Help Desk

Add To Google Analytics This action fire an event in Google Analytics. 1. Action Name 2. Tracking ID 3. Event Category 4. Event Action 5. Event Label 6. Event value

Add To Workflow 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 adds a contact to another workflow. Select Workflow Select another workflow you want to add the contact to. You

Send Review Request 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. How to Send Review Request This action sends a Review Request to the contact. Review Type You can request a review

Filters Error Is This filter will allow you to separate the numbers that are either text-enabled or not valid at all. based on that, you can remove the landline numbers from your sms campaign and completely remove the numbers that are invalid.

Filters Select Products

Filters Offer When a customer/ lead subscribed for membership

Voicemail This action pushes a pre-recorded voicemail file to that contact. Assign User Click on Assign to User if you want the calls to go to the assigned user’s phone number that has been set up in Twilio. Drop Your File You can upload the voicemail file by clicking on the “Upload File” icon. Voicemail

This action creates a Manual Action for someone to manually send an SMS to the contact (Manual Actions can be found in Contacts > Manual Actions). Creating Manual Actions In Workflows Assign To User The first thing you need to do in order to add manual actions to a user in your CRM is to

This action creates a Manual Action for someone to manually send an SMS to the contact (Manual Actions can be found in Contacts > Manual Actions). Creating Manual Actions In Workflows Assign To User The first thing you need to do in order to add manual actions to a user in your CRM is to

Send SMS Workflow – External Communication Action: This action sends a text message to the contact. SMS Action Sends a text message to the contact. Edit Action Templates By clicking on this field, you can select from the available templates Message This is where you type the body of the message. Add Attachment You can