Marketing Category

In this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your

This article explains workflows' "Update Contact Field" and "Clear Field Data" actions. The former allows updating a contact field with a ne

The Update Custom Value Workflow Action is a powerful tool that automates updating custom values in a CRM. With the ability to update subacc

Workflow Automation AIGenerated SMS Messages in WorkflowsAutomatically create personalized SMS messages using AI within your workflows, dyna

TABLE OF CONTENTS 1. Introduction Why It Matters 2. Triggers and Actions Triggers (Airtable → Workflows) Actions (Workflows → Airtable) 3.Ge

Connect workflows with Apify to automate web scraping, run actors, and process external data in real time—without thirdparty tools. This gui

1. Introduction The Asana integration enables seamless automation between your workflows and Asana’s powerful project management platform. W

Automating marketing audit reports lets you instantly generate insights for your prospects and deliver them through personalized outreach. B

1. Introduction The Basecamp integration enables seamless automation between your workflows and Basecamp’s project management platform. Whet

TABLE OF CONTENTS Overview About the Integration How to Set Up Browse AI Connect via the Workflow Builder (recommended) Connect via Settings

Connect Cal.com to Workflows to automate scheduling activity without custom webhooks, thirdparty tools, or manual booking followup. Use Cal.

TABLE OF CONTENTS 1. Introduction Why It Matters 2. Triggers and Actions Triggers (ClickUp → Workflows) Actions (Workflows → ClickUp) 3. Get

Enhance your customer engagement strategies with our new workflow features. Utilise triggers based on changes in Contact Engagement Scores a

TABLE OF CONTENTS What is Custom Code? How it works 1. Add Action 2. Programming Language 3. Property to be included in code 4. Code Editor

TABLE OF CONTENTS TABLE OF CONTENTS What is Custom Code? How it works Add Action Programming Language Property to be included in code Code E

TABLE OF CONTENTS Overview: Previous Behaviour What’s New? How to Use It? Use Cases Overview:Writing custom code in workflows just got

TABLE OF CONTENTS Overview Upgrades Execution Logs UI/UX Changes Enrollment History UI/UX Changes Highlight Contact Path Go To Action Butt

TABLE OF CONTENTS What are the new Actions? 1. The Action 2. Reply Type 3. Template & Message 4. Attachment 5. Add Buttons  6. Button Types

TABLE OF CONTENTS What are the new Triggers? 1. New Triggers 2. Page is 3. Post Type    b. Custom Post 4. Comment Phrase/Word 5. Tracking fi

We have the "Respond on Comment" action. In this action you can enter multiple pre defined comment options but what if you want to tailor yo

Use Fathom in workflows to automate next steps from your meeting recordings, transcripts, and summaries. Once connected, Fathom can trigger

This feature allows you to keep your contact information automatically synchronized between your workspace and an external contacts service.

Google Forms • Workflows • AutomationGoogle Forms Actions and Triggers in WorkflowsConnect Google Forms with workflows to start automations

TABLE OF CONTENTS What is this enhancement? What are the new feature? Select Model GPT 4 Turbo vs GPT 3.5 Turbo Select Action Type How to us

Workflow errors can prevent automations from working as intended when required settings are missing or incorrectly configured. Supported con

Introducing History for GPT actions..!! TABLE OF CONTENTS What's New ? Type of History Advanced Options How to use? Points to be noted What

TABLE OF CONTENTS Overview About the Integration How to Set Up Housecall Pro Connect via the Workflow Builder (recommended) Connect via Sett

Copy Contact Copy Contact enables copying contact to another account. Select an Account The contact will be copied to the selected account.

In this Article What is Delete Contact Action? How to set up Delete Contact action? FAQs Use Cases What is Delete Contact? Delete Contact

Have you ever thought about how great it would be if contacts who meet a specific condition or a goal event within a workflow could automati

Google AdWords has a feature called conversion action. This allows you to track the success of your ads and optimise them accordingly. It’s

The Monday.com integration allows you to connect workflows directly with your project management boards to automate task creation, status up

The Generate Response action allows you to use advanced AI models directly within workflows to create dynamic, contextaware responses from p

The Custom Webhook LC Premium Action is a feature enabling realtime data exchange between your CRM and thirdparty services. It allows tailo

The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within w

LC Premium Actions for Google Sheets is a powerful tool to streamline data management processes by automating row creation, updating, and de

Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods

Introducing the Number Formatter Premium Action, an incredibly useful tool that allows you to format and manipulate numbers according to you

Workflow Slack Premium Action is a feature that enables users to send automated messages to Slack channels and users, streamlining communica

Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events. This introductio

TABLE OF CONTENTS Overview About the Integration How to Set Up Jira Connect via the Workflow Builder (recommended) Connect via Settings (alt

TABLE OF CONTENTS Overview About the Integration Key Benefits of Klaviyo in Workflows How to Set Up Klaviyo Connect via the Workflow Builde

The Manus integration allows you to connect AIpowered task automation directly to your workflows. This enables you to create, manage, update

Workflows • AI • IntegrationsMistral AI: Workflow ActionsMistral AI workflow actions connect language, embedding, and vision models directly

We’ve made it easier to discover and install marketplace apps directly within the workflow builder. Now, you no longer need to visit the mar

TABLE OF CONTENTS 1. Introduction Why It Matters 2. Triggers and Actions Triggers (Notion → Workflow) Actions (Workflow → Notion) 3. Getting

Overview The Pause Workflow feature allows admins to temporarily halt specific workflows, pausing the workflow without the need to delete o

In this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders with

Voice AI • Snapshots Snapshot Support for FlowBased Voice AI AgentsPackage, clone, and deploy complex call flows across accounts using Snaps

In this Article What is Split Action? What are the different types of Split Action? How to use the Split action? Random Split Use Cases

We are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of

We are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of

TABLE OF CONTENTS Overview About the Integration How to Set Up Todoist Connect via the Workflow Builder (recommended) Connect via Settings (

1. Introduction The Typeform integration enables seamless automation between your CRM workflows and Typeform’s interactive form platform. Wh

Connect workflows with VAPI (Voice AI Platform Integration) to automate AIpowered voice assistants, calls, chats, and file handling — withou

Marketplace Workflow Triggers & Actions are the custom workflow triggers & actions managed in App Marketplace. The App Marketplace is a dire

In this Article What is Array Function? How to use new Action Types? Add the Action Action Type List Action Type : Find Action Type :

Array Functions To handle array data in workflow Select Action Typ Action Type: Find To find the matching keyvalue's in an array of object

This article explains how to use the AI Analyze Image action in workflows to analyze images with AI vision. You’ll find stepbystep configura

Bring Managed Agent reasoning directly into Workflows with the Invoke Managed Agent action. Workflows can pass contact information, dynamic

Workflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease. It is a helpful guide that’s

TABLE OF CONTENTS Infinite Canvas layout Add New Trigger Add New Action Stats View Test Workflow Save Workflow Version History Draft/Publish

This article explains the important interaction between the workflow's "Stop on Response" setting and the "Disable Voicemail Detect" setting

This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder. Learn how to configure contac

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one

Template Library • Agency Admin • Reusable AssetsAdd Custom Templates to the Template LibraryThe Template Library lets agencies turn reusabl

The Template Library is now integrated with the Marketplace, allowing you to discover, install, and sell templates, all in one place. You ca

The Website Performance section is essential in the Marketing Audit Report of a prospecting tool as it helps agencies optimise user experien

Prospecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone

Lead Contact Details Users can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool,

This tool analyzes the strength of your prospects' online presence in terms of their Listings and Reviews. The Report also clearly showcases

Generate more leads directly from your website with the Prospecting Widget. This feature allows visitors to enter their business information

Prospecting Widgets now fully support multilanguage functionality. All systemgenerated text — including field labels, validation messages, s

The SEO Heatmap feature in the Prospecting Tool provides a visual representation of your prospect’s search engine rankings. This feature all

This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report. The ai

You can use your saved Brand Board colors directly inside the Form, Survey, and Quiz builders. This article explains how the color picker su

Maintaining brand consistency across all your designs can be timeconsuming. With Global Custom Colors, you can define your brand colors once

Your default brand board is a key part of managing your brand’s visual identity, especially in emails and funnels. It determines which set o

This article will show you how to create a Brand Board, A Brand Board helps you store and organize your company's logos, color palette, and

Create your Brand Voice in seconds from a website URL or a 50–100 word description! This article explains how to use your website or existin

Global Custom Colors let you save brand‑safe colors once and reuse them across your CRM. Add your palette in Brand Boards and it appears in

Brand Boards make it easy to apply your saved brand colors, fonts, and logos while designing emails. This article shows you how to use Brand

Brand Boards are here to make your life easier by simplifying the process of maintaining consistent brand guidelines across your funnels and

Opportunity Score helps you review campaign readiness in Ad Manager before publishing. Available for Meta, Google, and LinkedIn campaigns, i

Ad Manager allows you to run the ad campaigns on Google. Your Google Ads campaign is entirely in your control: design your ad content, choos

Google Demand Gen campaigns in Ad Manager help you reach potential customers with visually rich ads across Google surfaces like YouTube, Dis

Google AdsGoogle Ads: Multiple Ad Groups and AdsBuild Google Search campaigns with a clear Campaign → Ad Group → Ad structure, manage severa

When creating a lead form using Ad Manager for Google Ads, you may want to ask custom questions to better qualify your leads. However, Googl

Below is the stepbystep guide to Connect Your Instagram Account to a Facebook Page. To run ads on Instagram via Ad Manager, you must connect

In this article we will discuss in detail about the steps to be taken to create a new Facebook lead form, used for the Lead Generation objec

In this article we will be highlighting the steps that should be taken to create a Meta BM and an ad account under it. Once the ad account i

In this article, we will discuss in detail the steps to create a Meta Ad for Sales objective with conversion locations as Messaging Apps and

Ad Manager allows you to run the ad campaigns on Google. Your Google Ads campaign is entirely in your control: design your ad content, choos

Ad Manager allows you to create, manage, and edit Google Ads offline conversion actions directly from within the platform. This ensures tha

Adding a precautionary ad tracking script helps protect your attribution data if your standard tracking template does not apply correctly. T

Facebook Ad Reporting provides live reporting and analysis for your client's digital ad campaigns. Facebook Ad Reporting provides bigpicture

Google Ad Reporting provides live reporting and analysis for your client's digital ad campaigns. Google Ad Reporting provides bigpicture cam

The Click Performance section provides detailed insights into how your audience interacts with the links in your email campaigns. It tracks

This article explains how to access and understand email statistics, helping you monitor campaign performance and improve engagement. TABLE

The Summary section in Email Statistics provides a complete overview of your campaign’s performance after it’s been sent. It displays delive

This guide would explain the basic of click tracking and how to use it. TABLE OF CONTENTS What is Click Tracking? Default Behaviour Why Do W

Email MarketingAllinOne Dashboard for Email MarketingMonitor Campaign, Workflow, and Bulk Action email performance from one unified Email St

Exporting Email Marketing Data allows users to download email performance metrics directly from the Email Statistics dashboard as a CSV file

Segmenting contacts just got easier! You can now add and automate tags directly from your campaign statistics page based on interactions lik

More Tutorials from the Community https://youtu.be/j3EatZEd3wg?si=vhqp15dH3LsA_76o https://youtu.be/jjmLKgqYY4 https://youtu.be/xCkz7G1fTWM

We’ve introduced a similar way to view for all your email campaign statistics—whether sent through workflows or email campaigns—for a more s

Ad Manager • Facebook • MetaConnect Facebook to Ad ManagerConnect your Facebook profile, Meta ads account, and Facebook Page to Ad Manager s

Use this feature to publish styled textonly Facebook feed posts with a colored or illustrated background, the same backgrounds available in

Social Planner helps you connect social accounts, create content, and schedule posts from one calendar. This guide covers the essential setu

If you’re not sure what type of Instagram profile you have, here’s how to find out: 1. In the Instagram app, go to your profile, and then s

Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or

Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or

Harness the power of the Instagram Story Post Composer in Social Planner. This integrated tool allows you to design and schedule your Instag

Harness the power of the Instagram Story Post Composer in Social Planner. This integrated tool allows you to design and schedule your Instag

Want to enhance your social media marketing and expand your reach on Instagram? Look no further than The Social Planner! We're here to guide

For a content marketing campaign, knowing exactly what kind of image and video format to post, and how often is absolutely important. Here a

Conversations • SMS • SnippetsCreate and Use SMS SnippetsSMS Snippets let you save frequently used text messages and reuse them instead of r

SMS Compliance PreBuilt A2P Campaign (WidgetFirst) RegistrationComplete Campaign registration with Chat Widget Setup using a guided flow, au

Conversations • Snippets • Reusable MessagingCreate and Use Text and Email SnippetsSnippets let you save reusable message content so you can

Email Sequences help you automate multistep email followups while keeping each message in a single threaded conversation. This makes it easi

After unsubscribing, contacts can use the feedback questionnaire to select Unsubscribed by mistake, subscribe again and submit the form. The

Are you tired of manually building email templates on different platforms, or do you happen to have several goto templates?  With the HTML

Previewing and testing emails in ensures your layout, links, and personalization render correctly before you send. This guide covers preview

Rescheduling of Email Campaign is possible for Simple Schedule, Batch Schedule, and RSS Schedule one hour (60mins) ahead of the execution da

TABLE OF CONTENTS Simple Selectors Common Simple Selectors Usage Examples Attribute Selectors Common Attribute Selectors Usage Examples Exam

TABLE OF CONTENTS A template is a preset layout with which you can build your campaign. A campaign is the email message you design and send

This article explains how to import your existing Mailchimp email templates into Design Editor, allowing you to edit them visually without n

This feature allows agency admins to easily share and manage email templates using a simple link. Follow this guide below to learn how to sh

You can create template share links that let subaccount users import a template directly into their own account. With a quick adjustment, th

To help you maintain a cohesive brand experience, we’ve introduced a feature that lets you easily customize system email templates within yo

A countdown timer is a powerful tool for creating urgency and excitement for upcoming events, product launches, sales, and signups. It visua

Countdown timers in emails are dynamic elements that create urgency by counting down to a specific deadline. They help convey the sense of e

Countdown timers help motivate visitors to take action by visually counting down to a deadline. Countdown timers are perfect for flash sales

This article shows you how to add a custom wait time between cycles of a recurring countdown timer. Use the feature to run “Every Friday” fl

This guide explains how recurring countdown timers behave in both email campaigns and funnels, especially in relation to their wait, active,

Gain full control over how end times are calculated for your countdown timers across emails, funnels, and websites with Timezone Adaptation.