Marketing Category

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A basic guide of RSS Campaign

You can now include an RSS feed (Item and Header) in your direct and automated campaigns using the RSS content block. This allows your subscribers to automatically receive and read updates from online content…

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A/B Testing in Email Campaigns

OverviewBoost your email performance with A/B Testing in the Email Builder. A/B testing allows you to send up to six variations of your email (either subject line or content) to a portion of your audience. The system…

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Action – Send Email

In this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts. We’ll guide you through the key benefits of this action,…

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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 the latter clears the existing value…

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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 has a far-reaching impact on…

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Airtable – Actions & Triggers in Workflows

TABLE OF CONTENTS1. IntroductionWhy It Matters2. Triggers and ActionsTriggers (Airtable → Workflows)Actions (Workflows → Airtable)3.Getting Started with Airtable4. How Airtable Triggers WorkSetup Steps:5. Common Use CasesUse Case 1: Send Internal NotificationsUse Case 2: Update…

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Analysing Website Performance of a prospect in the Marketing Audit Report

The Website Performance section is essential in the Marketing Audit Report of a prospecting tool as it helps agencies optimise user experience, improve search engine visibility, conduct competitive analysis, optimise conversion rates, and provide…

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Apify – Actions & Triggers in Workflows

Connect workflows with Apify to automate web scraping, run actors, and process external data in real time—without third-party tools. This guide explains what the integration is, key benefits, setup, and best practices so your…

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Asana – Actions & Triggers in Workflows

1. IntroductionThe Asana integration enables seamless automation between your workflows and Asana’s powerful project management platform. Whether you’re creating tasks, managing projects, or syncing updates between systems, this integration helps eliminate manual work and…

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Automate Marketing Audit Reports in Workflows

Automating marketing audit reports lets you instantly generate insights for your prospects and deliver them through personalized outreach. By using workflow automation and custom values, you can automatically include audit report links and business-specific…

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Basecamp – Actions & Triggers in Workflows

1. IntroductionThe Basecamp integration enables seamless automation between your workflows and Basecamp’s project management platform. Whether you’re coordinating client projects, collaborating with teams, or tracking tasks, this integration connects your CRM automation with Basecamp’s…

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Border Customization: Color, Radius, and Thickness

The Border Customization feature allows you to fully control the appearance of borders on layouts. With this feature, you can adjust the color, radius, and thickness of borders to enhance your design and improve…

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Brand Board Colors in the Form, Survey, and Quiz Builder

You can use your saved Brand Board colors directly inside the Form, Survey, and Quiz builders. This article explains how the color picker surfaces Brand Colors so you can keep every asset on-brand without…

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Browse AI – Workflow Actions and Trigger

TABLE OF CONTENTSOverviewAbout the IntegrationHow to Set Up Browse AIConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)Managing multiple Browse AI accountsList of TriggersList of ActionsExample: Setting Up a Trigger (New Completed Task)Step…

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Button Element in Email Builder

The Button Element allows you to add clickable buttons to your email templates, helping you drive engagement through clear and visually appealing calls to action (CTAs). You can fully customise the button’s text, colour,…

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Cal.com: Workflow Actions & Triggers

Connect Cal.com to HighLevel Workflows to automate scheduling activity without custom webhooks, third-party tools, or manual booking follow-up. Use Cal.com triggers to start workflows when bookings are created, rescheduled, cancelled, or completed, and use…

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Calendly – Workflow Actions & Triggers

TABLE OF CONTENTSOverviewAbout the IntegrationHow to Set Up CalendlyConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)List of TriggersList of ActionsExample: Setting Up a Trigger (Invitee created)Step 1: Add the triggerStep 2: Configure…

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Click Performance in Email Statistics

The Click Performance section provides detailed insights into how your audience interacts with the links in your email campaigns. It tracks metrics like total clicks, unique clicks, and engagement rates, helping you understand which…

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Clickup – Actions & Triggers in Workflows

TABLE OF CONTENTS1. IntroductionWhy It Matters2. Triggers and ActionsTriggers (ClickUp → Workflows)Actions (Workflows → ClickUp)3. Getting Started4. How ClickUp Triggers Work5. Common Use CasesUse Case 1: Create ClickUp Tasks from Form SubmissionsUse Case 2:…

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Code Element in Email Builder

The Code Element allows you to insert custom HTML or CSS snippets into your email templates, giving you full creative control beyond standard design options. It’s ideal for embedding widgets, tracking pixels, or adding…

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