There are several options for setting up the timing of campaign steps. In this tutorial, we will discover how to use time frames, or “windows” to customize your campaign timing using delivery windows. This allows you to start entire campaigns or specific steps within a time window. This is useful if you want to ensure […]
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Google My Business (GMB) Messaging is a feature that allows you to communicate with potential customers. When someone Googles a category of business, such as “dog walkers near me” or “plumbers in Los Angeles”, etc. most businesses featured will have the buttons to call, save, get directions, or access the website. You can add a chat/message option (which must
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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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