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Workflow Actions
Workflow actions.
Workflow Action: WhatsApp - Customer Service Window Check
In this guide, we will explore the WhatsApp - Customer Service Window Check Workflow Action, which is designed to manage automated workflows and send free-form messages efficiently.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add Contact Tag
In this guide, you'll learn how to use the Add Contact Tag action to organize and manage your contact lists efficiently.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add Leads Under an Affiliate
The Add Leads Under an Affiliate workflow action in Advisor's Growth allows businesses to automate the process of assigning leads to specific affiliates.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add Contact Follower
The "Add Contact Follower" feature in Advisor's Growth seamlessly integrates into workflows, allowing users to automate the process of adding followers to contact profiles.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add to Google Ads
The Add to Google Ads Workflow Action allows you to trigger a conversion event within Google Ads directly from a workflow. To use this action, ensure your Google Ads account is already connected to the system and set up properly.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Webhook
In Advisor's Growth, you can integrate webhooks with platforms like Zapier or other advanced API management tools.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Wait
The Wait action in the Advisor's Growth Workflow Builder allows you to pause contacts before they move to the next step in the workflow.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Voicemail
In this article, we will explain the Voicemail workflow action, how to add it to a workflow, and provide an example of its usage.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Update Custom Value
In this article, you will learn how to use the Update Custom Value action in workflows to modify a custom value effectively
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Update Contact Field
The Update Contact Field action within workflows allows you to change the value of a specific field for a contact. This feature enables you to replace an existing field value with a new one, and it now includes the option to clear the field entirely, resetting it to an empty state or its default value.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Update Appointment Status
In this article, you'll learn about the Update Appointment Status action. This feature allows you to change the appointment status of an already scheduled appointment.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Update Affiliate
The Update Affiliate Workflow Action allows you to automate adding or updating affiliates in the Affiliate Manager. This article provides a step-by-step guide for setting up this action in your workflows.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Text Formatter
The Text Formatter action within the Workflow Builder empowers users to easily manipulate and format text throughout their workflows. From converting text to different cases to trimming excess whitespace and extracting URLs, this action provides a flexible solution to common text formatting challenges, enhancing workflow efficiency and productivity.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Split
The Split action in Advisor's Growth allows you to experiment with different marketing communications and actions by dividing your contacts into multiple paths based on a specified percentage.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Set Event Start Date
The "Set Event Start Date" action in Advisor's Growth allows you to automate tasks around a specific date and time. After setting the Event Start Date, subsequent actions in the workflow can be timed to trigger either before or after that date.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Set Contact DND
In this article, we’ll explore the Set Contact DND action, a valuable tool that enables users to mark a contact as DND (Do Not Disturb).
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Send to Eliza Agent Platform
The Send to Eliza Agent Platform Workflow Action allows you to automatically forward contacts added to the workflow to the Eliza Agent platform, ensuring effective lead capture.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Send SMS
This guide will show you how to send SMS messages to your clients through Advisor's Growth, along with additional actions that can enhance your workflows.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Send Review Request
In this article, you'll learn how to set up the Send Review Request workflow action and where to customize the layout of the SMS or email.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Send Internal Notification
Internal notifications are crucial for keeping track of important activities within Advisor's Growth, such as appointment bookings, form submissions, and more. The Send Internal Notification action in workflows enables you to automate notifications via email, SMS, or in-app alerts, ensuring that you and your team remain informed.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Send Internal Notification from scratch
This guide will walk you through the process of sending an internal notification, selecting the recipients, and providing an example related to appointment scheduling.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Send Email
This article will guide you through using the Send Email action, allowing you to seamlessly send follow-up emails to your leads within Advisor's Growth workflows.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Respond On Comment for Facebook and Instagram
Engaging with your audience through comments on social media platforms like Facebook and Instagram is essential for building meaningful connections.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Remove Opportunity
The Remove Opportunity Workflow Action allows you to automatically remove an opportunity from a selected pipeline for any contacts added to a workflow.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Remove From Workflow
The Remove From Workflow action automatically removes contacts from one or multiple workflows. This guide will walk you through setting this action up in your workflow for better contact management and cleaner campaign execution.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Remove From Affiliate Campaign
In this guide, we will walk you through using the Remove From Affiliate Campaign action in Advisor's Growth. This feature helps automate the process of removing affiliates from active campaigns based on specific triggers.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Remove Contact Tag
In this article, you'll learn how to use the Remove Contact Tag action in Advisor's Growth. This action allows you to manage your contacts' tags by removing specific ones based on their interactions.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Remove Contact Follower
The Remove Contact Follower action automates the process of removing followers from contact profiles within a workflow. This feature reduces manual effort and enhances workflow efficiency by simplifying follower management.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Remove Assigned User
The Remove Assigned User Workflow Action allows you to remove any assigned user from a contact that is part of a workflow. This leaves the contact without an assigned user. In this article, you’ll learn how to create a workflow using this action.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Number Formatter
The Number Formatter action offers five key features: Text to Number, Format Number, Format Phone Number, Format Currency, and Random Number. These functionalities enhance your workflows by converting and formatting numerical data for various applications.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Modify Contact Engagement Score
The Modify Contact Engagement Score action allows users to directly adjust a contact's engagement score, offering a flexible way to manage engagement levels. This guide will walk you through using this workflow action effectively within Advisor's Growth.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Messenger
In this article, you'll learn how to effectively set up the Messenger Workflow Action. Prerequisites: Ensure you have a Facebook business profile integrated into your account settings under Integrations, and the Messenger option must be enabled after integrating the Facebook account.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Math Operation
The Math Operation action allows you to perform calculations based on values from specific fields and update other fields with the result. This article provides an overview of how to utilize the Math Operation action effectively.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Manual SMS
The Manual SMS action within Advisor's Growth workflows enables you to create a task for sending a personalized SMS to a lead at the ideal time for engagement. This action is perfect when you want to tailor the message and send it manually to optimize interaction.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Manual Call Event
The Manual Call Event feature allows users to create a queue that lets them log into Advisor's Growth, view a list of calls, and utilize the call function to connect with contacts efficiently.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Log External Call
This feature enhances your CRM capabilities by allowing you to log external calls through workflows! It streamlines the tracking of customer interactions, ensuring that all external calls are automatically recorded in your CRM. Let’s explore how to make the most of this feature
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Issue Certificate
The "Issue Certificate" workflow action streamlines the certificate issuance process by automating it in response to specific triggers.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Instagram Interactive Messenger
The Instagram Interactive Messenger is a powerful feature within the Workflow Builder designed to streamline customer engagement on Instagram.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Instagram DM
This guide will walk you through setting up the Instagram DM workflow action in Advisor's Growth.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: If/Else
The If/Else workflow condition enables the creation of diverse paths within a workflow, allowing for customization tailored to customer behavior and business requirements.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Go To
The “Go To” action in workflows is a versatile tool within Advisor's Growth that allows you to seamlessly move a contact to a different stage in your workflow.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: GMB Messaging
This article will guide you on how to set up the GMB Messaging Workflow Action effectively, including examples of custom values you can use.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Facebook Interactive Messenger
The Facebook Interactive Messenger feature in the Workflow Builder is designed to help businesses interact with customers on Facebook and Instagram through direct messaging channels.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Facebook - Remove From Custom Audience
In this article, you will learn how to effectively set up the Facebook - Remove From Custom Audience Workflow Action.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Facebook - Conversion API
If you're managing Facebook ads, using the Facebook Conversions API within Advisor’s Growth Workflow can greatly enhance your ability to analyze ad performance.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: End IVR Call
With the latest update, the End IVR Call workflow action provides a powerful way to control your IVR (Interactive Voice Response) calls, allowing you to manually terminate calls at any point.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Create/Update Opportunity
The Create/Update Opportunity action in workflows allows you to automatically create or update opportunities in a designated pipeline for any contacts added to the flow. This guide will explain how to set up a workflow using this feature and how to leverage custom fields for more tailored automation.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Course Revoke Offer
The Course Revoke Offer Workflow Action allows you to create a workflow that automatically revokes a course offer from any contact added to the workflow. This article provides an overview of how to set up a workflow using the Course Revoke Offer Workflow Action.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Conversation AI
In Advisor's Growth, the Conversation AI workflow action leverages artificial intelligence to automate conversations, providing dynamic and human-like responses. This feature enhances customer service by addressing queries, gathering information, and guiding users through different processes efficiently.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Call
The Call Action in workflows is a powerful tool that enhances your ability to connect with clients and leads throughout various stages of your sales funnels and specific events.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Assign To User
Efficient lead management is key for any organization looking to enhance its sales process. A powerful way to achieve this is by using workflows to automatically assign new leads to team members in a balanced, round-robin style.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: AI Appointment Booking Bot
Advisor's Growth offers a powerful AI Appointment Booking Bot, built on Google’s Dialog Flow technology, which enables you to automate appointment scheduling for your customers.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add To Workflow
In this guide, we'll explore how to use the Add to Workflow action in Advisor's Growth, an essential feature that helps automate customer journeys and ensure smooth transitions between different stages of engagement.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add To Notes
Automating the process of adding notes to a specific contact can streamline communication and ensure key information is visible.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add To Google Analytics
The Add to Google Analytics action allows you to automatically trigger Google Analytics events within your workflows. To use this feature, ensure that your Google Analytics account is set up and properly connected to your system. This guide will walk you through the steps to create a workflow using this action.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add to Affiliate Manager
This guide will walk you through using the Add to Affiliate Manager action in workflows. This feature helps automate the process of adding affiliates directly to the Affiliate Manager.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add To Affiliate Campaign
The Add To Affiliate Campaign Workflow Action automates adding affiliates to your active campaign. This guide walks you through setting it up in your workflows.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add Task
The Add Task action automates the process of creating tasks for assigned users, ensuring efficient follow-up and organization.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add Manual Sales for an Affiliate
Managing affiliate contributions effectively is vital for tracking performance and offering timely rewards.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add Leads Under an Affiliate
The Add Leads Under an Affiliate workflow action in Advisor's Growth allows businesses to automate the process of assigning leads to specific affiliates
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add Contact Tag
In this guide, you'll learn how to use the Add Contact Tag action to organize and manage your contact lists efficiently.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: Add Contact Follower
The "Add Contact Follower" feature in Advisor's Growth seamlessly integrates into workflows, allowing users to automate the process of adding followers to contact profiles.
By Jan//Apprezo
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Last updated 1 year ago
Workflow Action: WhatsApp - Customer Service Window Check
In this guide, we will explore the WhatsApp - Customer Service Window Check Workflow Action, which is designed to manage automated workflows and send free-form messages efficiently.
By Jan//Apprezo
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Last updated 1 year ago
Using WhatsApp Delivery Status in Workflows
With Advisor's Growth, you can now send WhatsApp messages through workflows, track their delivery, and set conditions based on different delivery statuses, allowing for more targeted communication.
By Jan//Apprezo
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Last updated 1 year ago
How to Use Contact Engagement Score Workflow Actions and Triggers
Effective customer engagement is crucial for business success in today's fast-paced digital landscape. Advisor's Growth's Contact Engagement Score Workflow provides a dynamic solution for businesses to enhance their customer engagement strategies.
By Jan//Apprezo
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Last updated 1 year ago