Affiliate An affiliate is someone who promotes a campaign by sharing their unique affiliate link with the leads interested in your product/service. The affiliate gets paid when they sell it, and you get paid when they do. Affiliate Overview Search Bar You can narrow down your search by typing in the name you would like […]
Overview In this section, the affiliate owner can see the list of all the generated payouts and choose to Approve or Deny them for a payout. As soon as a customer signs up through an affiliate link, the payout and commission get recorded and published on the ‘Payout – Pending’ tab on the 1st of
Workflow Search Bar With the search bar, you can find out a specific workflow recipe or a folder you have created in the system. Saves you a lot of time scrolling through the long list when you need to go to a specific workflow or a folder on the list. Created Workflow List This is
Create New Workflow To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training! Create Folder Workflows are a series of actions meant to be performed depending on the stage of the lead. Having a
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History Tab To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training! Action Logs Workflow Title This is the title given to this workflow Edit Workflow Title By clicking here you can edit the
Status Tab To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training! Workflow Title This is the title given to this workflow. You can edit the title of the workflow here. Refresh You can
Editing Workflow Trigger Names The title you name a workflow trigger. You can name your workflow triggers any way you want. This helps with identifying triggers quickly and organizing the workflows. Changing Workflow Trigger Type This is the type of trigger assigned to a workflow. You have a few different options. Each option relates to
The “Appointment Trigger” workflow runs when an appointment is being made. The update in appointment status depends on the filter you choose. All Filters Appointment Status Is By clicking on the “appointment Status is”, you can decide if you want the trigger to respond only when; There’s a New appointment, or The appointment is Confirmed,
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Templates SMS and Email Templates In this section, you can create text messages and email templates, so your team can quickly respond to common questions about your products or services. NOTE: Templates are the same across the entire CRM. You are able to edit templates in both “Email Marketing” and “Conversations”. To learn how to
Trigger Links This is an overview of trigger links and how you can use them. Trigger links can be built into the system so that when a lead/customer clicks on a particular link, a specified action takes place. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels and websites. NOTE:
