All Categories Workflows

This video will give you an overview of the Workflows feature....

published on July 19, 2021

This video shows how to set user reminders for calls with texts, notifications and emails....

published on July 19, 2021

This video will show you how to create a repeating or recurring workflow....

published on July 19, 2021

How to setup the Facebook Conversion API....

published on July 19, 2021

This is an overview of the workflow builder. The workflow builder is a visual builder feature that allows you to combine trigger and campaign type......

published on May 14, 2022

This tutorial will show you how to customize your Workflow Settings. - Navigate to the Settings tab within the Workflow Builder. - Here you'll see......

published on May 14, 2022

Here's how to view and understand the History of your Workflows. - Navigate to the History tab within the Workflow Builder. - Use the dropdown......

published on May 14, 2022

This tutorial will show you how to customize your Workflow Settings. - Navigate to the Settings tab within the Workflow Builder. - Here you'll see......

published on May 20, 2022

Here's how to view and understand the History of your Workflows. - Navigate to the History tab within the Workflow Builder. - Use the dropdown......

published on May 20, 2022

Here's how to view and understand the Status of Workflows. - Navigate to the Status tab within the Workflow Builder. https://d29l98y0pmei9d.cloudfront.net/article/4783/934f7c1b-d94a-4279-b16c-00424c9c4e32.png - Use the dropdown......

published on May 20, 2022

When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized. Step 1: Creating......

published on May 20, 2022

The Event Start Date action allows you to build automation around a specific date & time. Once you set the Event Start Date, the items......

published on May 20, 2022