Services
Services (v2) – Reporting Guide (Migrate from old widgets)
We’ve introduced Services (v2) Reporting, a dedicated module within the Reporting Dashboard for all service-based insights.
Read guideAdaptive AI · By Adaptation Living LLC
Custom Dashboards
Build role-specific views around the metrics that matter.
20 guides in this area
Step-by-step library
Guides for Custom Dashboards
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Statistics
How to Access the All-in-One Dashboard for Email Marketing
This article will show you how to use Adaptive AI’s All-in-One Dashboard for Email Marketing.
Read guideMobile Payments
Mobile Estimates Dashboard and Builder
Estimates can be built and managed from the dedicated "Estimates" section in the mobile app.
Read guideMarketing Audit Reports
Understanding the Grades in Your Marketing Audit Report
This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report.
Read guideMarketing Audit Reports
Workflow Action: Generate Marketing Audit Report
Automatically create a Marketing Audit Report for new or updated contacts so your team can qualify leads faster and start more personalized outreach.
Read guideBlog
Create Blog Posts
Adaptive AI’s Blog Post feature lets you create, format, and publish SEO‑ready articles directly from your dashboard, giving your brand a powerful…
Read guideOrders, Subscriptions, and Transactions
Export or Download Subscriptions as CSV
The Subscriptions CSV Export feature allows you to download subscription records from the Payments → Subscriptions dashboard.
Read guideEmail Marketing
Exporting Email Marketing Data
Exporting Email Marketing Data in Adaptive AI allows users to download email performance metrics directly from the Email Statistics dashboard as a CSV file.
Read guideAnalytics (Funnels, Websites, & QR Codes)
Funnels and Websites - Browsers and IPs in Funnel Analytics
the Funnels & Websites Analytics Dashboard, you can now see the Top Browsers and Top Client IPs accessing your site.
Read guideMessaging
Track SMS Restriction History
The SMS Restriction History dashboard gives you transparent visibility into any warnings or temporary restrictions applied to SMS sending in a sub-account.
Read guideWebinars
Webinar Video Analytics
Webinar Video Analytics brings data-rich dashboards to your live, on-demand, and recurring webinars, so you can see exactly where viewers drop off, which…
Read guideWordpress
WordPress Plugin and Theme Management
you get a holistic, top-down view of every plugin and theme installed across your WordPress site—directly from your CRM dashboard.
Read guideGeneral
Audio Device Settings in the Web Dialer
The web dialer audio settings give you precise control over which devices handle your call audio, from choosing your primary speaker and microphone to…
Read guideStatistics
Click Performance in Email Statistics
The Click Performance report gives you a breakdown of all link interactions within a sent email.
Read guideMembership/Courses Sites
Courses: In-App Notifications for Comment, Unlocked & Drip Content
Course notifications alert learners about replies, newly unlocked material, and released drip content, while instructors can be notified of learner comments.
Read guideOrders, Subscriptions, and Transactions
Export or Download Orders as CSV
This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product…
Read guidePrivacy Policy
How to Link Your Privacy Policy When Collecting Personal Data
A privacy policy explains how your business collects, uses, and protects personal information—like names, phone numbers, or emails.
Read guideDeliverability
How to Resubscribe After Unsubscribing from an Email List
A one-click path for contacts to opt back into your marketing emails — how it works, how DND and reporting are affected, and how to verify the change in the…
Read guideAffiliate Campaigns
Referral Link Click Tracking for Affiliate Campaigns
Affiliate click tracking reports unique referral-link clicks so account owners and affiliates can compare traffic with leads, sales, and commission results.
Read guideQuizzes
Setting Up Personality-Style Quizzes (Highest/Lowest Category)
This article shows you how to configure quizzes so that the result page displays either the highest or lowest scoring category.
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