Every business has a customer relationship management (CRM) system that tracks sales activity, lead scoring and management, email tracking, appointment setup, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. Aggregate client data can be used by…
workflow
55 Articles
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…
Grag Crawford asked us, “If someone responds to an email, how do you get the response to also go to my gmail which was the sender email?” “On Settings > Email Services > Forwarding Address, you can add your email here so replies will also…
Tena Smith Gifford asked us, “is there a way to send a daily message out to a set of referral partners?” “Yes! You can create a workflow with email/SMS on them then add the Wait action in between. You can then set that wait action…
Omar Richardson asked us, “Is there a way to end or reroute a workflow if a step fails i.e. text/doesn’t send?” “That would actually depend on what you are trying to do. But there’s no way inside that workflow itself to go on a specific…
Walter Dublico Jr., “Hi there! I would like to ask, since the email has a unsubscribe link does SMS does? if they want to stop receiving messages they just reply or they need to do something to stop them on the workflow?” “If they reply…
Health Meets Wealth Insurance asked us, “Is there a way to set the day and time in a workflow based on the appointment the prospect selects? Looking to build the workflow to send directions and reminders based on appointment date.” “Hi! Yes, there’s a way…
Becky Chopek Wilson asked us, “Built my recruiting workflow and tested it. First text came out great, email was the third one in the sequence. Any idea why it skipped the first two emails.?” “Please watch this loom to understand: https://www.loom.com/share/f7d49eef11fb473daaf2f91601a361d1”