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Workflow

  • How to Create and Use Workflows
  • How to Get Notified When a Lead Opens an Email
  • How To Connect Course and Funnel Checkout Using Workflows
  • How To Set Up Automated Calls And Voicemail Drops in a Workflow
  • Customizing the From Email Address in Workflows
  • Workflow Recipes
  • How to Create a Double Opt-In System
  • How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
  • Understanding the Workflow Enrollment History and Execution Logs
  • How to Move/Remove Contacts from Workflow Steps
  • How to Duplicate or Copy a Workflow
  • How to Organize Your Workflows Into Folders
  • Marking Calls as Completed
  • Using the Testing Features in Workflows
  • How to Import Campaigns into Workflows
  • How To Use Multiple Triggering Events in Workflows
  • Bulk Actions - Campaigns and Workflows
  • Workflow Contact Attribution Variables
  • Pausing and Resuming Workflows
  • How To Mark Appointment Status as Invalid Using a Workflow
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