This video provides a step-by-step guide on connecting a custom domain to your CRM, ensuring a professional and seamless web presence.
Key Setup Steps:
1. Understanding Domain Basics > A domain (URL) (e.g., yourdomain.com) is separate from the website content and hosting. Hosting is needed to make a website live: WordPress requires external hosting. Platforms like Wix, Weebly, and CRM systems include hosting. Domains are purchased from domain registrars (e.g., Cloudflare, GoDaddy).
2. Recommended Domain Setup > Cloudflare is recommended for its affordability and tech-friendly DNS management. If your DNS records are managed elsewhere, consider transferring them to Cloudflare for better control.
3. Connecting Your Domain to CRM > Navigate to Settings > Domains and click Add. Enter your domain name and ensure the "WWW Redirect" option is enabled. The non-WWW version is the preferred default. The WWW version redirects automatically to prevent errors. Verify DNS record changes by either: Automatic login to your domain registrar. Manual entry of DNS records (A records, CNAME records). Once records are updated, click Verify Records.
4. Assigning the Domain to a Website or Funnel > Once connected, click Edit to link the domain to a website, funnel, or specific page. Create custom 404 error pages for better branding and user retention.
5. Choosing Between Websites & Funnels > Use the Website Builder only if you need an e-commerce store (hundreds of products). For most users, the Funnel Builder is recommended for ease of use and customization.
..... >> NOTES:
..... >> NOTES:
..... >> NOTES:
..... >> NOTES:
..... >> NOTES:
..... >> NOTES:
..... >> NOTES:
..... >> NOTES:
..... >> NOTES:
10. Setup: Connect Social Channels
..... >> NOTES:
11. Setup: Essential Customization
..... >> NOTES:
..... >> NOTES:
..... >> NOTES:
14. Quick Account Template Overview
..... >> NOTES:
..... >> NOTES:
..... >> NOTES:
17. Deep Dive: CRM Feature Overview
..... >> NOTES:
18. Deep Dive: Template Overview
..... >> NOTES:
..... >> NOTES:
20. Create Your Affiliate Link
..... >> NOTES: