CrocoTeam

Baptiste Lorreyte

Corinna de CrocoClick

Create Training, manage Communities and deliver Certificates to your clients

Training & Communities

Set up your client portal to host your courses, communities, and affiliate platform

Client Portal

Customize the URL of your CrocoClick customer portal using your own domain name in just a few simple steps.

How to customize your customer portal URL and use your own domain name

It's easy to make your CrocoClick customer portal available in French. Put your Commutations and Formations in French at last!

How to set up your Customer Portal (Community, Training, Affiliate Portal) in French

Learn how to manage and personalize email notifications for your communities in CrocoClick.

How to manage and personalize CrocoClick Community email notifications

Find out how to create, send and use CrocoClick magic links to provide secure access to training courses and the customer portal without a login or password, via email, workflows or personalized menus.

Magic links in the customer portal

Learn how to build and manage online courses with CrocoClick

Courses

Learn how to create and sell your Training from A to Z with CrocoClick

[GUIDE] Create and sell a training course on Crococlick

Learn how to use the Member Analysis tool to track your learners' progress, engagement and results. Identify their strengths, anticipate bottlenecks and improve your training with concrete, actionable data.

How to track the progress of CrocoClick training members

Course (Offer, Sales & Access)

Build your courses and boost learner engagement

Courses (Content & Customization)

Build a highly engaged community with CrocoClick

Communities & Groups

Find out how to grant access to a community on CrocoClick, whether through automation or manually.

How can I give a contact access to a community?

Create private channels to share exclusive content and strengthen engagement in your communities.

Making a Channel Private in a CrocoClick Community

Create and personalize communities with CrocoClick to stimulate exchange, learning and networking.

Configure, Customize and Manage your CrocoClick Communities

Easily create and publish community events onCrocoClick to engage your members and strengthen your presence

How do you create an event within a community?

Set up gamification automation based on community ranking, with points allocation and advanced filters.

Gamification-related automation in CrocoClick communities

Understanding and using gamification in communities: levels, rankings, points and manual rewards

Gamification in communities: Points, Levels and Rewards

Deploy the live community function and benefit from the power of meetings within your private group thanks to our CrocoLive technology

Community Live: how to broadcast a Live event in your CrocoClick community + replay

🎥 How to use CrocoLive to broadcast your community lives

Migrate your Skool group to a CrocoClick community in just a few minutes. Automatic import of members, posts and data - simple, fast and 100% seamless.

Migrate your Skool group to a CrocoClick community in 1-click

Automating access to a private channel in a CrocoClick community: a simple guide to managing your members efficiently via workflows.

Automatically grant access to a private channel in a community

Issue certificates and badges to your learners

Credentials

Find out how automatic certificates work in your CrocoClick training courses (end of course or end of category)

Add "End of Module" or "End of Training" Certificates

Discover how to create personalized certificates in CrocoClick by integrating dynamic fields with custom values.

Create a custom certificate template in CrocoClick

Learn how to automatically send a certificate upon successful completion of a CrocoClick quiz or assignment, thanks to CrocoClick's Automations module. A quick, easy and comprehensive guide.

How do I automatically send a certificate after passing a quiz or homework assignment?

Feedback

Roadmap

Changelog

Discover CrocoClick and adapt the platform to your needs

Introduction to CrocoClick

Find out how to navigate CrocoClick easily using the side menu

CrocoClick overview

CrocoPack turns CrocoClick into a business machine: ready-to-use systems, 100+ templates, installed in 1 click. Saves hundreds of hours.

The CrocoPack (templates & systems)

Discover the Platform

Automate email, SMS, social networking and AI interactions: CrocoClick centralizes all your workflows, without coding.

Introduction to the "Automation" tab in CrocoClick

Customize your reporting with CrocoClick dashboards: creation, management, widgets, rights and best practices.

Discover the "Dashboard" tab

Manage all your communications in one place with CrocoClick: messages, calls, SMS, emails and social networks organized efficiently.

Discover the "Conversations" tab

Centralize, automate and synchronize all your schedules and appointments with the CrocoClick Calendars tab.

Discover the "Calendars" tab

Manage, segment and exploit all your contacts in CrocoClick for optimal customer follow-up and an always up-to-date database.

Discover the "Contact" tab

Centralize, prioritize and manage all your sales deals in the Opportunities tab to boost your CrocoClick sales.

Discover the "Opportunities" tab

Manage, track and collect all your payments easily with CrocoClick: invoices, links, subscriptions and Stripe/Paypal integrations.

Discover the "Payment" tab

Centralize, automate and optimize your campaigns, emails, social networks and branding with the CrocoClick Marketing tab.

Discover the "Marketing" tab

Centralize the creation of sites, tunnels, stores, webinars, blogs and forms with CrocoClick

Discover the "Sites" tab

Discover the "Subscriptions" tab (LMS)

Discover the first steps to optimize your business with CrocoClick

First Steps

Add, modify and personalize a contact record in CrocoClick to launch automations or email campaigns.

Create and manage your first contact

Create a sequence of automatic e-mails after form submission in CrocoClick.

Create your first email automation

Launch your first email campaign step by step: choose a template, define recipients, track statistics.

Create your First Email / Newsletter Campaign

Set up an appointment calendar and activate automatic reminders in CrocoClick.

Create your First Online Calendar

Set up a personalized sales tunnel, create a capture form and link the funnel to a domain.

Create your first Funnel

Connect your social networks and schedule publications easily from the CrocoClick social planner.

Plan your first post on your social networks

Structure your sales tunnel by creating and customizing a pipeline in the Prospect tool.

Create your first Pipeline to track prospects

Learn how to migrate your data to CrocoClick

Migration

A complete guide to easily migrate your contacts, transactions, e-mails, forms and automations from ActiveCampaign to CrocoClick.

Migrating from ActiveCampaign to CrocoClick

Easily migrate your communities, training courses and automations from Skool to CrocoClick to optimize engagement and management.

Migrating from Skool to CrocoClick

Find out how to easily migrate your funnels, sites, products and other resources from ClickFunnels to CrocoClick.

Migrating from ClickFunnels to CrocoClick

A complete guide to migrating from Keap to CrocoClick: transfer your contacts, automations, pipelines and more.

Migrating from Keap to CrocoClick

Complete guide to migrating your contacts, sites, automations and more from Wix to CrocoClick for efficient, centralized management.

Migrating from Wix to CrocoClick

Migrate from Calendly to CrocoClick and improve your appointment management and automation with advanced features.

Migrating from Calendly to CrocoClick

Guide to easily migrate from Zoho to CrocoClick by transferring contacts, calendars, opportunities and automations.

Migrating from Zoho to CrocoClick

Migrate your forms and automations from Typeform to CrocoClick for seamless CRM integration.

Migrating from Typeform to CrocoClick

Complete guide to migrating from HubSpot to CrocoClick, including CRM, workflows and marketing campaigns.

Migrating from HubSpot to CrocoClick

Practical guide to transferring your contacts, e-mail campaigns and automations from Mailchimp to CrocoClick.

Migrating from Mailchimp to CrocoClick

Migrate from ConvertKit to CrocoClick to centralize subscribers, automations, forms and digital sales.

Migrating from Convertkit to CrocoClick

Migrate from Squarespace to CrocoClick to centralize your website, CRM and marketing and optimize your processes seamlessly.

Migrating from SquareSpace to CrocoClick

Untitled document

Guide to migrating from Pipedrive to CrocoClick and centralizing CRM, sales and automation efficiently.

Migrating from Pipedrive to CrocoClick

Find out how to easily migrate your GoHighLevel or GHL agency account to CrocoClick with the official sub-account transfer.

Migrating from GHL (or an agency) to CrocoClick

Manage your contacts and learn to use the full power of your CRM

Contacts & Opportunities

Learn how to manage your contacts and leads into CrocoClick

Contacts & CRM

Custom Objects (Advanced)

Import & Export your contact from and into CrocoClick CRM

Import & Export

CrocoClick uses the 'Do Not Disturb' (DND) function to manage unsubscriptions and respect your contacts' preferences.

How CrocoClick handles unsubscribes with its DND (Do Not Disturb) function

Learn how to create a personalized unsubscribe page and a personalized unsubscribe link to enable your users to manage their email preferences, respect their choices and optimize your campaigns.

Create an unsubscribe link and a personalized unsubscribe page

Merge duplicate contacts in CRM to avoid duplication, centralize data and clean up your customer base.

How to merge contacts in CrocoClick CRM

Use CrocoClick's smart lists to segment your subscribers automatically and efficiently.

How to create and edit smart lists

Organize your contacts in CrocoClick with tags and smart lists for targeted campaigns and effective segmentation.

Understanding CrocoClick's Smart Lists & Tags (and when to use them)

Create, automate and optimize your pipeline in CrocoClick

Opportunities

Complete guide to creating, automating and optimizing your pipeline in CrocoClick: structure, automatic transitions and associated actions

[GUIDE] Automate your opportunity pipeline with CrocoClick

Create a clear and efficient pipeline in CrocoClick: define key stages and structure your sales process

Create an efficient pipeline in CrocoClick to manage your opportunities

Use CrocoClick opportunity triggers to automate reminders, notifications and tasks according to the stage of your pipeline

Automating pipeline actions in CrocoClick

Automate the transition from one stage to the next in your CrocoClick pipeline, save time and create 100% seamless prospect follow-up.

Automate the transition from one stage to the next in your CrocoClick pipeline

Discover CrocoClick's FAQ on opportunities and pipelines: export, sharing, activity tracking, multiple contacts, lost opportunities, custom fields and reasons for loss. Manage your sales more easily.

FAQ about opportunities / pipeline

Discover how to manage your tasks in CrocoClick: creation, assignment, advanced filters, intelligent sorting, grouped actions and automation via workflows. Optimize your organization and collaborate effectively with your team.

Managing "Tasks" in CrocoClick

Discover how CrocoClick's Smart Tags can visually prioritize your opportunities with automatic rules and colored tags.

Use Smart Tags to color and prioritize your opportunities

Manage custom fields for your contacts so you can save all the infos you need

Custom Fields

Track leads automatically with hidden fields and URL parameters.

Track lead origins with hidden fields and URL parameters

Email Campaigns, Social Networks, Affiliate Manager...

Communication

Learn how to create a dedicated email domain to send emails with a branded address and improve your deliverability

Create a dedicated domain for sending e-mails (@mondomaine.com)

Create your professional e-mail address on CrocoClick in 1 click: connect your domain and send e-mails with your own @mondomaine.com, without any complex configuration.

Create an e-mail address on CrocoClick

Use reply-to and forwarding addresses to redirect replies to CrocoClick to another mailbox (Gmail, Outlook, etc.) using the forwarding and BCC options

Receive mail elsewhere than in CrocoClick

CrocoClick explains the truth about mailbox AI, the 3 pillars of deliverability and our dedicated IP solutions.

Understand email deliverability to maximize your chances of having emails read by your contacts

Discover concrete actions to optimize your email deliverability: warm-up, segmentation, clean-up, content, engagement and CrocoClick best practices.

Optimize your deliverability: concrete actions to improve your domain and IP score

Find out how Google Postmaster Tools analyzes your email reputation, spam rates and authentication, and how to connect it to CrocoClick to optimize your deliverability.

Connect Google Postmaster Tools to monitor your e-mail reputation

DMARC error on CrocoClick? Find out why a DMARC policy is required on the main domain, even with a sending subdomain, and how to add a DMARC p=none easily.

Fix "No DMARC record found for this domain" error

Manage email preferences by mailing list in CrocoClick. Allow your contacts to choose their subscriptions, improve deliverability and stay compliant with email rules.

Manage email preferences and mailing lists

Learn how to create effective email marketing campaigns

Email Marketing

Discover all the dynamic variable categories in CrocoClick to personalize your communications and optimize your CRM processes.

List of dynamic variables / customs values

Customize and automate your communications with CrocoClick's dynamic variables / customs values.

Understanding dynamic variables / customs values

Learn how to send a file (Ebook, PDF, etc.) in a campaign or automation with CrocoClick via a button or as an attachment

How to send a file (ebook, pdf, etc.) in an automated e-mail with CrocoClick

Automatically resend emails to unopened contacts to optimize campaign engagement by resending

How do I resend an email to contacts who haven't opened it?

Protect your reputation and boost your campaigns!

Automatic validation of your contacts' emails in CrocoClick 🚀

Discover the difference between email templates and email campaigns in CrocoClick, and learn when to use each option to send consistent, effective and automated emails.

Understanding the difference between "Templates" and "Campaigns" Email

Find out why your emails are marked as invalid in CrocoClick: hard bounce, soft bounce, blacklist, full box... Understand the causes and how to reactivate a valid address.