Pauline Cote Kalil asked us, "I am in the middle of my 14 day free trial & I’ve yet to be able to create a campaign. When I go to ...
Triggers
45 Articles
Phil Reames asked us, "Trigger Question. Can our triggers do math (functions and equations)? We have a Birthday Trigger in both regular triggers and workflow triggers. We can set those ...
Nick Acosta asked us, "I'm a bit confused on what videos to watch. I have access to Cole X Dates, and want to do an email drip campaign to cold ...
Ilegena Anajiuq Abocaj asked us, "When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is ...
Thomas Ricapito asked us, "Anyone have any tips on this? I'm trying to figure out the best way to alert myself via text message of tasks that I place on ...
Greg Crawford asked us, "Is there a way to automate putting a contact in a smart list? I don't see a trigger for that? I'm updating contacts into my agent ...
Chris Kundrock asked us, "When someone either reschedules or cancels an appointment is there a way to get a notification? I had one cancel today and I didn’t know about ...
Johanna Cabrera asked us, "Good afternoon Here is a question i hope you can help me with this , We offered bookkeeping services, we created a funnel and want to ...