How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
Within the Workflow Builder, you can have one or multiple triggers to fire off the workflow’s actions. Below is a complete list of workflow trigger options: Appointments Appointment Status: runs on all appointment status updates Cont ...
Here's how to view and understand the History of your Workflows. Navigate to the Enrollment History tab within the Workflow Builder. Use the dropdown menus to sort and filter through the list of contacts who’ve been throug ...
Workflow Action: Goal Event
How to Get Notified When a Lead Opens an Email
How To Mark Appointment Status as Invalid Using a Workflow
How To Use Multiple Triggering Events in Workflows
This tutorial will cover the “Edit Conversation” action in Workflows. This action allows you to mark items as read or unread and choose whether to archive or unarchive Conversations, giving you more control over your communication with your ...
Customizing Your Settings in Workflows
List of Workflow Actions
Import Campaigns into Workflows
How to Move/Remove Contacts from Workflow Steps
Organize Your Workflows Into Folders
How To Connect Course and Funnel Checkout Using Workflows
Workflow Contact Attribution Variables
Workflow Recipes
Workflow Abandoned Cart Template
Membership Triggers Overview for the Workflow Builder
Marking Calls as Completed
Set Up Automated Calls And Voicemail Drops
Understanding Workflow History and Status Tabs
Race Conditions in Workflows (Unexpected Behavior)
Follow these steps to use the Conversion List for Google Ads with your Triggers and Workflows: Step 1: Adding the Conversion action to your Google Ads account Within your Google Ads account, navigate to Tools & Settings from the menu. Click &ldqu ...
Move Actions in the Workflow Builder
Customizing Delivery Timeframes
Using a Workflow and Smart List To Track Failed SMS Contacts
Customizing the Email Address in Workflows
Using the Testing Features in Workflows
Understanding the Workflow Settings Tab
Pausing and Resuming Workflows
In this article, we’ll review the process for setting up email and SMS notifications in Workflows. Not only is sending texts or emails to leads/clients a great way to conveniently and efficiently communicate with them but also it is a great way to s ...
Use 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 or workflow using the bulk action feature: Step 1: Choose Your Cont ...
Duplicating, or cloning, a Workflow can save you time if you wish to create a new Workflow similar to one you already have. Perhaps you already have a Workflow and want to create another one with a comparable setup. Rather than starting from scratch, yo ...