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182 published articles
1. IntroductionThe Typeform integration enables seamless automation between your CRM workflows and Typeform’s interactive form platform. Whether you’re capturing leads, collecting survey data, or tracking customer feedback, this integration connects Typeform submissions directly with…
OverviewTrack the progress and performance of your email sends using campaign statuses in Email Marketing.Each campaign type Email Campaigns, Workflow Campaigns, and Bulk Action Campaigns includes specific status indicators to help you quickly identify…
Facebook Ad Reporting provides live reporting and analysis for your client's digital ad campaigns. Facebook Ad Reporting provides big-picture campaign analysis, so it is easy to understand your client's ad performance and grow their…
Google Ad Reporting provides live reporting and analysis for your client's digital ad campaigns. Google Ad Reporting provides big-picture campaign analysis so it is easy to understand your client's ad performance and increase their…
More Tutorials from the Communityhttps://youtu.be/jjm-LKgqYY4https://youtu.be/xCkz7G1fTWMhttps://youtu.be/x7zlrSdC2ogLearn how conversion metrics work for tracking email campaigns and how to edit these settings. For each campaign sent, you can track purchases made as a result within a given…
This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report. The aim is to offer clarity on how different performance levels are evaluated and displayed using…
Learn about UTM tracking, how it works, and how you can use it in your email marketing to better understand how well your marketing efforts are performing.What is UTM tracking?UTM parameters are short codes…
Easily streamline your email campaign setup by creating new tags directly from the Send or Schedule page. This feature saves time, eliminates the need for pre-creating tags, and enhances automation flexibility for your marketing…
TABLE OF CONTENTSWhat Are Forms/ Surveys Elements?When to Use It:How to Use:What Are Forms/ Surveys Elements?The Forms/ Surveys Element allows you to add pre-built or custom feedback forms (1-10 scoring, like/dislike, 5 stars, etc.).…
Connect workflows with VAPI (Voice AI Platform Integration) to automate AI-powered voice assistants, calls, chats, and file handling — without third-party tools. This guide explains what the integration is, key benefits, setup steps, available…
Embedding videos in emails can be tricky due to limitations in email client support. The Video element solves this by letting you insert clickable video thumbnails that link to your video content. This article explains…
You can now control the visibility of entire layouts in email templates! This powerful new setting lets you hide or show full sections based on device type—making responsive email design faster and more flexible than ever.TABLE…
You can create template share links that let sub-account users import a template directly into their own account. With a quick adjustment, these links can also be formatted to use your own white-labeled domain,…
In this ArticleWhat is Array Function?How to use new Action Types?Add the ActionAction Type ListAction Type : FindAction Type : FilterAction Type : Find by IndexAction Type : Line ItemsAction Type : Math1. What…
Array FunctionsTo handle array data in workflowSelect Action TypAction Type: FindTo find the matching key-value's in an array of objects and return the objectSelect FieldAll the fields with data type array available in the…
This article explains how to use the AI Analyze Image action in workflows to analyze images with AI vision. You’ll find step-by-step configuration instructions, image URL requirements, how to use the output, practical use…
Workflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease. It is a helpful guide that’s there to support you as you create, optimize, and…
TABLE OF CONTENTSInfinite Canvas layoutAdd New TriggerAdd New ActionStats ViewTest WorkflowSave WorkflowVersion HistoryDraft/PublishInfinite Canvas layoutUse the "Fit to Screen" and "Zoom In/Zoom Out" buttons in the bottom left of the screen to control the…
We’ve introduced a similar way to view for all your email campaign statistics—whether sent through workflows or email campaigns—for a more streamlined analysis.TABLE OF CONTENTSWhat's Improved:How to Use:Note: What's Improved:Workflow email stats now under Email…
This article explains the important interaction between the workflow's "Stop on Response" setting and the "Disable Voicemail Detect" setting within the Call action.These two settings control how your workflow reacts when an automated phone…
