The “customer replied” workflow trigger runs when an incoming message is received from a contact. It is an advanced workflow with a lot of filters and variables. This trigger can be used to build automation that performs actions based on customers replying and even from a specific communication channel such as SMS or Email. Add ..
Archives : August-2024
Setting Up WhatsApp Integration Before diving into the creation of templates and automations, it’s crucial to set up WhatsApp integration correctly. Here’s how to get started: The setup process is straightforward, requiring minimal technical knowledge. Creating WhatsApp Templates Templates are pre-designed messages that you can send to your contacts. To create a new template: 3. ..
The Goal Event feature automatically moves contacts to the next step in the workflow once they meet the goal conditions that the user has specified. This can happen regardless of where the contact is in the workflow. This workflow action is great for ending a stream of workflow actions once a customer has met your ..
To incorporate an XML sitemap into a domain within your CRM, first head to the Settings section. From there, select Domain on the left-hand side menu. Add XML Sitemap Next, locate the specific domain you’d like to add the sitemap to and click on the 3-dot menu to access the XML sitemap option. By adding ..
The Benefits of Manual Backup & Restore Before diving into the step-by-step process, let’s explore the primary benefits this feature brings to your digital workspace: Step-by-Step Guide to Using the Manual Backup & Restore Feature Follow these simple steps to utilize the manual backup and restore feature effectively: Accessing the WordPress Tab: Activating WordPress: Initiating ..
In this section, you can create a chat widget for your website to generate new leads and communicate with existing customers! New leads and customers will input their contact information and request a text back using this chat widget. NOTE: Depending on your user permissions, you may not have access all of the components. ..
The Funnel products are set to Test mode, if you wish to switch mode simply go to the Settings tab and toggle on the Live mode. Your Website product will be disabled if you haven’t connected it to a payment processor yet. When you have multiple recurring products and bump products with subscriptions, you won’t ..
Here you can create an entire website for your business. You have the option to use the existing templates or create and edit the website of your choice. NOTE: Depending on your user permissions, you may not have access to all of the components. Website list Here you can view the list of websites that ..
The “Stats Tab” shows you the statistics of each step created on a website. It shows you the number of visitors that opened a specific page of your website and the actions they performed on each page. Duration Range Here you can filter the data by adjusting the date range of this data. Click on ..
tep 1: Setting Up Your Website 4. Enter the website builder by selecting a site and clicking “Edit.” Step 2: Adding the Store Element Step 3: Managing Products Here, you can add new products or manage existing ones. Ensure you include detailed descriptions, pricing, and any variants. 2. Assign your products to the online store ..