Knowledgebase
How the settings option of ProfitFox works?
Posted by BizOmart HelpDesk - Manish Parihar on 23 July 2018 03:50 PM

First of all, you need to login to your ProfitFox account. On the left menu bar, you will get the options like Dashboard, Project, Campaign, Segment, Library, Reports, Settings etc.

Click on Settings. You will get the four sub options like User Profile, Integration, Installation and Team Management.

Now, first click on User Profile. Here you can define few more details about you and your business.

 

Here you can upload your picture and fill up your details like First Name, Last name, Address, Pin/Zip, City, Country, Business Name.

You can also change your password here. First enter your Current Password, New Password and then Confirm New Password and then click on Save.

Then coming to the next option Integration.

Here you can integrate ProfitFox with Top Autoresponders, CRMs and Webinar Application.

First go to Autoresponder, here you get the list of various autoresponders like MailZingo, MailChimp, iContact etc through which you can integrate ProfitFox by adding API details and then click on Save API Credentials.

Then go to CRM section. Here you can get 2 CRM Salesforce IQ and Sales force. In Sales force you need to enter API Key and API Secret and in Salesforce you need to enter Consumer Key and Consumer Secret and then click on Save API Credentials.

Then last go to Webinar section. Here you can integrate with GotoWebinar by enter the API key and then click on Save API Credentials.

Then moving towards to the next option Installation. Here you can install another website and create multiple projects.

On the right top corner click on Add New Website, a pop up window will open then you need to enter your website URL here:

and click on Add.

Once you add, a complete list of your website will show here. Click on Actions to delete, verify and get the embed code.

For furthermore information about the installation process you can click on the question mark button at the top left corner.

A dialogue box will appear with all the information about the installation process. Also, right next to the question mark button there is a play icon button, if you click on that a dialogue box with a video, explaining the whole section will appear.

Then moving forward to last setting option “Team Management”. Here you can add or manage your team.

For that Just click on Add new member button, a dialogue box will open, here enter your team member name and his email and then click on Add.

Then select the “User level” which you want to give your member

and then select the “access to” for which website you want to give to your member. Click on add option to add as number of team member.



To know more about the Team member feature just click on the help icon button at the top left corner and play icon to watch the video.


Hence, this is the way setting of ProfitFox is.



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