Workflows & Automation
Learn how to use workflows to automate your business.
What is a Workflow?
Workflows are like little programs that automate you and your team. Learn what all they can do!
Triggers
Learn what triggers are and how they work with workflows!
Workflow Tools
Let's go through the workflow tools and talk about each one.
Create A Workflow
How to create a workflow.
Conditions & Dynamic Workflows
Workflows can be dynamic based on response and other actions that your prospects take.
Troubleshooting Workflows
Got an issue in your workflow? Here's how to find it and fix it.
Adding Contacts to Workflows
So you have your workflow ready to launch! How do you add clients or prospects to it?
Workflow Recipes
Tap into workflows that are already remade for you!
Workflow Organization
Organize your workflows!
Workflow Actions
What are actions?
Nurture Campaigns - B-002
Setting up your pre-loaded SMS and Email Nurture Campaigns
Built-in List Cleanup Functions - B-003
List Cleanup, Database Reactivation, and Automated Tag Manager Functions
Database Reactivation - B-004
Understanding the automations on how to reactivate old contacts with special offers
Request a Call Back Workflow - B-006
Overview on the request a call back form and automations
Inbound Messaging Automation Setup - B-008
Setting up automation for inbound messaging
Lead Magnet Setup - B-011
How to set up lead magnets with accompanying automations
CONNECT
Reach out to us!
SUPPORT
Click the chat bubble on the bottom right to contact our support team for any issues you may be having with our platform.