Triggers
You may want to set up a trigger to fire off one or more actions based on a form being submitted. Follow these simple steps to learn how to create a trigger...
Sun, 19 Sep, 2021 at 11:11 PM
Trigger links can be built in the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple ways...
Sun, 19 Sep, 2021 at 11:11 PM
There are many ways you can create tasks such as in a pipeline, campaign or contact record. For this tutorial, we will be creating a task from within a c...
Sun, 19 Sep, 2021 at 11:11 PM
Triggers works as an "if, then" statement to automate actions within your system. They are a great way to automate features, send reminders, or se...
Sun, 19 Sep, 2021 at 11:12 PM
Sending texts or emails to your leads is a great way to engage with them, and it is the most convenient and efficient way of sending urgent information and ...
Sun, 19 Sep, 2021 at 11:12 PM
Organizing your Triggers into folders makes it easy for you to access all your Triggers conveniently. Step 1: Create a Trigger Navigate to Triggers >...
Sun, 19 Sep, 2021 at 11:13 PM
Push notifications on Triggers allow you to send an alert to yourself or your Lead when someone is added to a Campaign. You can set a custom message that wi...
Sun, 19 Sep, 2021 at 11:13 PM
This tutorial covers how to set up an “Auto Responder” using triggers. Step 1: Create a Trigger Navigate to Triggers and create a new trigger. The...
Sun, 19 Sep, 2021 at 11:14 PM
In this article, you will learn all the different custom actions that can be utilized and how each action or event functions. A custom action takes place t...
Sun, 19 Sep, 2021 at 11:14 PM
Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR. This means that once a lead opts-in, they must...
Sun, 19 Sep, 2021 at 11:15 PM