Contacts

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From sending an email or SMS to updating the pipeline stage and more, follow the steps below to learn how to use this feature. Part 1: What Actions Are Available Pipeline Change: Add/Update the Opportunity […]

Smart Lists are a great way to organize contacts, by customizing filters to create ‘lists’ or categories of contacts. You may use as many filters as you like, completely customizing the experience, and how thoroughly filtered you want contacts to be. You can keep it simple with one filter, for example – any leads with

SMS and Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications. This is useful if you often find yourself sending same or similar messages (and you don’t want to utilize the Email Builder), as using the templates can save you time. Step 1: How to

Sticky Contact allows you to save cookie/s from a lead and sync all the information across multiple forms/surveys that they had previously entered. This is especially useful if you have an initial opt-in leading to a calendar/appointment page or a 2 Step Order Form Step 1: How to Toggle Sticky Contact On and Off  

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 send contacts a one-off SMS using the bulk action feature: NOTE: You must have an outbound phone number in order to use this feature. Check out our other articles/tutorials if you need

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 do a pipeline change to add or update opportunity statuses, using the bulk action feature: Step 1: Choose Your Contacts  Navigate to your contacts. Check the box to select contact records.

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 send contacts a one-off email 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

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 export contacts 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 box at the

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 or remove tags 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 box