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Chat (Website, Email, SMS, Social)

Seamless communication across multiple channels for customer engagement

Landing Page & Website Builder

Create stunning websites and landing pages without coding

Web Forms

Capture leads with customizable and visually appealing web forms

Calendar Booking

Simplify appointment scheduling and reduce scheduling conflicts

Automation Workflows

Automate tasks and streamline business processes for increased efficiency

Membership Site

Offer exclusive content and services with personalized membership sites

Payments & Invoicing

Manage payments and invoices effortlessly

CRM

Organize customer data and nurture leads for better relationships

Pipeline

Visualize and track your sales pipeline

Phone System

Integrated phone system for efficient customer communication

Tracking & Reporting

Gain valuable insights for data-driven decision-making
Free Tools

FREE TOOLS

Free UTM Builder

Create trackable URLs for campaign analytics

Free vCard Generator

Generate digital business cards easily

Email Signature Generator

Generate professional email signatures effortlessly

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Calculate pay-per-click advertising metrics accurately
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API Docs

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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
Trigger flow when you add a tag
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
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

Calendar

Introduction to Calendar
What is a booker?
How to charge for appointments?
Meeting Event Options
How to ask additional questions when booking
Public Booking Page Settings
How to Automate Follow-Up Sequences
How to Embed a Calendar
How to Automatically Create Google Meet Links
How to Build Custom Follow-Up Sequences
Set the calendar link/url
What Are Bookings? How Do I View Them?
How to Connect Your Calendar
Create a New Booker
Public booking page settings
Meeting Invite Settings
Meeting Invite Settings
How to Use Your Own Form in the Calendar
Create Follow-Up Sequences for a Calendar Booking
How to automatically create meeting links for calendar bookings?
How to create paid calendar bookings and charge for appointments?
How to Set Availability for the Calendar
How to Set Appointment Notifications
How to Embed a Calendar
SMS Notifications for Appointments

Contacts

Introduction to Contacts?
What is the Contacts/Database?
Create a user – Team Member
Set or change contact owner
Remove/merge duplicate contacts
Create a user – Memberships
Import contacts via CSV
Update a contact
Tag a contact
Filter contacts
Delete a contact
Create a Contact
Import Contacts or Leads into Your System
How to export all Contacts/Leads?
How to delete all contacts?
How to add tags for my Leads/Contacts by an automation flow?
How to check the opt-in status of your contact?
Is there any way to remove contacts that are duplicated in the system?
How to add a tag to an individual contact?
How to change the contact owner?
How to create a user as a team member?

Payments

Introduction to Payments
Integrating External Payment Processors
Creating Free Trials
Creating A Payment Plan
Setting Up A Subscription
Connecting Payment Gateways From The Integrations Section
Overview of Payment Gateways
How to get PayPal Client Id and Secret Key?
How to integrate Stripe Payment Gateway?
Add a Billing Invoice
Invoice for Subscription
Add Sales Tax To Invoice
Do you support subscription billing?
Do you support monthly payments?
What type of pricing models do you support?
What type of pricing models do you support?
What are products?
How do I create a product?
How To Make A Purchase Form
How do I link a product to a form?
Creating 2 Step Purchase Form
How do I connect a product to a checkout form?
What are coupons?
How do coupons work?
How to Create Coupons?
How do coupon codes work?
What type of coupon codes can I create?
Where do users put coupon codes?

Chats (Email, SMS & Website Chat)

Create A Purchase/Order Form
How To Create A Product
How to create an inbox
How to filter the “Conversation Stream”
What are Smart Buckets?
How to forward your emails to the inbox
Send a Broadcast message from the inbox
Introduction to Chat (Email, SMS & Website Chat)
How to create a canned response (Email Templates) in the Chat Section?
Setup Identity Verification on the Website Chat Widget
How to Connect WhatsApp Cloud (Meta formerly known as Facebook)
How to create an SMS plan?
How to build an SMS flow?
How can I set up an SMS flow to wait for a reply before sending further messages?
How to send an SMS/Call/Email to an individual contact?
How to enable SMS alerts for missed calls?
How do I send SMS to static & dynamic phone numbers using Automation Flow?
How to use Chatbots with DialogFlow?
How to connect my email using IMAP and SMTP?
How to connect my Gmail/Google Workspace email?
How to delete an email inbox?
How to change the inbox name/avatar for the email inbox?
How can I use my domain for sending emails?
How to create an email template?
How to use chat widgets in your website outside your CRM system?
How to add/remove team members as a collaborator from your Inbox?
How to Add an Unsubscribe Link to an Email
Are SMS Messages Being Filtered or Not Delivered?
How can I receive an email or SMS notification when a customer initiates a chat?
How to create the website chat widget?
Where can I check SMS Plan approved or rejected status?
How to set up opt-out settings for Marketing email?
How to set up Chat Inbox for WhatsApp Cloud?
How to Send Personalized Images (MMS) in Automation Flows?
Cold SMS Marketing: Can I use SMS Service for Targeting Customers?

Pipelines

Introduction to Pipelines
What is a Pipeline?
How to create a pipeline item automatically
How to create multiple pipelines for lead management?
How to create a Membership area
How to add members to membership areas
The difference between a free-form membership area and a course builder
Trigger actions based on Task Pipeline dates
Using Pipelines For Internal Tasks
Tracking Sales Performance With Pipelines
Using Pipelines To Monitor Sales Process
Opportunity Vs Task Pipelines
How do you set up lead scoring?
Project Management with Pipelines

Forms

How do I create an order bump?
Create a “Quote Builder”
Email notification when form submitted
Form Conditional Logic (Simple)
How to embed a form in my website?
Redirect on form submission
Create signature form
Form field settings
Form direct link and form embed code
Where does form submission data go?
Create order form
Delete form
Create opt-in form
Rename form
How do I create a form?
Introduction to Forms
Where to find the form URL and Embed code?
How to avoid duplicate contacts when submitting a form?
How to receive an email notification when a lead fills out my form?
How to rename an existing form?
How to redirect users to another link after the form submission?
How to create a Purchase Form?
How to collect signature on Form?
How can I duplicate a form?
How to redirect users to another form after booking an appointment?
How to change the currency in forms?
How to add/view PDF files in form?
How to Add the User-Defined Amount to the Form?
How can I send follow-up forms to my users?
How can we add a logical condition to a form field?
How to include DOB input in the form and save it in contact info?
How to create a multi-step purchase form?
How to add a product to your purchase form?

Phone

Introduction to Phone
How to enable Twilio?
Create Conference Rooms
VOIP Number
How to buy a phone number?
How to Create Conference Rooms?
Record Inbound/Outbound calls through the extension
Flow recorded message to set up
Where can I find out Flow recorded voicemails?
How to create an IVR and route each call?
Transfer a call to External Number & Setup Call Whisper
How to whitelist your phone number?
Connect your phone number to a Call Flow
Sending incoming calls to Flow
How to add upload recordings?
SMS Messages Being Filtered or Not Delivered?
Personal Call logs detail and recordings
Add Caller ID to a Phone number

Course/Membership

What is a membership site?
How to create a membership site?
How to create a login page for a membership site?
How to create a forgot password page for a membership site?
Is it possible to create courses on this platform?
How do you secure courses?
How to manually create membership users?

Code Library

Notification Bar At Top Of Page
Notification Bar At Top Of Page
Creating a Mega Menu using the native menu
Create your own affiliate tracking solution
Evergreen countdown timer that remembers the visitor (similar to Deadline Funnel)
Trigger Popup after X period of time
Display future dates in the Website Builder
Global Variables in the Site Builder
Typeform Style Forms (Multi-step form on webpage)
Creating knowledgebases with search fields in the site builder
Notification Bar At Top Of Page
Creating a Mega Menu using the native menu
Create your own affiliate tracking solution
Evergreen countdown timer that remembers the visitor (similar to Deadline Funnel)
Trigger Popup after X period of time
Display future dates in the Website Builder
Copy/Paste Styling For Opt-in Forms
Typeform Style Forms (Multi-step form on webpage)
Display form data in the site builder
Auto Submit Form
How to show a future date on a webpage?
How to add a sticky button to the top or bottom of a page?
How to force the page to reload the latest content?
How to style the button for Opt-In forms?
How to style a 1-step order/purchase form?
How to style a 2-step order/purchase form?

AI Chatbot

AI Chat Bot Dashboard
How to Create New AI Chat Bot?
What are AI Models?
What is the difference between AI Models?
How to Set OpenAI API Key in my Chat Bot?
How can I change the AI Chatbot image and color?
Which file formats I can use to upload Training Data?
How to Add Training Data in Chat Bot?
What is meant by Context in Skills?
How to Embed Chat Bot into Your Website?
What is Find and Replace?
How to Fix Incorrect Results in Your Chatbot?
What is meant by “All Agent Handoff To Human” toggle option in chat bot creation?
Which AI Model should I use for Customer Support?
How can I Retrain my Chat Bot?
What types of integrations are available with AI Chat Bot?
How to get my AI Chat Bot Smarter?
How can I take control of chat from Bot to Human?
How can I share API Key Sub-Account?
Where can I find API docs for my AI Chatbot?
What is “Don’t Understand Message” in Bot settings?
What is meant by “Reset Test Conversation”?
How can I test my Chat Bot results?
What is the conversation status?
How can I change the conversation status?
How can I connect the lead form with AI Chatbot?
Where can I view all chats and conversations?

Website & Funnel Builder

How to rename a site
How to rename a page
Adding CSS & JS to websites and funnels
How to set the home page
How do I create a “One Click Upsell”?
How do I create a website?
Introduction to Websites and Funnels
What is a Domain?
How to connect the Domain with the System?
Afrihost – How to connect your Domain for Website Hosting & Email?
How to add custom CSS /JavaScript to my website project?
Google Domain – How to connect your Domain for Website Hosting & Email
SiteGround – How to connect your Domain for Website Hosting & Email
Ionos – How to connect your Domain for Website Hosting & Email
NameCheap – How to connect your Domain for Website Hosting & Email
What is the site builder?
How to create a website
Godaddy – How to connect your domain for web hosting and email?
BlueHost – How to connect your Domain for Website Hosting & Email
How to connect your domain?
How to connect your domain for email service only?
Differences Between A and CNAME Records
How to find the DNS records of already added domains?
Where I can see all website templates?
How to connect a sub-domain with your System?
How to link an email or a phone number to a button on the web builder?
How to disable Watermark from your Website?
Adding Spacer between Sections of the Website?
How to change Text Color Config?
How to Add Custom Anchor on the page builder?
How to apply different colors to text?
How to design fixed navbar?
How to add images from local storage/Custom images in the website builder.
How to Embed Video in Website?
How to set image gallery on your website?
How to hide/show Elements on Mobile View?
Add MAP to your website.
How to add a form into Popup?
How to link a form as a popup to a button?
How to make a section re-useable in the web builder: Global Blocks?
How to create links on selected text?
How to change the label color in the form added to the website? Label Color.
How to set up Google Analytics ID on your website page?
How To Make A Purchase Form
Creating 2 Step Purchase Form
Site Builder – Design for Mobile View
How to create a one-page website walkthrough
Can you import ClickFunnels pages into the website builder?
Can you import WordPress pages into the website builder?
How to duplicate a page?
How to duplicate an entire site?
How to rename a page?
How to Rename a Site?
How to change the URL of a Site?
How to set your fonts and colors for the entire page using Global Styles
What Are Folders
How To Create An App Shortcut for Your Website on Mobile
How Do I Create Folders?
How do I add a form to a folder?
How Do I Add A Website To A Folder?
How do I add a flow to a folder?
How do I delete a folder?
I can’t find a folder
How to change pages
How to create a new page
How do I link to another page?
How to duplicate an element on site
How do I duplicate a section on my site?
How do I create a new section?
How do I edit section settings?
How do I copy an element on my site?
How do I clone an element on my site?
How do I copy a section?
How do I clone a section?
How do I duplicate a button?
How do I copy a button?
How do I clone a button?
Where is the style manager?
What is style manager?

My Account

How to add markup in SMS, Phone and Emails?
How to copy and paste items between two accounts?
How to check price list of services?
White-Label Packages Services and details
Data Visibility: How do you Restrict or Visible your main Account data into Sub-user and Sub-account?
How to add Blueprint in packages.
How to Add/Update the Credit Card info?
How to set a logo for sub-accounts
How to change account Currency and Country?
How to assign role to package?
How to create products/subscriptions?
How to upgrade my subscription or add Upsell/Add-ONs?
How to remove unused Tag/s from the system?
How to add service to your package for Customers?
How to view or change sub-account role?
Setup white-label branding for chat bubble?
How To Switch Between Accounts?
How to add white-label domain?
How to assign package manually?
How do I assign a Task to a User/Contact?
How to Add Custom Menu Navigation Item?
How to Rename your Sub-Account/System?
How to change the Role of existing Access Key?
How to download PWA app?
How do enable/disable access from your account for the administrator or Support team?
Which options should I choose to create a package under the white label?
How to set up the billing configuration for the clients.
How to add a Profile Picture to your Account?
How to create a user as a team member?
How to change the Email Address of the Account?
How to change your screen mode?
How to change language in Account?
Delegated Access Keys
Reset passwords, Reset account data, and enable the MFA.
Where I can see all system Tags?
Create an Access key for other users to give access to CRM?
How do Add manually the balance from the main account to the sub-account?
How to Disabled or Edit System generated Emails?
How to Check your or your team’s user Activity?
How to manually assign Blueprint to sub-account?
How to create a Blueprint for sub-accounts?
How to check Balance activity, purchase Plan, Upsells/ Add-ons, and Change Plan
How can we create Roles & Permission?
How to reset my account data?
How to update credit card?
How to check my subscription?
How to check my account balance details?
How to view my Service Usage?
What do I have a negative balance?
Can I manage multiple companies under my account?

Frequently Asked Questions

Are we able to send incoming email to an outside account?
Where can I find Stripe payments API key?
Where can I find pricing related to different services
What is Stripe?
Popup Triggers in the Site/Funnel Builder?
Is Softphone can used for receiving calls on flowtrack?
How we can show and hide Left menu item to the Sub Account?
How to transfer my VoIP incoming calls to another personal number?
How to upload PDF in Website File Manager?
How to unsubscribe from SMS/MMS
How to trigger a flow for incoming messages?
How to transfer inbound phone calls from my number to the extension
How to set up a chat inbox for the Gmail account?
How to set the value of a Radio field on forms?
How to set the index page of a website project?
How to send notification to user with submitted form data?
How to resolve the API create demo entry?
How to remove animation that is applied to an element?
How to record inbound calls?
How to preview website before publish?
How to manually create “Team User Logins” ?
How to manage switcher size in the website builder
How to make a section reusable?
How to Integrate Plivo SMS?
How to Identify Sub-User from the Support Chat?
How to fix – Gmail Response: Your “Gmail” authentication expired please Re-Auth
How to export users’ submitted form data?
How to enable the website widget?
How to enable SMS, MMS and Calls
How to delete phone number?
How to Delete Mixed/Messed Up Contacts from Importing the .CSV File?
How to create opted-in contact by form submission?
How to Create a Team User?
How to create a simple call flow for inbound calls?
How to create a full-screen background website and add content?
How to connect an existing call flow with a new VoIP number?
How to configure/find the settings of my existing inbox?
How to check the Prices of Emails, MMS, SMS, Phone Numbers, Services, SMS Plan & Base Packages.
How to change the button color on the form? Inside Web-Buidler
How to add custom CSS to forms
How much is the black label plan?
How do I link a Nav Menu item to a specific location on the same page?
How do I get started with a website?
Conditional display on Form

AI Employee

What is an AI Employee?
What can an AI Employee do?
Create Your First AI Employee
Creating AI Employees Using Templates
Create an AI Employee from scratch (custom)
Conversation Stages
Communication Channels
Testing AI Employees
Set up the web chat widget
AI Training Data

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How to Create an Automation Flow

How to Create an Automation Flow

< 1 min read

Creating an automation flow allows you to design custom workflows tailored to your needs.

Steps to Create an Automation Flow #

Navigate to Flow Builder

On the left sidebar, click on “Automation”

Create New Automation

In the top left corner, click on +Create Automation.

Design Your Flow

Drag flow steps from the left onto the flow canvas and connect them together to create your desired automation.

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Updated on April 22, 2025

Types of Automation Flow How to Set or Change a Trigger in an Automation Flow

Table of Contents

Steps to Create an Automation Flow

Introducing GlideCampaign – the all-in-one white-labeled marketing and sales automation platform your business needs to succeed!

With GlideCampaign, you have everything you need to capture leads, automate messaging, and track analytics all in one place.

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Products

AI Chatbot (ChatGPT)
Chat (Website, Email, SMS, Social)
Landing Page & Website Builder
Web Forms
Calendar Booking
Automation Workflows
Membership Site
Payments & Invoicing
CRM
Pipeline
Phone System
Tracking & Reporting

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Knowledge Base
API Docs
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