Marketing Category
141 articles
Social Planner
- How to check your Instagram profile typeIf you’re not sure what type of Instagram profile you have, here’s how to find out: 1. In the Instagram app, go to your profile, and then select the profile menu in the top right of the screen. 2. Select Settings from the list, and then select Account. 3. On the Account page, scroll to the bottom.
- How to post Recurring Social Posts through the Social Planner?Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or yearly. Through a simple process, users can generate quality content using AI, schedule it with flexible time settings, and even edit parent and child posts. Ta
- How to Use the Instagram Story Post Composer in Social PlannerHarness the power of the Instagram Story Post Composer in Social Planner. This integrated tool allows you to design and schedule your Instagram stories expertly. Use it to manage your digital marketing, drive engagement, and promote your brand seamlessly and efficiently. Covered in this Article Wha
- Instagram Reels Publishing Guide for the Social PlannerWant to enhance your social media marketing and expand your reach on Instagram? Look no further than The Social Planner! We're here to guide you through the latest trend on the platform: Instagram reels. With reels, you can easily create brief yet captivating videos to connect with your audience a
- Social Planner - Image, Video, Content and API limitationsFor a content marketing campaign, knowing exactly what kind of image and video format to post, and how often is absolutely important. Here are the best sizes for sharing images on social media: Image Format Maximum File Size Aspect Ratio No. of Images MultiMedia PinterestPNG JPG10MB 1 ImageNot
- Social Planner: Scheduling PostsSocial Planner lets you create, schedule, and publish posts to your connected social accounts from one place — handy for promoting class dates and sharing safety tips consistently. Connect accounts - Go to Marketing → Social Planner. - Open settings and connect your accounts (for example, Facebook P
- Facebook Text-Background Posts ReferenceUse this feature to publish styled text-only Facebook feed posts with a colored or illustrated background, the same backgrounds available in Facebook's native composer. When publishing a Facebook feed post with no media attached, you can supply a textFormatPresetId to render the post as a styled te
Email Builder
- How to reschedule an email campaign? (Email Builder)Rescheduling of Email Campaign is possible for Simple Schedule, Batch Schedule, and RSS Schedule one hour (60mins) ahead of the execution date. The user will be required to visit Marketing > Email. Please visit the Email Campaign tab: it will have a list of Email Campaigns listed with Simple Sched
- How to import HTML Email Templates/ CampaignsAre you tired of manually building email templates on different platforms, or do you happen to have several go-to templates? With the HTML Email builder, you can effortlessly import your pre-existing email templates from various systems. This convenient feature saves you time and energy, as you ca
- Email Sequences: Automated Follow-UpsEmail Sequences help you automate multi-step email follow-ups while keeping each message in a single threaded conversation. This makes it easier to send timely outreach, maintain context with recipients, and track how each step performs. Email Sequences are useful for sales follow-ups, lead nurturi
- Shared Snapshots Summary: Track Daily Snapshot Import ActivityShared Snapshots Summary helps agencies monitor how their Shared Snapshots are being imported across ResQEngage. With daily in-app notifications and email digests, you can see which snapshots are being used, how often they are imported, and where import activity is happening. This gives your team be
Email Campaigns
- Border Customization: Color, Radius, and ThicknessThe Border Customization feature allows you to fully control the appearance of borders on layouts. With this feature, you can adjust the color, radius, and thickness of borders to enhance your design and improve user experience. TABLE OF CONTENTS - Key Features - How to Use Border Customization- Ste
- Image Element in Email BuilderThe Image Element in Email Builder allows you to easily add and customise images within your email templates. With support for multiple image sources, sizing options, and alignment controls, this element helps you create visually engaging and professional-looking emails that capture attention and im
- Video Element in Email BuilderEmbedding videos in emails can be tricky due to limitations in email client support. The Video element solves this by letting you insert clickable video thumbnails that link to your video content. This article explains how to use the Video element in the Email Builder, including how to choose video
- Text Element in Email BuilderThe Text Element in s Email Builder allows you to easily add and style written content such as headings, paragraphs. It provides flexible formatting options, helping you create visually appealing and readable email designs that align with your brand’s tone and message. TABLE OF CONTENTS - What is t
- How to add Products in Email TemplatesThis article will show you how to add and use the Product Element inside Email Templates using your CRM's Email Builder. This new feature makes it easier to build promotional and sales emails directly in templates with consistent design and functionality. TABLE OF CONTENTS - What is the Product Ele
- How to Use Template Library to Create Branded Review Request EmailsDiscover how the Template Library Integration in Email Review Requests empowers you to craft personalized review emails effortlessly. This guide explains how to choose between a fully customizable blank canvas and a time-saving collection of pre-built templates, streamlining your Reputation Manageme
- Layout Margins and Text Spacing ControlsThis article explains how to use layout margin and text spacing controls in your CRM's Email Builder. These settings give you more flexibility when designing emails, helping you create clean, consistent, and visually balanced email layouts without needing extra padding blocks or custom HTML. TABLE
- Spacer Element in Email BuilderThis article introduces the new Spacer Element in your CRM's Email Builder, designed to make email layout customisation easier and more precise for both desktop and mobile users. TABLE OF CONTENTS - What is the Spacer Element in the Email Builder? - Key Benefits of the Spacer Element - How To Setup
- How to save items in email builder for quick access?Creating professional and symmetric emails can be challenging and time-consuming. This guide will show you how to save design elements and layouts for reuse, helping you maintain symmetry and consistency in your emails. By following these tips, you can streamline your email creation process and ens
- How to set up A/B testing for your Email CampaignsEmail marketers! Are you looking for a way to test and improve the impact of your emails? With A/B Test Campaigns, you can now test up to 6 different versions of an email campaign with your recipient list. By testing multiple variations of your email campaigns, you can get valuable insight to help
- How to preview Custom Field in Email Builder?More Tutorials From the Community https://youtu.be/a20mMxuOgtE https://youtu.be/0F3uyXM33Bw https://youtu.be/6vAR0K1BBH4 https://youtu.be/jPoE5YZsfdA With this new functionality, users can now preview exactly how custom fields will appear for their respective clients before sending out any emails.T
- How to add GIFs to your email?Adding GIFs to your emails can make them more engaging and fun. Here's a simple guide to help you easily insert GIFs into your emails, making your messages stand out and grab attention. Where can you add GIFs? 1. Video Thumbnails can have a GIF 2. You can also directly use an GIF similar to images
- How to Personalise Your Campaigns with Conditional ElementsUse conditional element to effortlessly personalize your campaigns. TABLE OF CONTENTS - Use conditional element to effortlessly personalize your campaigns. - When Can You Use Them? - Benefits - How to Use Conditional Elements: What is a Conditional Element? A conditional element allows you to displ
- How to use the Email Builder and its In-line EditorStreamline your email creation process with our efficient inline editor in Email Builder for Templates and Campaigns. This tool offers a dynamic and user-friendly experience, ensuring quality output with increased speed and convenience. TABLE OF CONTENTS - What is the Email Builder Inline Editor?-
- Visibility Section for Layouts in Email BuilderYou can now control the visibility of entire layouts in email templates! This powerful new setting lets you hide or show full sections based on device type—making responsive email design faster and more flexible than ever. TABLE OF CONTENTS - What Is Layout-Level Visibility in Email Templates? - Key
- Rearrange Elements and Layouts with Arrow Controls in Email BuilderThis article shows you how to quickly rearrange elements and layouts in the Email Builder using new arrow controls. This feature makes editing emails faster, easier, and more intuitive by removing the need for complex drag-and-drop actions. TABLE OF CONTENTS - What is the Arrow Control Feature? - Ke
- Using the Inline Forms/ Surveys Element in email campaignTABLE OF CONTENTS - What Are Forms/ Surveys Elements? - When to Use It: - How to Use: What Are Forms/ Surveys Elements? The Forms/ Surveys Element allows you to add pre-built or custom feedback forms (1-10 scoring, like/dislike, 5 stars, etc.). It helps collect and analyze responses via the Submiss
- How to edit your Email Format for Mobile under Appearance tabMobile devices are an increasingly popular way for your contacts or subscribers to view your email campaigns. This means it's now more important than ever to design with mobile devices in mind. Covered in this article: - To edit mobile styles in a drag-and-drop template - Preview and test your ema
- A/B Testing in Email CampaignsOverview Boost your email performance with A/B Testing in the Email Builder. A/B testing allows you to send up to six variations of your email (either subject line or content) to a portion of your audience. The system automatically identifies the winning version based on engagement metrics, such as
- Different elements in email builderGain complete control over how you design and customize emails with drag-and-drop Elements in the Email Builder. From text and buttons to images, videos, and countdown timers, elements let you craft visually engaging and functional emails without coding. TABLE OF CONTENTS - What are elements? - Li
- Button Element in Email BuilderThe Button Element allows you to add clickable buttons to your email templates, helping you drive engagement through clear and visually appealing calls to action (CTAs). You can fully customise the button’s text, colour, size, and link destination to match your email design and brand style. TABLE O
- Logo Element in Email BuilderThe Logo Element allows you to easily insert your brand logo into email templates, helping you maintain consistent branding and visual identity across all communications. You can upload, resize, and align your logo while ensuring it displays clearly on both desktop and mobile devices. TABLE OF CONT
- Footer Element in Email BuilderThe Footer Element allows you to create consistent and professional email footers that include important information such as contact details, unsubscribe links, social media icons, and legal disclaimers. It helps you maintain brand consistency and meet compliance standards while giving your emails a
- Code Element in Email BuilderThe Code Element allows you to insert custom HTML or CSS snippets into your email templates, giving you full creative control beyond standard design options. It’s ideal for embedding widgets, tracking pixels, or adding advanced styling that enhances the functionality and appearance of your emails.
- FAQ Element in Email BuilderThe FAQ Element allows you to add structured question-and-answer sections inside your email templates. It’s designed to help you address common customer queries directly in your emails, improving clarity, reducing follow-up questions, and creating a more informative reader experience. TABLE OF CONT
- Social Element in Email BuilderThe Social Element allows you to easily add social media icons with clickable links to your email templates. It helps your audience connect with your brand on various platforms, improving engagement and visibility across channels while keeping your email design visually balanced and professional. T
- Shopping Cart Element in Email BuilderThe Shopping Cart Element allows you to display product information, pricing, and checkout links directly within your emails. It’s designed to help you promote products, recover abandoned carts, and encourage customers to complete purchases all while keeping your email visually appealing and convers
Statistics
- How to Access the All-in-One Dashboard for Email MarketingEmail Marketing All-in-One Dashboard for Email Marketing Monitor Campaign, Workflow, and Bulk Action email performance from one unified Email Statistics dashboard. What You'll Learn The All-in-One Dashboard for Email Marketing brings performance data from Campaigns, Workflows, and Bulk Actions into
- Tag Contacts from Campaign StatisticsSegmenting contacts just got easier! You can now add and automate tags directly from your campaign statistics page based on interactions like opens and clicks. No more pre-planning or tedious manual work. Overview You can now tag contacts based on their interaction with a campaign (opens, clicks, e
- Email StatisticsThis article explains how to access and understand email statistics, helping you monitor campaign performance and improve engagement. TABLE OF CONTENTS - What are Email Statistics? - Key Benefits of Email Statistics- Email Marketing Statistics - Engagement Summary - Performance Analysis - Top Perfo
- Understanding ROI Conversion Metrics for Tracking Email CampaignsMore Tutorials from the Community https://youtu.be/j3EatZEd3wg?si=vhqp15dH3LsA_76o https://youtu.be/jjm-LKgqYY4 https://youtu.be/xCkz7G1fTWM https://youtu.be/x7zlrSdC2og Learn how conversion metrics work for tracking email campaigns and how to edit these settings. For each campaign sent, you can tr
- Workflow Email Actions Included in StatisticsWe’ve introduced a similar way to view for all your email campaign statistics—whether sent through workflows or email campaigns—for a more streamlined analysis. TABLE OF CONTENTS - What's Improved: - How to Use: - Note: What's Improved: - Workflow email stats now under Email Marketing. - See ove
- Click Performance in Email StatisticsThe Click Performance section provides detailed insights into how your audience interacts with the links in your email campaigns. It tracks metrics like total clicks, unique clicks, and engagement rates, helping you understand which links perform best and how recipients are engaging with your conten
- Email Statistics – Summary PageThe Summary section in Email Statistics provides a complete overview of your campaign’s performance after it’s been sent. It displays delivery, open, and engagement rates, helping you quickly understand how recipients interacted with your email. This article explains how to access the Summary page,
- Guide to click tracking in email campaignsThis guide would explain the basic of click tracking and how to use it. TABLE OF CONTENTS - What is Click Tracking? - Default Behaviour - Why Do We Need Click Tracking? - How to use it? - FAQs What is Click Tracking? Click tracking is a feature that provides insights into how recipients interact wi
Templates
- Whitelabel Email Template Sharing: Step-by-Step GuideYou can create template share links that let sub-account users import a template directly into their own account. With a quick adjustment, these links can also be formatted to use your own white-labeled domain, keeping everything fully branded to your agency. TABLE OF CONTENTS - Steps to Create a Te
- Email Templates vs Email CampaignsTABLE OF CONTENTS - A template is a preset layout with which you can build your campaign. - A campaign is the email message you design and send to your specific contacts or a smart list. The Email Marketing section has two areas: Email Templates and Email Campaigns. Email Templates are reusable lay
- Share Email Template across AgenciesThis feature allows agency admins to easily share and manage email templates using a simple link. Follow this guide below to learn how to share templates and socialise to build an ecosystem of well performing emails. TABLE OF CONTENTS - Benefits - How to Use Benefits: - Best Practices: Easily shar
- Importing and Editing Mailchimp Email Templates in Design EditorThis article explains how to import your existing Mailchimp email templates into Design Editor, allowing you to edit them visually without needing to work with code. You’ll learn how the import process works, what file types are supported, and how it converts Mailchimp layouts into editable content
- Template LibraryThe Template Library stores reusable templates so you don't rebuild common assets. Depending on the area, templates can include emails, funnels/pages, and more. Using templates - Browse the library and preview a template. - Use it to start a new asset, then customize it for your brand and offer. Sav
Others
Countdown Timer
- Limitations of Recurring Timer Wait Time BehaviourThis guide explains how recurring countdown timers behave in both email campaigns and funnels, especially in relation to their wait, active, and expired states. TABLE OF CONTENTS - What is a Recurring Timer? - When Should You Use a Recurring Timer? - Email Behaviour - Timer States: - Behaviour Base
- Timezone Adaptation in Countdown TimersGain full control over how end times are calculated for your countdown timers across emails, funnels, and websites with Timezone Adaptation. This smart system ensures each contact or visitor sees the timer end exactly when intended in their local time, delivering a more personalized and accurate exp
Brand Boards
- Help Guide: Global Custom ColorsMaintaining brand consistency across all your designs can be time-consuming. With Global Custom Colors, you can define your brand colors once and use them everywhere. Any updates to these colors instantly reflect across all your assets, saving you time and effort. TABLE OF CONTENTS - What Are Global
- Brand Board Colors in the Form, Survey, and Quiz BuilderYou can use your saved Brand Board colors directly inside the Form, Survey, and Quiz builders. This article explains how the color picker surfaces Brand Colors so you can keep every asset on-brand without manually copying color codes. TABLE OF CONTENTS - What are Brand Board Colors in the Form, Surv
Workflow
- Set Event Start Date Event In WorkflowsIn this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within your workflow for precise event management. This feature is crucial for maintaining well-organized webinars, conferences, or personalized notification system
- How to use the Inbound Webhook Workflow Premium Trigger?Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, and PUT. This real-time data transfer capability enhances CRM functionality and streamlines workflows, facilitating efficient communication and
- How to use the Custom Webhook LC Premium Workflow Action?The Custom Webhook - LC Premium Action is a feature enabling real-time data exchange between your CRM and third-party services. It allows tailored requests with various HTTP methods, authorization, headers, and query parameters. This user-friendly tool ensures efficient and accurate workflows while
- How to use the Workflow Slack Premium Action?Workflow Slack Premium Action is a feature that enables users to send automated messages to Slack channels and users, streamlining communication and improving team collaboration. The action offers three main events: sending a message to a user, a private channel, or a public channel. Covered in th
- How to use the Date/Time Formatter Premium Workflow Action?The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflows. This feature enables easy conversion of date formats for compatibility with different applications, database storage, or communication channels like e
- Action - Update Contact FieldThis article explains workflows' "Update Contact Field" and "Clear Field Data" actions. The former allows updating a contact field with a new value, either static or dynamic, while the latter clears the existing value of a custom contact field. Both actions are currently supported for Contact Custom
- Workflow Trigger - Payment receivedThe Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases, subscription charges, invoices, and more. It can be customized with filters, such as source type and transaction status, to target specific use
- How to use the Number Formatter Premium Action?Introducing the Number Formatter Premium Action, an incredibly useful tool that allows you to format and manipulate numbers according to your specific requirements. This action allows you to convert, reformat, or generate numbers in various formats. Covered in this Article What is the Number Forma
- Action - Update Custom ValueThe Update Custom Value Workflow Action is a powerful tool that automates updating custom values in a CRM. With the ability to update sub-account level custom values, this action has a far-reaching impact on managing and automating recurring services, subscription management, and more. Covered in
- How to set up Workflow Goal EventsHave you ever thought about how great it would be if contacts who meet a specific condition or a goal event within a workflow could automatically move to a specific step within a workflow without going through the previous steps? Well, now you can help with the Workflow Goal Events Action. This ar
- Workflow Settings - OverviewThis article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder. Learn how to configure contact handling, communication timing, sender details, and more to ensure your workflows run precisely as intended. TABLE OF CONTENTS - What are Workflow Settings? -
- How to copy contact to another account?Copy Contact Copy Contact enables copying contact to another account. Select an Account The contact will be copied to the selected account. Only the accounts that the logged in user has access to will be listed here. Copy Tags If enabled, contact tags will be copied to the selected account. Copy
- Workflow - Array Functions Premium ActionIn this Article - What is Array Function? - How to use new Action Types? - Add the Action - Action Type List - Action Type : Find - Action Type : Filter - Action Type : Find by Index - Action Type : Line Items - Action Type : Math 1. What is Array Function? Array Functions is a premium acti
- Workflow - Array Functions Premium Action IIArray Functions To handle array data in workflow Select Action Typ Action Type: Find To find the matching key-value's in an array of objects and return the object Select Field All the fields with data type array available in the workflow are listed here. The list of available array data is collec
- Workflow - App Marketplace Triggers & ActionsMarketplace Workflow Triggers & Actions are the custom workflow triggers & actions managed in App Marketplace. The App Marketplace is a directory of Apps with Custom Workflow Triggers/Actions, Custom Providers, etc,. that you can install and use in your account. App Marketplace Note: If 'App marke
- How to set up Delete Contact actionIn this Article - What is Delete Contact Action? - How to set up Delete Contact action? - FAQs - Use Cases What is Delete Contact? Delete Contact is a powerful new action in workflow that permanently removes a contact from your account and workflows. This action provides a way to maintain a clean
- Workflow Builder - OverviewTABLE OF CONTENTS - Infinite Canvas layout - Add New Trigger - Add New Action - Stats View - Test Workflow - Save Workflow - Version History - Draft/Publish Infinite Canvas layout Use the "Fit to Screen" and "Zoom In/Zoom Out" buttons in the bottom left of the screen to control the view area. The Mi
- Text Editor UI ChangesWe are thrilled to announce some exciting UI changes in for the Text Editor. This document will take you through all the functionalities of the new editor. - When "Custom Values" icon is clicked it will populate all the options from where you can select the custom values for the template. - By cli
- Split ActionIn this Article - What is Split Action? - What are the different types of Split Action? - How to use the Split action? - Random Split - Use Cases - Points to be noted 1. What is Split Action? Welcome to the Split action—a powerful tool designed to empower your marketing and sales automatio
- Contact Engagement Score WorkflowEnhance your customer engagement strategies with our new workflow features. Utilise triggers based on changes in Contact Engagement Scores and actions to adjust these scores directly. TABLE OF CONTENTS - Contact Engagement Score Trigger- Key Features - Available conditions include - Modify Contact
- Facebook / Instagram - User comments on a Post triggerTABLE OF CONTENTS - What are the new Triggers?- 1. New Triggers - 2. Page is - 3. Post Type- b. Custom Post - 4. Comment Phrase/Word - 5. Tracking first level comments What are the new Triggers? When creating a workflow click on "Add Trigger". The triggers related to comment automation are pres
- Facebook / Instagram - Interactive MessengerTABLE OF CONTENTS - What are the new Actions? - 1. The Action - 2. Reply Type - 3. Template & Message - 4. Attachment - 5. Add Buttons - 6. Button Types - 7. Add Buttons - 8. Default Wait Time - 9. Default Branch - 10. Important points to be noted What are the new Actions? There are 2 new actions
- Custom CodeTABLE OF CONTENTS - What is Custom Code? - How it works- 1. Add Action - 2. Programming Language - 3. Property to be included in code - 4. Code Editor - 5. Enhanced console support - 6. Test your Code - Points to Remember What is Custom Code? Custom Code is a powerful tool that will allow users to
- How to use the Google Sheets Premium Workflow Action?LC Premium Actions for Google Sheets is a powerful tool to streamline data management processes by automating row creation, updating, and deletion. Seamlessly integrate your Google Sheets documents within our workflow system, enabling efficient data management and reducing the risk of errors. Levera
- GPT 4 Models - Workflow AITABLE OF CONTENTS - What is this enhancement? - What are the new feature?- Select Model - GPT 4 Turbo vs GPT 3.5 Turbo - Select Action Type - How to use this feature? - Pricing What is this enhancement? We have revamped the current action and added multiple new enhancements. This new enhancement w
- History for GPT actions (AI Memory Key)Introducing History for GPT actions..!! TABLE OF CONTENTS - What's New ? - Type of History - Advanced Options - How to use? - Points to be noted What's New ? - We're excited to announce a significant enhancement to our GPT action: the ability to retain and utilize history. The GPT actions will be
- Facebook comments + Workflow AIWe have the "Respond on Comment" action. In this action you can enter multiple pre defined comment options but what if you want to tailor your comments based on the comment of the user. This is possible now using the GPT action. How to use? - Add a "GPT powered by OpenAI" action before the "Respon
- Workflow AI AssistantWorkflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease. It is a helpful guide that’s there to support you as you create, optimize, and manage workflows. Whether you're creating new workflows or refining your workflows, Workflow AI provides step
- Execution Logs & Enrolment History EnhancementsTABLE OF CONTENTS - Overview - Upgrades- Execution Logs - UI/UX Changes - Enrollment History - UI/UX Changes - Highlight Contact Path - Go To Action Button - Date and Time Enhancements - Changes in Contact History - Changes in Execution History Overview Execution Logs and Enrollment History are ke
- Pause Workflows on Certain DatesOverview The Pause Workflow feature allows admins to temporarily halt specific workflows, pausing the workflow without the need to delete or draft the entire workflow. This feature is especially useful for workflows with seasonal actions where specific processes need to be paused and resumed at a
- Workflows Pro Plan - PricingIntroducing a new pricing plan called the Pro Plan, designed to help agencies save up to 40% on monthly premium workflow costs for most locations. Perfect for power Workflow users. Starting at $10 for 10,000 premium actions and triggers. Guide on Plan details, how to purchase, rebilling and reselli
- New Discover button - WorkflowsWe’ve made it easier to discover and install marketplace apps directly within the workflow builder. Now, you no longer need to visit the marketplace separately for app installations. TABLE OF CONTENTS - New "Discover" Button - App Categorization - Global Search Bar - Update Tag for Installed Apps -
- Action - Send EmailIn this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts. We’ll guide you through the key benefits of this action, provide a step-by-step process for setting it up, and share a practical example to help you g
- Custom Code AITABLE OF CONTENTS - Overview: - Previous Behaviour - What’s New? - How to Use It? - Use Cases Overview: Writing custom code in workflows just got smarter, faster, and easier—thanks to AI! We’re thrilled to introduce Code with AI (Beta), enabling users to generate custom code snippets with just
- Highlighting & Resolving Errors in a WorkflowWorkflow errors can prevent automations from working as intended when required settings are missing or incorrectly configured. Supported configuration issues are identified directly in the Workflow Builder, consolidated into a single Resolve Errors sidebar, and surfaced so you can address them befor
- Introduction to Workflows and AutomationsWorkflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events. This introduction explains the essentials of workflow automation, including its core components—triggers and actions—key benefits, and real-world applications, providing a stro
- How to setup Google ad conversion actionGoogle AdWords has a feature called conversion action. This allows you to track the success of your ads and optimise them accordingly. It’s an essential tool for advertisers who want to maximise their return on investment (ROI). A conversion can be a specific customer action you've defined as valua
- Typeform – Actions & Triggers in Workflows1. Introduction The Typeform integration enables seamless automation between your CRM workflows and Typeform’s interactive form platform. Whether you’re capturing leads, collecting survey data, or tracking customer feedback, this integration connects Typeform submissions directly with automations —
- Basecamp – Actions & Triggers in Workflows1. Introduction The Basecamp integration enables seamless automation between your workflows and Basecamp’s project management platform. Whether you’re coordinating client projects, collaborating with teams, or tracking tasks, this integration connects your CRM automation with Basecamp’s to-dos, mess
- Asana – Actions & Triggers in Workflows1. Introduction The Asana integration enables seamless automation between your workflows and Asana’s powerful project management platform. Whether you’re creating tasks, managing projects, or syncing updates between systems, this integration helps eliminate manual work and keep teams aligned. Why It
- Google Contacts Actions & Triggers in workflowsThis feature allows you to keep your contact information automatically synchronized between your workspace and an external contacts service. When enabled, contacts can be created, updated, and organized automatically based on activity such as form submissions, appointments, or database updates—witho
- Notion Actions & Triggers in WorkflowsTABLE OF CONTENTS - 1. Introduction- Why It Matters - 2. Triggers and Actions- Triggers (Notion → Workflow) - Actions (Workflow → Notion) - 3. Getting Started with Notion - 4. How Notion Triggers Work- Setup Instructions: - 5. Common Use Cases- Use Case 1: Create Notion Docs from Form Submissions
- Airtable – Actions & Triggers in WorkflowsTABLE OF CONTENTS - 1. Introduction- Why It Matters - 2. Triggers and Actions- Triggers (Airtable → Workflows) - Actions (Workflows → Airtable) - 3.Getting Started with Airtable - 4. How Airtable Triggers Work- Setup Steps: - 5. Common Use Cases- Use Case 1: Send Internal Notifications - Use Case
- Clickup – Actions & Triggers in WorkflowsTABLE OF CONTENTS - 1. Introduction- Why It Matters - 2. Triggers and Actions- Triggers (ClickUp → Workflows) - Actions (Workflows → ClickUp) - 3. Getting Started - 4. How ClickUp Triggers Work - 5. Common Use Cases- Use Case 1: Create ClickUp Tasks from Form Submissions - Use Case 2: Auto-Generat
- Workflow Setting Stop On Response & Call Action Disable Voicemail DetectThis article explains the important interaction between the workflow's "Stop on Response" setting and the "Disable Voicemail Detect" setting within the Call action. These two settings control how your workflow reacts when an automated phone call is made to a contact. They allow you to decide whethe
- Introduction to Workflows & AutomationWorkflows let you automate repetitive tasks by setting up sequences of actions that run automatically when something happens. Instead of manually logging a lead and sending a follow-up when a form is submitted, a workflow can add the contact, assign it to a team member, and send a personalized welco
- Workflow Builder: Triggers, Actions & SettingsThis guide covers the building blocks you'll use most inside the workflow builder. Choosing a trigger Triggers are grouped by type. The ones a CPR-training business uses most: - Contact triggers: Contact Created, Contact Tag added/removed, Birthday. - Appointment triggers: Appointment booked, status
- Workflow Recipes & Examples for CPR BusinessesRecipes are ready-made workflow structures you can customize. Below are practical examples tailored to a CPR-training business; build them from scratch or adapt a recipe. New class inquiry follow-up - Trigger: Form Submitted (class inquiry form). - Action: Add tag "class-inquiry"; send a welcome SMS
- How to Use Monday.com Integration in WorkflowsThe Monday.com integration allows you to connect workflows directly with your project management boards to automate task creation, status updates, and board synchronization. This enables real-time coordination between project tracking and CRM-driven automation. With native triggers and actions, you
- Google Forms - Actions and Triggers in WorkflowsGoogle Forms • Workflows • Automation Google Forms Actions and Triggers in Workflows Connect Google Forms with workflows to start automations from submitted or updated responses and retrieve form data during later workflow steps. Google Forms data can support contact management, internal tasks, oppo
- How to Use OpenRouter Generate Response in WorkflowsThe Generate Response action allows you to use advanced AI models directly within workflows to create dynamic, context-aware responses from prompts you define. This enables automated content creation, intelligent replies, summarization, and AI-driven decision logic inside your automation flows. The
- VAPI - Actions & Triggers in workflowsConnect workflows with VAPI (Voice AI Platform Integration) to automate AI-powered voice assistants, calls, chats, and file handling — without third-party tools. This guide explains what the integration is, key benefits, setup steps, available triggers & actions, real-world use cases, and best pract
- Manus AI Workflow Integration GuideThe Manus integration allows you to connect AI-powered task automation directly to your workflows. This enables you to create, manage, update, and continue AI-driven tasks automatically based on CRM activity such as form submissions, opportunity stage changes, or other workflow triggers. With this
- Apify - Actions & Triggers in WorkflowsConnect workflows with Apify to automate web scraping, run actors, and process external data in real time—without third-party tools. This guide explains what the integration is, key benefits, setup, and best practices so your CRM workflows can leverage external data seamlessly. What is Apify Actions
- Automate Marketing Audit Reports in WorkflowsAutomating marketing audit reports lets you instantly generate insights for your prospects and deliver them through personalized outreach. By using workflow automation and custom values, you can automatically include audit report links and business-specific details in your emails or SMS messages. Th
- How to Import SnapshotsSnapshots • Importing • Assets Protection How to Import Snapshots Import shared Snapshots into your agency library so you can review and reuse supported assets across sub-accounts. The redesigned import flow lets you rename a Snapshot, track processing, and understand share-link errors more easily.
- Using Snapshots to Copy Rental Listings and CategoriesRental Listings and Rental Categories are now supported in Snapshots, making it easier to replicate Rentals setups across multiple sub-accounts in ResQEngage. Agencies and multi-location businesses can create a reusable Rentals configuration once, then copy selected rental assets into other location
- How to Add Custom Contact Views to SnapshotsCustom Contact Views in snapshots help agencies save time by copying tailored Contact Detail Page layouts from one sub-account to another. Instead of rebuilding the same contact views manually in each sub-account, admins can include selected custom views in an Account Snapshot and reuse them across
- Browse AI - Workflow Actions and TriggerTABLE OF CONTENTS - Overview - About the Integration - How to Set Up Browse AI- Connect via the Workflow Builder (recommended) - Connect via Settings (alternative path) - Managing multiple Browse AI accounts - List of Triggers - List of Actions - Example: Setting Up a Trigger (New Completed Task)-
- Cal.com: Workflow Actions & TriggersConnect Cal.com to Workflows to automate scheduling activity without custom webhooks, third-party tools, or manual booking follow-up. Use Cal.com triggers to start workflows when bookings are created, rescheduled, cancelled, or completed, and use Cal.com actions to create, cancel, reschedule, or fin
- Linear Integration in ResQEngage WorkflowsTABLE OF CONTENTS - What is the Linear Integration in Workflows? - Key Benefits of the Linear Integration in Workflows - Linear Triggers and Actions - Linear Triggers - Linear Actions - Linear Workflow Use Cases - Customer-Reported Bug to Linear Issue and Customer Need - Resolved Linear Issue to Cus
- Mistral AI: Workflow ActionsWorkflows • AI • Integrations Mistral AI: Workflow Actions Mistral AI workflow actions connect language, embedding, and vision models directly to your automations. Use them to generate text, create semantic-search vectors, analyze image-based information, and pass AI results into later workflow step
- Klaviyo: Workflow Actions & TriggersTABLE OF CONTENTS - Overview - About the Integration - Key Benefits of Klaviyo in Workflows - How to Set Up Klaviyo- Connect via the Workflow Builder (recommended) - Connect via Settings (alternative path) - List of Triggers - List of Actions - Example: Setting Up a Trigger (Profile added to list)
- Housecall Pro - Workflow action and triggersTABLE OF CONTENTS - Overview - About the Integration - How to Set Up Housecall Pro- Connect via the Workflow Builder (recommended) - Connect via Settings (alternative path) - List of Triggers - List of Actions - Example: Setting Up a Trigger (Job scheduled)- Step 1: Add the trigger - Step 2: Config
Prospecting Tool
- Understanding the Grades in Your Marketing Audit ReportThis document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report. The aim is to offer clarity on how different performance levels are evaluated and displayed using a colour-coded scheme and weighted scoring system. TABLE OF CONTENTS
- SEO Heatmaps in the Prospecting Tool: A Support GuideThe SEO Heatmap feature in the Prospecting Tool provides a visual representation of your prospect’s search engine rankings. This feature allows agencies and businesses to quickly understand where their website stands in search results for specific keywords and locations, helping improve visibility a
- Analysing Website Performance of a prospect in the Marketing Audit ReportThe Website Performance section is essential in the Marketing Audit Report of a prospecting tool as it helps agencies optimise user experience, improve search engine visibility, conduct competitive analysis, optimise conversion rates, and provide valuable client education and consultation services o
- How to find Leads for your business using Prospecting ToolThe Points of Contact tab helps you quickly find decision-makers and key contacts inside a saved prospect account. It surfaces role details, location, and available contact methods so you can personalize outreach and avoid guessing who to message. TABLE OF CONTENTS - What Is the Points of Contact Ta
- Prospecting Tool: Create Prospecting Widgets For Your WebsitesGenerate more leads directly from your website with the Prospecting Widget. This feature allows visitors to enter their business information and instantly receive valuable insights about their online presence, including listings, reviews, website performance, SEO opportunities, and more. Every submi
- Key components of the Marketing Audit report in the Prospecting ToolThis tool analyzes the strength of your prospects' online presence in terms of their Listings and Reviews. The Report also clearly showcases the gaps in their online marketing strategies. TABLE OF CONTENTS - Business Reviews Analysis: - Business Listings Overview: - Business Critical Information E
- Prospecting Widgets Localization: Emails, Reports & FormsProspecting Widgets now fully support multi-language functionality. All system-generated text — including field labels, validation messages, submit buttons, email communication, and PDF report links — automatically adapts to the user’s preferred platform language. This ensures a consistent localized
- How Prospecting creates contacts in your CRMProspecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone numbers, emails, and points of contact we find are organized, and the two settings you can use to control it — contact creation and contact enrichment. Read th
Ad Manager
- Create a new Google Search Ad CampaignAd Manager allows you to run the ad campaigns on Google. Your Google Ads campaign is entirely in your control: design your ad content, choose your daily budget and set a specific target audience with geography and languages. TABLE OF CONTENTS - Step 1 | Create Campaign - Step 2 | Ad Content- Add
- Guidelines for using custom questions in Google lead formsWhen creating a lead form using Ad Manager for Google Ads, you may want to ask custom questions to better qualify your leads. However, Google enforces strict guidelines for what kinds of questions are allowed. This article explains what types of custom questions are approved, and how to avoid issues
- How to connect Instagram account with Facebook page?Below is the step-by-step guide to Connect Your Instagram Account to a Facebook Page. To run ads on Instagram via Ad Manager, you must connect your Instagram Business Account to your Facebook Page. Once the Instagram account is connected to Facebook page, it will automatically be selected whenever t
- How to create a Facebook form in Ad ManagerIn this article we will discuss in detail about the steps to be taken to create a new Facebook lead form, used for the Lead Generation objective of Meta ads. TABLE OF CONTENTS - How to create new Facebook Form? - How to use custom fields in Ad Manager? - How to review, map and duplicate existing Fa
- How to create a Meta Business Manager and Ad account?In this article we will be highlighting the steps that should be taken to create a Meta BM and an ad account under it. Once the ad account is created, same will be used to connect with Ad Manager and seamlessly publish ad campaigns. TABLE OF CONTENTS - Video on how to create a Meta BM - Brief summar
- How to create a Meta Sales objective campaign for ConversionIn this article, we will discuss in detail the steps to create a Meta Ad for Sales objective with conversion locations as Messaging Apps and Website. TABLE OF CONTENTS - Introduction - How to set up a Sales Objective Campaign- Step 1: Access Ad Manager - Step 2: Choose the Facebook page and Instagr
- How to create a multiple ad group Google search ad campaignAd Manager allows you to run the ad campaigns on Google. Your Google Ads campaign is entirely in your control: design your ad content, choose your daily budget and set a specific target audience with geography and languages. TABLE OF CONTENTS - Overview - Prerequisite for Ad Manager - Step 1 | Cre
- How to Create Google Ads Conversion Actions in Ad ManagerAd Manager allows you to create, manage, and edit Google Ads offline conversion actions - directly from within the platform. This ensures that your offline sales, leads, and actions are properly tracked in Google Ads for better optimisation and reporting. In this article, we’ll cover how to use the
- Understanding Facebook Ad Reporting TerminologyFacebook Ad Reporting provides live reporting and analysis for your client's digital ad campaigns. Facebook Ad Reporting provides big-picture campaign analysis, so it is easy to understand your client's ad performance and grow their ROI. Covered in this article: - Impressions - Clicks - Conversio
- Understanding Google Ad Reporting TerminologyGoogle Ad Reporting provides live reporting and analysis for your client's digital ad campaigns. Google Ad Reporting provides big-picture campaign analysis so it is easy to understand your client's ad performance and increase their ROI. Covered in this article: - 1. Impressions - 2. Clicks - 3.
- How to Set Up a Precautionary Ad Tracking ScriptAdding a precautionary ad tracking script helps protect your attribution data if your standard tracking template does not apply correctly. This script acts as a fallback by automatically applying tracking parameters, ensuring your campaign data remains accurate and reliable. TABLE OF CONTENTS - What