Help CenterGetting Started

    Getting Started

    Learn the basics and get your CastaLink account set up for success.

    How to create a multi-step web form

    How to create a multi-step web form

    Learn how to build high-converting multi-step forms and surveys in CastaLink.

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    LeadConnector Mobile App Quick Start Guide

    LeadConnector Mobile App Quick Start Guide

    Take your business on the go. Learn how to download and navigate the mobile app.

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    Navigating the CastaLink Dashboard

    Navigating the CastaLink Dashboard

    A quick tour of the main dashboard and where to find all your essential tools.

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    Setting up your Company Profile

    Setting up your Company Profile

    Ensure your business information, logo, and timezone are configured correctly.

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    Adding Team Members and Users

    Adding Team Members and Users

    How to invite your staff, assign roles, and configure their permissions.

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    Configuring your Business Phone Number

    Configuring your Business Phone Number

    Purchase and set up a dedicated phone number for two-way SMS and calls.

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    Setting up Missed Call Text-Back

    Setting up Missed Call Text-Back

    Automatically text callers back when you miss their phone call.

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    Connecting Your Social Media Accounts

    Connecting Your Social Media Accounts

    Learn how to connect your social profiles to the Marketing section to schedule posts and manage your online presence.

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