Campaigns

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 […]

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

The “Allow Multiple” feature ensures that a lead or contact either can or cannot enter the same campaign multiple times. This setting can be turned on or off within each campaign individually. This is useful for many campaign situations. Sometimes, you may want a lead/contact to be able to go through the same campaign multiple

“Stop On Response” is a feature that stops the campaign from continuing to move through the automation sequence once the lead replies. This is useful especially for campaigns that you only want sent when the lead is in a certain pipeline. For example, you wouldn’t want to keep sending a lead communication to nurture them into booking

Testing a campaign is a simple way on how to check what your campaign looks like to a lead. It’s a great way to do a quality check on what you’re about to send out. Part 1: Go to the Contacts section and Add yourself as a contact but use a different email address than the

There are several ways that you can mask, or spoof, your email in the system. Masking your email will allow emails sent from the system to come from any email address that you choose. Perhaps your SMTP settings have a general company email like testcompany@gmail.com but you want a campaign to send emails from membership@testcompany.com,

The Manual SMS Event within a campaign creates a manual task for the user to send a custom SMS to the associated lead. This allows the user to respond to the lead at the time that best works for them. Part 1: Navigate to the Existing Campaign or Create a new one Step 1: Click “create

This tutorial will teach you how to build and use an unsubscribe link. You can insert the link into any email or SMS to give your contacts the ability to unsubscribe from your communications. Follow these steps to build an Unsubscribe link with a Funnel/Landing page and trigger link. NOTE: If you use Mailgun, some unsubscribe

Perhaps you want to speed up the campaign process and bypass time delays for a contact. Or, you may want to test campaign steps instantly for yourself, without waiting for the scheduled time delays. You can “push” or “walk” through the campaign, manually activating the campaign steps and bypassing scheduled delays. This will save you

Campaigns can be paused and resumed anytime by switching back and forth from published to draft mode. Pausing a campaign will temporarily stop the actions from firing off in a campaign, until it is republished. Step 1: Click into the campaign you wish to pause. Step 2: In top right, click Published, and toggle to Draft. This