Workflow Guides
- Overview
- Workflow Guides
Workflow Guide: Add Form Answers to Contact Notes
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. Thi ...
Workflow Guide: Granting an Offer
Workflow Guide: Granting an Offer Once a lead has purchased in an order form or based on any event, you can automate adding an offer to their record so they can access a specifi ...
Workflow Guide: Sending Membership Credentials
Workflow Guide: Sending Membership Credentials Workflow Membership Credentials/Welcome Email Please Note: This guide assumes that your contacts are granted access to the member ...
Workflow Guide: Notification for Opened Emails
Workflow Guide: Notification for Opened Emails Here is a guide on how to get an email notification whenever a contact opens an email: Navigate to the Automation tab > Work ...
How to Set Up Workflow Goal Events
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 var ...
Workflow Guide: Notification for Tasks
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 automatica ...
How to Build and Use an Unsubscribe Trigger Link
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 ...