Task automationTask automation
Once you install the Pipeline Manager from the Addons, you can use the Task actions in the automation:nnnnCreate New Task: Once the automation triggers, a task will be created, you can
Month: August 2019
Synchronize user data using automationSynchronize user data using automation
The Sync to Third Party Automation Action should be used to push Contact Data from the platform to an API listener page on your server. You can in turn insert
Editing automationEditing automation
When editing a trigger or action in a workflow, some contacts may be impacted by the change and others won’t.nnIn the following table, you will find some of the most
Contact TagsContact Tags
Tags are important for segmenting, filtering, targeting contacts, in an easier, less complicated way.nnIn the following, we will discuss how tags work:nnManaging Tags: To add/remove tags from your account visit
How to copy a group of Landing Pages, Journeys, Email campaigns, to a subaccount?How to copy a group of Landing Pages, Journeys, Email campaigns, to a subaccount?
A feature in TASKS lets you copy a GROUP of landing pages, journeys, etc to a subaccount. This lets you do it in BULK versus having to do it individually
Tasks widgetsTasks widgets
On your dashboard, click on the New Widget option and choose the Tasks Summary widgetnnnnThis is how it will appear:nnnnYou can filter Stages, Teammates, and Date Range:nn[su_tabs][su_tab title=”Stages” disabled=”no” anchor=””
Tasks files and assetsTasks files and assets
In this article, we will discuss Attached Files, Notes, Mentions, Assets, and Contacts for tasks created in Pipeline Manager:nnnnClick on the Date to Schedule Date, on the Time to Schedule
Getting started with Pipeline ManagerGetting started with Pipeline Manager
Pipeline Manager is an Add-On that must be installed or part of your plan.nnYou can install the Add-On from here.nnGo to Pipeline Manager, and create your Board:nnnnnClick New Task to create
Tasks and social mediaTasks and social media
The built-in Task Manager helps you and your team collaborate on important social media conversations and events that matter the most to your brand. nnOnce you are on your Social
Task views and filtersTask views and filters
VIEWS nYou can use the Task View option to Choose between List View, Table View, or Pipeline View.nnnn[su_tabs][su_tab title=”LIST” disabled=”no” anchor=”” url=”” target=”blank” class=””]nnIn the List View your tasks will