Boxly Training Track 1 - Session 1: Plugged In - Every Channel, One Inbox

GET FIT FOR BOXLY

Boxly Training Track 1: Admins & owners
Session 1: Plugged In - Every Channel, One Inbox

Welcome to the first of our 5-part training series designed to get you fit for Boxly! This tailor-made admin and owner track helps you optimise your workspace, connect your channels, and get your leads flowing with automations.

What this ‘Training Track’ series will cover:

Week 1 - Plugged In: Every Channel, One Inbox
Week 2 - Powered Up: Settings & Power Moves
Week 3 - Think Inside the Box: Boxes, Stages, Automations & More..
Week 4 - Reporting: The Numbers Don't Lie (Making sense of your Boxly reports)
Week 5 - Market Like a Pro

Boxly Training Track 1 - Plugged In: Every Channel, One Inbox

Session Overview

The opening session of this 5-week series breaks down how to connect every communication channel to Boxly. Centralising your channels into a single workspace ensures no leads slip through the cracks.

Who is it for: Account Administrators & Practice Owners
Core Focus: Step-by-step connection walkthroughs for all primary channels.

Key Channel Walkthroughs:

• Facebook Pages & Lead Ads

• Instagram Direct Messages

• Facebook Pages & Lead Ads

• Instagram Direct Messages

• WhatsApp Business

• SMS & Web Chatbots

• Email Forwarding

• Web Forms & Landing Pages

• Phone Systems & API Connections

• Calendly & Zapier Integrations

Boxly is here to help you work smarter, not harder.
Let’s keep streamlining your lead management together!