Triggers

You can set up your CRM to have the ability to capture reviews, and you can also automate this feature to make it even more convenient to use. (Check out our tutorial “How to Set up Your System to Capture Reviews” to learn how to set your reviews). Once you’ve set up your system to […]

Abandoned cart sequences is when someone has filled out the first step of the two-step order form but didn’t complete the payment step. This allows you to follow up directly with them with the communication of your choice. Step 1: Create a campaign for the abandoned cart follow up sequence. Navigate to campaigns and create

You may want to create a custom date trigger to use for a custom holiday campaign or another specific date action you want to fire off in the system. Follow this tutorial to learn how to create and use the custom date trigger. (For an overall understanding of Triggers, check out our “How Triggers Work”

This tutorial will cover the duration in days filter for Contacts. This filter means an action will fire once every X number of days (you can customize any number of days for X.) For this tutorial, we will use 7. The actions in the Duration in Days Trigger will only be applied every 7 days for any

This tutorial will give you an overview of how to build and utilize triggers. First, let’s talk about what triggers are: Triggers are essentially “if, then” statements that automate features of your system. There are numerous ways to customize these features so that IF something happens in your system, THEN a particular action (or actions) 

This tutorial covers how to set up an “Auto Responder” using triggers. Step 1: Create a Trigger Navigate to Triggers and create a new trigger. The trigger type on the left-hand side should be  “Customer replied” trigger. For the first filter, select “reply channel”. Then choose which communication channel you want to set this up

Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR. This means that once a lead opts-in, they must confirm the opt-in to continue receiving information. The Double Opt-In System can also be used to request a verification of information such as an email address. To

There are several ways to add someone to a campaign – through a bulk request, a manual add, a trigger, and more. You may want to check how someone was triggered into a campaign for several reasons. To do so, follow these simple steps to view the internal source – how the particular contact was added to the

Using lead values in pipelines allows you to help manage your business effectively. Typically a new lead, or ‘cold’ lead, in a beginning pipeline stage isn’t worth as much value as a ‘hot’ lead that’s farther along in the pipeline. In the system, you can create triggers to assign lead values based on specific actions. 

If your Send Email trigger action is not firing, check these four common errors to troubleshoot: Ensure custom values are valid. Check custom values to confirm they are correctly entered with {{ }} and no extras. The From field is formatted as an email address: test@democompany.com, not a name “The Demo Company.” The To field email addresses have proper formatting e.g. test@democompany.com or scheduling@democompany.com