Powered by CRM Help Centre

Category

Marketing Category

182 published articles

Browse folders

All articles

182

Resend to Unopened for RSS and Batch Scheduled Emails

You now have more control when it comes to reconnecting with contacts who didn’t open your emails. Previously, the Resend to Unopened feature was limited to “Send Now” campaigns—leaving RSS and Batch Schedule campaigns…

›

SEO Heatmaps in the Prospecting Tool: A Support Guide

The SEO Heatmap feature in the Prospecting Tool provides a visual representation of your prospect’s search engine rankings. This feature allows agencies and businesses to quickly understand where their website stands in search results…

›

Set Event Start Date Event In Workflows

In this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within your workflow for precise event management. This feature is crucial…

›

Share Email Template across Agencies

This feature allows agency admins to easily share and manage email templates using a simple link. Follow this guide below to learn how to share templates and socialise to build an ecosystem of well…

›

Shopping Cart Element in Email Builder

The Shopping Cart Element allows you to display product information, pricing, and checkout links directly within your emails. It’s designed to help you promote products, recover abandoned carts, and encourage customers to complete purchases…

›

Smart Send: Email Marketing Campaigns

Smart Send takes the guesswork out of “When should I hit Send?” by automatically recommending the optimal delivery time for every regular email campaign. The result is higher open- and click-through rates with zero…

›

Snapshot Support for Flow-Based Voice AI Agents

Voice AI • SnapshotsSnapshot Support for Flow-Based Voice AI AgentsPackage, clone, and deploy complex call flows across accounts using SnapshotsWhat You'll LearnFlow-Based Voice AI agents are built with a visual, node-based Flow Builder so…

›

Snapshot Workflow Email Action – Enhanced Flow

Template management just got simpler! Only original templates and workflows appear in the target location, with email actions handled automatically in the background.Ask ChatGPTOverviewThe target location’s template list now only displays original templates and…

›

Social Element in Email Builder

The Social Element allows you to easily add social media icons with clickable links to your email templates. It helps your audience connect with your brand on various platforms, improving engagement and visibility across…

›

Spacer Element in Email Builder

This article introduces the new Spacer Element in your CRM's Email Builder, designed to make email layout customisation easier and more precise for both desktop and mobile users.TABLE OF CONTENTSWhat is the Spacer Element…

›

Split Action

In this ArticleWhat is Split Action?What are the different types of Split Action?How to use the Split action?Random SplitUse CasesPoints to be noted    1. What is Split Action?Welcome to the Split action—a powerful…

›

Tag Contacts from Campaign Statistics

Segmenting contacts just got easier! You can now add and automate tags directly from your campaign statistics page based on interactions like opens and clicks. No more pre-planning or tedious manual work.OverviewYou can now tag…

›

Template Library Marketplace Integration

The Template Library is now integrated with the Marketplace, allowing you to discover, install, and sell templates, all in one place. You can now browse, preview, purchase, and use templates or list your own…

›

Text Editor UI Changes

We are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of the new editor.When "Custom Values" icon is clicked it will…

›

Text Editor UI Changes

We are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of the new editor.When "Custom Values" icon is clicked it will…

›

Text Element in Email Builder

The Text Element in s Email Builder allows you to easily add and style written content such as headings, paragraphs. It provides flexible formatting options, helping you create visually appealing and readable email designs…

›

Timezone Adaptation in Countdown Timers

Marketing • Countdown Timers • TimezoneTimezone Adaptation in Countdown TimersTimezone Adaptation adjusts countdown timer deadlines based on the contact or visitor’s timezone. Emails use contact timezone data when available, while funnels and websites use…

›

Todoist: Workflow actions & triggers

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

›