• What's the If/Else Conditional Event and How to Use It

  What's the If/Else Conditional Event and How to Use It Using the If/Else Workflow condition allows you to create different paths within a Workflow. This allows you to customize Workflows on a deeper level to enhance your business. There are numerous options for customizing the If/Else condition by adding one or multiple “and” & “or” filters to customize out the action as you need. Perhaps you want one set of actions to happen for contacts who live in a certain geographic area, and you want aSome readers

• How And When To Use The Event Start Date In Workflows

  How And When To Use The Event Start Date In Workflows The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, the items in that workflow can be sent in relation to that day and time using the 'before' and ‘after’ actions. This is useful for sending out reminders for both in-person and online events with a set time for the entire group of leads (e.g webinars, conferences, etc.) Or, maybe you want to schedule something in theFew readers

• Facebook Conversion API Trigger in Workflows

  Facebook Conversion API Trigger in Workflows If you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API. When running ads, you probably want to calculate the conversion rate, know the cost per lead, cost per sale, etc. Traditionally these metrics have relied on Facebook Pixel, but with the iOS14 update from Apple, contacts have to opt into being tracked (and many don’t do so) which can result in inaccurate numbers. By utilizing the Facebook conversions API TrFew readers

• Using the Edit Conversation Action in Workflows

  Using the Edit Conversation Action 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 leads. Follow these steps to use the action in a Workflow: Step 1: Create a Workflow Navigate to Workflows and click into an existing one, or create a new one. Step 2: Add the “Edit ConversatFew readers

• How to Duplicate a Workflow

  How to Duplicate 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 already have. Perhaps you have a Workflow already built and you want to create another one with a comparable setup. Rather than starting from scratch, you can clone the original Workflow and then make the few necessary changes. This can save you time and help you work more efficiently. Step 1: Navigate to Workflows Step 2: Click the CloneFew readers

• 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 organized. Step 1: Creating Folders Navigate to Workflows Click "Create folder" in the top right In the popup window, name your Folder. Save, and it will appear in your list of All Workflows.Few readers

• How To Use The "Go To" Function in Workflows

  How To Use The "Go To" Function in Workflows The “Go To” Workflow action can be added to the end of a Workflow path to send the contact to any given point in a specific path. NOTE: The action can only be used at the end of a Workflow path. Step 1: Using the “Go To” Workflow Action Navigate to Workflows. Click into the Workflow you wish to update. Add an action andFew readers

• Customizing Your Settings in Workflows

  Customizing Your Settings in Workflows This tutorial will show you how to customize your Workflow Settings. Navigate to the Settings tab within the Workflow Builder. Here you'll see a list of customizable settings. Choose a sending window. If you select Any Time, the workflow will occur anytime someone is added. If you select Specific Times, you can customize days and tFew readers

• How to Create and Use Workflows

  How to Create and Use Workflows This is an overview of the workflow builder. The workflow builder is a visual builder feature that allows you to combine trigger and campaign type features with some added functionality. Step 1: Access the Workflow Dashboard Navigate to workflows, you'll end up on this Workflow Dashboard page. Here you’ll see drafted and published workflows. You can Create a New workflow using the green button at the top. You can also edit, delete, or copy existingFew readers

• Checking the Status of Workflows

  Checking the Status of Workflows Here's how to view and understand the Status of Workflows. Navigate to the Status tab within the Workflow Builder. Use the dropdown menus to sort and filter through the current statuses for your Workflow. Here, you can view the Contacts, Date Added, Current Step, Workflow Status, Next Execution, Execution Log, and Actions. For Contacts, you will bFew readers

• Using the History Tab in Workflow

  Using the History Tab in Workflows Here's how to view and understand the History of your Workflows. Navigate to the History tab within the Workflow Builder. Use the dropdown menus to sort and filter through the list of contacts who’ve been through the Workflow. Here, you can view the Contacts, Action, Status, Executed On date, More Details, and Execution Log. For Contacts,Few readers