Workflows

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

Within the Workflow builder, you have several options for getting started in creating a new Workflow. You can start from scratch with a blank slate,  import steps from an existing campaign, or you may use a “Recipe” from the list of pre-made templates we’ve created for you. The Recipes allow you to use and customize

Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action(s) you can move one or multiple actions to another portion of your Workflow. This can save you time if you want to just reorder one or multiple actions, vs. redoing an entire Workflow

Within the Workflow builder, you may want to setup an automated sequence of calls and voicemail drops. Here’s a sample Workflow showing you how you can create this based on a tag. Create a new Workflow. In the Workflow builder, add a trigger for “Contact Tag” and determine which tag you want this to be

If you are using dynamic number swapping or call tracking (using a number pool), you may want to be able to determine if a lead found its way to you via an organic social media search, a paid Google ad, or other source. Within a Workflow, you can use several different contact attribution variables for

Using the Workflow builder, there are numerous possibilities to completely customize the triggers and actions for your business needs. Some workflows may be based on one triggering action, while others may be created using several triggers. For example, perhaps you want to add contacts to your Facebook audience based on a specific form being submitted,

If a lead abandons their cart and does not make a purchase, you may want to set up a Workflow to automate some actions, from a follow up email to a reminder call, or anything else that makes sense for your particular use case. Follow these steps to create and use Workflows for an Abandoned

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