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 […]
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Account-Wide File Management lets you save and organize files for use across your system. You can search for a specific file, organize them into folders, and reuse across various parts of your system. For example, you can access the files in the Email Builder. Navigate to the Email Builder. Create a new email or click
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In this article, we’ll teach you how to troubleshoot your ‘Call Event’ when it is not working. A ‘Call Event’ is just one of many ‘Events’ that you can create inside a campaign. You can add yourself as a user to test that the event is running properly. Step 1: Create a test contact record with
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In this article, you will learn how to troubleshoot in Zapier. Zapier is an online tool that you can integrate into your business to have an automated workflow into your apps or account. What you will need Zapier Account Step 1: Proper Mapping Go to Zapier > Make A Zap. Add Leads to a Campaign
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If you’re experiencing trouble with a page not loading, you may see a loading icon in the center of the screen. It is also possible a page just simply won’t load at all. The most common resolution for this is to clear your cache/cookies/history. The steps vary slightly depending on what web browser you’re using.
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You may want to set up a trigger to fire off one or more actions based on a form being submitted. Follow these simple steps to learn how to create a trigger to fire off based on a particular form being submitted. Step 1: Create Your Form Navigate to the Form Builder Create or edit
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Trigger links can be built in the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels, and websites. Step 1: Creating Trigger Links Navigate to Trigger Links Click “Add Link” Fill out the information in
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There are many ways you can create tasks such as in a pipeline, campaign or contact record. For this tutorial, we will be creating a task from within a contact. Here’s how to set up a task related trigger. Step 1: Creating the Task in a Contact Record Navigate to a contact record. In the
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Sending texts or emails to your leads is a great way to engage with them, and it is the most convenient and efficient way of sending urgent information and updates to your leads. You can also use text and email communication in the system to send notifications to yourself. This allows you to set ‘alerts’
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Organizing your Triggers into folders makes it easy for you to access all your Triggers conveniently. Step 1: Create a Trigger Navigate to Triggers > Add Trigger. Name your Trigger > Customize the features. Save to confirm your changes. Activate the Trigger to use it (while in draft mode, it will not operate.) Step 2:
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