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Frequently Asked Questions

Manual Actions are tasks added to your system in the form of a queue and must be completed manually. Manual Actions are tasks added to your system in the form of a queue. They become available in a user’s account and are marked as complete once the user manually completes a task..... Read more

Using the Workflow builder, there are numerous possibilities to completely customize the triggers and actions for your business needs. Some workflows may be based on one triggering action, while others may be created using several triggers… Read More

Within a Workflow, you may want to make changes and reorder one or multiple actions. Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action(s) you can move one or multiple actions to another portion of your Workflow.....Read More

Within the Workflow builder, you have several options for getting started in creating a new Workflow. You can start from scratch with a blank slate, import steps from an existing campaign, or you may use a “Recipe” from the list of pre-made templates we’ve created for you.....Read More