A little guidance.
A clear next step.

Open CRM → Contacts to view people who have registered through your forms or been added to your account. Tags help group them by interest or stage.

Open Sites → Sales funnels. A funnel is a set of connected pages, such as a registration page followed by a thank-you page.

Use Emails → Newsletters for a one-off message. Use Emails → Campaigns for a sequence. Automations connects events, such as a form submission, to actions.

Open Assets → Courses to build learning content and manage students. Return to this help centre whenever you need a walkthrough.

Build an opt-in page with one clear heading and a short explanation of what the visitor will receive. Ask only for the details needed to respond.

Include an email field and a submit action. Add a thank-you message or page so visitors know the enquiry has been received.

Create a short email campaign. Add a form-submission rule that subscribes the contact to that campaign. Check the exact page selected in the rule.

Submit the live page with a fresh email address you control. Check the contact, the confirmation and the welcome message before sharing the link.

Use the GROWTHONE link from your welcome email or a trusted bookmark. A course student login and the business dashboard may use different links.

Enter the address used for this account. Look for accidental spaces and check whether a different business or personal address was used.

Select the password reset option on that sign-in page. Check your inbox and spam folder, then use the most recent reset email.

Set a unique password and sign in. If you are still blocked, contact GROWTHONE through the channel in your welcome email and include the page address and error message.

Search Contacts by the full email address first. Clear any filters that might hide a matching record.

If no record exists, choose Create contact and enter the email address and the details available. Save the record.

Open the contact and review the spelling, fields and tags. Correct an error before starting any follow-up.

Add a relevant tag if needed. Check any tag-triggered automations before applying it. Use only appropriate, permission-based email follow-up.

Remove obvious errors and duplicate rows. Keep unsubscribed contacts out of marketing sends and include only people who agreed to receive the intended emails.

Choose Import contacts, select the CSV delimiter used in your file and upload it. Start with a few records to check the mapping.

Select the intended tag. Leave campaign subscription unselected unless you deliberately want to start a sequence. Review any automations triggered by the tag.

Match the email and other columns to the correct fields, then import. Open the sample records and check their values before importing the remaining list.

Create or choose a tag in the Tags area. Use consistent names such as Interest: Webinars or Stage: Enquiry.

Review active rules and workflows that use this tag. Adding it may start emails, enrolment or another action.

In Contacts, select the intended records. Choose More actions → Add tag, select the tag and confirm.

Filter Contacts by the tag and open a sample record. Confirm the right people are included before sending a newsletter or applying it to a larger group.

Apply the relevant filters. Review the visible results and selection count.

Select the contacts to export. Check whether your selection covers only this page or the wider filtered list.

Choose More actions → Export. The download information is sent to the email address associated with your account.

Download the file, inspect the columns and keep it somewhere access is controlled. Request a fresh export if the download link has expired.

Choose Create, give the funnel a clear name and select the domain and currency. Choose Build an audience for an opt-in and thank-you page.

Select the opt-in step and pick a suitable template. Open Edit page.

Replace the sample content with your offer, useful details and one clear call to action. Use GROWTHONE or your own business branding as appropriate.

Save your page and open its live URL. Check the form, mobile layout and next step before sharing it.

Add a Form element or Form input. Set the email field to the Email input type. Add other fields only when needed.

For separate fields and a button, set the button action to Submit form. For a Form element, check its Actions settings.

Set the next funnel step, a custom URL or a success message, depending on the form options available. Save the page.

Open the live URL in a private window. Use an email address you control and check that the record appears in Contacts and the confirmation appears.

Choose a Thank you page from the Opt-in category for a registration. Use a sales thank-you step when the page follows a purchase.

Confirm receipt, explain the next step and include any relevant instructions. If an email is coming, suggest checking spam as well as the inbox.

Return to the registration page and set the form to the intended next step or URL. Check the step order if using next-step redirection.

Submit the live registration form and confirm that it reaches the correct page. Check any download or booking link you included.

Use the mobile preview in the editor. Look for crowded columns, large images and headings that wrap awkwardly.

Check the main button and form fields. Make sure the labels are readable and that important content is not hidden on mobile.

Leave enough space between buttons. Test phone links, downloads and any outside booking page on a phone.

Save, then open the live URL on a real phone when available. Submit the form and confirm the thank-you step.

In Emails settings, find Domains and start domain authentication. Enter the domain without www.

Copy the DNS names, types and values shown in your account into your domain host. Include the required authentication and DMARC records. Ask your domain administrator if unsure.

Add the address in the verified email addresses area. Open the confirmation email in that mailbox and complete verification.

Wait for the account to show the required verification, then send a test. Check the sender name, reply address, links and mobile display.

Choose Create. Enter a useful name, sender address and description, then save. Open the campaign.

Choose Create and set the subject, sender and editor. Write one useful message with a clear next step. Save and send yourself a test.

Use the email’s three-dot menu → Activate. Set its delay. For later emails, choose the preceding email and the delay after it. Review any day or time restrictions.

Use a rule to subscribe a contact after a form submission or other intended event. Test with a fresh address before using the sequence with customers.

Choose Create and set the subject, sender name, verified sender address and editor. Write the message, save it and exit the editor.

Include the intended tags and review excluded tags. An excluded tag can prevent a contact from receiving the message even if they also have an included tag.

Use Save and test. Open the email on desktop and mobile and check the subject, links, personalisation and unsubscribe option.

Check the audience count, time zone and date. Use Save and schedule for a later send or Save and send only when you are ready to send now.

Confirm which message, audience and date you are reviewing. A scheduled message or draft is not a completed send.

Use the delivery and bounce figures available in the message’s statistics. Review invalid addresses and sending issues before increasing the audience.

Treat opens as an estimate. Privacy tools and automated systems can affect opens and clicks. Look for useful patterns across several messages.

Compare email activity with actual replies, form submissions or sales. Change one element, such as the call to action, and review the next send.

Give the rule a clear purpose, such as Welcome new enquiries.

Add a trigger, such as Funnel step form subscribed or Tag added. Select the exact page or tag.

Add Subscribe to campaign, Add tag, Send email or another available action. Select the correct item and save the rule.

Submit the chosen live form or add the tag to a test contact after saving the rule. Check that the intended action happens once.

Choose Create and save a descriptive name. Add the trigger and select the exact page, tag or other item.

Use the plus control to add an Action, Delay or Decision. Select an available action, set a waiting period or define the condition.

For a decision, review what happens on both Yes and No paths. Look for duplicate emails or conflicting actions in other automations.

Save the workflow and activate it when ready. Trigger a fresh event with a test contact and check each path before sending real customers through it.

List the trigger, tag, campaign, confirmation page and any course access. Check that the automation is saved and active where required.

Open the live page in a private window and submit the form, or carry out the exact event selected in the automation. Use a fresh test record when needed.

Find the contact and inspect the available activity. Check tags, campaign subscription and enrolment. Allow for configured delays and sending windows.

If a step fails, fix that connection and run a new controlled test. Keep a note of the time, test address and result so support can trace it.

Choose Add a new course. Set the name, domain, URL path and theme, then save. These steps describe the classic course builder.

Open the course and choose Add module. Give it a short, descriptive title and save.

Choose Add lecture inside the module. A lecture is a lesson. Set its name, template and any release delay, then add and save your content.

Activate the course content when ready. Preview the lesson and test it using a student account with the intended access.

Full access makes the available course content accessible immediately. Check that the lessons themselves are active.

Choose Partial access and select the intended modules when the student should only receive part of the course.

Choose Drip content to release lessons according to the delays configured in the course. Partial access with drip combines selected modules with gradual release.

Open the student’s record and its Enrollments section. Use the enrolment menu to change course access when needed, then save and test the result.

Select the intended course and choose Add student.

Enter their first name, last name and email. Select the intended access type and any required modules, then save.

The enrolment sends a course access email. Ask the student to check their inbox and spam folder and to use the address enrolled.

For free registration, a form-submission rule can use Enroll in course. Select the correct course and access type and test it before sharing the form.

Write the lesson order and the waiting period you intend between lessons. Keep a copy so you can check the setup.

Review the delay after the previous lecture in each lesson’s settings. Check the first lesson as well as later lessons.

Give the test student Drip content access, or Partial access with drip for selected modules. Full access is not the same as a drip schedule.

Check the enrolment date and confirm which active lessons are available now and which should unlock later. Review your setup if everything opens immediately.

Save the latest changes and open the live URL in a private window. Check that the funnel is active. An editor preview is not a complete capture test.

Make sure there is a visible field with its type set to Email. Fill in all required fields and read any validation message.

Confirm that the button submits the form rather than only opening another page. With several forms, check the button belongs to the intended form.

Submit again using an address you control. Clear Contacts filters and search by the exact email. If the record exists but no email arrives, check the automation next.

Verify the sender address and sending domain. Confirm the recipient is eligible and has not unsubscribed or bounced.

A campaign email must be active and the contact subscribed. For newsletters, check schedule, included tags and exclusions.

Review the campaign delay and any day or time restrictions. A recent import or account sending review can also pause delivery.

Look in spam and other inbox tabs. Check available contact activity and sending notices. If still unresolved, prepare the message name, time and error for GROWTHONE support.

Confirm your changes are saved and the workflow is active where required. Check for missing actions or incomplete conditions.

Compare the trigger’s page, form or tag with the one actually used by the test contact. Similar names can point to different items.

Run the event after activation. Existing tags and past registrations do not automatically count as new events. Use a fresh controlled test when needed.

Check the selected campaign, email or course, any delays and decision branches. Review other active automations if an action happens twice.

For page addresses, use Custom domains. For sending email, use Emails → Domains. Connecting one does not automatically complete the other.

Add the domain and copy the displayed DNS record names, types and targets exactly to your DNS host. Do not reuse another account’s values.

Look for a duplicated domain suffix, a wrong hostname or a conflicting record. Compare the record you saved with the value your account requires.

Allow time for DNS changes to take effect and check the domain status again. For pages, confirm the correct domain is selected and open the HTTPS URL.

Find the student by their exact email. Open Enrollments and check the intended course. Make sure they are using the learning-area link rather than the business dashboard.

Review full, partial or drip access. A missing module may be outside partial access or still waiting for its release time.

Open the course and confirm that the relevant lessons are active. A No lectures yet message often means lessons are still drafts.

Ask the student to use the enrolled email and the latest course access message. If needed, use password reset on that learning area’s login page.

Save and wait for confirmation. If there is an error, copy important text to a safe place before refreshing or leaving the editor.

Make sure you edited the same funnel step or page you are viewing. Compare the live URL and the domain selected for the page.

Open the live URL in a private window or refresh without using a cached page. Review desktop and mobile visibility settings for missing elements.

After saving your work, try an up-to-date browser with extensions disabled. If the problem remains, note the browser, time, page URL and exact error for support.