Professional CRM certification
Certified in Infloww — Level 1
The operational foundation for agency chatters using Infloww.
6.5 hours 10 modules 50-item exam
Outcomes
What you’ll be able to do
- Work confidently across the Infloww CRM workspace
- Operate Messages Pro, Vault Pro, and Smart Messages
- Use fan context, tags, filters, and notes correctly
- Read performance data and troubleshoot common issues
- Follow safe handling, permissions, and escalation rules
Syllabus
10 focused modules
01Platform orientation & your workspace30 min
What Infloww is
Getting access: app, login & 2FA
The interface: navigation tour
Roles & permissions
Working as an employee: time tracking & shifts
Vocabulary check
Module quiz
02Messages Pro: the chatter's cockpit60 min
Anatomy of Messages Pro
Split Inbox: working a shared inbox
Multi-Window: parallel conversations
Idle mode
Safe For Work mode
Sending: text, media, PPVs & timed messages
Message states: receipts & withdrawal alerts
Tagging co-creators
Real-time notifications
Module quiz
03Fan intelligence: insights, tags & filters40 min
The fan insights panel
Automatic fan tags
Smart filters & the Online Fans view
Fan notes
Putting it together: the read-then-act loop
Module quiz
04Vault Pro: content management & PPV workflow50 min
What Vault Pro is & account linking
Supported media & limits
Uploading & batch metadata
Finding content fast
Anti-resend safeguards
Purchase & sending history
The vault-to-PPV workflow
Module quiz
05Scripts25 min
What Scripts are & where they live
Organizing the library: tags, sequences & imports
Using scripts inside a conversation
Permissions: who edits vs. who uses
Module quiz
06Smart Messages & mass messaging55 min
What Smart Messages replaced
The seven automation triggers
The priority hierarchy
Audience targeting & exclusions
Sequences, collections & auto-unsend
Priority mass vs. OF mass message
Smart Message Analytics
Module quiz
07AI tools: Translator & Copilot30 min
AI Translator
AI Copilot in Messages Pro
Personas
Credits & permissions
Responsible use
Module quiz
08Growth tools (working knowledge)35 min
Tracking links & free trial links
Profile promotion & auto-follow
Share for Share
Sensitive Words
Reading tracking-link performance
Module quiz
09Analytics & your performance metrics35 min
How sales are attributed to chatters
Employee reports & sales records
The Infloww Leaderboard
Message Dashboard
Creator & fan reports
Time zones in reports
Module quiz
10Security, compliance & troubleshooting35 min
Account security: your login & 2FA
How Infloww protects creator logins
First-line troubleshooting
When to escalate
Professional conduct
Module quiz