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Umbrella Platform

Learn more about our Umbrella Platform and its various features, which simplifies running your marketing agency.

Getting started

Getting started

Whitelabel: Calendar, Domain, and Invoices

Umbrella Platform Overview

Umbrella Homepage

Dashboard overview

Billing

Connecting Your Stripe Account

How to Create and Send an Invoice

Managing and Customizing Invoices

Billing Your Clients

Using your wallet

Receiving Payouts (Commissions)

Inbox

Inbox

Contact Section

Using Tags to Categorize Contacts

Using the Contact Conversations Tab

Navigating and Managing Your Contacts

Unified Contact View

Managing Custom Fields

Adding and Removing services from a client

Accessing Contact-Specific Bookings

Messaging Features

Using Custom Fields in Email and SMS Templates

Understanding and Registering for A2P 10DLC SMS Compliance

How to Send and Receive SMS/Text Messages.

How to Buy a Phone Number

Send & Receive Emails

What is A2P 10 DLC

A2P 10DLC - How to stay Compliant

Calendar & Booking

Setting up your calendar

Using the Calendar

How to connect Google Calendar to an agent?

Snapshot Reports Demand-Generation Reports

Snapshot Reports Demand-Generation Reports

Sales & Marketing Resources

Marketing Tools

Sales Resources

Purchasing leads

Affiliate Program

Affiliate Program

Account management

Accessing Account Settings

Managing agents

Password Reset

Website Management

Website Management

Comprehensive Guide to Setting Up Your Google Workspace Account

Purchasing a Pro Domain

Common Technical Issues

Common Technical Issues

General FAQ

Taxes (1099 Forms)

General FAQ

Leadscrape to Umbrella Dashboard Integration

Zapier Integration

Integrating Umbrella with Zapier: Enhanced Contact Management

Website DNS & SSL Management

DNS Settings for Umbrella Websites

Enabling SSL