Automation

Edit Conversation In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action marks the Conversation as “Read/Unread” and Archive/Unarchive it. Managing Read Or Unread Chats You can either mark the conversation with […]

Filters Error Is This filter will allow you to separate the numbers that are either text-enabled or not valid at all. based on that, you can remove the landline numbers from your sms campaign and completely remove the numbers that are invalid.

This action creates a Manual Action for someone to manually send an SMS to the contact (Manual Actions can be found in Contacts > Manual Actions). Creating Manual Actions In Workflows Assign To User The first thing you need to do in order to add manual actions to a user in your CRM is to

Filters Select Products

This action creates a Manual Action for someone to manually send an SMS to the contact (Manual Actions can be found in Contacts > Manual Actions). Creating Manual Actions In Workflows Assign To User The first thing you need to do in order to add manual actions to a user in your CRM is to

Send SMS Workflow – External Communication Action: This action sends a text message to the contact. SMS Action Sends a text message to the contact. Edit Action Templates By clicking on this field, you can select from the available templates Message This is where you type the body of the message. Add Attachment You can

Filters Offer When a customer/ lead subscribed for membership

Send Email Workflow – External Communication Action: This action sends an email to the contact. Email Action Sends an email to the contact. Edit Action From Name Input the name of the Sender in this field. YOu can also click on the tag icon to use the custom value. From Email Input the Sender’s email

This runs when access to an offer is granted Filter Offer

This runs when access to an offer is removed Filters Offer