9 articles
Editing and Updating Automation EmailsThe article explains how to update an email in an automation and how to edit an existing email.
How To Bulk Remove A Group Of Contacts From An Automation
How To Use "Days Before/After" Wait Steps in Automations
How To Remove Someone From An AutomationYou may want to remove someone from an automation so they stop getting emails, texts, or other reasons.
How To Start/Trigger An AutomationA guide to automation start triggers.
Adding If/Else, Email Notification, and Google Sheet to Contacts Not Opening EmailsThis article explains how to add an If/Else step, email notification, and Google Sheet for contacts who do not open emails.
Editing the "From" Name And Email Address In An Automation EmailThis article explains how to change an automation's "from" name and email address.
Setting a Goal Condition: An Agent Scheduling An Inspection After A CE ClassThis article will assist you in establishing a goal condition when an agent schedules a home inspection following a CE Class.
How To Start/Or Continue Automations After Task CompletionIn this article, we'll show you how to make sure that an email is only sent to a contact after the task has been marked as completed.