click "Continue" Proceed by clicking on the "Continue" button and following the on-screen prompts.

This guide covers the process of enabling SMS messaging in Digably. **Please note, the approval process can take anywhere from a few hours to a few months. Keep in mind, this is completely dependent on carriers and regulatory agencies, and Digably has no control over the timeframe of the approval process.** # Comprehensive Guide to Setting Up SMS Messaging with 10 DLC Compliance *** We understand that setting up SMS messaging while staying compliant with 10 DLC (10 Digit Long Code) regulations can be a complex process. This comprehensive guide will walk you through every step, with special emphasis on critical points, to ensure your SMS marketing campaigns are compliant and effective. {% hint style="info" %} **Please note: Digably has no control over the approval process.** Approval or rejection is strictly in the hands of the carriers. We are fully committed to helping you have the best chance of approval, but we cannot guarantee it. {% endhint %} {% hint style="info" %} The approval process can take **days, weeks, or months.** And there is no way to predict how long it will take. **Please DO NOT resubmit an application while one is still pending!** It will cost you more money, and it will only slow down the process. Wait for and approval or rejection. {% endhint %} ### Understanding 10 DLC Compliance Before we dive into the setup process, it's essential to understand the importance of 10 DLC compliance: **Why 10 DLC?**: 10 DLC was introduced to combat the increasing volume of spam messages sent via SMS. To address this issue, Congress and the Federal Trade Commission (FTC) got involved, leading to the creation of the campaign registry by carriers. **Carriers' Perspective**: Keep in mind that from the carriers' perspective, you are not their primary customer. Their customers are the individuals who pay cell phone bills. Your goal is to prove that your business is legitimate and follows the rules to combat spam. ### Step 1: Brand Registration The brand registration process is your first crucial step in achieving 10 DLC compliance. Here's what you need to do: **Business Information**: * Verify that your business name, EIN (Employer Identification Number), and address match **EXACTLY** the information on file with the IRS. **Discrepancies can lead to rejection.** **Website URL**: * Include your business website URL. Ensure that the webpage accurately reflects your business name and address. #### Pro Tip: If you are a sole proprietor, consider obtaining an EIN (Employer Identification Number) from the IRS. **It's free and helps establish your identity, which is essential for verification.** ### Step 2: Choosing Your Use Case Selecting the correct use case is vital for 10 DLC compliance. Follow these steps: **Use Case Selection**: * Choose the use case that best describes your business's purpose for sending SMS messages. **Most businesses should probably choose "marketing" and "customer care."** **Legitimate Use**: * Ensure that you have a legitimate reason for using SMS, such as appointment reminders, customer support, or marketing campaigns. ### Step 3: Sample Messages Creating sample SMS messages is essential to prove your compliance. Here's what you need to do: **Sample Messages**: * Prepare five sample SMS messages that align with your chosen use case. Include your business name in these messages. See examples below. > Digably: Thank you for your order! Use code SAVE10 to get 10% on your next order. Reply STOP to opt out. > Bright White Dental: Your appointment is confirmed for Friday December 10th. Reply STOP to opt out. **Variety Matters**: * Diversify your sample messages. Include appointment reminders, marketing offers, and customer care responses. #### Pro Tip: Including your business name in the sample messages demonstrates transparency and helps with compliance. ### Step 4: Opt-In Process Having a clear opt-in process is critical for compliance. Follow these steps: **Opt-In on Your Website**: * Implement an opt-in process on your website or landing page. Users should agree to receive SMS messages via a clear checkbox and legal language. This could be at the bottom of a purchase form, lead capture form, or newsletter signup. **Explain Opt-In**: * Even if you don't have a specific URL, explain how users are opting in, such as through lead capture pages or Facebook ads. ### Step 5: Subscriber Opt-Out Make it easy for subscribers to opt-out of SMS messages. Here's how: **Opt-Out Keyword**: * Include a clear "STOP" keyword that subscribers can text to opt out of SMS messages. ### Step 6: Age-Gated Content and Number Pooling Be cautious about industries related to age-gated content or number pooling, as they may pose compliance challenges. ### Step 7: Embeddable Links and Affiliate Marketing If you use URL shorteners or embeddable links in your SMS messages, set "embeddable link" to "yes." If you conduct affiliate marketing, set the affiliate marketing option to "yes." ### Final Thoughts Compliance with 10 DLC regulations is critical for successful SMS marketing campaigns. It's an ongoing process, and carriers will periodically review your messaging practices. Always aim to provide valuable content to your subscribers and maintain transparency regarding the opt-in process. *** # Contacts # How To Add Existing Contacts To An Automation Flow Digably • Jul 22, 2023 8 steps • 44 seconds read {% embed url="" %} This guide provides instructions on how to add existing contacts to an automation flow in Digably. *** #### 1. Click "Contacts" From your Digably dashboard, click "Contacts" in the left side menu.

#### 2. Select the contacts you would like to add to the automation flow Click on the checkbox beside each contact that you would like to add to the flow. If you would like to select all contacts, click the checkbox at the top of the list.

#### 3. Click "Add to Flow" Then, click on the "Add to Flow" button.

#### 4. Click on the dropdown arrow Click on the dropdown arrow to display your automation flows.

#### 5. Select the flow Select the flow that you would like to add your contacts to.

#### 6. Click "Ok" Finally, click the "OK" button.

This guide covered the steps to add existing contacts to an automation flow in Digably. # How To Import Contacts From A CSV File {% embed url="" %} Importing contacts from a CSV file in Digably is a straightforward process that allows you to quickly add multiple contacts to your database. *** #### 1. Click "Contacts" To start, open the Contacts tab in the left side menu.

#### 2. Click "Import" Then, click the "Import" button in the upper right.

#### 3. Click "Download Example CSV File Headers" If you would like, you can download the example CSV file headers by clicking on the button in the upper right. You can add your data in the downloaded sheet or just use the CSV file you already have. Just make sure that your file columns have headers.

#### 4. Ensure contact data is in the correct columns In your CSV file, ensure that your contact data aligns with the correct column headers. For example, make sure the contacts' first names are all in the column with the first\_name header. Save your file.

#### 5. Upload your file Click on the screen or drag and drop to add your CSV file.

#### 6. Select "Contacts" Select "Contacts" from the dropdown menu, and click "upload file."

#### 7. Select "Match by Email" In the "Contact Deduplication Rules" field, select "Match by Email." This will ensure that contacts already in your database will not be duplicated.

#### 8. Ensure headers are mapped correctly and submit. Make sure the headers from your CSV file (on the left) are mapped to the correct system fields (on the right). Then, click submit. Your new contacts have now been added to your system.

This guide covered the steps to import contacts from a CSV file into Digably, including downloading the example CSV file headers, selecting the matching criteria, and submitting the imported contacts. # Calendar # How To Create Recurring Events {% embed url="" %} This guide will show you how to create recurring events in your Digably calendar. *** #### 1. Click "Calendar" Open the calendar view in your Digably dashboard by clicking "Calendar" in the left side menu.

#### 2. Click the date on which you wish to add the event Click the date on which you wish to add the event. This will open a settings panel on the right.

#### 3. Select the "Repeat" checkbox Fill in all the details needed to configure your event in the settings panel, and be sure to select the "Repeat" checkbox. This will open up a subsection of settings to configure your recurring event.

#### 4. Configure your settings Configure your repeat settings.

#### 5. Click "Save" Finally, save the new recurring event.

This guide covered the process of creating a recurring event in Digably. # How To Add Your Google Calendar {% embed url="" %} This guide will show you how to add your Google Calendar to Digably. *** #### 1. Click "Calendar" From the Digably dashboard navigate to the Calendar section by clicking "Calendar" in the left side menu.

#### 2. Click "Add New Calendar" Next, click on "Add New Calendar".

#### 3. Click "Sign in with Google" Click on the button that says, "Sign in with Google"

#### 4. Choose the Google account you wish to connect Click the account you wish to add.

#### 5. Choose "Select all" Activate the "Select all" checkbox.

#### 6. Click "Continue" Click the "Continue" button.

#### 7. Your Google Calendar is now connected Now, you can see your Digably Calendar that is synced with your Google calendar.

This guide covered the process of adding your Google Calendar to Digably. To learn more about how to use the features and functions of the calendar, refer to the "Calendar" section of the Digably help docs. # How To Delete A Calendar Event {% embed url="" %} This guide will walk you through the steps to delete a calendar event in Digably. *** #### 1. Click "Calendar" In the Digably dashboard, start by clicking "Calendar" in the left side menu.

#### 2. Click the event you wish to delete Next, locate the event you wish to delete, and click it. This will bring up the settings panel on the right.

#### 3. Click the trash can icon To delete the event, simply click the trash can icon at the top of the settings panel.

#### 4. Click "Delete" Finally, click the "Delete" button to confirm your decision to delete the event.

This guide covered how to delete a calendar event in Digably. # How To Add Buffer Time Between Meetings {% embed url="" %} In this guide, you'll learn how to add buffer time (or break time) between meetings in Digably. *** #### 1. Click "Calendar" First, navigate to the Calendar section in the left side menu.

#### 2. Click "Bookers" Then, click on the "Bookers" tab in the top menu.

#### 3. Select the booker you would like to edit. Select the booker you would like to edit.

#### 4. Click "Meeting Event Options" Inside the booker settings, select the "Meeting Event Options" tab.

#### 5. Enter appropriate buffer time. Now, you will be able to enter the desired buffer time before and after your meetings.

#### 6. Click "Save" Save the changes.

This guide covered the steps to add buffer time between meetings in Digably. # Pages # How To Add A Free Download To A Page {% embed url="" %} #### 1. Click "File Manager"

#### 2. Add a file here

#### 3. Click the copy icon to copy the file URL, then close the window

#### 4. Click the "+" icon in the top left

#### 5. Click "Button" and drag it into your page

#### 6. Select the button, and click the link icon

#### 7. Click "web"

#### 8. Paste the file URL here and save. Be sure to add before the file URL

#### 9. Click "Save Draft"

# How To Add Custom CSS or Javascript to a Page Digably • Jul 21, 2023 17 steps • 2 minutes read {% embed url="" %} This guide will show you how to add custom CSS or Javascript to a page in Digably. *** #### 1. Click "Pages" First, click on the "Pages" option in the left side menu.

#### 2. Select a site Select the site you would like to add the custom code to.

#### 3. Click "Page Setting" First, we'll cover how to add custom CSS to the individual page. Click on "Page Setting" in the upper left of the page builder.

#### 4. Click "CSS" Select the "CSS" option in the left side menu.

#### 5. Enter your custom CSS Enter your custom CSS in the code editor section of the page. Keep in mind, you do not need to add the "style" tag before and after your CSS.

#### 6. Enable the custom CSS Toggle the switch in the upper right corner of your screen to make sure the custom CSS is enabled.

#### 7. Click "Save" Save the changes by clicking on the "Save" button. This concludes the steps of how to add custom CSS. Now, let's look at how to add Javascript to your page.

#### 8. Click "Page Setting" Like before, click on "Page Setting" in the upper left.

#### 9. Click "Custom Code" Select the "Custom Code" option in the left side menu.

#### 10. Select where to insert your Javascript Choose a location to insert your Javascript. You may choose to place the code in the Header, after the opening "body" tag, or after the closing "body" tag.

#### 11. Enter your Javascript Enter your Javascript in the code editor section of the page and enable it using the toggle in the upper right.

#### 12. Click "Save" Save the changes by clicking on the "Save" button. This concludes the steps of how to add Javascript to an individual page. Now, let's look at how we can add Javascript to the entire site.

#### 13. Click "Site Setting" First, click "Site Setting" in the upper left. These settings will apply to the entire site.

#### 14. Click "Custom Code" Select the "Custom Code" option in the left side menu.

#### 15. Choose where to insert your code Choose a location to insert your Javascript as before, enable the script, and save.

This guide covered the process of adding custom CSS or Javascript to a page in the Digably application. # Membership Sites # Understanding The Pages Of A Membership Site This page will give a brief overview of the various pages included in a membership site within Digably. #### Membership Sites can be used to... * sell courses * offer exclusive content to leads * provide training materials to students or team members * restrict access to your site ### Index Page: The index page is the page someone lands on when they type in your membership site domain. You can think of this as your "home" page or "landing" page. This is typically where you will promote the features and benefits of being a member of your site or purchasing your product/subscription. This page is a good place to put your [membership signup form](/pages/membership-sites/how-to-create-a-membership-signup-page) or [purchase form](/forms/how-to-create-a-purchase-form-product-checkout-form). It's also a good idea to place a login button somewhere near the top of this page that will direct users to the login page. ### Login Page: The [login page](/pages/membership-sites/how-to-set-up-your-membership-login-page) is the page that includes the login form (where users log in to your membership site). Typically, the login page will be very minimalistic, only containing a logo and login form. However, Digably allows you to make this page as elaborate as you like. ### Forgot Password Page: The [forgot password page](/pages/membership-sites/how-to-set-up-your-membership-forgot-password-page) will be set up very similar to the login page. This is a place for users to submit a password reset request should they forget their password. Again, this page will typically only have the forgot password form and a logo. ### Welcome Page: The welcome page is the first page a user will see after successfully logging in to your membership site. Many people choose to place exclusive membership content on this page. This could include course materials, videos, articles, eBooks, audio tracks, etc. # How To Create A Membership Site Digably • Jul 21, 2023 8 steps • 1 minute read {% embed url="" %} This guide will walk you through the steps to create a membership site using Digably. Membership sites are a fantastic solution for creating and sharing courses or other valuable content that is restricted to users who have either paid for access or signed up for a membership. *** #### 1. Click "Pages" From your Digably dashboard, navigate to the "Pages" section in the left side menu.

#### 2. Click "Create New Project" Click on the "Create New Project" tab.

#### 3. Click "Create" in the Membership Site tile Now you will see a number of options. Look for the tile labeled "Membership Site", and click the "Create" Button.

#### 4. Give your membership site a name Enter a name for your membership site in the field labeled "Site Name" and click "Save"

#### 5. View the pages of your membership site After saving, your new membership site will open up in the page builder. By clicking the Show Pages icon in the top left, you will be able to see that you now have a membership site complete with an Index Page (aka home page), a Login Page, a Forgot Password Page, and a Membership Welcome Page.

#### 6. Switch between pages You can navigate to any of the pages to edit them by clicking the page on the left, or by using the dropdown menu at the top to select one of the pages.

This guide covered the process of creating a membership site using Digably. To learn how to setup and customize your Index, Login, Forgot Password, and Membership Welcome Page, see the other articles in the Membership Site section of our help docs. # How To Add The Membership App To An Existing Site Digably • Jul 21, 2023 8 steps • 1 minute read {% embed url="" %} This guide will show you how to add the Membership app to an existing site using Digably. This is useful if you have already built a site, but you would like to add a restricted members area. *** #### 1. Click "Pages" Start by navigating to the "Pages" section in the left side menu.

#### 2. Click "Demo Site" Select the site you would like to add the membership app to.

#### 3. Click the "Apps" icon Locate and click on the "Apps" icon in the upper left of the page builder. It's shaped like a puzzle piece.

#### 4. Click "Add App" Click the "Add App" button.

#### 5. Click "Create" A dialogue box will pop up. You can rename the app if you like, then click the "Create" button.

#### 6. Click "Show Pages" icon By clicking on the "Show Pages" icon in the upper left, you can now see that additional pages have been added to your site. These pages include a login page, forgot password page, and welcome page.

This guide covered the steps to add the Membership app to an existing site in Digably. For instructions on how to configure the individual pages inside your membership site, please see our other articles in the ["Membership Sites" section](/pages/membership-sites) of the Digably Help Docs. # How To Set Up Your Membership Login Page Digably • Jul 21, 2023 9 steps • 1 minute read {% embed url="" %} This guide will show you How To Set Up Your Membership Login Page in Digably. *** #### 1. Click "Pages" In the Digably dashboard, navigate to the "Pages" section in the left side menu.

#### 2. Select your Membership Site Select your Membership Site. This will open it in the page builder.

#### 3. Click the "Show Pages" icon in the top left Click the "Show Pages" icon in the top left to view all the pages of your membership site.

#### 4. Click the pencil icon on the Login Page Locate the Login Page on the left, and click the pencil icon to edit the page.

#### 5. Click the "+" icon in the top left Click the "+" icon in the top left to add a new element to the page.

#### 6. Drag and drop the Login Form element into your page Locate the "Login Form" element in the left side of your screen, and drag and drop it into your page.

#### 7. Save your work At this point, you may customize your login page and login form by adding images, text, brand colors, or anything else you like. Then be sure to click the "Save Draft" button to save your work.

This guide covered the steps to set up your membership login page in Digably. For instructions on how to configure the other pages inside your membership site, please see our other articles in the ["Membership Sites" section](/pages/membership-sites) of the Digably Help Docs. # How To Set Up Your Membership Forgot Password Page Digably • Jul 21, 2023 9 steps • 1 minute read {% embed url="" %} This guide will show you How To Set Up Your Membership Forgot Password Page in Digably. *** #### 1. Click "Pages" In the Digably dashboard, navigate to the "Pages" section in the left side menu.

#### 2. Select your Membership Site Select your Membership Site. This will open it in the page builder.

#### 3. Click the "Show Pages" icon in the top left Click the "Show Pages" icon in the top left to view all the pages of your membership site.

#### 4. Click the pencil icon on the Login Page Locate the Forgot Password Page on the left, and click the pencil icon to edit the page.

#### 5. Click the "+" icon in the top left Click the "+" icon in the top left to add a new element to the page.

#### 6. Drag and drop the Login Form element into your page Locate the "Forgot Password" element in the left side of your screen, and drag and drop it into your page.

#### 7. Save your work At this point, you may customize your Forgot Password page and Forgot Password form by adding images, text, brand colors, or anything else you like. Then be sure to click the "Save Draft" button to save your work.

This guide covered the steps to set up your membership Forgot Password page in Digably. For instructions on how to configure the other pages inside your membership site, please see our other articles in the ["Membership Sites" section](/pages/membership-sites) of the Digably Help Docs. # How To Create A Membership Signup Page Digably • Jul 21, 2023 29 steps • 2 minutes read {% embed url="" %} This guide will show you how to create a membership signup page using Digably. First, we'll cover how to create a membership signup form. Then, we'll cover how to add this form to the appropriate page. Let's begin. *** #### 1. Click "Forms" From your Digably dashboard, click the "Forms" tab in the left side menu.

#### 2. Click "Create Form" Click the "Create Form" button.

#### 3. Click "Common Fields" Inside the form builder, click "Common Fields" to expand the left side menu.

#### 4. Click "First Name" Drag and drop the "First Name" field into the form.

#### 5. Click "Last Name" Add the "Last Name" field.

#### 6. Click "Email" Add the "Email" field. This field is important, because it's how you will communicate with members who sign up. This is also how they will log in to the membership site.

#### 7. Click "Basic" Next, select the "Basic" option to expand its menu.

#### 8. Click "Password" Add the "Password" field to your form. This field is also important, as it will be used when members log in to the site.

{% hint style="info" %} NOTE: This form could also be configured as a [Purchase Form](/forms/how-to-create-a-purchase-form-product-checkout-form). This might be a better option if you are selling a course or membership. You will still need to add a password field. {% endhint %} #### 9. Edit the button settings Next, click the gear icon to open up the button settings.

#### 10. Change the button label Label the button as "Sign Up".

#### 11. Click "Save" Save the button settings.

#### 12. Click "Settings" Next, you need to add a redirect URL in the form settings to redirect users to the login page after they submit the signup form. To do this, click the "Settings" button in the upper left of your screen.

#### 13. Click the dropdown arrow Click the dropdown arrow in the field labeled, "What happens after the form is submitted."

#### 14. Click "Redirect to another URL" Choose "Redirect to another URL."

#### 15. Enter the URL Enter the URL of your membership site login page.

#### 16. Click "Save" Save the settings.

#### 17. Save the form settings Finally, save the form settings by clicking the "Save" button in the upper right of the form builder.

#### 18. Give your form a name Name your form. We suggest naming it something like "Membership Signup Form," so it will be easy to find in the page builder.

#### 19. Click "Save" Click "Save."

#### 20. Exit the Form Builder Now, exit the form builder. It's time to add your form to the signup page in your membership site.

#### 21. Click "Pages" From your Digably dashboard, click the "Pages" tab in the left side menu.

#### 22. Select your membership site Select the site where you want to add the Membership Signup Form.

#### 23. Click the "Shop Pages" icon For this example, we'll be using the index page (or home page) for the signup page. To select the page, click on the "Show Pages" icon in the upper left of the page builder.

#### 24. Edit the page Click the pencil icon to edit the index page.

#### 25. Add an element to the page Then, click the "+" icon in the upper left to open up the elements panel.

#### 26. Drag your form onto the page Locate the Signup Form that you created earlier, and drag it onto the page. You now have a Membership Signup Page that you can customize as you wish.

#### 27. Click "Save Draft" Save your work.

This guide covered the steps to create a membership signup page using Digably. # How To Automatically Grant A User Access To A Membership Site After The User Signs Up Digably • Jul 21, 2023 19 steps • 3 minutes read {% embed url="" %} This guide will show you how to automatically grant a user access to a membership site after the user signs up or makes a purchase using Digably. *** #### 1. Click "Automations" In your Digably dashboard, navigate to the Automations section by clicking "Automations" in the left side menu.

#### 2. Click "Create Flow" Create a new automation flow by clicking on the "Create Flow" button in the top right of your screen. This will open the visual automation builder.

#### 3. Click "Add new workflow trigger" Click the "Add new workflow trigger" element at the top of the builder. This will open its setting panel on the right side of your screen. This step is how you configure the particular actions (such as a form submission or product purchase) that will cause this automation flow to start.

#### 4. Open the "Workflow Trigger Type" dropdown menu While you may choose to, it's not necessary that you assign a name to the workflow trigger. Digably will do this automatically. However, it is important that you choose your workflow trigger type. To do this, click the dropdown arrow in the box labeled "Workflow Trigger Type".

#### 5. Click "Form Submission" Then, select "Form Submission". Keep in mind, that we are using "Form Submission" as the Workflow Trigger Type in this example, but you can also trigger this automation with a product purchase, or virtually any other action that takes place inside of Digably.

#### 6. Open the "Forms" dropdown menu Click the dropdown arrow beside the box labeled "Forms" to select the form you wish to use for your trigger.

#### 7. Select "Membership Signup Form" Choose the "Membership Signup Form". Remember, we are using the Membership Signup Form for this example only. If you choose to use a product purchase or something else as your trigger for this automation, you would need to choose the appropriate option here.

#### 8. Click "Add Trigger" Click the "Add Trigger" button to save your trigger settings.

#### 9. Expand the "CRM" menu by clicking the dropdown arrow Now that you have created and defined the trigger that will make this automation flow run, you simply need to add the "Create CRM/Membership User" step after the trigger in the builder. To do this, click the dropdown arrow to expand the "CRM" section in the left side menu.

#### 10. Drag and drop the "Create CRM/Membership User" element into the automation builder Then, drag and drop the "Create CRM/Membership User" step into the builder (between the trigger step and the "Deactivate Contact From Flow " step) This will open the setting panel for this step on the right side of your screen.

#### 11. Click the dropdown arrow in the box labeled "Login to", and select your membership site Click the dropdown arrow in the box labeled "Login to", and choose the membership site you wish to give the user access to.

#### 12. Click the dropdown arrow for the box labeled "Account Password", and select the option called "Password" Click the dropdown arrow in the box labelled "Account Password", and choose the "Password" option. Be sure to choose the "Password" option from your signup form. You will find this by scrolling to the bottom of the dropdown list.

#### 13. Click "Save" Click the "Save" button to save your settings.

#### 14. Connect the automation steps At this point, you have added all of the steps to this Automation Flow that are necessary to grant a user access to your membership site. Now you just have to connect the steps. To do this, simply click and drag the connector point at the bottom of one step to the top connector point of the next step. Repeat this process to connect all of the steps.

#### 15. Click "Save" Finally, save the automation flow by clicking the "Save" button in the top right of your screen.

#### 16. Name your new automation flow Give your new automation flow a name.

#### 17. Click "Publish" Then, publish your automation flow by clicking the "Publish" button.

This guide covered the steps to set up automatic user access to a membership site in Digably after the user signs up or makes a purchase. To learn more about building automations in Digably, refer to the "Automations" section in the Digably help docs. # How To Connect A Custom Domain To Your Website Digably • Jul 21, 2023 18 steps • 1 minute read {% embed url="" %} This guide will show you how to connect a custom domain to your website in Digably. *** #### 1. Click "Pages" From your Digably dashboard, click "Pages" in the left side menu.

#### 2. Click "Connected Domains" Next, click "Connected Domains" in the top menu.

#### 3. Click "Add Domain" Click the "Add Domain" button.

#### 4. Click "Use Your Own Custom Domain" Select the radio button in the Custom Domain tile.

#### 5. Enter your domain Enter the custom domain that you wish to connect. Keep in mind, this must be a domain you already own. (Most people purchase domains from sites like GoDaddy, NameCheap, Bluehost, etc.)

#### 6. Click "Next" After you've entered your domain, click "Next."

#### 7. Click "Next" Select whether you only want website hosting or would like to connect both website hosting and email sending. Than click "Next."

#### 8. Click "Yes, I want the fastest website" Click "Yes, I want the fastest website"

#### 9. Add DNS records in your domain registrar account Copy and paste the supplied DNS records into your domain registrar account.

#### 10. Click "Verify I have added these records correctly" After you have added the DNS records, click "Verify I have added these records correctly."

#### 11. Click "Finish" Then, click "Finish."

#### 12. Check the status of your domain Now, keep an eye on the status of your domain connection. Once the status displays "Enabled," you are ready to connect it to your website.

#### 13. Click "Publish" inside the page builder To connect your custom domain to your website, open your site inside the page builder, and click "Publish" in the upper right.

#### 14. Click "Select Your Own Domain" Click the radio button next to "Select Your Own Domain."

#### 15. Select your domain Select the custom domain you recently enabled.

#### 16. Click "Next" Finally, click "Next" and follow any on-screen prompts.

This guide demonstrated the steps of connecting a custom domain to your website in Digably. # How To Find The URL Of Your Webpage Digably • Jul 21, 2023 6 steps • 41 seconds read {% embed url="" %} This guide will walk you through the steps to find the URL of your webpage in Digably. *** #### 1. Click "Pages" Start in the Digably dashboard by clicking "Pages" in the left side menu.

#### 2. Select your website Select the website you wish to find the URL for.

#### 3. Click "Page Setting" Next, ensure that you have the page you are looking for loaded in the page builder. You can navigate to the page using the dropdown menu at the top. After you have the correct page loaded, Click the "Page Settings" button at the top left.

#### 4. View the URL for your page Here, you can see your page URL.

This guide covered the steps to find the URL of your webpage in Digably. # How To Fix Your Picture If It's Cut Off {% embed url="" %} This guide will show you how to fix a picture in the page builder that is being cut off. *** #### 1. Locate the picture that is cut off in the page builder First, locate the picture that is cut off in the page builder. Notice in this example, the top and bottom of the picture in the upper left is cut off.

#### 2. Click the arrows in the upper right corner of the picture that is being cut off To fix this, simply click the arrows in the upper right corner of the picture that is being cut off.

#### 3. Notice, your picture is no longer being cut off Notice now, your picture is no longer cut off.

This guide showed you how to fix a picture that is being cut off in the page builder. # How To Add Custom HTML Into a Page {% embed url="" %} Learn how to add custom HTML into a page in Digably. *** #### 1. Click "+" to open the elements panel From within the page builder, click on the "+" icon in the upper left to open the elements panel.

#### 2. Select "Custom Code" Select the "Custom Code" element and drag it onto the page where you would like the custom code to show up.

#### 3. Enter your custom code A dialogue box will pop up. Enter your custom code into the dialogue box. Then click "Save."

#### 4. Click "Save Draft" Make sure to save your work.

This guide covered the steps to add custom HTML into a page using Digably. # How To Duplicate or Copy a Webpage {% embed url="" %} Learn how to duplicate or copy a webpage in Digably. *** #### 1. Click "Show Pages" Icon From inside the page builder, click the "Show Pages" icon in the upper left to display all of the pages in your site.

#### 2. Click the "copy" icon Locate the page you would like to duplicate, and click on the "copy" icon.

#### 3. Click "Yes" A dialogue box will appear, to make sure you would like to copy the page. Click "Yes."

This guide covers the step-by-step process of duplicating or copying a webpage in Digably. # How To Find Royalty-Free Images For Your Website {% embed url="" %} Discover how to find royalty-free images for your website using Digably. *** #### 1. Click the "+" icon to add an image element From within the page builder, click on the "+" icon to open the elements panel.

#### 2. Click "Image" Drag and drop the image element onto the page.

#### 3. Click the image element Click the image element that you just added to the page.

#### 4. Select the image icon Select the "image" icon.

#### 5. Click the "+" Click on the "+" icon.

#### 6. Click "Royalty Free Image Search" Go to the "Royalty Free Image Search" feature.

#### 7. Enter a search term Enter a search term. For this example, we'll enter the word, "Panda." Then click "search."

#### 8. Click the "+" Select the desired image by clicking the "+" icon. Your image will be added to the page.

#### 9. Confirm the correct image has been added Confirm the correct image has been added.

This guide walks you through the process of finding royalty-free images for your website using Digably. # I Can't See My Website When I Type In My Domain (Slug Settings) {% embed url="" %} Learn how to fix the issue of not being able to see your website when typing in your domain. This is usually a very simple fix and can be done in the page settings. Let's begin. *** #### 1. Click "Pages" From your dashboard, navigate to the "Pages" section in the left side menu.

#### 2. Click the website Click on the affected website to open the page builder.

#### 3. Click "Page Setting" Access the "Page Settings" in the upper left.

#### 4. Enter "index" for the slug of your page. Enter the word "index" for the slug of your page.

#### 5. Click "Save" Save the changes.

#### 6. Click "Publish" Publish the updated website.

This guide covered the steps to resolve the issue of not being able to see your website when typing in your domain. # How To Add A Custom Video To Your Page {% embed url="" %} This guide will show you how to add a custom video to your page in Digably. *** #### 1. Click "+" From inside the page builder, click on the "+" icon in the upper left to open the elements panel.

#### 2. Click "Video" Drag and drop the video element onto your page.

#### 3. Open video settings With the video selected, click on the video settings icon in the toolbar.

#### 4. Click "Custom" Choose the "Custom" option as the video type in the dropdown menu.

#### 5. Click edit Click on the pencil icon to edit the file url.

#### 6. Add your video file Select and add your video file into the Video Manager. Keep in mind, the video must be less than 25 megabits to load into the video manager. Otherwise, it is recommended to host on Youtube or Vimeo. This allows for optimal page speed and performance. If your video is larger than 25 megabits, you can try compressing it using a free tool like Handbrake.

#### 7. Click the "+" Once your video is uploaded, click the "+" icon to add it to the page.

#### 8. Click "Save Draft" Save your changes by selecting "Save Draft"

This guide covered the steps to add a custom video to your page in Digably. # Forms # How To Add Fields To A Custom Form {% embed url="" %} #### 1. Click "Forms"

#### 2. Click "Create Form"

#### 3. Choose a field

#### 4. Click "Save"

#### 5. Name your form

#### 6. Click "Save"

# How To Redirect Users Following A Form Submission Digably • Jul 20, 2023 10 steps • 1 minute read {% embed url="" %} This guide will show you how to redirect users following a form submission in Digably. *** #### 1. Click "Forms" in the left sidebar menu Navigate to the form builder by clicking “Forms” on the left side menu.

#### 2. Select the appropriate form. Select the appropriate form from the forms list. Choose the one you wish to redirect the user from when they submit.

#### 3. Click "Settings" Inside the form builder, click "Settings" in the top left corner. This will open the settings for this particular form.

#### 4. Click the dropdown menu that says, "What happens after the form is submitted?" Click the dropdown menu that says, "What happens after the form is submitted?"

#### 5. Select "Redirect to another URL" Select "Redirect to another URL"

#### 6. Enter the URL Type in the URL you wish to redirect users to after they submit the form.

#### 7. Click "Save" Click the "Save" button at the bottom to save your new form settings.

#### 8. Click "Save" Finally, save your form by clicking the "Save" button in the upper right-hand corner.

#### Use Cases: * Redirect to download page * Redirect to thank you page # How To Create A Purchase Form (Product Checkout Form) Digably • Jul 20, 2023 13 steps • 59 seconds read {% embed url="" %} This guide will show you how to create a purchase form using Digably *** #### 1. Click "Forms" Start by clicking "Forms" in the left side menu.

#### 2. Click "Create Form" Click the "Create Form" button in the upper right of your screen.

#### 3. Click "Advanced" Click the "Advanced" tab in the left side menu of the form builder.

#### 4. Add the "Purchase" element to the form Drag and Drop the "Purchase" element into the form.

#### 5. Click the gear icon Click on the gear icon to open up the "Purchase" element settings.

#### 6. Click "Products" Now, click "Products" in the right side panel.

#### 7. Click the drop-down arrow Click the drop-down arrow to view all of your products.

#### 8. Select a product Select the product or products that you would like to make available for purchase through your form.

#### 9. Click "Config" Next, click "config" to open up the configuration panel.

#### 10. Configure your settings Adjust the configuration settings based on your specific needs.

#### 11. Click "Save" Finally, click the "Save" button in the upper right to save your purchase form.

# How To Change The Button Color On A Form Digably • Jul 20, 2023 7 steps • 30 seconds read {% embed url="" %} This guide will show you how to change the button color on a form using Digably. *** #### 1. Click the form inside the page builder Click the form inside the page builder to display the settings toolbar for the form.

#### 2. Click the paint palette icon Click the paint palette icon

#### 3. Click the drop down menu, and select "Primary Button Bg" Click the drop down menu and select the "Primary Button Bg" option

#### 4. Choose a color Choose a color for the button

#### 5. Notice your button color change to your chosen color Notice the button color change to your chosen color

This guide covered the steps to change the button color on a form using Digably. # How To Export Form Submission Data {% embed url="" %} This guide will show you how to export form submission data in Digably. *** #### 1. Click "Forms" First, navigate to the Forms section in your Digably dashboard by clicking "Forms" in the left side menu.

#### 2. Click "CMS" Click on "CMS" in the top menu.

#### 3. Click "Open" Select the form from which you would like to export data by clicking "open."

#### 4. Click the "Export CSV" icon Click the "Export CSV" icon in the upper right corner.

#### 5. Select the columns you would like to export Select the columns you would like to export by clicking the radio buttons beside each one in the dropdown menu.

#### 6. Click "Done" Click on the "Done" button.

#### 7. Click "Export" Finally, click on the "Export" button.

This guide covered the steps to export form submission data in Digably. # How To Rename A Form {% embed url="" %} This guide will walk you through the steps to rename a form in Digably. *** #### 1. Click The pencil icon beside the form you wish to rename Navigate to the forms section, and locate the form you wish to rename. Then click the pencil icon. This will open the form in the form builder.

#### 2. Click "Save" Click on the "Save" button in the top right of your screen.

#### 3. Rename your form Give your form a new name.

#### 4. Click "Save" Once you have entered the new name, click on the "Save" button to finalize the renaming process.

This guide covered the process of renaming a form in Digably. # How To Make A Form Field Required {% embed url="" %} Learn how to make a form field required in Digably. *** #### 1. Click the "gear" icon From inside the form builder, click on the "gear" icon beside the field you want to make required.

#### 2. Click "Validation" Navigate to the "Validation" settings.

#### 3. Click the checkbox beside "Required." Click the checkbox beside "Required." Please note that the field will be required when the checkbox is activated.

#### 4. Click "Save" Save the changes.

#### 5. Click "Save" Then, save your form.

This guide covers the steps to make a form field required in Digably. # How To Add A Coupon Code Field To A Purchase Form {% embed url="" %} Learn how to add a coupon code field to a purchase form in Digably. #### 1. Select the gear icon Inside the form builder, select the gear icon next to the purchase element to open up the settings panel.

#### 2. Toggle on "Show Coupon Code" Click the toggle beside "Show Coupon Code."

#### 3. You now have a coupon code field on your form. You now have a coupon code field on your form.

#### 4. Click "Save" Save the changes by clicking on the "Save" button.

This guide covered the steps to add a coupon code field to the purchase form in Digably. # Automations # Automations Overview {% embed url="" %} # How To Add A Trigger To Your Automation Flow Digably • Jul 22, 2023 10 steps • 2 minutes read {% embed url="" %} This guide will show you how to add a trigger to your automation flow using Digably. Let's get started. *** #### 1. Click "Automations" In your Digably dashboard, navigate to the Automations section by clicking "Automations" in the left side menu.

#### 2. Click "Create Flow" Create a new automation flow by clicking on the "Create Flow" button in the top right of your screen. This will open the visual automation builder. Alternatively, if you already have a flow, you may select it from the list on the page.

#### 3. Click "Add new workflow trigger" Click the "Add new workflow trigger" element at the top of the builder. This will open its settings panel on the right side of your screen. This step is how you configure the particular actions (such as a form submission or product purchase) that will cause this automation flow to start.

#### 6. Open the "Forms" dropdown menu Click the dropdown arrow beside the box labeled "Forms" to select the form you wish to use for your trigger.

#### 7. Select "Membership Signup Form" Choose a form. In this example, we'll choose "Membership Signup Form". If you choose to use a product purchase or something else as your trigger for this automation, you would need to choose the appropriate option here.

#### 8. Click "Add Trigger" Click the "Add Trigger" button to save your trigger settings.

This guide covered the steps to set up a trigger inside the automation flow builder. To learn more about building automations in Digably, refer to the ["Automations" section](/automations) in the Digably help docs. # How To Automatically Add A Tag To A User Digably • Jul 22, 2023 12 steps • 1 minute read {% embed url="" %} This guide will walk you through the process of creating an automation flow that will automatically add a tag to a user using Digably. *** #### 1. Click "Automations" From the Digably dashboard, navigate to the Automations section by clicking "Automations" in the left side menu.

#### 2. Click "Create Flow" Click the "Create Flow" button in the top right of your screen to open the automation builder.

#### 3. Click "Add new workflow trigger" and configure your trigger Click the "Add new workflow trigger" step in the visual automation builder to [add and configure your trigger](/pages/how-to-add-a-free-download-to-a-page).

#### 4. Expand the "Data Services" dropdown menu After your trigger has been created, expand the "Data Services" menu on the left by clicking the dropdown arrow.

#### 5. Drag and drop the "Add/Remove Tag" element into your automation Drag and drop the "Add / Remove Tag" step into the visual automation builder between the trigger step and the step called "Deactivate Contact From Flow". This will open the settings panel on the right so you can configure your "Add/Remove Tag" step.

#### 6. Add your tag Be sure the first box is set to "Add Tag". Then type your tag in the second box. Finally, click the "Save" button to save your settings.

#### 7. Connect the steps in your automation flow At this point, all the steps have been added that are necessary to add a tag to a user. Simply click and drag the connector points from one step to the next to make sure all the steps are connected.

#### 8. Save your new automation flow Save your changes by clicking the "Save" button in the top right of your screen.

#### 9. Give your automation flow a name Give your new automation flow a name.

#### 10. Click "Publish" to activate your automation flow And click the "Publish" button to activate your new automation flow.

This guide covered the steps to create and publish an automation flow that will automatically add a tag to a user in Digably. For more resources on working with Automations in Digably, be sure to visit the "Automations" section of the Digably help docs. # How To Create An Email Drip Campaign Digably • Jul 22, 2023 18 steps • 3 minutes read {% embed url="" %} This guide will show you how to create an email drip campaign using Digably. #### 1. Click "Automations" From the Digably dashboard, navigate to the Automations section by clicking "Automations" in the left side menu.

#### 2. Click "Create Flow" Click the "Create Flow" button in the top right of your screen to open the visual automation builder.

#### 3. Click "Add new workflow trigger" to add and configure your trigger Click the "Add new workflow trigger" step at the top to [add and configure your trigger](/automations/how-to-add-a-trigger-to-your-automation-flow).

#### 4. Expand the "Messaging" dropdown menu After your trigger has been created, it's time for you to add an email step. To do this, expand the "Messaging" menu on the left by clicking the dropdown arrow.

#### 5. Drag and drop the "Send Email" step into the visual automation builder Then drag and drop the "Send Email" step below the trigger step in the visual automation builder. This will open an email settings panel on the right side of your screen where you will be able to configure your email.

#### 6. Configure your email settings Fill in the necessary information for the email, such as the subject, sender name, sender email address, and so on.

#### 7. Click "Edit Email" Then, click the "Edit Email" button to edit the content of the email.

#### 8. Create your email Create your email. Notice, you can write your email using the Text Email Builder, Raw HTML, or the Visual Email Builder. Most people choose to use the Text Email Builder for simplicity, or the Visual Email Builder if they wish to create an email that includes logos, images, buttons, etc.

#### 9. Click "Save" to save your newly created email After you finish creating your email, click the "Save" button.

#### 10. Click "Save" to save your settings for the "Send Email" step Then click the "Save" button to save all of your settings for the "Send Email" step.

#### 11. Expand the "Logic" dropdown menu An email drip campaign typically consists of a number of emails that send to an audience over a defined period of time. To make this happen, you will also need to add a "Wait for Amount of Time" step in this automation flow below the "Send Email" step you just created. You can do this by expanding the "Logic" dropdown menu on the left of your screen.

#### 12. Drag and drop the "Wait For Amount of Time" step below your "Send Email" step Then drag and drop the "Wait For Amount of Time" step below the "Send Email" step.

#### 13. Configure your wait time Configure the desired waiting period and click "Save".

#### 14. Add as many "Send Email" and "Wait For Amount of Time" steps as you wish, then connect the steps At this point you have a trigger that will start the email drip campaign, the first email of the campaign, and a wait time following the first email. From here, you can add as many more "Send Email" steps and "Wait For Amount of Time" steps as you like using the same process you used in the previous steps of this guide. Then be sure to connect all of the steps together by clicking and dragging the connector points from one step to the next.

#### 15. Click "Save" to save your new email drip campaign automation flow Click the "Save" button to save your new email drip campaign.

#### 16. Click "Publish" to activate the automation flow Finally, give your campaign a name, and click the "Publish" button to make it active.

This guide covered the steps to create an email drip campaign using Automations in Digably, including setting up the flow, editing the email content, adding delays, and publishing the campaign. To learn more about how to use Automations in Digably, refer to the ["Automations" section](/automations) of the Digably help docs. # How To Save An Email As A Template Digably • Jul 22, 2023 8 steps • 45 seconds read {% embed url="" %} This guide will show you how to save an email as a template in Digably. *** #### 1. Click "Actions" Let's start inside the visual email builder. After you have created an email that you would like to save as a template, click "Actions" in the upper left of the builder.

#### 2. Click "Save as template" Then, select "Save as template."

#### 3. Name your email template Give your email template a name, and click "Save."

#### 4. Click "Load Saved Template" To load a previously saved template, click the "Load Saved Template" button in the upper right of the builder.

#### 5. Click "My Templates" Access the "My Templates" section.

#### 6. Click "Load Template" Finally, click the "Load Template" button beside the template that you would like to load.

This guide covered the steps to save an email as a template in Digably. # How To Add Dynamic Variables Into An Email Digably • Jul 22, 2023 9 steps • 1 minute read {% embed url="" %} This guide will show you how to add dynamic variables into an email in Digably. *** #### 1. Click "Insert Merge Field" From inside the email editor, click the "Insert Merge Field" button at the top of your screen. This will open a list of all the merge field options that you can use in your email.

#### 2. Expand the dropdown lists to locate the merge field you wish to insert. Use the dropdown arrows to expand the list of options according to their category. In this example, we'll be adding the customers first name into the email. So we will expand the "Contact" list.

#### 3. Click the merge field you wish to insert into your email Then, select the merge field you wish to add. Remember, we are using the "First Name" dynamic variable in this example, but you can choose to insert any of the available merge fields when writing your email. Clicking the chosen merge field here will automatically copy it to your clipboard.

#### 4. Place your cursor in the desired location and paste Now that you've chosen the merge field you wish to insert into your email, simply place your cursor where you wish to insert the merge field, and paste.

#### 5. Confirm that your merge field has been inserted Notice, this will add the merge field into your email. Don't worry that it looks strange with braces and dollar signs. This is just the code Digably uses to pull each individual contacts information into the email that sends to that particular contact. The email that sends in this example will simply read "Hey," followed by the first name of the contact (Such as "Hey John", or "Hey Marry").

#### 6. Click "SAVE" After you have finished writing your email, click the "SAVE" button in the top right to save your work.

#### 7. Click "Save" to save your email settings. Finally, click "Save" to save your email settings.

This guide covered the steps to add dynamic variables (also known as merge fields) into an email using Digably. # Products # How To Make A Product Subscription-based {% embed url="" %} This guide will show you how to make a product subscription-based using Digably. *** #### 1. Select a product Start by navigating to the products section, and select the product you wish to make into a subscription-based product. If you don't have a product yet, you can create one by following the instructions[ here](/products/how-to-create-a-product).

#### 2. Click the pencil icon in the pricing section After you've selected the product, click the pencil icon in the "Pricing" section to edit the pricing settings.

#### 3. Click "Recurring" Select the "recurring" option.

#### 4. Configure your recurring pricing settings, and click "Save" Configure the additional settings, and click the "Save" button.

#### 5. Click "Save" Then click "Save" again to save the new product settings.

This guide covered the steps to make a product subscription-based using Digably. # How To Create A Product Digably • Jul 20, 2023 13 steps • 1 minute read {% embed url="" %} This guide will show you How To Create A Product in Digably. *** #### 1. Click "Products" Click "Products" in the left side menu.

#### 2. Click "Products" in the top menu Click "Products" in the top menu.

#### 3. Click "Add Product" Click the "Add Product" button in the top right of your screen.

#### 4. Add a name to your product Type a name for your product in the box labeled "Name".

#### 5. Add a description for your product If you like, you can add a description for your product in the box labelled "Description". This step is optional. Descriptions show up beside your product in the checkout form. Keep in mind that shorter descriptions typically look better on forms, and you can always describe your product in more detail on the webpage.

#### 6. Add a picture for your product To add a picture for your product, click the "+" icon in the box labeled "Product Pictures".

#### 7. Select a picture Drop a file into the dialog box, or click "browse" to search your computer for the picture you want to add.

#### 8. Set your product pricing To configure pricing, click the "+" icon in the top right of the "Pricing" box.

#### 9. Configure Pricing Configure your pricing.

#### 10. Click "Save" Click "Save" to save your pricing configuration.

#### 11. Save your product Finally, click "Save" in the top right of your screen to save your newly created product.

This guide covered the steps for How To Create A Product In Digably. # How To Create A Coupon Code Digably • Jul 22, 2023 7 steps • 1 minute read {% embed url="" %} This guide will walk you through the steps to create a coupon code in Digably. *** #### 1. Click "Products" In the Digably dashboard, navigate to the Products section by clicking "Products" in the left side menu.

#### 2. Click "Coupons" Next, click on the "Coupons" tab at the top of your screen.

#### 3. Click "Create Coupon" Click the "Create Coupon" button in the top right of your screen.

#### 4. Configure the Rules and Redemption Settings for your coupon Next, configure the Rules and Redemption settings for the coupon. These include settings such as the Name, Code Type, the code itself, whether the discount is a fixed amount or percentage amount, and other settings such as how many times, and at what times, the coupon can be redeemed.

#### 5. Click "Save" After the Rules and Redemption settings have been configured, click the "Save" button at the bottom to save your new coupon code.

In this guide, you learned how to create a coupon code in Digably by navigating to the "Products" section, clicking the "Coupons" tab, creating a new coupon, filling in the necessary details, and saving the coupon. # How To Connect PayPal Payment Integration In Digably Learn how to connect PayPal payment integration in Digably with this easy-to-follow guide. #### 1. Click "Settings" First, navigate to the settings menu by clicking on the "Settings" option in the left side menu.

#### 2. Click "Enable" Enable the PayPal payment integration by clicking on the "Enable" button.

#### 3. Click "Ok" Confirm that you understand what information will need to be collected if using PayPal for payments by clicking the "Ok" button.

#### 4. Fill in the form fields Now, fill in the form fields with the host URL, Client ID, and Secret key. The host URL is **** You will need to retrieve you Client ID and Secret key from your PayPal Developer Account. Let's look at how to do that next.

#### 5. Log into the PayPal Developer Dashboard at Once you’re logged in, you’ll see lots of options on the developer homepage—but the first thing we want to look at is in the top right corner.

Make sure that the toggle between “Sandbox” and “Live” is set so that Sandbox mode is **on**.

A sandbox account allows you to make changes without impacting your PayPal account and app connections. Sandbox accounts also make it possible to test payments on e-commerce checkout pages without processing any real funds. #### 6. Create a new app Next, look at the menu bar that runs along the top of the developer dashboard. Click on “Apps & Credentials.” (It may appear as “My Apps & Credentials” on a mobile device). You should see a “Default Application” listed under “REST API apps.” You can ignore this.

Click on the blue “Create App” button to proceed. A short form will appear. Start by assigning a PayPal app name. You may want to name it Digably, so you know what the app is for. This name will help you easily identify the right app if you need to retrieve your Client ID and Secret Key again in the future. Next, indicate that you’ll be generating a Client ID and Secret Key for processing payments as a merchant. Then click the blue "Create App" button.

#### 7. Copy the Client ID and Secret Key Congratulations! You’ve just finished generating your PayPal Client ID and Secret Key. Look under “Sandbox API Credentials” and locate the field titled “Client ID.” You’ll see a long string of numbers and letters—this is what you’ll need to enter into Digably.

Directly beneath the “Client ID” field is another field titled “Secret.” In order to see the Secret Key, you’ll need to click “Show.” Copy this data to enter it into Digably. ‍ #### 8. Enter the Client ID and Secret key into Digably and click "Save" Enter the Client ID and Secret key into Digably and click "Save". Remember to enter **** for the host URL.

{% hint style="info" %} Make sure to use your keys in LIVE Mode (not sandbox) after you have finished testing payments in your Digably site. {% endhint %} {% hint style="info" %} **Troubleshooting:** If you are having trouble connecting your Paypal integration following the steps in this guide, please try using LIVE Mode from the beginning. **(Use LIVE mode when generating your keys instead of Sandbox mode.)** {% endhint %} # My Account # How To Update Your Credit Card On File Digably • Jul 22, 2023 9 steps • 47 seconds read {% embed url="" %} This guide will walk you through the process of updating your credit card information on file in Digably. *** #### 1. Click Your Account image First, click your account image in the upper right of your Digably dashboard.

#### 2. Click "My Account" Then, select "My Account."

#### 3. Click "Billing" Now, click "Billing" in the top menu.

#### 4. Click "Add a New Credit Card" Select the option to add a new credit card.

#### 5. Add Your Card Information Fill out the required fields with your credit card details. Then, click "Save."

#### 6. Open up the card options Open up the card options by clicking the three dots in the upper right of the card.

#### 7. Click "Set as default" Choose the option to set the newly added credit card as the default payment method.

This guide covered the steps to update your credit card information on file in Digably. # How To Reset Your Account Password {% embed url="" %} This guide will show you how to reset your account password in Digably. *** #### 1. Click your account image From your Digably dashboard, click your account image in the upper right corner.

#### 2. Click "My Account" Then, select "My Account."

#### 3. Click "Security" Navigate to the "Security" section in the top menu.

#### 4. Click "Reset Password" Click the "Reset Password" button.

#### 5. Fill in the form Fill in the form with your current password and your new password.

#### 6. Click "Update Password" Click on the "Update Password" button.

This guide covered the steps to reset your account password in Digably. # How To Allow Other Users To Access Your Account (Access Keys) {% embed url="" %} This guide will show you how to allow other users to access your account by creating access keys in Digably. *** #### 1. Click "Settings" From your dashboard, click "Settings" in the left side menu.

#### 2. Click "Access Keys" Then, select the "Access Keys" option in the top menu.

#### 3. Click "Create Access Key" Click on the "Create Access Key" button.

#### 4. Fill in the form Now, fill in the form with the appropriate information. As a general rule, you should choose "Current System" for the first field. Choose "Default Role - All Access" for the third field unless you would like to restrict their access with a different role. The second field should be filled in with an identifier (Typically the name of the person you would like to grant access to). Then, click "save."

#### 5. Click "Copy to Clipboard" A dialogue box will appear containing the Public Key and Secret Access Key. Click on the "Copy to Clipboard" button. This will copy the keys so that they can be pasted in a message to the person you would like to grant access to. When they enter these keys into their system, they will be able to access your account.

This guide covered the steps to create access keys in Digably, allowing other users to access your account. # How To Enter An Access Key That You Received From Another User {% embed url="" %} Learn how to enter an access key that you received from another user in Digably. *** #### 1. Click your account icon From the Digably dashboard, click on your account icon in the upper right.

#### 2. Click "My Account" Then, select "My Account."

#### 3. Click "Security" Navigate to the "Security" tab.

#### 4. Click "+ Received an Access Key? Add It Here" Find the option to add an access key.

#### 5. Enter the "Public Key" and "Secret Access Key" Enter the "Public Key" and "Secret Access Key" and click the green button.

#### 6. Enter the "Public Key" and "Secret Access Key" Once you have entered the keys, you will be able to gain access to the other user's account by searching in the search bar in the left menu.

#### 7. Click your account icon Or, you can simply click the users icon in the upper right of the dashboard.

This guide covers the steps to enter an access key in Digably. # Funnel Building How to build a lead magnet funnel from start to finish. {% embed url="" fullWidth="true" %}