5 - Automation
Merge Tags Reference
We use merge tag values to auto populate various information on our templates, forms, and search alerts. This article gives you an overview of the different merge tags we use frequently. Whenever you create a template it would be good practice to ...
Editing Email & Text Message Templates
This video reviews the process for editing email or text message templates in the system. We look at simple editing, editing using merge fields and values as well as using the clone email feature.
Understanding and Creating Action Plans
This video is about understanding what an Action Plan is, and how to create action plans. We review how to automatically start and end Action Plans with "Triggers", and ways to add action plans to leads or contacts in your CRM.
Start Action Plan Based on a Lead Tag or Group
You can start an action plan based on a lead tag or group by following the steps outlined in the Video Below. Video Timeline Start Action Plan Based on a Lead Tag or Group (Video) Intro: General intro discussing how to create action plan triggers ...