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 […]
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
Sales 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. Sales Info By clicking on this icon you get more information about the funnel URL. How To Send Traffic
Assign To User 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. This action assigns the contact to a user. Specify the user or add multiple for round-robin assignment. User The “Assign To
This action removes any assigned users leaving the contact unassigned.
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Send Internal Notification 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. This action sends a notification to someone other than the contact. Type Of Notification Email From Name Input the name of
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Set Contact DND 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. This action activates do-not-disturb for the contact. Do Not Disturb Enable Contact DND Click on the “enable DND” if the contact
Edit Conversation 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. This action marks the Conversation as “Read/Unread” and Archive/Unarchive it. Managing Read Or Unread Chats You can either mark the conversation with
Stripe One Time Charge This action triggers a charge in Stripe for a fixed amount to a specific customer in your Stripe account 1. Action Name 2. Stripe Customer ID 3. Description 4. Amount 5. Currency
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Update Appointment Status 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. This action changes the status of an Appointment. If the Contact was added to this Workflow via an appointment-related Trigger (“Appointment”
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