Getting started
What this platform does, and the order to set it up
A tour of what lives in your workspace, and the sequence to switch things on so nothing is blocked later.
Open this screen in the app ↗Marketing Automation is one workspace holding your contacts, funnel pages, booking calendar, emails, WhatsApp messages and follow-up rules, so the same person is tracked from first click to paying client.
The order below matters — an email campaign will not send until your sender address is connected, and a follow-up sequence has nothing to start from until a funnel form or booking page exists.
Sign in
- Open app.advancedlifecoaching.in in your browser.
- Type the address your account was created with into Work email.
- Type your password into Password.
- Click Sign in.
Forgot password? on the sign-in screen does nothing when you click it. If you cannot get in, ask support to send you a reset. Once signed in, you can change your own password under Settings → Business Profile → Password & Security.
There is no sign-up form. Accounts are created for you by the Advanced Life Coaching team, so use the address they set up.
Look at: The Forgot password? link sitting above the password field
What you land on
After signing in you land on the Dashboard: a grid of module tiles and nothing else. The left-hand menu appears as soon as you open any module, and it is the reliable list of what your workspace has.
Look at: The 'Workspace modules' heading row with the visible-count pill
The order to set things up
- Check what your workspace has: read the tiles under Workspace modules on the Dashboard, then open any module and read the left-hand menu.
- Open Settings → Business Profile. Save your display name and photo, then fill in Email Branding.
- Open Settings → Domains & Email and check the Email sender tab reads Connected. Nothing goes out by email until it does.
- Connect your own web address on the Website domain tab. This step is optional and can wait.
- Create your labels in Settings → Tags before you import anybody.
- Add your people under Contacts → All Contacts.
- Build the thing a client actually arrives at: a page under Funnels, or a booking type under Calendar Automation.
- Turn on follow-up in Email → Sequences, now that there is something for it to start from.
- Add rules under Automation for anything a sequence cannot do on its own.
- Check what is working under Reports.
Two starting points run automatically today: New lead (someone submits one of your funnel forms) and Call booked (someone books through your booking page). Payment received never fires automatically — a Razorpay payment currently stops follow-up rather than starting it — and Tag from Settings can be saved as a draft but not activated.
Sequence emails are not sent the moment a step falls due. They go out on a 15-minute cycle, and nothing at all is sent between 10pm and 8am IST.
Look at: New button
If a tile or menu item you expected is missing, that module is not switched on for your workspace. See 'Understand your workspace and which modules are switched on'.