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Step-by-step guides with setup details, breadcrumbs, and related articles.
86 guides
AudienceHow to save and use Audience segmentsSave contact filters for broadcasts and bulk automation enrollment.3 min readLinksUse LinkStack Smart Links in ManychatConnect the Manychat beta, select a Smart Link or create one, and use the returned URL safely in a message.4 min readAutomationsSend workflow data to Google SheetsConnect Google Sheets to insert rows, look up contact details, and update existing rows in workflows.4 min readGetting startedUpload and crop announcement imagesAdd a cropped image to an admin-authored announcement slide.2 min readGetting startedManage in-app notificationsReview new activity, clear alerts, and choose which site notifications you receive.2 min readEmail and BroadcastsOrganize email templates in CollectionsCreate folders, move saved templates, and find built-in messages in System.2 min readGetting startedArchive and restore contact fieldsRetire a custom field while keeping its saved contact values.1 min readGetting startedHow to import contactsMap CSV or pasted contacts, choose optional tags, and review subscription status.2 min readGetting startedEnter an international phone numberChoose a country code or paste a complete international number.1 min readSmart LinksOrganize links in CollectionsBrowse folders, drag links into Collections, and manage several links at once.2 min readBillingChoose a plan and manage usageCompare allowances, review your billing cadence, and return to your work after checkout.3 min readGetting StartedGet started with LinkStackChoose your first task and find help when you need it.2 min readSmart LinksImport your Geniuslink reportDownload a Links report and resolve its short URLs automatically in LinkStack.3 min readSmart LinksExport your links from LinkTwinDownload your LinkTwin CSV and import it directly into LinkStack.3 min readSmart LinksImport links with the CSV templateFill in the downloadable template and review your links before importing.3 min readGetting StartedCreate your free LinkStack accountOpen the homepage signup popup and get started with Apple, Google, or email.2 min readLinksCustomize a Link's social previewSet the shared title and image, then check the square Instagram DM crop before sharing.2 min readSettings and securityManage AI privacy and Google Calendar dataReview what the assistant sends, manage chat history, and disconnect Google Calendar.3 min readGetting StartedHow to explore the example creator storeTry real downloads, course lessons, a membership library, an order bump, and a sample booking without a charge or reservation.3 min readAccountHow to add and switch LinkStack accountsKeep up to five accounts ready in one browser and move between them without signing out.3 min readAccountHow to choose the name customers see on transaction emailsUse your account display name on booking, order, membership, course, webinar, review, and media-kit access emails.3 min readEmail and BroadcastsHow to customize booking and product emailsDesign customer emails in the shared template editor while their triggers and secure actions stay protected.4 min readAppointmentsHow to connect, use, and remove ZoomConnect Zoom, create private meetings for LinkStack appointments, and remove the integration when you no longer need it.5 min readIntegrationsHow to connect integrations to LinkStackConnect social analytics, messaging, commerce, scheduling, and Google Sheets from one settings tab.6 min readBio PagesHow to create your first bio pageClaim a handle, add the basics, and publish a public bio page without turning setup into a whole afternoon.6 min readBio PagesHow to choose and customize a bio themeStart with a complete look, then change only what makes it yours.4 min readBio PagesHow to add a Link to your bio pageSend bio taps through a Link so routing, fallbacks, and analytics stay connected.5 min readRouting and RedirectsHow to set up country routing for a LinkRoute visitors to the storefront or destination that makes sense for their country.7 min readLinksHow to build a routed LinkBuild one durable URL, route each visitor well, test the fallbacks, and use the click data to keep improving it.9 min readLinksHow to create a short LinkCreate one Link, use its clean public URL, test it, and track the traffic in one place.8 min readBio PagesHow to upload and change your bio imageAdd a profile image that makes the page feel like yours, then swap or remove it later.4 min readAnalyticsHow to read your Link analyticsUnderstand click volume, individual visits, sources, devices, and route outcomes without getting buried in charts.6 min readAnalyticsHow to read your bio page analyticsSee what people viewed, what they tapped, and which taps moved into Links.5 min readBio PagesHow to schedule a link in bio cardShow a card later, hide it after a deadline, or do both without babysitting your bio page.4 min readBio PagesHow to create a link in bio formAdd a subscribe or custom form card so visitors can join your list or answer a few questions.5 min readBio PagesHow to view form responsesFind submitted contacts, read full answer snapshots, and see where the response came from.4 min readBio PagesHow to export form responsesDownload collected contacts and response data as a password-protected ZIP with a CSV inside.3 min readBio PagesHow to use bio section rulesHide or show cards and change link details based on location, device, or platform, then test the result with View as.6 min readAnalyticsHow to view section analytics for link in bioOpen per-card analytics from the bio editor to see clicks, responses, and where they came from.4 min readAffiliate ProgramsWhen to use a program and how to set it upUse a program when many Links share the same affiliate network, country destinations, and routing logic.6 min readLinksHow to add UTM campaign stuff to a linkAdd source, medium, campaign, term, and content tags to a Link without breaking affiliate tags.4 min readLinksHow to configure and assign tracking pixelsSave reusable tracking pixels, assign them to Links, and understand what fires.6 min readLinksHow to archive and unarchive a linkClean up old Links without losing them forever, then restore them when a campaign comes back.4 min readAnalyticsHow to interpret the Clicks over Time chartRead spikes, quiet days, and trend changes without overreacting to normal traffic noise.4 min readDigital ProductsHow to organize products with CollectionsGroup any product type in nested Collections and review rolled-up sales performance.3 min readDigital ProductsHow to set up Stripe for digital productsConnect your own Stripe account so buyers can check out and payouts can go to you.7 min readDigital ProductsHow to choose and customize a product themeStart from your bio appearance, choose a complete product look, and keep it consistent through checkout and buyer access.5 min readDigital ProductsHow to create and publish a digital productSet the product details, price, and delivery, then customize the landing page and publish.6 min readMembershipsHow to create and manage a membershipSet recurring tiers, choose how members receive access, publish the offer, and manage billing after people join.8 min readAppointmentsHow to create and publish an appointmentBuild a booking page, set meeting details and availability, then test the complete customer booking flow.8 min readCustom ProductsHow to create and fulfill a custom productCollect a made-to-order request, price it, publish the page, and track the work through fulfillment.8 min readDigital ProductsHow to add a product card to your bio pagePut a published product on a bio page so visitors can find it without hunting for a shop link.4 min readAutomationsInstagram message likes in InboxMessage likes are temporarily unavailable in LinkStack Inbox.1 min readAutomationsHow do I pause automations after a manual reply?A manual Inbox reply pauses new automations for that contact for 30 minutes by default. Unsent queued Instagram and Facebook workflow replies also wait while the pause applies.3 min readAutomationsManage contact tags and bulk edits in InboxManage one contact's tags or add tags and custom field values to selected conversations.2 min readAutomationsChoose which conversations appear in InboxFilter and sort conversations, save a default view, choose Inbox sources, and hide contacts individually or in bulk.5 min readAutomationsHow the 24-hour messaging window worksKnow Meta's 24-hour window for Instagram DMs and Facebook Messenger, plus Instagram's one-time private reply allowed after a comment.6 min readAutomationsHow to organize automations with CollectionsGroup automations in nested Collections and see rolled-up activity for the whole folder tree.3 min readAutomationsHow to send product purchase emailsUse a Growth email workflow for purchase follow-ups and customer tagging, alongside the product's own confirmation email.6 min readAutomationsHow to recover started product checkoutsUse checkout-started triggers, a delay, and an email to follow up with buyers who began checkout but did not finish.6 min readEmail and BroadcastsHow to send emails from your own domainConnect your email domain, add DNS records, and send broadcasts and automated emails from your business email address.6 min readEmail and BroadcastsHow to set up email sender detailsAdd the identity and mailing address LinkStack needs before a broadcast or automation email can be sent.5 min readEmail and BroadcastsHow to create, test, and send an email broadcastWrite one email for your subscribed contacts, test it, send it now, or schedule it in the right timezone.9 min readAutomationsHow to subscribe contacts to an automationEnroll one contact or a bulk selection with immediate, delayed, or next-message starts.4 min readEmail and BroadcastsHow to create an email flowBuild a timed email sequence, write messages inline, and open the same flow in the automation workflow editor.5 min readEmail and BroadcastsHow to prepare automation emails for sendingSet up sender details, publish a workflow with Send Email, and understand when LinkStack sends or skips the step.7 min readAIHow to write and rewrite text with AIDraft messages, bios, button labels, email subjects, product copy, and formatted content with AI. Review each draft before using it.3 min readAutomationsHow to use AI inside an automation workflowGenerate a workflow draft from plain English, revise the canvas with AI, and create contact or product email follow-ups.7 min readAutomationsHow to add steps inside an automation workflowUse the workflow canvas to add DMs, buyer emails, collect replies, tag contacts, set fields, wait, branch, and test without rebuilding the automation.6 min readAutomationsHow to auto-DM a link from Instagram commentsUse the setup guide in your workflow editor, then follow the screenshots to refine and test a comment-to-DM automation.10 min readAutomationsHow to use story replies to send linksTurn Instagram story replies into DMs, Links, tags, fields, or AI-assisted follow-up.5 min readAutomationsHow to collect emails from Instagram DMsAsk for an email inside a DM workflow, save it to the contact, and keep the follow-up useful.5 min readAnalyticsHow to understand automation metricsRead runs, sends, replies, failures, clicks, and link performance without mixing up what each number means.5 min readAutomationsHow to troubleshoot Instagram automation deliveryFind why a comment, DM, story reply, or workflow did not send the message you expected.8 min readRetargeting and PixelsHow to set up a Meta pixel for LinksSave a Meta Pixel ID, assign it to the right Links, and send a clean PageView signal before redirect.5 min readRetargeting and PixelsHow to connect GTM, GA4, and Google AdsChoose the correct Google ID and avoid treating an audience visit like a destination conversion.6 min readRetargeting and PixelsHow to set up TikTok and other Link pixelsUse the provider's own ID format, save the pixel once, and assign it only to the Links that need it.6 min readRetargeting and PixelsHow LinkStack signup sources and ad attribution workUnderstand first-visit UTM and referrer capture, pending email signups, paid click IDs, and gaps in source reporting.5 min readRetargeting and PixelsHow to test Link pixelsConfirm the saved ID and assignment, test the public redirect, and separate the visit signal from destination events.6 min readRetargeting and PixelsHow regional pixel blocking works in LinkStackUnderstand where LinkStack blocks third-party pixels and why there is no consent override yet.4 min readApp Routing and Deep LinksHow app-first deep links and fallbacks workLet supported mobile traffic try the intended app while keeping the final web destination ready for everyone else.6 min readApp Routing and Deep LinksHow to test deep links on mobileTest the installed-app path, the web fallback, and the social in-app-browser path before sharing a Link.6 min readApp Routing and Deep LinksHow to fix deep link app and web fallbacksCheck the routed destination, provider detection, device settings, and fallback choice in the order they actually run.7 min readLinksHow to create, download, and test a Link QR codeUse the QR code attached to a Link, choose PNG or SVG, and test the printed path before distribution.6 min readBio PagesHow to connect and verify a custom bio domainPoint a domain you own to a published bio page, add the records LinkStack shows, and check verification.7 min readBio PagesHow to fix or remove a custom bio domainFix pending DNS or HTTPS checks, understand what happens on Free, and remove a domain cleanly.6 min read
High-impact setup guides
Three practical workflows for monetization, Link maintenance, and Instagram lead capture.
Affiliate ProgramsWhen to use a program and how to set it upUse a program when many Links share the same affiliate network, country destinations, and routing logic.LinksHow to archive and unarchive a linkClean up old Links without losing them forever, then restore them when a campaign comes back.AutomationsHow to collect emails from Instagram DMsAsk for an email inside a DM workflow, save it to the contact, and keep the follow-up useful.