Savvy Foundations Client Support
Savvy Foundations Support
How can we help?
Everything you need to set up your platform and keep it running. Search a feature, follow the setup steps, or browse the guides below.
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🧭Start here
New to the platform? These four pages take about ten minutes and will save you hours.
Getting Started
What you have, how it works, and what happens in your first week.
Read firstSetup Checklist
The eight steps that take your account from empty to operational.
Read firstUnderstanding Your Plan Limits
What is included, what is metered, and what is billed by usage.
Read firstSupport Boundaries
What support covers, what it does not, and how to get a fast answer.
🗺️The 8 setup steps
Work through these in order. Each step depends on the one before it — skipping ahead creates gaps that are harder to repair later.
- Step 1 — Business ProfileYour brand identity inside the platform
- Step 2 — DomainConnect your domain to funnels and pages
- Step 3 — Email ServicesMake sure your messages reach inboxes
- Step 4 — Phone & SMSSet up text messaging for your business
- Step 5 — CalendarBooking links that work while you sleep
- Step 6 — ContactsImport and organize the people you already know
- Step 7 — Custom FieldsCapture the data your business actually uses
- Step 8 — User AccessAdd your team with the right permissions
📚Feature guides
Thirty-three tools, grouped by what they do rather than alphabetically. Search above to jump straight to one.
Foundation & Setup
Launchpad · CRM
Feature guidesCapture & Convert
Forms · Surveys · Quizzes · Funnels · Trigger Links · QR Codes
Feature guidesConversations
2-Way Text & Email · Web Chat · Facebook Messenger · GMB Messaging · GMB Call Tracking · Missed Call Text Back
Feature guidesScheduling & Sales
Calendar · Opportunities · Documents & Contracts · Invoice · Text To Pay
Feature guidesMarketing & Automation
Campaigns · Email Marketing · SMS & Email Templates · Social Planner · Workflows · Triggers
Feature guidesContent & Community
Websites · Blogs · Memberships · Communities · Certificates
Feature guidesGrow & Measure
Reputation Management · Affiliate Manager · Reporting
- LaunchpadSetup · Onboarding · Navigation
- CRMContacts · Database · Records
- FormsLead Capture · Intake · Opt-In
- SurveysFeedback · Client Experience · Data
- QuizzesAssessment · Lead Gen · Interactive
- FunnelsLanding Pages · Sales Pages · Builder
- Trigger LinksSmart Links · Click Automation
- QR CodesScan Tracking · Print · Offline
- 2-Way Text & EmailMessaging · Inbox · SMS
- Web ChatLive Chat · Widget · Website
- Facebook MessengerMeta · Social · Messaging
- Google Business MessagingGoogle Business · Local · Messaging
- Google Business Call TrackingGoogle Business · Call Analytics
- Missed Call Text BackAuto-Reply · SMS · Lead Recovery
- CalendarScheduling · Appointments · Booking
- OpportunitiesPipeline · Deals · Sales Stages
- Documents & ContractsE-Signature · Legal · Agreements
- InvoiceBilling · Payments · Clients
- Text To PaySMS Payments · Mobile · Checkout
- CampaignsDrip Sequences · Email · SMS
- Email MarketingCampaigns · Broadcasts · Newsletter
- SMS & Email TemplatesTemplates · Library · Messaging
- Social PlannerScheduling · Content Calendar · Posts
- WorkflowsAutomation · Builder · Sequences
- TriggersAutomation · Logic · Events
- WebsitesBuilder · Pages · Custom Domain
- BlogsContent · SEO · Publishing
- MembershipsGated Content · Subscribers · Access
- CommunitiesGroups · Engagement · Members
- CertificatesCredentials · Completion · Courses
- Reputation ManagementReviews · Google · Facebook
- Affiliate ManagerCommissions · Referrals · Partners
- ReportingAnalytics · KPIs · Dashboard
🔑Account and account access
Billing & Plan Changes
Payment methods, invoices, upgrades, and cancellation.
Password Reset & Account Access
Locked out, changing your email, or adding a teammate.
Email Sending Limits & Best Practices
How to stay out of spam folders and keep your sending healthy.
Messaging Setup & Compliance
Registration, consent, and the rules that keep your texts delivering.
Head to How Can We Help for the fastest route to a real answer.