NOTE: Depending on your user permissions, you may not have access to all of the components. Add New Users Click here to add new team members. Edit User Information You can add a personal logo for each user too. For each employee, fill out their basic information: Name, email, and phone number. You can also […]
Although your CRM will automatically add contacts into your system whenever there is a text, call, Facebook message, or email communication created, you can manually add a new contact into your CRM with this button.When you click on the button, it directs you to the information page where you can input the contact details. Creating
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You may want to duplicate triggers if you’re running the same action repeatedly, with slight modifications. Rather than starting from scratch to customize a new trigger, you can duplicate it and make modifications. Follow these steps: Step 1: Navigate to Triggers. Step 2: Click the “Edit” dropdown menu on the right side of the Trigger you wish
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This tutorial will provide you with a walkthrough on email and phone number mapping from a customer reply, using triggers. Perhaps you have a SMS or email campaign, and a customer writes back to you with a lengthy reply, but you just want to capture their email address or phone number. You wouldn’t want all the text of their
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When creating triggers, you may want to filter by the particular product sold, to fire off specific actions that relate to that specific product only. For example, you may want the sale of that specific product to apply a specific contact tag, add the contact to a specific campaign, send a specific one-time email, and
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Follow the steps in our articles “How to Add a Chat Widget to Funnels and Websites” and “How to Add a Chat Widget to a WordPress Site” to learn how to customize a chat widget. After the widget is setup, you’ll need to create a trigger to send a notification that a conversation’s been initiated
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You can set up your CRM to have the ability to capture reviews, and you can also automate this feature to make it even more convenient to use. (Check out our tutorial “How to Set up Your System to Capture Reviews” to learn how to set your reviews). Once you’ve set up your system to
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Abandoned cart sequences is when someone has filled out the first step of the two-step order form but didn’t complete the payment step. This allows you to follow up directly with them with the communication of your choice. Step 1: Create a campaign for the abandoned cart follow up sequence. Navigate to campaigns and create
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You may want to create a custom date trigger to use for a custom holiday campaign or another specific date action you want to fire off in the system. Follow this tutorial to learn how to create and use the custom date trigger. (For an overall understanding of Triggers, check out our “How Triggers Work”
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This tutorial will cover the duration in days filter for Contacts. This filter means an action will fire once every X number of days (you can customize any number of days for X.) For this tutorial, we will use 7. The actions in the Duration in Days Trigger will only be applied every 7 days for any
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