Workflows & Automation

Learn how to use workflows to automate your business.

What is a Workflow?

Workflows are like little programs that automate you and your team. Learn what all they can do!

Workflow Tools

Let's go through the workflow tools and talk about each one.

Create A Workflow

How to create a workflow.

Conditions & Dynamic Workflows

Workflows can be dynamic based on response and other actions that your prospects take.

Troubleshooting Workflows

Got an issue in your workflow? Here's how to find it and fix it.

Adding Contacts to Workflows

So you have your workflow ready to launch! How do you add clients or prospects to it?

New Triggers

Pre Program your steps to fire when someone opts in, or clicks a link.

Workflow Organization

The automations can get a little overwhelming so make sure to get organized.

Workflow Actions

This is what you tell your trigger to do. Send an email, notification, text etc.

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