Automations

Send Custom Email Campaigns to your Leads and Trials

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9 articles in this collection
Written by Renee, Kayleona Lucero, Megan Baker and 1 other

Program Automation - Overview

Automatically create tasks, send emails, in-app messages, and SMS messages to your Program participants with Program Automations

Written by Monté Brown
Updated over a week ago

Program Automation - Level/Rank

Automatically create tasks, send emails, in-app messages, and SMS messages for Program Automations with the Level/Rank Automation Type

Written by Monté Brown
Updated over a week ago

Program Automation - Status

Automatically create tasks, send emails, in-app messages, and SMS messages for Program Automations with the Status Automation Type

Written by Monté Brown
Updated over a week ago

Attendance

Attendance Automations - Overview

Automatically send emails, in app messages, SMS text messages, and create Tasks to your participants based on their attendance

Written by Megan Baker
Updated over a week ago

Custom Campaigns

Manage Custom Campaigns

View the percentage rates of opened email campaigns as well as delete, clone and edit campaigns.

Written by Renee
Updated over a week ago

LEADS - Custom Campaigns

Learn how to set up your Custom Campaigns for Leads

Written by Renee
Updated over a week ago

LEADS - Custom Campaign Conditions

How to set conditions for custom campaigns.

Written by Kayleona Lucero
Updated over a week ago

TRIALS - Custom Campaigns

Learn how to set up your Custom Campaign for Trials

Written by Kayleona Lucero
Updated over a week ago

TRIALS - Custom Campaign Conditions

How to set conditions for custom campaigns.

Written by Kayleona Lucero
Updated over a week ago