Workflow

Workflow Action: Edit Conversation

Workflow Action: Edit Conversation This tutorial will cover the “Edit Conversation” action in Workflows. This action allows you to mark items as read or unread, and ...

How to Move/Remove Contacts from Workflow Steps

How to Move/Remove Contacts from Workflow Steps In this article, you will learn how to move or remove contacts from workflow steps. This can be useful in case these contacts wer ...

How To Connect Course and Funnel Checkout Using Workflows

How To Connect Course and Funnel Checkout Using Workflows Follow these steps to connect your membership to your funnel checkout Part 1: Create an offer and add the course/produ ...

Understanding the Workflow History and Status Tabs

Understanding the Workflow History and Status Tabs When you need to know what is happening for particular contacts within a workflow and are looking into the behavior of a workf ...

Understanding the Workflow Enrollment History and Execution Logs

Understanding the Workflow Enrollment History and Execution Logs When you need to know what is happening for particular contacts within a workflow and are looking into the behav ...

List of Workflow Actions

List of Workflow Actions In this article, you will learn the list of workflow actions that are available for you to choose from. Step 1: How to Add an Action Na ...

How to Create and Use Workflows

How to Create and Use Workflows The workflow builder is an advanced visual tool for creating seamless automation. It integrates triggers' and campaigns' functionality with addit ...

List of Workflow Triggers

List of Workflow Triggers This article will teach you the triggers you can use within a workflow. Understanding Triggers and Actions Triggers are events that kickstart workfl ...

How To Mark Appointment Status as Invalid Using a Workflow

How To Mark Appointment Status as Invalid Using a Workflow You can update an appointment status based on tags, which may be useful for your business and any automation you are r ...

Workflow Contact Attribution Variables

Workflow Contact Attribution Variables 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 ...

How to set up Google Ad Conversion Actions and Google Adwords Action

How to set up Google Ad Conversion Actions and Google Adwords Action Follow these steps to use the Conversion List for Google Ads with your Triggers and Workflows: ...

How to Setup IVR (Interactive Voice Response) using a Workflow

How to Setup IVR (Interactive Voice Response) using a Workflow Interactive Voice Response (IVR) systems automate interactions with callers through voice prompts and keypad input ...

How To Check What Triggered Someone Into a Campaign

How To Check What Triggered Someone Into a Campaign There are several ways to add someone to a campaign – through a bulk request, a manual add, a trigger, and more. You ma ...

How To Move Actions in the Workflow Builder

How To Move Actions in the Workflow Builder Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action ...

Bulk Actions - Campaigns and Workflows

Bulk Actions - Campaigns and Workflows Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts ...

Loop Lockouts

Loop Lockouts Sometimes you may have a loop created in High Leads Pro accidentally when two actions are set to feed into one another, or feed back into itself repeatedly. This c ...

Using the Testing Features in Workflows

Using the Testing Features in Workflows Testing workflows is essential for ensuring that automation functions as intended before being deployed in real scenarios. This guide com ...

How To Move Actions in the Workflow Builder

How To Move Actions in the Workflow Builder Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action(s ...

Race Conditions in Workflows (Unexpected Behavior)

Race Conditions in Workflows (Unexpected Behavior) While rare, a race condition is when two servers update the status of a contact within seconds of each other. One server updat ...

How To Check What Triggered Someone Into a Workflow

How To Check What Triggered Someone Into a Workflow There are several ways to add someone to a workflow – through a bulk request, a manual add, a trigger, and more. For se ...

Understanding the Workflow Settings Tab

Understanding the Workflow Settings Tab Effective workflow management is essential for successful marketing automation. The Workflow Settings tab is the backbone of your communi ...

Pausing and Resuming Workflows

Pausing and Resuming Workflows In this article, you will learn how to pause and resume this workflow. Workflows can be paused and resumed anytime by switching back and forth f ...

How to Duplicate a Workflow

How to Duplicate a Workflow In this article, you will learn how to duplicate a workflow. Duplicating a workflow is a helpful feature when you want to either preserve an old wor ...

How to Create a Double Opt-In System

How to Create a Double Opt-In System Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR (General Data Prote ...

How To Use Multiple Triggering Events in Workflows

How To Use Multiple Triggering Events in Workflows Understanding Triggers in Workflows: A trigger is an event or action that initiates a workflow. You can set up one or multi ...

Customizing the From Email Address in Workflows

Customizing the From Email Address in Workflows In this article, you will learn how to use a custom email in your From email address field on a workflow. This will allow you t ...

How to Organize Your Workflows Into Folders

How to Organize Your Workflows Into Folders When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organi ...

How to Import Campaigns into Workflows

How to Import Campaigns into Workflows If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, ...

How to Set Up Trigger Links in Workflows

How to Set Up Trigger Links in Workflows Trigger links can be built into the system so that when a lead/customer clicks on a particular link, a specified action happens. There a ...

How to Get Notified When a Lead Opens an Email

How to Get Notified When a Lead Opens an Email In this article, you will learn how to set up your workflow to notify you when a lead opens an email. Step 1: Create the workflow ...

Customizing Delivery Timeframes Within Workflows

Customizing Delivery Timeframes Within Workflows There are multiple options for setting up workflow timing. In this tutorial, we will show you how to use time frames ...

Workflow: Abandoned Cart

Workflow: Abandoned Cart 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 remi ...

How to Restore Deleted Workflows

How to Restore Deleted Workflows Restoring deleted workflows is a crucial feature that allows users to recover workflows that have been removed. This feature ensures that import ...

How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows

How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows Appointment confirmation and reminder campaigns can be created within your Workflows to ...

Workflow Recipes

Workflow Recipes In this article, you will learn about the Workflow Recipes. Within the Workflow builder, you have several options for getting started in creating a new Workfl ...

Using a Workflow and Smart List To Track Failed SMS Contacts

Using a Workflow and Smart List To Track Failed SMS Contacts If you are sending SMS communications, and the SMS fails to go through, you may want to track those contacts for a v ...

How To Set Up Automated Calls And Voicemail Drops in a Workflow

How To Set Up Automated Calls And Voicemail Drops in a Workflow Within the Workflow builder, you can create an automated sequence for making calls and dropping voicemails. Below ...

How to Duplicate or Copy a Workflow

How to Duplicate or Copy a Workflow Duplicating, or cloning, a Workflow can save you time if you wish to create a new Workflow that’s similar to one you alread ...

Using WhatsApp Delivery Status in Workflows

Using WhatsApp Delivery Status in Workflows You can now send WhatsApp messages from a workflow, wait for their delivery, and add conditions based on different delivery statuses. ...

Workflow Action: Edit Conversation

Workflow Action: Edit Conversation This tutorial will cover the “Edit Conversation” action in Workflows. This action allows you to mark items as read or unread, and ...

Courses Triggers Overview for the Workflow Builder

Courses Triggers Overview for the Workflow Builder In this article, you will learn more about the courses triggers within the Workflow builder. Step 1: What are the Courses Tr ...

Bulk Actions - Campaigns and Workflows

Bulk Actions - Campaigns and Workflows Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or ...