Once a coupon expires, it is time to do some housekeeping, making sure to remove or renew them, update offer listings, and decide on your next steps. However, it's really easy to miss the expiry date as you go about your daily responsibilities. So, let's learn how to use workflows to make it easier! Setting The Trigger To start, navigate to the Work...

Managing overused coupons is key to ensuring your customers don't lose interest while ensuring your system is updated and properly maintained. So, how can you make this easier? Well, by using the power of workflows, you can start an automation once the usage limit is reached. Let's check it out! Setting The Trigger To start, navigate to the Workflow...

The Documents section allows you to manage and share documents. On the browser, you can seamlessly access all associated files directly from the "Documents" section within a Contact card. However, if you're on the go, you might need to access them from your Mobile App. So, let's go over how to do it! Accessing The Docs & Files Navigate to the Co...

Saved sections help you simplify Site creation by storing collections of elements in a specific layout that you can add to other pages. However, you might have noticed there are three options when it comes to saving. So, which one should you pick? Follow along to understand them! Section Templates If you've added a Section Template to a page, you ca...

Estimates help you create a clear picture of the cost of acquiring your products or services, and if you're planning to give your customers payment flexibility, it is important to include this information in your estimates. Follow these steps to do so. Start by navigating to the Estimates tab inside the payments section and creating a new estimate. ...

Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. Creating a clear procedure to follow is key to increasing profit and improving your onboarding process. To make it easier, we'll explore the “Affiliate Created Trigger”, which allows you to start your workflow's functioning upon an affiliate being adde...

Having a smooth onboarding process for your affiliates goes a long way, helping you minimize complaints and get the best ROI possible. So, let's go over the “Add To Affiliate Campaign” Action and learn to automate the addition process. Navigate to the Workflows tab inside the Automation Section and create or edit a workflow. Add the relevant trigger...

Do you wish you had an assistant who could lead you in improving your customers’ experience? Well, look no further than the top side of your right-hand corner, where you’ll find the Ask AI option. At the top, you’ll find the option to maximize (1) or close (2) the chat window. If you’ve used it before, you can access your Chat History by clicking th...

Using QR Codes boosts your online presence, encourages your clients to interact with your business, and easily connects your online business to the offline world. However, creating them one by one can be inefficient when handling a large group. So, let's review how to use CSV uploads to generate multiple at once. Generating QR Codes To start, naviga...

The Conversation AI helps you manage customer conversations efficiently. However, some conversations are best handled by your team. You can use the Human Handover action to keep the transition smooth. Let's go over how to do it! Adding The Action To start, navigate to the Conversation AI section inside your account settings and create a bot using th...

The Sticky Contact feature tells the system to remember the information a contact fills out on a form or survey for future interactions. This helps you streamline the form-filling process for returning contacts. The feature works by dragging over the information using browser cookies. When Should You Use It? This feature works best for customer-faci...

Having a fully customized AI agent can relieve a big load off your shoulders; it's like having the perfect teammate that always knows what to say. However, not everyone is a prompt master who can mold their AI assistant to fit their needs. So, if you have an AI assistant worth replicating, you can make some extra income by selling it on the marketpl...

To make your products available to your target audience, you need to connect them to a domain name. There are a lot of providers you can purchase your domain from, all of them with their pros and cons. However, the easiest way to obtain and connect a domain to your account is directly from the Domains tab. Follow along to get your internal domain. P...

Custom Objects help you maintain clear relationships and simplify organization. However, as you are adding objects to your system, it becomes harder to find ones that match your criteria. You can use Smart Lists to simplify this process. Let's learn how! To start, navigate to the Custom Objects Section and click Advanced Filters. Select a filter fro...

Sending SMS messages through your CRM is a powerful way to communicate directly with clients. From attaching files to personalizing messages with custom fields, you can streamline your outreach to meet each client’s needs effectively. Here’s a simple guide to sending, scheduling, and managing SMS messages from start to finish. Sending an SMS Message...

Your Point of Sale (POS) allows you to collect payment from customers immediately, including by collecting payment via Near Field Communication (NFC) technology. Let's check how to use your Mobile App to use Tap to Pay. Click the $ icon to access your POS. Enter your total or products, then click Review sale. After reviewing the details, click “Choo...

Do you wish you could create a visual indicator of success that encourages students to continue learning while promoting your brand? Let's discover how to create branded badges that your students can collect and share. Creating Your Badge To start, navigate to the Credentials tab inside the Membership sections and select Create Badge from the “+ Cre...

Being constant is key to reaching big audiences and remaining relevant on social media. Category Queues help you organize your social media assets by grouping them based on their themes, forming evergreen content buckets that promote brand visibility and optimize your content strategy. To use them, navigate to the Social Planner tab, click “+ New Po...

Recurring invoices help you keep track of transactions for courses and subscriptions. Managing them from your workflows helps you connect with customers immediately while keeping your invoicing process consistent and efficient. So, let's check how to use the “Send Recurring Invoice” to do it. Adding The Action Navigate to the Workflows tab inside th...

A completed order is an awesome opportunity to nurture that customer and get them to engage more with our business. Especially if they use a coupon. Which lets us know more about them, where they heard about your business, and what kind of offer is likely to interest them. So, to help you ensure you don't miss this chance, we'll use workflows to mak...

Your Live Chat Widget allows you to interact with customers on your website without leaving the page. A great incentive for customers to use this channel is getting immediate responses, which you can achieve with a little aid from automation. Let's check how! How It Works Navigate to the workflow builder and click the plus sign icon to select the “S...

Your team is made up of multiple people, so you can’t always guarantee an incoming call is answered by the right person. When responding to calls from your mobile app this process you'll need to follow these steps. Pick up any incoming call on your mobile app, and tap “Transfer” at the top-right Corner. Choose a staff member from your contact list, ...

Payment links help you quickly seal the deal with customers. And even with their simple presentation, they can be eye-catching and consistent with your branding. This simple process can take your payment links from standard to perfect, so follow along to achieve it. First, navigate to the Settings tab inside the Payments section and select Payment L...

Some affiliates will fall out of your programs, whether it stems from a lack of interaction or simply because you no longer work with that person. So, let's check how to easily remove them and keep your campaigns clean by using workflows. Navigate to the Workflows tab inside the Automation Section and create or edit a workflow. Add the relevant trig...

The opportunity tab helps you keep track of your customer's journey, and when changes happen, it becomes crucial in your acquisition process to follow up with those changes. This trigger will help you create workflows to automate any actions you need to happen immediately upon a change. Adding Your Trigger You can find this trigger in the Opportunit...

As your business grows, so does your contact list. So what can you do when you need to touch base with someone but don’t have the time to check their entire contact card? The Ask AI feature can help! Follow these steps to instantly generate a summary of any contact. How To Use Contact Summary? Navigate to the sub-account and click the stars icon to ...

Pipelines contain a lot of important information, so losing one can be a hassle, to say the least. However, don't panic if you deleted a pipeline by accident. Follow these steps to restore it, including all its associated stages and opportunities. Retrieving a Pipeline First, navigate to the Audit Logs section inside your Settings. In there, select ...

Appointments are a great way to manage customer relationships; they allow you to organize your day, trigger workflows for automated management, and improve rapport. When you need to handle these things on the go, you might not have access to the desktop version of your CRM. So, let's see how to schedule an appointment directly in your Mobile App. Sc...

To send an email to a client, first ensure that the appropriate conversation is open. Next, locate and click the Email button situated at the bottom left corner of the conversation window. Upon clicking this button, a message box will appear, allowing you to compose and send your email within the context of the ongoing conversation. This ensures tha...

There are numerous fees associated with running your business, which can erode your revenue and create uncertainty as charges fluctuate. However, passing these costs to customers is becoming more common across all industries. So, follow these steps to configure this option inside your CRM. Navigate to the Settings tab within the Payments section and...

Your LinkedIn forms help you capture leads and add them to your system. Routing them into a workflow for further actions to automate tasks is possible with the LinkedIn Lead Form Submitted Trigger. Follow along to learn how to use this trigger and smooth out your work! Adding Your Trigger You can find this trigger in the Events section of your workf...

Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. However, a crucial part to keep this machine properly working is to address affiliate sales promptly. And what better way to do so than by leveraging automation? The  “New Affiliate Sales” trigger lets you create workflows that start upon an affiliate ...

Your affiliate's status can help you monitor a campaign's health, keeping a real number of how many sales it's driving and how many people are engaged with it. However, you can't live in constant vigilance, so a great way to remove affiliates who aren't meeting certain criteria is by using automation. Let's check how you use the Update Affiliate Act...

What's better in business than completing a sale? To help you get your customer closer to the finish line and collect their payment, we have the “Send Invoice” Action. This lets you automate the sending process and make it immediate. Check it out with us! How It Works Navigate to the workflow builder and click the plus sign icon to select the “Send ...

In the Advanced tab, you can configure the look of the forms further, allowing you to get detailed with your changes. So, if you're a perfectionist with a clear vision of what you want follow along to learn how to achieve it. Form This allows you to modify the look of the borders and surroundings of the form and its input fields. The modifiable opti...

Your email’s layout helps you communicate as much as the words it contains; controlling the space between elements plays a role in this, so let's check how to use the Spacer Element to manage it. Navigate to the Templates tab inside the Marketing section and create or edit an email. Inside the builder, drag the Spacer element from the sidebar into y...

Getting your customers to book an appointment requires one thing more than anything: timing! A great way to approach this around the clock is by using workflows to automate the appointment setting process based on customer responses or actions. To do so, you need to use the “Book Appointment" action. Follow along to see how! How It Works Start by cr...

Getting a contact's information before they type a message helps you ensure you know who you’re talking to and can follow up after the conversation ends. When using a Live Chat widget, follow these steps to include that pre-chat prompt. Navigate to the Chat Widget tab inside the Sites section and create or edit a Live Chat Widget. Switch to the Chat...

Most customers are used to booking their appointments over the phone. And since old habits are hard to change, having an easy way to manage these requests is essential. The Voice AI agent can help you handle over-the-phone bookings for any selected calendar.  First, in the “Voice AI Agents” section of your account settings, create or edit an AI Agen...

The best way to leverage the leads your affiliates refer to you is by keeping in contact with them and following up immediately. However, we know that it can be quite time-consuming, so we'll learn how to use the "Lead Created" trigger to start a workflow when a new lead is referred, giving you instant automation opportunities. Adding Your Trigger Y...

Gathering customer feedback provides you with helpful insights that help you optimize your operations and improve your services. Let's check how to use the Rating Element to make opinion collection easier. Adding The Element To start, navigate to the Form, Survey, or Quiz builder inside the Sites section. Inside the builder, drag the Rating Element ...