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Automation
- Introduction to Automation
- What Is An Automation Flow?
- Types of Automation Flow
- How to Create an Automation Flow
- How to Set or Change a Trigger in an Automation Flow
- How to Add Contacts to an Automation Flow
- Duplicate Automation Flow Step
- Duplicate an Automation Flow Step
- Deleting an Automation Flow
- Rename an Automation Flow
- Save or Load an Email Template
- How to Load an Existing Email Template in a Flow
- Send “Email Broadcast” using Automation Flow
- Add an Unsubscribe Link to Emails
- Check if an Email Was Opened or Clicked
- Trigger a Flow Based on Previous Form Submission Data
- Redirect Form Submissions Based on User Input
- Access product purchase information in an automation flow
- How to send data out of the platform with Webhooks
- How to Receive Data Using Incoming Webhooks
- How to Create a Call Flow
- How to create a loop in an automation flow?
- Add dynamic merge fields in the automation flow builder
- Add Unsubscribe Link in Emails
- How to Set Up an Email Drip Campaign
- How to add all contacts to an automation flow
- How to Access User’s Inputs in an Automation Flow
- Access Product Purchase Information in an Automation Flow
- clicked/opened in an automation flow
- How to Add an Event Greeting in an Automation Flow
- How to Notify the Customer Before the Scheduled Meeting
- How to change/set a trigger of a flow?
- How to Delete a Connection in Automation Flow
- How to Duplicate a Step in the Automation Flow Builder
- How to Add a Contact/Lead to a Flow
- How to create a call flow?
- How to Send Data to Your System Using Webhook (API)
- POST data into your CRM from third-party integration using Pabbly/Zapier
- How to Add PayPal/Stripe from an Automation Flow
- Renaming Automation Flow
- Sample appointment confirmation flow
- Trigger flow when you add a tag
- How to send an email broadcast
- How to Redirect to Another Website After Form Submission
- How to create and publish an Automation Flow
- Delete Automation Flow Step
- How to Send an Email to My List
- How to Send an Email to My Contacts
- How to Send an Email Newsletter
- How to Add an Order/Checkout Form to My Site