Settings: Calendars
Calendar settings are designed to simplify users’ availability and assist with connections relating to Google Calendars, Google Ads, Outlook, Zoom, and Stripe. Many of these are settings that you may utilize for Group Calendars. When doing so, you will want to consider user availability and primary calendar connections! In some cases Unassigned Calendars are affected […]
How To Create and Utilize Groups With Your Calendar
Creating a group in Infinite Sales is one way you can organize users and conveniently manage a collective calendar. Group Calendars are often useful when you have multiple users that operate within the same appointment type. There are many use cases for Group Calendars, such as having multiple sales representatives, appointment setters, or admins, etc. […]
Checking Conversation Message Details
All messages in your Conversations section have a vertical navigation menu. (The three dots menu dropdown will appear when you hover over a message.) Select “Details” from the dropdown to view various message details including the direction of the message, type of message, if a specific automation automatically fired it off (vs. being manually sent), […]
Using Filters and Bulk Actions in Conversations
Organizing your messages is easier than ever with Bulk Actions and Filters in Conversations. In this article, you’ll learn what you can do in the Conversations tab to ensure you don’t miss out on opportunities with your leads. Bulk actions Filters By using the Quick filter, you can filter by:
Contact Engagement Score
With this feature, you can measure how much a contact interacts with your business. This can help you know the level of interest they have. This can help your business prioritize where to communicate with your leads and nurture them. To calculate the scores, you need to track interactions, such as email opens, calendar appointments, […]
Conversations Overview
In this tutorial, we’ll provide an overview of the Conversations section of your menu. Read on to learn how to navigate through this section. 3. Schedule Message. With this feature, you will have the ability to schedule messages directly on the conversation page with your contact and send them later. This includes both, SMS and Emails. […]
Workflow Guide: How to Set Up Workflow Goal Events
Introduction Goal Events are powerful tools for automating and optimizing workflows. They serve as triggers that advance contacts through various stages in a workflow, making processes more efficient and user-friendly. In this comprehensive guide, we’ll discuss everything you need to know about Goal Events, from setting them up to their applications and FAQs for each […]
Workflow Guide: How to Build and Use an Unsubscribe Trigger Link
In this article, you will learn 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: Step 1: Create your Unsubscribe […]
Workflow Guide: Sending Membership Credentials
Workflow Membership Credentials/Welcome Email Please Note: This guide assumes that your contacts are granted access to the membership offer through another method or workflow. Creating a Workflow to Send the Credentials: Important Notes: Creating a Workflow for Granting Offer Access: For example: Making an email that confirms their purchase(you can add a custom message This will […]
Workflow Guide: Notification for Tasks
If you would like to notify your users by email when a task is assigned to them, you can set up a workflow to do so automatically. This article will show you how to set up that workflow. Navigation Step 1: Start a new workflow Step 2: Setting up the Workflow Trigger Step 3: Setting up the Email […]