When testing a campaign email, you may receive a popup notification with an error message that states “An error occurred, please try again.” The message will look like this:
Check the following to ensure your email test can send:
NOTE: Check out our other articles “How to Send a Test Email and SMS” and “How To Test A Campaign” for our best practice recommendations for testing emails in a campaign.
Overview The CRM’s Workflow Notes, Action Notes, and Sticky Notes features offer users an efficient way to add context, insights, and essential details directly within workflows. These tools improve collaboration, simplify communication, and ensure that key information is easily accessible for seamless workflow management. All-New Sidebar Workflow-Level Notes Overview Who Can Add Notes: How to […]
Overview The Survey Submitted trigger activates a workflow whenever a contact completes a survey. This feature is ideal for automating follow-up actions, such as sending a thank-you email, updating contact details, or applying tags based on the survey responses. Trigger Name Survey Submitted Trigger Description This trigger activates when a contact completes a survey. You […]
What are Private Integrations? Private Integrations allows you to build powerful custom integrations between your CRM account and any other third party app. If you are looking to integrate your CRM account with a third party app, you have two options: 1. Find and install relevant app from the App Marketplace 2. Build your own […]
TikTok has rapidly emerged as one of the fastest-growing social media platforms, experiencing a massive surge in popularity over the past few years. Recently, the company introduced a new advertising initiative called TikTok Leads. This feature enables advertisers to connect with TikTok users who have already shown interest in their brand or service, allowing for […]
Shopify Variable Details Shopify Variable format Data Sample Abandoned Checkout Trigger Order Placed Trigger Order Info Order id {{order.id}} 1900968798308 YES YES Order number {{order.number}} 1044 – YES Order status URL {{order.order_status_url}} link to order – YES Abandoned checkout URL {{order.abandoned_checkout_url}} link to abandoned checkout YES – Created at {{order.created_at}} 2021-10-21T11:47:12+05:30 YES YES Created on […]
WebinarKit seamlessly integrates with CRM, offering the same core features as our other integrations. For instance, it enables automatic contact addition to your CRM when someone registers for a webinar and allows for tagging contacts based on attendance. However, WebinarKit’s CRM integration includes a unique capability not available in our other integrations—the ability to automatically […]
When setting up the appointment reminder campaign, be sure to include a one-minute wait step to allow time for processing the location value when using Zoom integration. Click on Add New Workflow Trigger Click on Select Click on Appointment… Click on Add filters Click on Select Click on Appointment status is Click on Select Click […]
To set up ActiveProspect consent tracking on a CRM form: Custom CSS For Forms: .form-field-wrapper:nth-child(n) { display: none; } Custom CSS For Surveys: .slide-no-SlideNumber .form-field-wrapper:nth-child(n) { display: none; } Note: Example: If xxTrustedFormCertUrl field is on 2nd slide and 4th element .slide-no-2 .form-field-wrapper:nth-child(4) { display: none; } Custom Script: <script type=”text/javascript”> (function() { var field […]
The QuickBooks integration includes an automated feature that triggers a Review Request as soon as a contact’s initial invoice is fully paid (balance reaches $0). This operates separately from any manual actions or workflow-based Review Requests. You have the option to keep this automation enabled or turn it off as needed. What is the Quickbooks […]