An automation flow is a process to automate repetitive tasks to enhance marketing efforts at different life cycle points for lead generation and fulfillment. For example, as sales prospects come into the system, it might automatically send email marketing ...
On the left sidebar, click on "Automation", "Flows", "Workflows" or "Flow Builder". Your platform may use a slightly different name, but it's likely called one of the 4 above. Then, in the top right, click on +Create Automation. Simply drag flow steps ...
Automations/Flows always start with a trigger. Automations, flows and workflows can all be used interchangeably, they're all referring to the same part of the platform, but everyone has their own preferred name for it. On the workflow/automation canvas, ...
To manually add contacts to an automation flow, irrelevant of the trigger, first, go to the Contacts/Database. Next, click on the checkboxes next to the contacts that you want to add to the automation. Once you've selected at least one, you'll see a blu ...
When in the automation workflow builder, you can add lots of different types of merge fields. To do this, click on the + button on the right side of the field. Choose which merge field you wish to use, and the merge field will be placed in the input fie ...
Simply right click on the flow step you with to delete and click on "Delete". Or alternatively, click on the flow step and click the cross.
Right click on the workflow step that you want to copy and select "Duplicate".
To duplicate an Automation Flow, find the flow you wish to duplicate and on the right side of the table, you'll see 4 icons.Click on the icon between the blue pencil and the red trash bin. When you hover your cursor over it, it'll say "Copy".
To delete an Automation Flow, find the flow you wish to duplicate and on the right side of the table, you'll see 4 icons.Click on the red trash bin. When you hover your cursor over it, it'll say "Delete".
First, open the automation flow. Top right of the automation flow, you'll see a hamburger icon. Click that, and directly underneath it, you'll see a pencil icon. Click it and you'll be able to edit the name of the Automation/Workflow.
Templates are only available for the HTML editor. Drag the "Send Email" flow step onto the canvas. Click on "Edit Email" at the bottom of the right sidebar menu. Then click on "Visual Email Builder" Top right of the Visual Email Builder, you'll se ...
Inside the automation flow builder, when you drag the "Send Email" step onto the canvas the right sidebar menu will appear. At the bottom of the sidebar, you'll see "Is this a marketing email?" Tick the box and the unsubscribe link will automatically be ...
This is a nice easy one, and you'll kick yourself once you realize how easy it is. Go to the flow builder. Don't add a trigger. Drag "Send Email" onto the flow canvas. Set up the email with "Sender", "Subject" and the email body etc. Publish the fl ...
In the automation flow builder, you'll need to setup a url shortener. Drag the "Send Email" step onto the canvas, give it a custom name by clicking where it says "Send Email", then click on "Settings" Scroll to the bottom of the sidebar and you'll see ...
There is a trigger for flows called "Form Submission Data", which works off the most recent form submission for that contact. You can choose the form as part of the trigger. Then realistically, you're either going to do something to all those contacts, ...
You can redirect forms to any URL in the form builder by going to "Settings". If you want to redirect visitors based on the info they submit in a form, then you need to use the flow builder. First, set the trigger as "Form Submission". Next, choose whi ...
First, inside a flow, you need the trigger to be "Form Submission" and the form needs to be a Purchase form. Next, you'll want to use the Condition step. Finally, in another tab, you'll want to open up that purchase form and find the product id's so ...
We do not charge for webhooks/API calls unlike other platforms. We've made it very easy for you to send outbound Webhooks to other platforms and have complete control over what you're sending and how you're sending it. 1. Go to the flow builder. 2. Add ...
We do not charge for webhooks/API calls unlike other platforms. The easiest way to accept incoming webhooks containing contact info into the platform is to create a form that has all the fields you wish to receive via API. In each field in the form buil ...