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SeoToaster Users' roles

Here is a short description of the roles and screenshots of admin panels to illustrate the difference:


These users access and interact with all system areas.

Sales Person:

Like copywriters, these users are restrained to fewer control panel items in relation to their function. Sales Persons can access PAGES, MEDIA, and STORE Dashboard menus. They can not edit the STORE dashboard layout.


These users are restrained to fewer control panel items in relation to their function. Copywriters can access PAGES and MEDIA menus. They can see all types of containers and are able to edit their content.


Users who register through the membership sign-up form. These users have access to their own profile page, and any page that is set as protected from the page properties screen.They can't see containers and formatting options.


(screen looks the same as member's ) Users who make a purchase through your shopping cart. All buyers get an account automatically created for them in order to expedite the buying process. You can then elect to configure the action email facility to email them their credentials if you wish to make them aware of the existence of their account. These users get access to a customer profile page which details shipping addresses they have used, view their orders, access shipping tracking information and invoices pdf for their purchase. No credit card information is accessible from there. However, you are free to add any amount of information to their private area, including videos, pdf files or anything else.

How to create and edit a page

Creating and editing a page for your website is easy

  1. Click on "Create a page" in the control panel on the left of your screen.
  2. Fill in the required fields.
  3. Select which navigation this page belongs to.
  4. Input your teaser text and upload you teaser picture for later use in a featured area or search result.
  5. Click done, and voila, your page is ready to be edited.

How to update/delete a page

  • To change a page's properties, go to the page you want to change and click "Edit page properties" in the control panel on the left of your screen.

how to update a page

  • To delete a page, simply go to the page you want to delete and click "Delete this page" in the control panel on the left of your screen.

how to delete a page

Text and image teasers. Use them!

Text and images teasers are very important and allow for great flexibility in your design.

You will use them in the following context:

  1. Show a list of your categories landing pages with their respective images and text.
  2. Shows a list of pages in the current categories. Same thing it will show a nice list of those pages accompanied by their teaser images and text.
  3. Featured areas (floating menus): You can place very good looking floating menus throughout your site in a few clicks.
  4. Brings the main menu (Categories/pages) with all pages featuring their images.

Add and edit content

Inline Edition

Website Builder is a "--- Front-End --- Inline Edition ---" SEO CMS. It means that your CMS ALWAYS lets you edit the content of your web site right there as you browse it, and never sends you to an admin panel. You always edit the content right where it appears on the page.

  • edit headerEdit Content, at THIS place for THIS page{%%content:param}
  • edit containerEdit content at THIS place and it will show on ALL pages that are using a common template {%%content:param:static}
  • edit headerEdit a header{%%header:param}
  • edit headerEdit  this header at THIS place and it will show on ALL pagesare using a common template {%%header:param:static}

Icons Explained in Details

edit headerEdit Content icon

  • How many content areas can I put on a template?

    You can create as many content widget as you want in a template

  • How can I create Content Areas?

    To create a content widget simply put:

  • Where do I put these content areas?

    anywhere you want to be able to add content for this page.

  • Give me some code example to add these content areas to my templates:

    {%%content:left-top}or{%%content:1}or{%%content:xyz} etc...

edit containerEdit static content

  • Why do you call it "static" content?

    Whatever you put in this content widget will appear on EVERY PAGE that uses this static content widget.

  • Why would I use this for? Same content on every page?

    A good example would be your footer text. it appears on every page.

  • Give me some code example to add these content areas to my templates:

    to add a footer just add:{%%content:footer:static}

edit headerEdit Header

  • Why did you create a header widget when we already have the content widget?

    The content widget opens a very fancy editor allowing for HTML editing and all. We wanted the header to W3C compliant every time, so this is why we added this widget that opens a one-line text field, nothing else than text can be added.

  • Give me some code example to add these header areas to my templates: to add an h2 header for example just add:

edit header Edit Static Header

  • Why would I need a static header widget?

    You set it on a template and can use it throughout pages. this is very convenient.

  • Give me some code example to add these static headers to my templates.

    To add an h2 header for example just add:

How to add text

content editing step by step process

How to add a header

how to add or edit header

How to add a link

create a link

How to add an image


How to add a file

how to add files

How to upload things

Uploading images and files to the system is a simple matter

Whenever you need to use images, show videos, link to files on your website, look for the "Upload things" link. You will not have to look for it much, as we made sure it would be available to you anytime you need it. As a reminder, your CRM is a front end edition software, there is NO admin area, all features are administrable from the front, therefore very easy to learn.

SEO Feature: All images automatically open to their original size when clicking on the thumbnail for a better user viewing experience. In addition, the "alt" tag is automatically generated based on the name of the file and added to the image for a better experience for users reading from text-based browsers. Make sure you name your images appropriately!

So, to upload an image or file, go to Media - Upload Things. Choose a folder from the dropdown list or create a new one. Click the button "choose and upload file" and upload your image or file.

How to organize pages

Your CMS is a very easy-to-use website builder that makes sorting pages a piece of cake. Just drag and drop pages and/or whole categories of pages where you wish to see them appear. Move your pages from one menu to another, or from one category to another.

To organize the pages on the site, you need to click on the appropriate item on the panel:

how to organize pages step by step guide

how to organize pages view

You can expand and collapse all categories for quick search of the necessary:

how to organize pages collapse menu

Or expand / collapse only one of all categories on the site:

how to organize pages collapse sub menu

If you want to change the order of the pages in the category of places, you just grab the mouse pointer over the icon and start to drag to the desired position:

how to organize pages drug and drop pages

In the same manner, you can also drag categories grabbing the mouse pointer in the left corner:

how to organize pages drag and drop catygories

Endless navigation menus capabilities

Website Builder CMS has a very comprehensive list of menus options. If you have an idea of a menu system, you will be able to create it with Website Builder. Here are a few examples of what you can do:

First of all, the code used to generate Website Builder's navigation menus is simple, and w3c compliant. Search engine bots/crawlers and any browsers for vision impaired users (brail keyboards / text to speech systems) will not have any difficulties crawling through your links as the code is not cluttered by bad and unnecessary code.

In addition to this, we added all the necessary information a search engine would need to index your pages properly, and for the web developers to create astonishing styles that make the web better.

Simple rules and common sense for a better website

  • Categories have a class named "category"
  • Pages have a class named "page" (Not too difficult so far.. isn't it?)
  • All navigation menu links have the target page's H1 tag as a link title (on-mouse hover browser pop-up)
  • All images used in navigation menus also feature the target page's h1 tag as an alternative tag.

Available Navigation Menus Out Of The Box

There are 3 main types of navigation menus in Website Builder that can be used right out of the box.

  • {%%menu:main} - this is your main menu that will display your categories/pages list. When creating a page, you tell the system that you want this page to be in the main menu under XYZ category or simply tell the system that the page you are creating IS a category.
  • {%%menu:main:img} - same as above but uses the teaser text and images (you should use them!) and displays the image and text describing your page.
  • {%%menu:flat} - this is a one level menu frequently used for common information links such as " About us | contact us" etc.

There are also list classes you can use to create automated listings of categories, images, and pages anywhere on your website.

  • {%%list:categories} - just a list of all your categories in your website.
  • {%%list:categories:img} - same as above but uses the teaser text and images (You should use them!) and displays the image and text describing your page. It is up to you to create an amazing design for it.
  • {%%list:pages} - lists all pages within this very category
  • {%%list:pages:img} - same as above but also uses the teaser text and images for an enhanced experience for the user. You would use those 2 types of the menu above in a "category" template, for example, that way when somebody clicks on a category link, they see a small blab about the category, then a list of pages for this very category.

How To Work With Navigation Menus


How To Create Featured Areas

Website Builder's Secret Weapon: The "Featured Areas" (Floating menus)

Featured Areas are tags-based "floating menus" that you can instantly throw in any content on your web pages in it, then pull those pages from anywhere. 

  1. When creating or updating a page, under the template selector link, there is a link that says: "This page is featured: Not yet"... Click on it.
  2. The featured area system appears, and allows you to add one of those "floating Menus". Name it the way you want, something pertinent you will recognize: Ex: "Beach homes".. click add.
  3. Now check the box next to the floating menu to tell Website Builder that you want this page to be part of the "beach homes" menu.
  4. Now that you have this "Beach homes" featured area (should have named this feature "Floating menus"... Darn!), you can go and edit the properties of any pages and add pages into the "Beach homes" floating menu.
  5. Please note that when you create a page, you are not obliged to put it in a static menu or a category.. You can simply select "no menu" but add it to one of your featured areas for later retrieval.

How To Display Featured Areas

  1. In any page, go to one of your content editors.
  2. Go to the widgets Maker
  3. The first widget in the list is the "Featured area"
  4. Select your Featured Area to set up the options below

Available Options For Featured Areas

  • max results  Max number of pages to display.. (Maybe you do not have room to display more than 4 links out of 20 you have in "Beach home'
  • max characters Max character to display from the teaser text of your page (located in create/edit page screen)
  • use image? You can also upload a nice teaser image for your pages, so you can show a thumbnail or preview image along with each menu item
  • random If you check this box, Website Builder will randomly display the max results of pages (e.g. 4 out of 20) you have put in this menu.

Feature Area Sample Code

Once you're done configuring your Featured Area through the widget, the code in your content should look like this:
{%%featuredarea:Name of the featured area:max pages result:Max teaser text characters:Random or not}

If you checked the box "Use images", then the code will appear as follows:
{%%featuredareaimg::Name of the featured area:max pages result:Max teaser text characters:Random or not}

How to set a page as a draft

If you need to hide a page from public view, for instance, because you want to keep working on it before publishing it, you can easily set it as a "draft".

Doing this will hide the page from public view, remove it from associated navigation, sitemaps or tagged lists.

The owner and anyone else who knows the direct link / URL address of the page will still be able to view it, and of course, edit the page when logged into the system.

You can find all your unpublished pages in the CMS Control Panel by selecting PAGES - Draft.

Go to the page that is not ready for prime-time yet. In order to set it with a draft status, just click "Edit page properties" and un-check the top left corner box "Published".


Set individual content containers on a page as a draft

Publish a page while keeping any section invisible or scheduled for future publishing

Thanks to individual container's scheduling capabilities, you can easily retain part of your website pages from your visitors' sight, allowing you to release content on a step by step basis. You can even schedule these containers to appear on your website at a given date. How do you say flexible again?

How to add and edit templates

Adding & managing templates

Adding and managing templates in your CRM is very simple. You can add a template in a few clicks and find it back whenever you need it.

Creating templates is also very easy. It uses simple HTML and Content Widgets to add a content area to the page.

If you want to add a new template to your website, click on Layout - Add template on the admin panel.

Type a name for your new template and choose a type of the template from the dropdown list. Paste your HTML code and click "Save".

If you need to edit this template go to Layout - Edit this template.

If you want to edit another template, click "other templates" and you will see the list of all your templates.

how to add templates

How to add plugins

Extend your CMS easily & rapidly

Plug-ins are vetted by a committee before being offered to you for extending Website Builder's capabilities. A new field of ready-to-use functionalities become instantly available on your website, from mobile versions to payment gateways and more.

How to upload and install a plugin

Start with downloading a plug-in. Then go to your Website Builder install, and click Others - Plug-ins and click "Upload plugin".

When the plug-in is on your web server, click the button "Install". Go to the config menu, retrieve your plug-in code snippet from there or from our plug-in code list, then add it to your page. If the plug-in is free then you're good to go.

In the event the plug-in is fee-based, a link will appear in order to proceed to payment and properly license it. Most plug-ins can be licensed on a monthly basis or for a one-time fee at your discretion.


Action Emails & SMS

SeoToaster ships with a powerful, yet easy-to-use action emails & SMS facility. This communication tool sends emails & SMS automatically when a set of conditions are met.This screen can be accessed from the OTHER > Action Emails & SMS menu on your control panel.

By default, SeoToaster ships with a pre-configured set of action emails & SMS and associated text. Feel free to add more trigger or modify the text.

Action e-mails shortcuts can be inserted to personalize e-mails with information such as customer name, IP, shopping cart content, quote URL's, and more. It's a simple way to improve customer service and easily implement email remarketing campaigns for your website.

Action emails & SMS are used for both SeoToaster CMS and SeoToaster Ecommerce versions. A complete list of available e-mail shortcuts can be found in the SeoToaster Shortcuts Documentation.

SeoToaster CRM brings everything together:
  • You can build a simple landing page or a full website with it without any visual limitations
  • You can build an entire web store, or just collect payments for one product, digital or online training (requires Moodle)
  • It includes a powerful integrated Google News compliant blog
  • Your website can also use a free or paid-for membership site
  • As a CRM, it is also fairly easy to use for regular folks
  • It offers remarkable sales automation tools, including drip emails, lead generation document downloads
  • It makes harvesting leads possible from any website by deploying a web form onto it
  • It allows tracking advertising campaigns easily by reading natively the values from UTM tags
Through its SeoSamba Marketing Operating System marketing cloud connection, it also brings you:
  • Web analytics data from this site as well as other properties you own
  • Your inbound and outbound calls communications
  • Interfacing with other systems such as Constant Contact, SalesForce, etc.

Configuration review


Sales Persons can access PAGES, MEDIA, and STORE Dashboard menus. They can view leads but can’t change leads ownership. They can not edit the STORE dashboard layout. They can not edit the website layout. And if you check the box under the CRM lead config tab, they will only be able to view their own leads.

Email IMAP Set UP

Start with connecting your email to CRM to have all conversation with your leads tracked or even transform all your inbound contacts into leads!

All email services provider require different combinations of settings, you can look them up here:

Microsoft Support POP and IMAP email settings

For Gmail, for instance, It is important to make sure CRM is allowed to connect to your email box, follow this link and flip the switch to allow SeoSamba CRM app to connect.

security trigger

Also, open your Google account settings and enable IMAP (or make sure it's done) :

imap settings

Then find "Inbound emails config" tab in CRM config menu and add your gredentials there along with the settings required by your email service provider: 

crm imap connection

"Process all inbound emails as leads"  checkbox will transform all your contacts into leads in your CRM. If you don't want this to happen, just keep this box unchecked and hit  Add 

Groups and merchandising

SeoToaster CRM takes advantage of some features built into SeoToaster Ecommerce. Access the merchandising menu from the side panel Go to the group's tab, and add groups to divide your prospects and clients into a distinct cohort. For instance, you can create a retailer group, a wholesaler group, etc… Different pricing/discount levels can be assigned to different groups by default and you can refine your pricing strategy product by product. You may find more information at You can assign a group to a lead from the lead detail view and filter leads using advanced filters or reports on sales by a group from the CRM Reports tab.

groups and merchandising

Opportunity stages

In CRM config / Opportunity stages tab we have preset for you different opportunity stages. Does it mirror your sales process?

opportunity stages

To delete one, simply click on the cross. To edit one, click on the probability icon you would like to edit and set the stage name that suits you best.To set a default opportunity stage, just choose one from the dropdown. The default stage will be ticked.

default opportunity


Lead config

Here on Lead config tab you can find various helpful parameters.

Firstly, you can set task alerts in order for your Sales People and admins to be reminded of upcoming tasks. Don’t forget to set action emails for task reminder in OTHER / Action emails & SMS / Lead / Task reminder section.

lead config

lead config next

Secondly, here you can set Google API parameters, such as Google API key in order to enable you to see on the map where your site visitors come from (under the PROFILE tab of Detailed Lead View). And also configure a default Google Map zoom parameter for this map.

set google api


Lead type

In Lead type tab you can see four preset lead types which you can neither edit nor delete. These lead types get assigned automatically to the leads who got to the system by submitting a form, or making a purchase, or registering someone on your site, or downloading something. You can also configure your own lead types for those leads who get added to the CRM manually. You can even choose a default lead type that will be added to any new manually created lead by default. Lead types for any particular harvesting can be assigned automatically or set on your Leads screen.

lead type


Paypal account

Go to PAYPAL / Paypal Config on your Admin panel. If you have a standard PayPal account you can add a widget for PayPal button to checkout template and to the quote template and you only need to fill in the email field with the email address linked to your PayPal account.In case you have a Pro account (only available for USA, Canada, and Australia), you can insert the direct payment form at checkout using this widget . To do this, you will need to feel in all fields. The credentials can be found in your PayPal account going to Tools / All tools / API credentials.

paypal account

Products and Services

Go to STORE / Add/edit product screen. Here you can also set products tags and options, configure related products, manage inventory and many more.

products and services


Email templates

You already have some pre-built email templates which you can use for your remarketing campaigns. The list of available templates will appear everywhere where there’s a possibility to assign one.

lead config email templates

In case if you want to create a new template, go to LAYOUT / Add template and insert your own customized HTML code just like you would build any web page on SeoToaster.

Don’t forget to insert useful tokens into your emails: {user:fullname} - brings up a user full name {cart:basket} - displays all products that had been added to the cart before user left it. {cart:recovery} - creates a link to the checkout page which contains all the items that had been added to the cart before the user left it. {unsubscribe:link} - creates a link for unsubscribing from the automated notification. More shortcodes and tokens can be found System Shortcuts.

CRM email templates There is also an option to send some pre-built emails from your CRM lead, you just need to click Email

add a follow up

Where you will be able to choose one of useful CRM templates that you can send to you current of possible customers. Our templates will save your time you would have to spend on reinventing texts for offers and inquiries. Don’t forget to preview the mail in case you would like to add some changes.

You can edit the text of email in the text container.
adding editing email templates

CRM Reports

CRM reports tab allows you to see the overview of your activity during a certain period of time and compare it to the previous period results. You can see the reports for today, yesterday, last week, etc. or choose a custom reporting period. You can compare it to a different reporting period by choosing a previous period start and end dates:

crm reports compare


You can see the number of new leads and opportunities filtered by source, by marketing groups, by people, and by sales, and compare the results to the previous reporting periods.While CRM reports tab mostly represents opportunity-related reports, you can use advanced filters on Lead list view and Organization list view.

crm reports

Creating opportunity / Quotes / Getting paid

Once you have a lead, it’s time to start seeking sales opportunities. Various opportunity stages are already pre-set in your CRM config.

To create an opportunity for a lead, go to Log opportunity tab of Lead Detailed view. 

log opportunity

Fill in the fields and select an opportunity stage (do not choose Lost or Won stages when creating a new opportunity. Those will be the results of your cooperation with the lead).

When logging an opportunity you can create a quote right away by checking the checkbox or add it later in OPPORTUNITIES tab of Lead detailed screen. One more quote can be created for every opportunity.

create a quote

To edit the quote, click on the message that will pop up after clicking Create quote button or click on the quote name in the table. The lead’s info will be already filled in, the only thing to do left will be adding the product(s) or service(s) and send the quote out. For your convenience, we placed PayPal button on the quote template so your leads could pay easily. So don’t forget to set up your PayPal account for smooth sales flow.

opportunibies detailed lead view

Don’t forget to edit your opportunities once they are won or lost in order to see the up to date report in the Sales tab of CRM Reports.

Lead Creation

Manual lead creation

Manual lead creation is simple. Just go to the Leads tab and click  Quick contact at the bottom left corner and fill in the fields.

lead creation quick contact


If there’s more info to add, go to the lead where you can add lead’s address, mobile phone, organization, position, links to social networks and so on.

lead creation lead view

Batch Import

 If you have a list of leads to add, the batch import solution will suit you better than manual lead creation. Go to Import leads and organizations tab of CRM config screen, download sample file for leads, lead options, organizations, organization options or tasks, fill it in with your data and upload the CSV. 

batch import


Automated lead creation

Along with the manual lead creation and batch import leads will be added automatically when your website visitors submit forms, make a purchase, register on your site and so on.

Web forms

To add a form to your site using our free Seotoaster CRM-friendly form builder (find more information about form building here).

There are two sections of field control: for regular forms and for CRM users. Make sure you use CRM-compatible field control whenever possible so the lead data captured through these fields flow straight to the proper fields in your CRM lead and organization screens.

lead generation form

The data from regular fields will appear in the Notes section of lead detailed screen.

All form information can be found in the TIMELINE of Detailed Lead screen.

Inbound calls

Use SeoSamba call tracking number to see the information on completed and unanswered calls in your CRM. You’ll see the information on the inbound calls on the TIMELINE of Detailed Lead screen:

lead creation inbouns calls

White-papers & document download

Once somebody has downloads a document from your website, he/she will appear on the dashboard of your CRM with a comment "inbound document download". You can see what document was downloaded on the TIMELINE of Detailed Lead screen:lead creation document download

Creating organizations

Adding an organization is as easy as creating a new lead. Just click Quick organization at the bottom left corner of Organizations tab and fill in the form. The rest of the details can be added to the Detailed Organization view.quick organization creation
New organization can also be added while adding a lead by simply filling in the Organization field in Quick contact form. 

Or you can also assign an organization to an existing lead either on Leads tab or on the Detailed Lead view.

When starting to type an Organization name, you will be given a list of existing organizations with similar names. In case you don’t have such an Organization yet, the new one will be created.

Also, new organizations can be created during forms submission and batch import.

Detailed Lead view

Here on the Detailed Lead view you can add more information, such as lead’s address, additional phone number, position, assign lead’s group or life stage, add some tags and so on.

lead creation lead view


Sending Emails

sending emails


On the Detailed Lead view, you can find Email tab where you can compose an email, attach images and files stored on your website and enroll the lead to a drip campaign.

enrolling contacts into email sequences


Tracking the emails sent to a particular lead is easy. All records will be reflected in the TIMELINE.


emails timeline

You can see when what and by whom was sent and when/if the email was opened by the lead.

Placing calls

Once your phone number is set, you get a possibility to make and track phone calls. Make sure your Sales Persons and Admins have their phones set in OTHER / Manage users.

When all the prep work is done, you can make phone calls right from your CRM. Go to Call tab of Detailed Lead view, choose which phone number you want to reach (desktop or mobile) and from which of your numbers you are going to place a call and click Call Now .

placing calls


The entry with the recorder conversation will appear in the Lead’s TIMELINE.

Assigning tasks

Certain users (admins and sales rep) have opportunity to assign tasks from lead screen

assigning tasks


After you have the fields filled in, you can see you task reflected in the timeline

Task completion

It’s possible to complete the tasks you assigned by ticking the checkboxes:

Both comments will be checked

complete task


Also, in case you remember something, or find out that the task had not been finished you can reopen it. Both after completion and reopening of the task, all participants get notified by email.

For your Action Emails and SMS there are some prepared messages: "Task Completed" and and for "Task Reopened". Also, if needed, there is task reminder too.

Viewing history

Different sections of Detailed Lead view show various types of history.

viewing history

At the top right corner of Detailed Lead view you can see Creation date, Last and Next action dates and the Source of the lead (if you hover over the i icon).

Under this block there are opportunities and sales statistics.

All the information regarding submitted forms, purchases, placed calls, sent emails, upcoming actions, etc. is stored in TIMELINE.

One more place in history is PROFILE. Here you can see visitors data from all the devices they use, locations they browse from and pages they visit.

profile statistics



profile location

Detailed Organization view

On Detailed Organization view besides the organization’s contact info you can see all the leads connected with this organization, the history data such as Last contact, Creation date and First contact creation date. And aggregated Opportunity and Sales statistics.

detailed organization view


If the default fields are not enough and you need to store some specific information, you can configure custom fields on Custom organization fields tab of your SeoToaster CRM config.

And they will appear on your Detailed Organization view

Lead List View

All leads are collected in the Lead list view. You can obviously browse them by going from one page to another, but also there is a handy search field and a filter mechanism.

advanced filters

On the filter screen, you can preset different types of search inquiries to access the most frequent set of filters at one click. Preset created by Admin and with unchecked “Show to all CRM users” option will be available for Admins only. Presets created by Sales Person will be visible to all CRM users.The next part of Lead list is Recently viewed profiles: 10 the most recent Leads and Organizations will appear here for quick access.

 recently viewed


On the Lead list itself, you can modify some leads’ data, such as organizations, emails, phone numbers, assign groups, lead types and stages. Also, you can swiftly send an email or place a call. If you want to delete a lead, this is the place to do so.

And the last, but not the least feature of the Lead list is butch actions. You can easily add a group of leads to email lists, change lead owner (only available for Admins) or export leads.

leads butch actions

Organization list view

Organization list view has the same structure as Lead list view. You can search, filter and create presets here, as well as modify some Organizations’ info and delete Organizations.



Lead Workflows

Lead workflows help you automate all your marketing efforts directed on your existing leads in your website CRM depanding on their actions, properties and statuses.

Product SKU Workflow

This workflow is a great example of how you can improve your sales by offering your customers just the right selection of products they will be happy to get based on the purchases they have already made in your shop thanks to adding as many as you need automatic product-SKU workflows in your SeoSamba CRM. It’s super easy to do and will boost your sales process quickly after you set them up. So, open your Workflows tab in and on Lead Workflows select “Lead Actions” option from the drop-down, then Pick Products SKU from “Select sub values” drop-down and hit  

workflows product sku

then carry on by selecting Any of Excluding options according to the rules of the workflow you have in mind. If you have Score feature set up, it would be a great idea to add an extra condition to concentrate your efforts on the most prospective clients, but if you haven't done it yet, or you would like to cover a wider audience, just leave this field empty and proceed to 2. Action Taken section

workflow condition set up

Here you can select all options or just some that will make sense in your situation, for example, you can send an Email & SMS sequence with promo codes, special offers of links to the products that will definitely appeal to your customer.

action taken set up

Give your workflow a descriptive name, hit “Create a new workflow” and wait for SeoSamba CRM to do all work for you!

Form workflows

If you want your leads to be assigned to different Sales Reps automatically depending on some criteria, our Lead form rules builder is right for you! Go to Workflows screen of your CRM and start with the step 1. Form condition.

Select a form and the field you want to create a rule for and click + . In the drop-down menu choose a condition, where:

  • “Equal” - the field value matches the set value;
  • “Not Equal” - the field value does not match the set value;
  • “Contains’’ - the field value contains a set value;
  • “Any” - the field value matches one of the set values.

At the step 2. The action was taken you can either assign a Lead Owner (one of your Sales Reps), or assign a task right away, or both.

form workflows

After inventing a name for your rule, click Create lead form rule and voila! All your form rules will be stored under the configuration screen where you will be able to edit or delete them at any time.

External events workflows

External events workflows allow you to track events from third party services connected to your websites and apply actions to you leads after certain actions that happen in that services.

Building Email & SMS Sequences

Email & SMS Triggers

First of all, go to CRM/ Email & SMS Drip tab. Here you can create triggers for your email and SMS sequences.

Your email/SMS messages are automatically sent anytime a customer meets the condition you defined for a trigger.Triggers can be set for pre-defined groups such as “leads/opportunities”, “leads who have received or requested a quote” or leads that are marked as lost or sold from the Quotes tab in the CRM.If your website has a shopping cart built into it, triggers can be setup to send a message following a purchase, after an item has shipped or been delivered or after a cart has been abandoned. You may also set a trigger to send a message after someone signs up to receive your newsletter, for a membership or any other offer.

  1. Set time for your remarketing campaign. You can customize your email/SMS schedule with rules such as “only send email/sms on these specific days and times, or “send email/SMS anytime during normal business hours”, for instance. Business hours can be configured in the control panel under the STORE/Config tab. Set a lag time after your client’s action.
  2. If your campaign is pointed at some specific products, here you can select the cart content which would trigger the email sequence.
  3. Select an email template and add a message here if it’s not already in the template.
  4. Assign a name to your email trigger and tick the checkbox if you only want to use this trigger in sequence.

    email and sms triggers

Prior to saving, test your email and SMS right here and there by clicking the TEST button. Then check the email you used to log into the system today and the mobile phone number showing in your user profile found in your Control Panel, OTHERS tab and Manage Users screen.

After reviewing the email, you can modify the settings if necessary and create a trigger by clicking.  Create  

When fully satisfied, save your trigger. Create additional email and SMS triggers and then go to the next tab to create a schedule to group into a communication sequence

Email & SMS Sequence

To create additional triggers, repeat the steps, then click “next” to create a schedule or add a group to the sequence.

When needed triggers are created, you can add them to a sequence on Sequences tab.

email sequences

Click + in order to create a new sequence and assign a name to it. Then you can add triggers to the sequence.

When triggers are added to the sequence, you will see them accumulated by cart status. The email is OFF by default, switch them on after reviewing. From this screen, you can edit your sequences, add new triggers to them and turn the triggers on and off depending on your needs. You can also test the emails from this screen by simply clicking Test

Assigning Email & SMS Sequences

After an email sequence has been created you can assign it to your leads on the lead detailed screen.

After cleaning the cache and page reload you will see your “no cart” status in upcoming emails in the grid. Also, you can test what a scheduled email will look like to your prospects by clicking Click to receive that email - In that case an email will be sent to your registered user account email.

add a follow up


You can also add a follow-up sequence when sending an email to a lead from the lead detailed screen.

assignin email sequences

To delete a lead from a sequence, simply click on the cross on the Email sequence tab of a lead detailed screen.

removing contacts from email sequences

 You can view all scheduled Email and SMS Sequences on Detailed Led screen. "Click to receive that email" helps you to see the email you or your Salesperson scheduled earlier by sending the email to the email address you used for logging in. 

click to receive that email


Lead scoring

SeoToaster CRMLead scoring helps you measure the viability of a lead and its likelihood of becoming a customer. Let’s dig into the ins and outs of lead scoring to get to the core of its importance for your business.

lead scoring

SeoToaster CRM provides automated lead scoring, so the process happens in the background, while you focus on other work. You set system triggers to automatically score each lead for any action that you have specified deserves a score. You determine how many points they get when you set up your lead scoring methodology and model.

Form builder

CRM provides a wonderful opportunity to create lead forms both on SeoToaster- and Other CMS-sites. They are called internal (SeoToaster) and external (other CMS) lead forms. You can find this constructor by going to Workflows/Form builder

form builder

There are two kinds of Form Elements: CRM Fields - these fields are pre-coded to save your form data directly to the proper CRM field, and Regular Fields - these fields let you create custom form fields. Any data from these fields will appear under your lead notes.

Internal Lead Forms

To build a form on a SeoToaster site, firstly, you will need to compose a form adding the fields you would like to have in your form in the section 1. Form Elements. In case you want to change the number of fields or their settings or order, you easily do that with the help of form builder instruments in the section 2. Your web preview form.

generate form code

When all the fields are set up, you can click Generate code or Generate and save and an HTML code will appear in section 3. Generated web form code. Now you can copy it at one click using Copy code button

and paste into Form code field of the form properties on your SeoToaster website.

form code

External Lead Forms

building external forms


For an external lead form the sequence of actions is pretty the same, but with few alterations. For instance, you will need to get a recaptcha for your website to protect it from spam. It will be necessary to create key pairs and specify the domain name while doing it. You may find guidelines for creating a recaptcha here :

 You will need to generate reCaptcha 2 And then with all necessary data fill in all fields.

When you get all fields filled, the following procedure will be the same as with the internal forms. Then you can style it as you see fit.

Net Promoter Score

Net Promoter Score is a metric used in customer experience programs. NPS measures the loyalty of customers to a company. NPS scores are measured with a single question survey and reported with a number from -100 to +10, a higher score is desirable.

Default email templates and messages should already present with the latest version of your SeoToaster system. It should also get added whenever an upgrade is performed.
To verify this or add additional emails notifications, go to the CRM section of the Action Email & SMS menu and check out both “NPS Rating Request”

action email 1

and “Review Request” triggers.

action email 2

 Next, go to the CRM config tab and make sure your NPS rating request thank you page is configured. This is the page on your website where folks will land after having rated how likely they are to recommend your business.

crm config

And fill out “Add your own fields” section with links generated in MOS :

nps settings in widcard

mos link genegation

You can send an NPS rating request email from the lead detail screen to have your customers rate how likely they are from 0 to 10 to recommend your business. This button will trigger the “NPS rating request” email template

send nps request

And will remain this way until your client gives a rating, or for the next 30 days, whichever comes next.


nps rating request email

Your client rating appears on the lead detail screen once they have clicked your NPS email request.
A “Send Review Request” button then appears on the screen.


This button will send another email, this tile requesting to leave a review on FB or GMB or both. This button triggers the “review request” email template

review request sent

review request

You then can use the provided date-pickers to log that a user has indeed left a review on these platforms.

pick date

After 1 month, the send review request button appears when no review dates have been associated with the record.

nps filter

You can set up an email blast to send a rating request to a group of your users by setting up an email drip campaign with review request triggers in it. 


Form Builder

Lead Scoring

Email & SMS Triggers and Sequences

Connecting external apps thruogh Zapier

E-commerce website design & web development

  1. Create a template for your product landing page

    A product page consists at a minimum a product title, product preview image, price, description and "add to cart" button. If you intend to offer real-time shipping quotes or compute shipping fees through the flat fee cart's weight option then a best practice is to display that weight on the product landing page as well. By default, you should also add the product options token so that the store manager can easily add colors, sizes, calendar or any number of options which may or may not modify items prices and weight to their catalog.

    product template look

    Optionally, related products or products using the same tags can also be made to appear easily on your product page. In addition, if you intend to offer price quotes through the built-in quote engine, you should add a quote form token to this page.

  2. Create product listing templates

    A product page consists at a minimum a product title, product preview image, price, description and add to cart button. If you intend to offer real-time shipping quotes or compute shipping fees through the flat fee cart's weight option then a best practice is to display that weight on the product landing page as well. By default, you should also add the product options token so that the store manager can easily add colors, sizes, calendar or any number of options which may or may not modify items prices and weight to their catalog.

    product listing

    Optionally, related products or products using the same tags can also be made to appear easily on your product page. In addition, if you intend to offer price quotes through the built-in quote engine, you should add a quote form token to this page.

    Website Builder lets you react to changing market conditions in a few clicks without the help of a developer. Web merchants can add filtered product listings based on individual products, or product tags & brands combination. These product listings use pre-built templates to display your product selection. And because we like to keep things simple. When lists are based on products tags, these update automatically as your product catalog evolves.

    Product listing templates use regular HTML alongside embedded product system tokens such as for product description, product preview image, product price, etc. However, in order to keep the list nicely readable and practical, try to keep the information to a minimum. For example, if a description is needed for product listing, consider inserting a short product description token there instead of a full product description token. Feel free to create as many lists as required for your project, and insert an "add to cart" token/button.

  3. Create a great shopping cart checkout page template

    The checkout page template should contain cart, summary information, shipping and payment system widgets. Just like for any other page template, your checkout page template can include any number of widgets, tokens, or even front-end editable content areas. Feel free to create any number of checkout templates as required to perform checkout page conversion tests for your web store.

    And since you are preparing your checkout page template, it is a good time to clarify a couple of points at this stage. As you can see in screenshot #2 below, the checkout process offers existing customers the ability to log-in prior to completing their purchase. There is no way to "create" an account because the system does it automatically for your website visitors. Simply comment the DIV containing the "existing customer log-in" column out in your code if you wish to bypass this option altogether, and make sure to remove any action email trigger so that no email with credentials gets sent for first-time buyers. 

    action emails store text logo

    action emails store text

    Now is also a good time to think about your shipping policy (do you offer free shipping, how will you handle shipping charges? will you mark up shipping? do you let people pick their orders up at your storefront?) then go to the STORE/shipping config menu to download, install the appropriate real-time shipping gateway plugins. Pick also your payment gateway and consider offering free quotes as a checkout option (Website Builder features a very comprehensive built-in web quoting software engine that is ideal for merchants also making sales over the phone). All shipping and payment plugin tokens are added to the default checkout template, and show up automatically when the plugin is found to be installed and operational on the system.

    Here is an example of what Default checkout process looks like:

  4. Create your actual web store checkout page

    In the previous step, you created one or more checkout page templates. Now you need to create the actual checkout page, select the appropriate checkout page template, and then assign the "checkout page" role within the SETTINGS section of the add page or edit page properties menu tab.

  5. checkout template
  6. Create a post-purchase or "thank you" page template

    Customers get redirected to a "thank you" page following a purchase on your web store. This page confirms that the order has been received by your store, the content of the cart, as well as shipping or pick-up information as necessary.

    postpurchase page

    Create a template, include a personal thank you message as well as {store:postpurchasereport} widget to bring a purchase summary. Of course, feel free to add a personalized video message, feedback form or anything else. Why not adding one or more editable content areas, or "content containers" within the template? This way it will be easy to instantly add new content or widgets to pages using this template right from the web page itself (that's the principle of online editing after all). Once again, no developer intervention needed.

  7. Create the greatest post-purchase "thank you" page of all time

    Now that you have created the post purchase template, create the page itself, select the appropriate template, and assign the [Post purchase "thank you" page"] role to the page from the add page/edit page properties control panel menu.

    postpurchse page edit prop

  8. Create a customer account landing page template

    In this step we are creating a landing page for your clients when they log into their private customer account. Make sure to include the {store:profile} widget to bring account information such as profile, purchase history as well as postal addresses.

  9. user landing

    As usual feel free to add any widgets such as videos, forms etc,, or links to other pages (you can use the member only menu to keep these pages for your client eyes only), and add an editable front-end area for on-the-fly inline editing page customization.

  11. Create your actual customer account landing page

    Now that you have created a client account page template, go ahead and create the actual landing page itself. Select the template you have customized, and assign it to the appropriate role within the "SETTINGS" section of the create page/edit page properties screen.

    user landing edit

  12. Create your sales quote template

    Website Builder includes a powerful quote system that is ideal to sell expensive or otherwise complex products that require a consultative approach. It is also very useful to further a sales call with an online quote to finalize a sales through online credit card processing.

  13.  quote 3

    Your quote template is used both for the back-end dashboard area, accessible from STORE/go to dashboard menu, and by your website to display a quote on a private URL for your customers. From the dashboard area, you can create a quote from scratch or process a quote request coming from your web store (you can add the quote widget to the checkout page for multi-products quote request scenario or to your product landing pages for single product request scenario), while customers can view and finalize a purchase from their quote.

    In addition to prospects information, and products selected from your catalog by the admin or customer themselves, your quote template can include any number of widgets.

    A quote template is included into the theme skeleton.

  14. Customize automated emails

    Website Builder ships with a powerful, yet easy-to-use action emails facility. This communication tool send emails automatically when a set of conditions are met. This screen can be accessed from the OTHER/action-email menu on your control panel.

  15. action emails store text

    By default, Website Builder ships with a pre-configured set of action emails and associated text. Feel free to add more trigger or modify the text. Action emails shortcuts can be inserted to personalize emails with information such as customer name, IP, shopping cart content, quote url's, and more.

    Pre-set Ecommerce emails include:

    • When a customer orders for the first time, a registration email is pre-configured to make them aware of their private client area on your web store along with login and password.
    • When a new order is placed: A notification email is sent to the admin, sales person and customer. These emails contain text and information appropriate for the recipient; the order itself, delivery & billing address of course, but also buyer's IP address, referral origin with key-phrase used to reach your website for your sales and administrators.

    What about my email's design you may ask?

    Well, just create any number of HTML templates (keep in mind to use Website ID card tokens to keep your business information such as logo/address etc.. in sync), save them as email templates. Then select the template to be used for each trigger you're configuring in the action email facility.

    Ecommerce theme skeleton ships a default email template built referring Website ID tokens. Make sure to have your Website ID card and store config panel properly populated.

  17. Customize & assign invoice template

    Website Builder handles your Ecommerce needs from end-to-end. PDF of invoices are created on the fly for a transaction marked as complete, and made accessible automatically at that point within the customer's private area. These invoices use an invoice template as defined in the STORE/config menu panel. Invoices reflect store configuration options such as tax configuration labels or display options (included/not included).

  18. Edit your invoice template provided with the theme skeleton, and feel free to add Website ID card tokens or other text or image information.

  19. Upload your store back-end dashboard theme

    Website Builder E-commerce edition provides a great customizable back-end for your web store. In effect, your store dashboard is a theme of its own, and is uploaded to the system under the STORE/config menu. The set of files included in the theme skeleton above includes a great looking default dashboard theme. You can view this store dashboard in action when accessing our Ecommerce demo site.

    dashboard store

  20. Capture product catalogue and double check data

    Website Builder provides a great environment for accessing and managing your product catalogue. Start with creating brands & uploading their associated logos, then add a product. Make sure to set a price, weight, brand, short and full description, then select a product template. Tag your products to organize your catalogue and help you create dynamic product lists. You can also easily create price and weight modifying options. For this, just go to the product options tab, select controls for product options, and save them in your library to re-use them with other products. These product options will automatically appear on your product landing pages where the proper shortcut has been placed.

    product template description and price

  21. Install & configure shipping plug-ins

    After having reflected on the shipping options you wish to offer your website visitors, and having installed any required real-time shipping quote plugin, then go to the STORE/shipping config menu.

    shipping configuration

    Now, select the appropriate options and shipping products that will be made available at checkout.

    When using real-time quotes, be mindful of the shipper's service limitations such as shipment weight or linear sizes which are commonly restricted by shipping providers. If none of your selected shipping method is found to be suitable for a given cart, a message will invite your visitors to contact you to arrange for delivery. Then test your checkout mechanism to verify behavior against your expectations.

  23. Configure free shipping threeshold as required

    Use free shipping configuration screen to set up the cart's amount over which orders will ship for free. Your buyers will then see an upbeat congratulations message when they qualify for free shipping.

  24. free shipping threshold
  25. Set your shipping markup amount

    Use free shipping configuration screen to set up the cart's amount over which orders will ship for free. Your buyers will then see an upbeat congratulations message when they qualify for free shipping.

  26. Enable pickup option if necessary

    witch on the pickup option as required. When your store config is properly populated and that you're using the provided checkout template, your store address along with a map to locate your business automatically appears when a customer chooses pickup at checkout.

  27. pick up configs
  28. Install & configure payment plugin

    After uploading your payment gateway, inserting the appropriate shortcut on the checkout page, and paying any plugin licensing fee if required (a link will appear on your checkout page), insert credentials in your plugin config screen.

  29. authorize config logo

Adding & Editing Products In Website Builder Ecommerce

Editing content and information for products is easy and fast with Website Builder Ecommerce CMS.

Website Builder Ecommerce has been built so anyone - not just seasoned developers - can create and manage an online store. That why every time you create a new product, a search engine optimized product landing page is created for you automatically.

To start creating new products or editing existing ones, first log into your system by going to

Once you're logged in, you can either browse directly to the product landing page, and click [Edit this product], or simply go to the Website Builder Control Panel, then click on STORE - Add/edit product.

Once you've opened the Product popup window, proceed as follows:

  • Add short/full product descriptions (used for shopping feeds creation)
  • Add main product image (add any number of images or videos from the product landing page)
  • Add pricing & tax group
  • Create product variant options group that can be re-used throughout your product catalog
  • Set weight and price modifying options as needed

Adding Tags On Your Products With Website Builder Ecommerce

To keep things easy, Website Builder Ecommerce uses a tab-based system to help you manage your online store.

Used to categorize products, these tags let you create product lists based on tags combination very easily with Website Builder Ecommerce's in-line content editor.

This way you can boost your sales with lists of related products suggestions, run promotions with a powerful coupons system, offer free shipping, or all of those combined.

With Website Builder Ecommerce it's really easy to:

  • Tag your products for easy dynamic product listings creation
  • Associate related products for cross promotion
  • Set a promotional price with a start/end date
  • Create product specific coupons with $ or % or free shipping, combinable or single use option

Managing Product Options with Website Builder Ecommerce

Products options such as weight, price, tax class, and shipping, are natively integrated in Website Builder Ecommerce for all product descriptions.

What's even better is that you can easily create as many custom options as you want. For instance, you can offer any number of additional options such as colors, sizes, etc. with all your products.

Once created, these options appear automatically on your product landing page, and can easily be set to modify standard product weight and final product price.

Creating Dynamic Product Lists with Website Builder Ecommerce

Another great feature of Website Builder Ecommerce is the ability to create dynamic product lists, meaning that you can customize specific lists and products, and then add them on the fly to any page on your online store.

To do this, select a page then either click on the specialized "product only" jigsaw icon, or open a content container by clicking on the yellow [c] icon to open the "full fledge content editor". From there you can create dynamic product lists in just a few clicks.

It really doesn't get easier than this!

Product landing page design without limits

Great photos, innovative user experience, and exciting layouts increase product landing page conversion rates for your store. Good news, Website Builder provides the ultimate grade of flexibility when it comes to design and user interaction, thanks to the powerful yet intuitive HTML and CSS templates system. When choosing Website Builder to power your next e-commerce website, you can be assured that your web designer is not bound by the e-commerce platform inherent limitations commonly found in so many other paid or free shopping carts.

Customize product listings & content easily by yourself

Once your designer has coded a few product landing pages templates for your web store, Website Builder makes it easy to adjust layout, add content and accommodate changing needs for specific pages without requiring any technical knowledge on your part.

Leave your frustration behind, no need to wait for ages for IT to step up and adjust little things for you. Instead, click the inline web editor icon and everything is just a click away. Want to add or modify a list of related products to improve your upsell rates? It is insanely quick & easy to do; click the products tab's web editor, filter products by any number of tags, select a product listing template, sort the list, and you're done.

Insert any number of text blocks, any content, be it to list 100 photos on a page; exciting and relevant related product lists; how-to video's, harvest photos automatically from your Facebook account, you name it, it's all there, and dead easy to edit and manipulate by yourself.

Optimize landing page conversions

Website Builder offers unmatched product landing pages flexibility, and re-activeness, but it does not stop there.

The built-in integrated quote system can considerably improve your landing page conversions rates offering an alternative to classical credit card processing (obviously, you are free to offer both).

This approach is particularly suitable for merchants selling expensive higher-end items, appliances that require an installation or when compatibility with other products is a pre-requisite for a succesful sale.

In short, if you suspect that you would convert more customers would you have had you a chance to talk to them during the sales process, then consider testing and using this unique Website Builder feature.

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