Workflows can be created for a multitude of triggering actions, with any series of follow up actions/events you wish to customize for your business. The versatility allows for you to completely customize the triggers and actions for your needs. For example, you may want to create a workflow to be notified when a contact logs in to the Membership area of the system. This can help you track membership activity.
Follow these steps to create this type of Workflow:
Step 1: Create the Workflow Trigger
Step 2: Customize the Actions Based on the Trigger
There are many options you have to customize the actions, from if/else conditions, to sending an email or SMS, assigning a tag, and sending internal notifications. Customize the action(s) as you wish, however it makes sense for your business!
Labels serve as a method for organizing your contacts, enabling you to categorize any contact within your list using one or multiple labels for future reference. Utilize labels for effortless searching, browsing, sorting, and content organization. Additionally, leverage labels to trigger automation, send bulk emails, SMS messages, and more. In this article, we will be […]
What are the new Triggers? To initiate a workflow, simply select “Add Trigger.” Explore comment automation triggers conveniently housed under the “Facebook/Instagram events” category. Easily locate your desired trigger through direct search or by scrolling within the category. 1. New Triggers Navigate to triggers and choose from the assortment of available options tailored to your […]
Transforming your business communication landscape, our Interactive Voice Response (IVR) system represents a paradigm shift. By harmonizing state-of-the-art technology with user-friendly design, our IVR capabilities elevate customer interactions to unprecedented levels of efficiency and satisfaction. Here’s how: – Available only for LC Phone customers – Pro Tip: Use the “IVR” Workflow Recipe for a head […]
The Workflow Slack Premium Action feature empowers users to automate message delivery to Slack channels and users, enhancing communication efficiency and fostering team synergy. With three primary functions, it allows for messaging individuals, private channels, or public channels, facilitating seamless collaboration within teams. Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access […]
The Drip action serves to control or mitigate a surge of simultaneous executions. Configure the batch size and proceed to the subsequent step after a predefined number within the specified interval. INTERNAL TOOLS CONFIGURATION Batch Size Batch size can be set to a minimum of one and a maximum of ten thousand per batch. Drip […]
The functionality of triggering user comments on a post in Facebook and Instagram extends seamlessly to Facebook Groups as well. Prerequisite How to use this feature for Facebook Groups? When setting up a workflow, simply select “Add Trigger” to proceed. You’ll find triggers associated with comment automation under the “Facebook/Instagram events” category. Navigate directly to […]
Elevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clients. This tutorial teaches how to create and customize this versatile trigger for tailored birthday greetings or promotions. Enhance your marketing strategy with a personalized touch through this comprehensive guide. What is the Birthday Reminder Workflow trigger? Please Note: […]
Experience the Date/Time Formatter action, a dynamic utility empowering users to reshape date or date and time configurations and analyze dates within workflows. Seamlessly transform date formats to align with various applications, database systems, or communication platforms such as email, SMS, or Slack. Moreover, effortlessly assess date disparities to streamline date-centric computations and strategic planning. […]
What is Split Action? Introducing Split Action—an ingenious solution crafted to elevate your marketing and sales automation endeavors. Split offers you the flexibility to venture into various pathways within your workflows, assess their effectiveness, and refine your engagement tactics for maximum impact. What are the different types of Split Action? How to use the Split […]
