CRM Training & Tutorials
This page is designed exclusively for Andona Marketing clients to help you get the most out of your CRM and marketing tools. Here you’ll find step-by-step Loom videos, walkthroughs, and helpful guides covering everything from account setup and calendar connections to automation, pipelines, and best practices. Whether you’re just getting started or need a quick refresher, everything you need is right here in one place.
Our CRM is built on the same powerful software as Go High Level, so nearly any Go High Level tutorial or setup video on YouTube will also apply to your Webpro Marketing system. If you can’t find a tutorial that fits your needs, don’t hesitate to reach out—we’re happy to schedule a call or screen share session and walk you through the process personally.
Webpro Marketing CRM Intro Tutorial
In this short introduction, Corey walks you through how to use this tutorial page and what to expect. These videos are created based on real client questions, so if there’s something missing, just ask—we’ll make it for you.
You’ll also learn how to search YouTube for Go High Level tutorials (which work perfectly with Webpro Marketing), and how to use tools like ChatGPT to get help building workflows, automations, and more. This video is your starting point for getting the most out of your CRM.
Accessing Your Account
Loom VideoIn this video, we’ll walk you through:
- How to access your account: https://marketingsuite.webpro.ai/
- How to set up your business profile
- How to enter billing information
- Where to find your contacts, phone numbers, and email templates
CRM Initial Profile Setup, A2P, Email, & Billing
Loom VideoThis video goes over your intial setup and introduces you to A2P Verification. For a more specialized A2P video see the video tutorial below that walks you through the process.
You will also learn how to access your email setting to connect your email account via DNS records.
A brief overview of setting up your account billing for MMS, SMS, and phone minutes.
Importing Leads, Setting Up Your Calendar
Loom VideoThis video goes over importing a lead list and the intitial setup of your calendar.
Calendar, Pipeline, & Calendar Workflow
Loom VideoIntroduction to your Calendar, Pipeline, & Calendar Workflows.
Setting up a Calendar {Updated}
Loom VideoThis is the current up to date Calendar Setup video.
A2P 10DLC Registration From Start To Finish (25 Mins Long)
Loom VideoA2P 10DLC registration walk through. This is video 1 of three going over how to submit your A2P verification. Make sure to watch all 3 tutorials of this subject first before submitting your Verification.
A2P Campaign Approval (Video 2)
Loom VideoThis is video 2 of the A2P verification proccess. Make sure to watch all 3 videos before clicking submit for your A2P verification.
Failed Campaign A2P Verification (video 3)
Loom VideoThese is video 3 of the A2P verification proccess. If you have a failed A2P verification it isn't the end of the world.
This video should help to clarify how to identify and fix the issue. If the issue persists reach out to us so we can help.
Creating A DNS Record In Webpro
Loom VideoThis video goes over how to create a dns record for the domain. How to connect a domain to a funnel, and how to update the name of a funnel step.
Adding Funnel Steps, Linking buttons to Steps
Loom VideoCreating funnel steps and linking buttons to different pages and actions.
Creating a Lead Form in Webpro marketing Suite
Loom VideoHow to build out a lead form from scratch. This is an introduction on how to build a lead form from scratch and integrate it to your website or emails.
Integrating a Form as a popup, adding buttons & new elements, Setting up flow.
Loom VideoIntegrate a form as a popup. Setup popup and redirect to the next step. Add a button and drag and drop elements.
Building a calendar workflow with a template.
Loom VideoSee how to create a new pipeline for a workflow. Then in depth how to build an automatic calendar workflow from a template.
Workflow Calendar automation pt. 2
Loom VideoPart 2 of the calendar workflow automation. How to create a notification workflow and like it to a tag trigger and calendar trigger. How to add a contact manually to a pipeline or workflow.
Setting up a Calendar Scheduling Conflicts
Loom VideoUpdated verson of connecting a calendar and linking it to look for scheduling conflicts.
Workflow Automation Email Drip Campaign Training #1
Loom VideoBuilding out an email drip campaign video 1. pipeline and initial workflow setup.
Workflow Automation Email Drip Campaign Training #2
Loom VideoVideo 2 of building out an email drip campaign video. Workflow automations
Workflow Automation Email Drip Campaign Training #3
Loom VideoVideo 3 of building out an email drip. Email template framework and connecting.
Sending Bulk Emails and SMS messages
Loom VideoHow to send bulk emails and SMS messages to your clients and how to search for those clients via a contact tag. How to check on the status of bulk requests with your contacts.
Mapping a Facebook Form and Creating the Workflow
Loom VideoI go over how to map and integrate a facebook lead form from meta ads. Then I show you how to create the workflow to have the new contacts tagged for marketing.
Creating a workflow from start to finish
Loom VideoCreating a workflow for email blasting off of a lead magnet. This is a 1 hour video from start to finsh on building out the automations and seeing my proces for creating the customer journey.
Creating a calendar workflow part 1.
Loom VideoWe are creating a new workflow for a temporary calendar. This workflow is meant to create a manual action in a new pipeline. The action will be interested or not interested which I will manually do. This is the creation of that workflow from start to finish.
Creating a calendar workflow part 2
Loom VideoThis is the completion and testing phase of this workflow. This workflow is meant to create a manual action in a new pipeline. The action will be interested or not interested which I will manually do. This is the creation of that workflow from start to finish.
Creating a Workflow Troubleshooting part 3
Loom VideoThis is the troubleshooting of the new calendar workflow. This workflow is meant to create a manual action in a new pipeline. The action will be interested or not interested which I will manually do. This is the creation of that workflow from start to finish.