Knowledge Base: 700+ Articles

Workflow Guide: Granting an Offer

Once a lead has purchased in an order form, you can automate adding an offer to their record so they can access a specific offer. In this article, you will learn how you set this up inside a workflow.

How to Set Up Workflow Goal Events

Goal Events are powerful tools for automating and optimizing workflows. They serve as triggers that advance contacts through various stages in a workflow, making processes more efficient and user-friendly.

How to Build and Use an Unsubscribe Trigger Link

In this article, you will learn how to build and use an unsubscribe link. You can insert the link into any email or SMS to give your contacts the ability to unsubscribe from your communications.

How to Set Up An Email/SMS Notification When An Action Occurs Using Workflows

Sending emails or SMS to your leads is a great way to engage with them. You can also use email communication to send notifications to yourself or someone from your team.