Sticky Contact allows you to save cookie/s from a lead and sync all the information across multiple forms/surveys that they had previously entered. This is especially useful if you have an initial opt-in leading to a calendar/appointment page or a 2 Step Order Form
Step 1: How to Toggle Sticky Contact On and Off
NOTE: If you are filling out a form for a lead (e.g. if you’re texting with them or on the phone with them) that has sticky contact enabled, ensure that you use incognito mode in your browser. If you do not, every time you open that form/survey (until you clear your cache), the previous lead’s information will populate and the software will think that lead is trying to enter the system again.
The DND (Do Not Disturb) function permits you to retain Contact details while respecting their communication preferences. In some cases, Contacts may opt-out of certain communications but you may still want to keep their information. You can choose to enable or disable DND manually for specific communication channels or all channels within your system based […]
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From sending an email or SMS to updating the pipeline stage and more, follow the steps below to learn how to use this feature. Part 1: What Actions Are Available Part 2: How To […]
The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a contact is at (similar but more granular than a pipeline stage). You can add more than one tag to contact. How to Add & Remove Tags: How to Use Tags […]
Within the Contact section of your system, you may delete contacts from time to time for various reasons. Perhaps the information is outdated, they’re no longer a customer, the lead went ‘cold’, etc. You may accidentally delete someone you didn’t mean to delete, and you can restore that deleted contact back into the system. Here’s […]
There are three parts to every Contact record. If you click into a contact record, you can view their full profile/card. This will give you a great overview of their pertinent contact information, communication you’ve had with them, basically a quick snapshot of their history in your system. Section 1: Contact Information This section gives […]
Uploading your contact list is an important step to ensuring your database has all of your connections. Importing a list of contacts all at once is the most efficient, effective way to ensure your contacts are organized and contain the best data. This will help you run your business more efficiently and effectively too! NOTE: […]
SMS and Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications. This is useful if you often find yourself sending same or similar messages (and you don’t want to utilize the Email Builder), as using the templates can save you time. Step 1: How to […]
Smart Lists are a great way to organize contacts, by customizing filters to create ‘lists’ or categories of contacts. You may use as many filters as you like, completely customizing the experience, and how thoroughly filtered you want contacts to be. You can keep it simple with one filter, for example – any leads with […]
Manual Actions are tasks added to your system in the form of a queue. They become available in a user’s account and are marked as complete once the user manually completes a task. To create and manage manual actions, follow the steps below. Step 1: Create a Campaign Step 2: Set up the Campaign Configuration […]