First Onboarding Overview

Modified on Fri, 20 Jan, 2023 at 12:28 PM

LANA conducts three onboarding call to help you get started and utilize all the features we have for you. Whether you're on Automation or Platinum subscription then an onboarding call is necessary.


This will help you to manage your account properly and to get things working inside your LANA account. 


What does First Onboarding all about?


First onboarding will tackle the basics but important features that LANA offers for you to generate and manage new and existing leads. The following will be discussed:

  • Chat Widget
  • LANA Forms
  • Social Account Integrations
  • Contact Management
  • Messaging
  • Calendar
  • Pipelines


Chat Widget


Here will be discussed on how you can use LANA Chat widget on your website or landing pages. Chat widget will be explained on how it will work, how you can utilize and how it will benefit your business. 

To know more about our Chat Widget before your Onboarding call, click here



LANA Forms


An overview of LANA forms to be used on your website or landing pages. We will explain how you can manage the submission from the forms and utilizing it for any business purposes. 


To know more about LANA Forms before your Onboarding call, click here



Social Account Integration


LANA has the ability to integrate your social media account such as Facebook, Instagram, Google, etc. This portion will be discussed on what are the action you can take once accounts is connected to your LANA account. An open discussion will be conducted as well as to how this integration will match your sales process. 


To know more about Social Account Integration before your Onboarding call, click the links below:

Facebook Integration

Google Integration




Contact Management

LANA offers a lot of features on how you can manage your list such as using tags, bulk actions, import and exports etc. . Those features mentioned will be introduced on your First Onboarding Call as to how you can have a really organized list. 

To know more about LANA Contact Management before your Onboarding call, click here




Conversations

One of the best features LANA offer is the ability to message your contact via SMS, Email, Messenger, GMB, Instagram DM's. This features and other additional settings will be introduced on how you can use it effectively when it comes to reaching out with your customers. 

To know more about LANA Messaging System before your Onboarding call, click here




Calendars


LANA allows you to have your own calendar that can be sent to your clients to book. This can be sent through SMS, Email or even put it to a landing page or website. Importance of the calendar will be discussed to better understand on how you can utilize it to improve engagement with customers. 


To know more about LANA Calendar before your Onboarding call,
 click here


Pipeline


LANA helps you to have visibility on how you're customers are doing. This let's you know what stage they are currently in and it gives your better tracking as to which leads needs to be converted to an actual sale.

To know more about LANA Pipeline before your Onboarding call, click here


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