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Add On: Marketing Suite
27 articles
Segmenting Clients
Sign Up Forms
How to build your first Automation
How to add/remove clients from an Automation?
Viewing tasks created from an Automation
How can I see how well my Automation performed
Different status' of an Automation?
What are the different actions in automation?
How to set up a goal
What does each trigger mean in automations?
Using Segments in Broadcasts
How to edit/stop an Automation
What is the difference between workflows and mass campaigns?
Creating a Push Notification in Broadcasts
Lead Management Terminology
What are lead forms and how can I use them for my business?
How to automate transitions between lead stages
How to create or edit a Lead Stage
What is Lead Management?
Understanding the Lead Management data
How do I create an automation from my lead form?
How to embed or share a lead form