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 […]
How to Create a Trigger for Notifications for New Chats in the Chat Widget Read More »
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
How To Use A Trigger for a Review Request Campaign or Email Read More »
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
How To Set up a Campaign and Trigger for Abandoned Cart Follow Up Read More »
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
How The Duration in Days Filter Works Read More »
This tutorial will give you an overview of how to build and utilize triggers. First, let’s talk about what triggers are: Triggers are essentially “if, then” statements that automate features of your system. There are numerous ways to customize these features so that IF something happens in your system, THEN a particular action (or actions)
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Sometimes you may have a loop created in your system accidentally when two actions are set to feed into one another, or feed back into itself repeatedly. This creates an infinite loop of actions which can slow down your system and create issues. Most of the time this is something done unintentionally, so now we
Yext is a service that allows you to quickly and easily list your business on 150+ portals and websites. Your system may include special pricing for Yext. This feature helps to boost your online presence and SEO rapidly. Check out these quick steps to get started: Step 1: Creating a Yext Account. Navigate to Online
If you need to verify your domain on Facebook, you can use the ‘Meta Tag’ verification method to do so. Follow these steps to learn how: Step 1: Copy the Meta Tag Copy the Meta Tag provided by Facebook. It should look something like this, for example: <meta name=”facebook-domain-verification” content=”abcxyz123″ /> Step 2: Find the Default
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The URL Redirects section of your settings allows you to create 301 Permanent Redirects for your domains. This can be useful for a variety of reasons, including the prevention of duplicate content (i.e. maybe you have several blogs on the same subject and want to put them together), or perhaps you’re moving to a new
Creating and Using URL Redirects Read More »
