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182 published articles
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…
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:…
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…
Marketing • Emails • Unsubscribe SettingsConfiguring Unsubscribe Flows (One-Step, Two-Step, Dynamic)Unsubscribe flows control what happens after a contact clicks an unsubscribe link in an email. You can configure One-Step, Two-Step, and Dynamic flows to…
Ad Manager • Facebook • MetaConnect Facebook to Ad ManagerConnect your Facebook profile, Meta ads account, and Facebook Page to Ad Manager so you can create and manage Meta campaigns. Using the correct Facebook…
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 directly.TABLE OF CONTENTSContact Engagement Score TriggerKey FeaturesAvailable conditions includeModify…
Ad Manager allows you to run the ad campaigns on Google. Your Google Ads campaign is entirely in your control: design your ad content, choose your daily budget and set a specific target audience…
Conversations • SMS • SnippetsCreate and Use SMS SnippetsSMS Snippets let you save frequently used text messages and reuse them instead of rewriting the same content. Reusable SMS content is created as a Text…
Conversations • Snippets • Reusable MessagingCreate and Use Text and Email SnippetsSnippets let you save reusable message content so you can respond faster without rewriting common messages. You can create separate Text and Email…
TABLE OF CONTENTSSimple SelectorsCommon Simple SelectorsUsage ExamplesAttribute SelectorsCommon Attribute SelectorsUsage ExamplesExamples in PracticeExample 1: Styling External LinksExample 2: Form StylingExample 3: Combining SelectorsQuick Reference Cheat SheetTips for MasteryCSS selectors are used to find (or…
TABLE OF CONTENTSWhat is Custom Code?How it works1. Add Action2. Programming Language3. Property to be included in code4. Code Editor5. Enhanced console support6. Test your CodePoints to RememberWhat is Custom Code?Custom Code is a powerful…
TABLE OF CONTENTSTABLE OF CONTENTSWhat is Custom Code?How it worksAdd ActionProgramming LanguageProperty to be included in codeCode EditorEnhanced console supportExternal HTTP RequestTest your CodePoints to RememberWhat is Custom Code?Custom Code is a powerful tool…
TABLE OF CONTENTSOverview:Previous BehaviourWhat’s New?How to Use It?Use CasesOverview:Writing custom code in workflows just got smarter, faster, and easier—thanks to AI! We’re thrilled to introduce Code with AI (Beta), enabling users to generate custom…
Gain complete control over how you design and customize emails with drag-and-drop Elements in the Email Builder. From text and buttons to images, videos, and countdown timers, elements let you craft visually engaging and…
There are multiple options for sending or scheduling emails, giving users flexibility in how campaigns are delivered. Whether you need an immediate blast, a timed release, a controlled batch process, or automated updates through…
Create eye-catching emails faster and more consistently! The Email Action UI for workflows unifies the experience you already know from Campaigns and the Email Builder, adds powerful tracking options, and slashes the learning curve…
Email MarketingEmail Builder AutosaveAutomatic draft protection that saves your email campaigns every 30 seconds, preventing data loss and ensuring your work is always secure.What You'll LearnThis article explains how Email Builder Autosave automatically protects…
This article explains how to create new tags directly from the Send or Schedule page while setting up automations for your email campaigns in your CRM. Save time and streamline your workflow by creating…
You can now bring your favorite email templates from any platform into your CRM's Code Editor. Whether you’re switching platforms or just reusing existing work, this feature makes it easy to import and edit…
Email Sequences help you automate multi-step email follow-ups while keeping each message in a single threaded conversation. This makes it easier to send timely outreach, maintain context with recipients, and track how each step…
