AppointMatic

Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR. This means that once a lead opts-in, they m...

There are several ways to add someone to a campaign – through a bulk request, a manual add, a trigger, and more. You may want to check how someone was tr...

Using lead values in pipelines allows you to help manage your business effectively. Typically a new lead, or ‘cold’ lead, in a beginning pipeline stag...

If your Send Email trigger action is not firing, check these four common errors to troubleshoot: Ensure custom values are valid. Check custom values...

You may want to duplicate triggers if you're running the same action repeatedly, with slight modifications. Rather than starting from scratch to cu...

Follow the steps in our articles "How to Add a Chat Widget to Funnels and Websites" and "How to Add a Chat Widget to a Wordpress Site"...

This tutorial will provide you with a walkthrough on email and phone number mapping from a customer reply, using triggers. Perhaps you have a SMS or e...

You can set up your CRM to have the ability to capture reviews, and you can also automate this feature to make it even more convenient to use. (Check out...