The Send SMS workflow action will send a text message to the customer when the workflow is triggered. To get started, click on the + icon to add a new workflow action, and select Send SMS. Edit Action Templates If you would like to use an SMS template that you’ve created previously, click on the ..
Category : Automation
To send a notification to someone other than the contact in the ongoing workflow, use the Send Internal Notification workflow action. To begin the process, click on the plus button in the workflow action button and select Send Internal Notification. This workflow action allows you to send internal notifications to team members when a certain ..
Workflow – External Communication Action: This action sends an email to the contact. The Send Email workflow action will enable you to send an outbound email to a contact when your workflow is triggered. Utilize this action when a form or survey is submitted to quickly follow-up with a client, or send emails triggered by ..
n order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. The Remove Opportunity action serves the purpose of eliminating an opportunity associated with contacts within a specific workflow. This feature allows for efficient management ..
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it Upon activation of a workflow trigger that initiates the Remove From Workflow action, you gain the ability to exclude contacts from any given workflow. ..
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it The Remove From All Workflows action serves the purpose of extracting a contact from every workflow they are presently a part of. This functionality ..
The Remove Assigned User workflow action will remove an assigned user from a contact.This workflow action can be used after an event was completed, such as a manual SMS or Call by a team member. Remove assigned users with ease, saving time in this automated process! Create Workflow Action To get started, click on the ..
By selecting the Membership Revoke Offer workflow action, you can remove a contact’s access from a particular membership product. How to Revoke Offer To initiate the process of removing a contact from a membership product, start by clicking on the + symbol to add a new workflow action and pick Membership Revoke Offer. Next, select ..
Math operation functions are used to perform calculations or score metrics. An instance where this function can be used is to give scores to leads based on their responses and activities in a marketing campaign. By setting up the math operation in the workflow, the system can handle the calculations seamlessly. Select Fields Within the ..
The Manual SMS action creates a manual task for a person to send an SMS directly to the contact. (You can find the manual tasks under Contacts > Manual Actions). Utilize the Manual SMS workflow action when you want a team member to follow up with a client after a certain event was triggered. Creating ..