Help Desk

Wait

Wait In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. The ‘Wait’ step is a beneficial event that can be used in workflows. Wait For There are different Wait Events that can be

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Math Operation

Math Operation   Math operation function used to calculate or score something. For an example, If we want to give a score to a lead based on their activities and responses to the marketing campaign, we can setup the math operation inside of a workflow for the system to take care of the math operations.

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Goal Event

Goal Event Once the contact has met the goal conditions you specified in the action, the contact will be pulled into the goal step regardless of where they are in the workflow and continue from the Goal Event. Action Name Here you can name the goal event as per your objective or just keep it

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Funnels

Create & Edit Sales Funnels In this section, you can add sales funnels for your marketing campaigns or create new sales funnels for your marketing efforts or promotions! These funnels can be short or long and can be used in a variety of ways to sell your products and services. Before you can add things

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Steps Tab

Steps Tab To learn more on how to build a Funnel, check out the “Website and Funnel Training” **** section under the “Advanced Training” help center menu, or Click here to check out the Funnel Builder! In this section, you will be learning how to edit the Step tab of a funnel. Click on one

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Stats Tab

Editing Stats Tab The “Stats Tab” shows you the statistics of each step created in a funnel. It shows you the number of visitors that opened your page and the actions they performed on each page. Duration Range Here you can filter the data by adjusting the date range of this data. Click on the

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Sales Tab

Editing Sales Tab This page gives sales data from Version 1 (the Pre-upgraded version) of this funnel. All orders/sales on version 2 (Upgraded version) of this funnel are available in the Payments -> Transactions tabs. If you have a funnel version 1, you will be able to see the sales tab here as seen below

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Pages

Pages If you’ve already created a website, you will see the list of them here. Website header Here you can see the options to choose from. Each option serves a different purpose. Website Pages Here you will see all of the pages you have created for your website. you can also add more pages, edit

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Stats

Stats The “Stats Tab” shows you the statistics of each step created in a website. It shows you the number of visitors that opened a specific page of your website and the actions they performed on each page. Duration Range Here you can filter the data by adjusting the date range of this data. Click

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