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 […]
Workflow Guide: Notification for Opened Emails
Here is a guide on how to get an email notification whenever a contact opens an email: FAQ 1. How do I set up an email notification for when a contact opens an email? To set up an email notification, first add the Email Events trigger and filter for “Opened.” Then, add the Internal Notification action, […]
Workflow Guide: Add Form Answers to Contact Notes
In this article, you will learn to automate the population of customer information into the notes section of your contacts. This advanced technique ensures that your customer data is seamlessly integrated, saving you time and effort. In this guide, we will walk you through the process step-by-step, empowering you to effortlessly manage your contact data. […]
Workflow Guide: Add Form Answers to Contact Notes
In this article, you will learn to automate the population of customer information into the notes section of your contacts. This advanced technique ensures that your customer data is seamlessly integrated, saving you time and effort. In this guide, we will walk you through the process step-by-step, empowering you to effortlessly manage your contact data. […]
Fetch Product Details using Pluck and Join in Workflows
Efficiently managing and formatting product details is essential for streamlining order management, syncing data with external systems, or updating logs like Google Sheets. The “Pluck and Join” feature in workflows allows you to dynamically extract and format product details from orders. This guide will walk you through using this feature to automate processes, save time, […]