Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…
Triggers
42 Articles
Scott Carpenter asked us, “I have recently launched a Giveaway Ad on through adbase. I followed the video and set up the automation and workflows. However, I would like to launch a final expense ad. I have been going through the video in the branning…
AVZ Benefit Solutions asked us, “i need some tech support: so under settings/email services/forward settings. I have my forwarding address field filled correctly and “forward to assigned user” on. However, I am not getting emails forwarded to my personal email inbox. Please help ” “A…
Harley Yoder asked us, “Need some guidance. When I book appointments on a desktop computer everything looks good, but if I use the mobile app, appointment times are set 4 hrs earlier then what I want it for.” “The appointment custom values will only work…
Walter Burchett asked us, “Anyone have any idea why there are duplicate triggers and campaign folders in my CRM?” “My guess is that you selected a click and play asset multiple times , or you added different assets that all came with the same triggers/campaigns…
Phil Reames asked us, “I need to update the State field for a bunch of contacts. How do I do that? I can go into contacts and get a list of the people I need to update but I don’t see a way to do…
Walter Dublico Jr., “Hi Branning Group, may I ask how do I add a unsubscribe text here on the Email templates? I tried to add it thru trigger links but I only paste the link. can someone help me” “Make sure to highlight your “Unsubscribe”…
Jose Brooks asked us, “Is there a video showing how to have a text message sent to my cell phone when somebody schedules on my calendar link. I missed an appointment on Monday because I wasn’t notified. Also how do I set my Facebook leads…
The Carter Group asked us, “Is it possible to automate messages to my Facebook leads as soon as they come in?” “Yes! You do that using a workflow that’s triggered on a new lead from your Facebook connection 🙂”
Micah Simpas-Lalugan asked us, “Hello! Been stuck for a week now trying to figure out. How can I put a trigger link that will send an email if they click ‘not interested’ and a different email if they click ‘need more info.’ How can I…