How to self diagnose how a contact entered a workflow
When you see a message in your conversations tab and need to figure out how a contact got added to […]
How to self diagnose how a contact entered a workflow Read More »
When you see a message in your conversations tab and need to figure out how a contact got added to […]
How to self diagnose how a contact entered a workflow Read More »
1. Click contacts when in the platform. 2. Click “Quick search” 3. Type the persons name you are looking for
Removing someone from a workflow Read More »
The holiday season is a perfect time to engage with your audience and spread some festive cheer. By automating your
How to Create a Happy Holiday Workflow Read More »
Introduction In today’s competitive market, leveraging word-of-mouth referrals can be a game-changer for your business. A well-implemented refer-a-friend program can
User Guide: How to Create a Simple Refer-A-Friend Marketing Tool Read More »
Creating a customized lead nurture workflow using custom field responses. This tutorial will walk you through each step, ensuring you
Customized Lead Nurture Workflow Using Custom Field Responses Read More »
Sometimes you may want to add someone to a specific point in a workflow, rather than the beginning. Here’s how
Adding A Contact To A Specific Starting Point In A Workflow Read More »