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182 published articles
Maintaining brand consistency across all your designs can be time-consuming. With Global Custom Colors, you can define your brand colors once and use them everywhere. Any updates to these colors instantly reflect across all…
Workflow errors can prevent automations from working as intended when required settings are missing or incorrectly configured. Supported configuration issues are identified directly in the Workflow Builder, consolidated into a single Resolve Errors sidebar,…
Introducing History for GPT actions..!!TABLE OF CONTENTSWhat's New ?Type of HistoryAdvanced OptionsHow to use?Points to be notedWhat's New ?- We're excited to announce a significant enhancement to our GPT action: the ability to retain…
TABLE OF CONTENTSOverviewAbout the IntegrationHow to Set Up Housecall ProConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)List of TriggersList of ActionsExample: Setting Up a Trigger (Job scheduled)Step 1: Add the triggerStep 2:…
Prospecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone numbers, emails, and points of contact we find are organized,…
After unsubscribing, contacts can use the feedback questionnaire to select Unsubscribed by mistake, subscribe again and submit the form. Their email subscription status is then restored. This article explains how resubscription works and how…
Email MarketingAll-in-One Dashboard for Email MarketingMonitor Campaign, Workflow, and Bulk Action email performance from one unified Email Statistics dashboard.What You'll LearnThe All-in-One Dashboard for Email Marketing brings performance data from Campaigns, Workflows, and Bulk…
Custom Contact Views in snapshots help agencies save time by copying tailored Contact Detail Page layouts from one sub-account to another. Instead of rebuilding the same contact views manually in each sub-account, admins can…
Adding GIFs to your emails can make them more engaging and fun. Here's a simple guide to help you easily insert GIFs into your emails, making your messages stand out and grab attention.Where can…
Ensure consistency with your websites' typography by adding Google fonts to your emails. This option provides better design options to elevate your emails.TABLE OF CONTENTSThings to know before you start adding google fonts to…
This article will show you how to add and use the Product Element inside Email Templates using your CRM's Email Builder. This new feature makes it easier to build promotional and sales emails directly…
TABLE OF CONTENTSWhat is Workflow Campaigns?Why is This Beneficial?: How to Use:What is Workflow Campaigns?Workflow campaigns refer to the combination of all email actions present within a workflow. They allow you to manage and analyze…
Batch scheduling lets you deliver marketing emails in timed batches rather than all at once. This helps manage traffic to your websites or funnels and reduces load on your sending infrastructure. Use this guide…
Marketing • Email • Recipient SegmentsHow to Build Recipient Segments in Email CampaignsRecipient Segments let you create dynamic groups of contacts for email campaigns using filters such as tags, contact fields, activity, and engagement.…
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 the top right…
Below is the step-by-step guide to Connect Your Instagram Account to a Facebook Page. To run ads on Instagram via Ad Manager, you must connect your Instagram Business Account to your Facebook Page. Once…
Copy ContactCopy Contact enables copying contact to another account.Select an AccountThe contact will be copied to the selected account. Only the accounts that the logged in user has access to will be listed here.Copy…
In this article we will discuss in detail about the steps to be taken to create a new Facebook lead form, used for the Lead Generation objective of Meta ads.TABLE OF CONTENTSHow to create…
A countdown timer is a powerful tool for creating urgency and excitement for upcoming events, product launches, sales, and sign-ups. It visually counts down the time remaining until a specific event or action, encouraging…
In this article we will be highlighting the steps that should be taken to create a Meta BM and an ad account under it. Once the ad account is created, same will be used…
