Help Desk

If you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API. When running ads, you probably want to calculate the conversion rate, know the cost per lead, cost per sale, etc. Traditionally these metrics have relied on Facebook Pixel, but with the iOS14 update from Apple, contacts have to opt into […]

The “Go To” Workflow action can be added to the end of a Workflow path to send the contact to any given point in a specific path. NOTE: The action can only be used at the end of a Workflow path. Step 1: Using the “Go To” Workflow Action Navigate to Workflows. Click into the Workflow

Within the Workflow builder, you can create a trigger to run when a category within a specific product is completed. This will allow you to set specific automation for your membership section, customizing and automating this experience. Step 1: Creating and Editing the Trigger Navigate to Workflows Create a new Workflow or click into an

Within the Workflow Builder, you can add multiple actions to fire off in a series based on one or more triggers. Click the + icon anywhere in the Workflow to add an action. Below is a complete list of available actions: External Communications Send Email Send SMS Call Voicemail Messenger Instagram DM Manual SMS Manual

If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can further customize it with several triggers, paths, and more, giving you more automation control over your business. Follow these steps to learn how: Step 1: Create the Workflow

Using the Wait action in the Workflow Builder allows you to hold Contacts before advancing to the next step of a Workflow. This can be useful for many reasons, from appointment bookings/reminders, to follow ups, and more.  Now, let’s take a look at how to set up a Wait event. Step 1: Adding an Action

Within the Workflow Builder you can have one or multiple triggers to fire off the workflow’s series of actions. Below is a complete list of workflow trigger options: CRM Triggers Standard Appointment: runs on all appointment status updates Birthday reminder: runs on customer’s birthday (if in their Contact Record) Call Status: Runs on outbound and inbound calls Contact

Within the Workflow builder, the “Contact Changed” workflow trigger allows you to automate actions when a contact record is modified. You can trigger events in a Workflow when a contact record is changed based on the following items: Tags being added Tags being removed DND being activated or removed Contact being assigned to a user,

Follow these steps to use the Conversion List for Google Ads with your Triggers and Workflows: Step 1: Adding the Conversion action in your Google Ads account Within your Google Ads account, navigate to Tools & Settings from the menu. Click “Conversions” under the Measurement menu. Click “+New Conversion Action” to add. To start tracking

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to add contacts to a campaign using the bulk action feature: Step 1: Choose Your Contacts  Navigate to your contacts. Check the box to select contact records. You can also check the