- All Collections
- Workflows
Workflows
workflows
Bulk Actions – Campaigns and Workflows video
Bulk Actions – Campaigns and Workflows
By Jan//Apprezo
|
Last updated 2 years ago
Courses Triggers Overview in the Workflow Builder
In this guide, you'll discover how to use course-related triggers within the Workflow Builder to automate processes related to your course offerings.
By Jan//Apprezo
|
Last updated 2 years ago
Customizing Delivery Timeframes Within Workflows
Customizing the timing of workflow actions is essential for effective communication.
By Jan//Apprezo
|
Last updated 2 years ago
Customizing the "From" Email Address in Workflows
n this guide, you’ll learn how to set up a custom email address as the "From" address in your workflows, allowing you to adjust the sender's email for better branding and communication.
By Jan//Apprezo
|
Last updated 2 years ago
How to Use Contact Engagement Score Workflow Actions and Triggers
Advisor's Growth's Contact Engagement Score Workflow provides a dynamic solution for businesses to enhance their customer engagement strategies.
By Jan//Apprezo
|
Last updated 2 years ago
Workflow: Abandoned Cart
If a lead abandons their cart without completing a purchase, you can automate follow-up actions such as sending an email reminder or scheduling a call.
By Jan//Apprezo
|
Last updated 2 years ago
Workflow Recipes
In this article, we'll explore Workflow Recipes and how they simplify the process of creating workflows in Advisor's Growth.
By Jan//Apprezo
|
Last updated 2 years ago
Workflow Contact Attribution Variables
When utilizing dynamic number swapping or call tracking (via a number pool), it’s important to identify how a lead discovered your business—whether it was through organic social media, a paid Google ad, or another source. In Advisor's Growth, you can utilize a variety of contact attribution variables for both first and last attribution to customize the actions within your workflows.
By Jan//Apprezo
|
Last updated 2 years ago
Workflow Action: Edit Conversation
This tutorial explains the "Edit Conversation" action in Workflows. This feature allows you to manage conversations by marking them as read or unread, as well as archiving or unarchiving them.
By Jan//Apprezo
|
Last updated 2 years ago
Leveraging WhatsApp Delivery Status in Workflows
You can now seamlessly send WhatsApp messages through a workflow, monitor their delivery status, and establish conditions based on various delivery outcomes.
By Jan//Apprezo
|
Last updated 2 years ago
How to Use the Testing Features in Workflows
Testing workflows is vital to ensure that automation works as expected before going live. By testing, you can catch potential issues and verify that the workflow performs correctly in real-world scenarios.
By Jan//Apprezo
|
Last updated 2 years ago
Using Workflows and Smart Lists to Track Failed SMS Contacts
When sending SMS messages, some may fail to reach your contacts. Tracking these failed SMS contacts can be important, especially if you need to follow up through a call or email to confirm their mobile number for future SMS communications. With Advisor's Growth, you can create a Smart List to track contacts with failed SMS messages and use a Workflow to keep this list updated in real-time.
By Jan//Apprezo
|
Last updated 2 years ago
Understanding the Workflow Settings Tab
Effective workflow management is key to successful marketing automation. The Workflow Settings tab plays a vital role in fine-tuning your automation processes, allowing you to tailor various settings for optimal communication, contact management, and error handling. Below is a guide on how to navigate the Workflow Settings tab and configure it to meet your business needs.
By Jan//Apprezo
|
Last updated 2 years ago
Understanding the Workflow History and Status Tabs
When managing workflows, it's essential to track and understand their behavior for individual contacts. The Status and History tabs within the Workflow Builder provide the necessary information to do this.
By Jan//Apprezo
|
Last updated 2 years ago
Understanding Workflow Enrollment History and Execution Logs
When managing workflows, it's important to understand how to monitor the behavior and performance for individual contacts. This helps in diagnosing issues and ensuring that everything is functioning as expected. Advisor's Growth offers tools like the Execution Logs and Enrollment History to help you track and analyze these details.
By Jan//Apprezo
|
Last updated 2 years ago
Race Conditions in Workflows (Unexpected Behavior)
In rare cases, race conditions may occur when two processes update a contact’s status almost simultaneously.
By Jan//Apprezo
|
Last updated 2 years ago
Pausing and Resuming Workflows
In this guide, you'll learn how to effectively pause and resume workflows in Advisor's Growth. Pausing a workflow allows you to temporarily halt its actions, which can be helpful if you need to troubleshoot or make updates.
By Jan//Apprezo
|
Last updated 2 years ago
Workflow Triggers Overview
This guide will introduce you to the triggers available within a workflow in Advisor's Growth.
By Jan//Apprezo
|
Last updated 2 years ago
List of Workflow Actions
This guide provides an overview of the workflow actions available within Advisor's Growth.
By Jan//Apprezo
|
Last updated 2 years ago
Utilizing Multiple Triggering Events in Workflows
A workflow trigger refers to an event or activity that kickstarts a series of automated processes. Depending on your needs, you can set up either a single trigger or multiple triggers.
By Jan//Apprezo
|
Last updated 2 years ago
How to Set Up IVR (Interactive Voice Response) Using a Workflow
Interactive Voice Response (IVR) systems allow businesses to automate caller interactions through voice prompts and keypad inputs. With an IVR system, you can efficiently manage incoming calls, route them to the right departments, provide information, and even collect feedback from customers.
By Jan//Apprezo
|
Last updated 2 years ago
How to Set Up Trigger Links in Workflows
Trigger links are powerful tools that allow specific actions to be triggered when a lead or customer clicks a designated link. These are commonly used in campaigns, emails, funnels, and websites within Advisor's Growth.
By Jan//Apprezo
|
Last updated 2 years ago
How to Set Up Google Ad Conversion Actions and Google Adwords Action
Follow these steps to integrate the Conversion List for Google Ads with your Triggers and Workflows in Advisor's Growth:
By Jan//Apprezo
|
Last updated 2 years ago
How to Set Up Automated Calls and Voicemail Drops in a Workflow
Within the Workflow builder in Advisor's Growth, you can automate calls and voicemail drops to streamline your communication efforts. Below is a detailed guide to setting this up using a tag-based trigger.
By Jan//Apprezo
|
Last updated 2 years ago
How to Restore Deleted Workflows
The ability to restore deleted workflows is a vital feature that ensures you can recover valuable processes and configurations, helping prevent the loss of critical data.
By Jan//Apprezo
|
Last updated 2 years ago
Organizing Your Workflows with Folders
To keep your workflows organized, you can categorize them using the Workflow Folders feature in Advisor's Growth. This helps maintain a tidy workspace and makes managing and accessing workflows easier.
By Jan//Apprezo
|
Last updated 2 years ago
Managing Contacts in Workflow Steps
This guide walks you through how to move or remove contacts from specific steps in your workflows. This can be helpful if contacts were mistakenly added or if you’d like to move them forward or out of the workflow.
By Jan//Apprezo
|
Last updated 2 years ago
[Video] How to Rearrange Actions in the Workflow Builder
When refining a Workflow, you may need to adjust the sequence of certain actions. Instead of deleting and recreating them, you can easily move one or more actions to different points within your Workflow, saving you time.
By Jan//Apprezo
|
Last updated 2 years ago
How to Update Appointment Status to "Invalid" Using a Workflow
You can easily automate the process of marking an appointment as "Invalid" by setting up workflows that trigger based on tags. This can streamline your operations and ensure that invalid appointments are properly tracked within Advisor's Growth.
By Jan//Apprezo
|
Last updated 2 years ago
How to Import Campaigns into Workflows
Integrating a campaign into your Workflow builder allows you to enhance automation by customizing it with triggers, paths, and more. Here’s how you can import a campaign and make it work seamlessly within your workflows.
By Jan//Apprezo
|
Last updated 2 years ago
How to Check What Triggered Someone Into a Workflow
There are several ways that a contact can be added to a workflow in Advisor's Growth – through bulk actions, manual additions, or automated triggers.
By Jan//Apprezo
|
Last updated 2 years ago
How to Get Notified When a Lead Opens an Email
There are several ways that a contact can be added to a workflow in Advisor's Growth – through bulk actions, manual additions, or automated triggers.
By Jan//Apprezo
|
Last updated 2 years ago
[Video] How to Duplicate or Copy a Workflow
Duplicating or cloning a Workflow can be a huge time-saver when you need to create a new Workflow similar to one you’ve already set up.
By Jan//Apprezo
|
Last updated 2 years ago
How to Duplicate a Workflow
Duplicating a workflow is a useful feature when you want to maintain an existing workflow but need to make significant changes, or when you want to use the workflow as a starting point for a new automation.
By Jan//Apprezo
|
Last updated 2 years ago
How to Create and Use Workflows
The workflow builder is an advanced tool that allows you to create seamless automation by combining the power of triggers, campaigns, and additional features. It provides a comprehensive approach to automating tasks within Advisor's Growth.
By Jan//Apprezo
|
Last updated 2 years ago
How to Set Up an Appointment Confirmation and Reminder Campaign in Workflows
You can easily create appointment confirmation and reminder campaigns within your workflows to ensure that your leads are confirmed and receive timely reminders until their scheduled appointment. Follow the steps below to get started:
By Jan//Apprezo
|
Last updated 2 years ago
How to Create a Double Opt-In System
A Double Opt-In System is an essential tool, especially in the EU, where compliance with regulations like GDPR (General Data Protection Regulation) is required.
By Jan//Apprezo
|
Last updated 2 years ago
How to Link Your Course and Funnel Checkout via Workflows
How to Link Your Course and Funnel Checkout via Workflows
By Jan//Apprezo
|
Last updated 2 years ago
[Video] How to Identify What Triggered a Contact into a Campaign
There are multiple ways a contact can be added to a campaign—through bulk actions, manual additions, triggers, and more.
By Jan//Apprezo
|
Last updated 2 years ago
customizing Delivery Timeframes Within Workflows
Customizing the timing of workflow actions is essential for effective communication. This tutorial will guide you through setting up timeframes, or "windows," to tailor your workflow actions using delivery windows.
By Jan//Apprezo
|
Last updated 2 years ago
Courses Triggers Overview in the Workflow Builder
In this guide, you'll discover how to use course-related triggers within the Workflow Builder to automate processes related to your course offerings.
By Jan//Apprezo
|
Last updated 2 years ago