Marketing Category

How to set up Workflow Goal Events

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 automatically move to a specific step within a w ...

How to set up Delete Contact action

In this Article What is Delete Contact Action? How to set up Delete Contact action? FAQs Use Cases What is Delete Contact? Delete Contact is a powerful new actio ...

How to use the Custom Webhook ENAB Premium Workflow Action?

The Custom Webhook - ENAB Premium Action is a feature enabling real-time data exchange between your CRM and third-party services. It allows tailored requests with various HTTP meth ...

Instagram Reels Publishing Guide for the Social Planner

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 you through the latest trend on the pla ...

Split Action

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 Points to be noted ...

How to Use the Instagram Story Post Composer in Social PlannerHarness the power of the Instagram Story Post Composer in Social Planner. This integrated tool allows you to design and schedule your Instagram stories expertly. Use it to manage

Harness the power of the Instagram Story Post Composer in Social Planner. This integrated tool allows you to design and schedule your Instagram stories expertly. Use it to manage y ...

Contact Engagement Score Workflow

Enhance your customer engagement strategies with our new workflow features. Utilise triggers based on changes in Contact Engagement Scores and actions to adjust these scores direct ...

Workflow Trigger - Payment received

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases, subscription charges, i ...

Action - Update Contact Field

This article explains workflows' "Update Contact Field" and "Clear Field Data" actions. The former allows updating a contact field with a new value, either static or dynamic, while ...

Respond on Comment Action

Respond on comment action With the help of this action you can comment on the comment entered by the customer. You can add multiple replies and system will randomly select ...

How to import HTML Email Templates/ Campaigns

Are you tired of manually building email templates on different platforms, or do you happen to have several go-to templates? With the HTML Email builder, you can effortlessly ...

How to reschedule an email campaign? (Email Builder)

Rescheduling of Email Campaign is possible for Simple Schedule, Batch Schedule, and RSS Schedule one hour (60mins) ahead of the execution date. The user will be required to vi ...

How to copy contact to another account?

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

How to use the Number Formatter Premium Action?

Introducing the Number Formatter Premium Action, an incredibly useful tool that allows you to format and manipulate numbers according to your specific requirements. This action all ...

Text Editor UI Changes

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

How to check your Instagram profile type

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 select the profile menu in ...

How to use the Inbound Webhook Workflow Premium Trigger?

Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, and PUT. This real-time ...

Social Planner - Image, Video, Content and API limitations

For a content marketing campaign, knowing exactly what kind of image and video format to post and how often is absolutely important. Here are the best sizes for sharing images on s ...

Facebook / Instagram - Interactive Messenger

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 7. Add Buttons 8. Default ...

Workflow Settings - Overview

The settings for workflow in marketing automation play a crucial role in ensuring effective communication strategies. Their impact is significant, and they can make or break the ef ...

Action - Update Custom Value

The Update Custom Value Workflow Action is a powerful tool that automates updating custom values in a CRM. With the ability to update sub-account level custom values, this action h ...

How to use the Workflow Slack Premium Action?

Workflow Slack Premium Action is a feature that enables users to send automated messages to Slack channels and users, streamlining communication and improving team collaboration. T ...

Workflow - Array Functions Premium Action

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

Workflow - Array Functions Premium Action

Array Functions To handle array data in workflow Select Action Typ Action Type: Find To find the matching key-value's in an array of objects and return the object ...

Set Event Start Date Event In Workflows

In this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within your workflow for precise event manag ...

How to post Recurring Social Posts through the Social Planner?

Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or yearly. Through a simple process, users ...

Workflow - App Marketplace Triggers & Actions

Marketplace Workflow Triggers & Actions are the custom workflow triggers & actions managed in App Marketplace. The App Marketplace is a directory of Apps with Custom Workfl ...

Workflow Builder - Overview

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

Facebook / Instagram - User comments on a Post trigger

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 first level comments ...

How to use the Date/Time Formatter Premium Workflow Action?

The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflows. This feature enables easy conv ...