Workflows & Automation
Learn how to use workflows to automate your business.
What is a Workflow? [13:42 min]
Workflows are like little programs that automate you and your team. Learn what all they can do!
Part-1: Advanced Automation | Triggers [14:35 min]
Deep dive into Triggers for your Workflow Automation. Learn what all they can do!
Part-2: Advanced Automation | Actions [9:00 min]
Deep dive into Triggers for your Workflow Automation. Learn what all they can do!
Workflow Tools [7:18 min]
Let's go through the workflow tools and talk about each one.
Conditions & Dynamic Workflows [3:32 min]
Workflows can be dynamic based on response and other actions that your prospects take.
Trigger Links In Workflows [7:23 min]
Trigger links allow you to put links inside SMS messages and emails, which allow you to track specific customer actions and trigger events based on when the link is clicked.
Troubleshooting Workflows [1:47 min]
Got an issue in your workflow? Here's how to find it and fix it.
Adding Contacts to Workflows [1:43 min]
So you have your workflow ready to launch! How do you add clients or prospects to it?
Workflow Recipes & Templates [3:10 min]
Tap into existing workflow templates that are already premade for you!
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