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182 published articles
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 platform: Instagram reels. With…
Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events. This introduction explains the essentials of workflow automation, including its core components—triggers and actions—key benefits, and real-world applications,…
TABLE OF CONTENTSOverviewAbout the IntegrationHow to Set Up JiraConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)List of TriggersList of ActionsExample: Setting Up a Trigger (New issue)Step 1: Add the triggerStep 2: Configure…
This tool analyzes the strength of your prospects' online presence in terms of their Listings and Reviews. The Report also clearly showcases the gaps in their online marketing strategies. TABLE OF CONTENTSBusiness Reviews Analysis:Business Listings…
TABLE OF CONTENTSOverviewAbout the IntegrationKey Benefits of Klaviyo in WorkflowsHow to Set Up KlaviyoConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)List of TriggersList of ActionsExample: Setting Up a Trigger (Profile added to…
This article explains how to use layout margin and text spacing controls in your CRM's Email Builder. These settings give you more flexibility when designing emails, helping you create clean, consistent, and visually balanced…
This guide explains how recurring countdown timers behave in both email campaigns and funnels, especially in relation to their wait, active, and expired states.TABLE OF CONTENTSWhat is a Recurring Timer?When Should You Use a…
The Logo Element allows you to easily insert your brand logo into email templates, helping you maintain consistent branding and visual identity across all communications. You can upload, resize, and align your logo while…
The Manus integration allows you to connect AI-powered task automation directly to your workflows. This enables you to create, manage, update, and continue AI-driven tasks automatically based on CRM activity such as form submissions,…
Workflows • AI • IntegrationsMistral AI: Workflow ActionsMistral AI workflow actions connect language, embedding, and vision models directly to your automations. Use them to generate text, create semantic-search vectors, analyze image-based information, and pass…
We’ve made it easier to discover and install marketplace apps directly within the workflow builder. Now, you no longer need to visit the marketplace separately for app installations.TABLE OF CONTENTSNew "Discover" ButtonApp CategorizationGlobal Search…
The updated Bulk Email Action lets you build, review, and send emails seamlessly with pre-send contacts filtering and advanced tracking tools.OverviewThe Bulk Email Action in Contacts now has a unified, streamlined UI like Campaigns…
TABLE OF CONTENTS1. IntroductionWhy It Matters2. Triggers and ActionsTriggers (Notion → Workflow)Actions (Workflow → Notion)3. Getting Started with Notion4. How Notion Triggers WorkSetup Instructions:5. Common Use CasesUse Case 1: Create Notion Docs from Form…
OverviewThe Pause Workflow feature allows admins to temporarily halt specific workflows, pausing the workflow without the need to delete or draft the entire workflow. This feature is especially useful for workflows with seasonal actions…
SMS CompliancePre-Built A2P Campaign (Widget-First) RegistrationComplete Campaign registration with Chat Widget Setup using a guided flow, auto-generated consent widget, and support for Marketing, Informational, and Mixed messaging programs.What You'll LearnThe Pre-Built A2P Campaign (Widget-First)…
Generate more leads directly from your website with the Prospecting Widget. This feature allows visitors to enter their business information and instantly receive valuable insights about their online presence, including listings, reviews, website performance,…
Prospecting Widgets now fully support multi-language functionality. All system-generated text — including field labels, validation messages, submit buttons, email communication, and PDF report links — automatically adapts to the user’s preferred platform language. This…
This article shows you how to quickly rearrange elements and layouts in the Email Builder using new arrow controls. This feature makes editing emails faster, easier, and more intuitive by removing the need for…
This article explains how to automate and manage resend campaigns, enabling you to pre-configure resends for unopened emails, track them easily, and edit or cancel them before they go out. Improve your email engagement…
More Tutorials from the Communityhttps://youtu.be/14A8XhxEfjohttps://youtu.be/hZfAupBmOIMhttps://youtu.be/0iY5LIvSIKELearn the process of re-engaging with customers who missed out on your initial campaign by resending the same content for amplified results.Studies show that users often overlook a significant portion…
