In today’s fast-paced business environment, maintaining a healthy cash flow is crucial for growth and sustainability. One effective way to ensure timely payments from clients is by setting up automated invoice reminders. This guide will walk you through the process of adding and managing these reminders, highlighting the key features and benefits, and providing easy-to-follow […]

There are several ways to add someone to a workflow – through a bulk request, a manual add, a trigger, and more. For several reasons, you may want to check how someone was triggered into a workflow. To do so, follow these simple steps to view the internal source – how the particular contact was […]

Trigger links can be built into the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels, and websites.  Step 1: Creating Trigger Links Step 2: Create Your Workflow using Trigger Links Note: To add a new […]

If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can customize it with several triggers, paths, and more, giving you more automation control over your business. Follow these steps to learn how: Step 1: Create the Workflow and […]