Phil Reames asked us, “Is there a way for me to export workflows to share and campaigns that I have created to share with others?” “Right now the only way to do that is for us to create a snapshot, and then import that snapshot…
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Erna Cabuguas asked us, “Hi, question, in a Campaign there’s a multi Users assigned in that Campaign, then in it’s content setup as an SMS, the customized field for User name is there, will it just filter the name of the User assigned to a…
Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. With these tools, businesses can…
Getting visitors to your website is crucial, but it’s only the first step. Once they arrive, you need to hold their attention, entice them to explore your website, and eventually persuade them to become a customer. This ensures increased sales from new clients and repeat…
One of the most important things for your business to run successfully is to keep track of sales activities, along with managing leads and converting those leads into paying customers. The key pain point for most sales businesses nowadays is having problems managing calls, texts,…
Becky Chopek Wilson asked us, “How do I convert a campaign into a workflow? or What is the difference?” “Campaign is part of the old setup that we have for automations. It is usually paired with Triggers. But, since we have the workflows now, which…
Becky Chopek Wilson asked us, “How can I add a FORM I build to a campaign?” “If you want your contacts to fill up a form, you can either include the link of it directly or add them into a funnel, connect it to your…
Bruce Kuczinski asked us, “Is it possible to add a survey to an email in a campaign?” “You can take them to a funnel page with the survey, or if it’s a single-question you can use trigger links to track their answers”