Madsen, Amanda
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Articles
Recent activity by Madsen, Amanda-
Add someone to an automation
Automatically add someone to a campaignAdd contacts to a campaign from their contact record Automatically add someone to a campaignGoals dictate how contacts are added to a campaign. If a campaign ...
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Automation Links
Automation links are useful time-savers when hyperlinks in your campaign emails change frequently. Pro-Tips!There is no limit to the amount of campaign links you can create.A campaign link can only...
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Campaign Merge Fields
Campaign merge fields are useful time-savers when information in your campaign changes frequently. For example, if you have five emails in a campaign that all reference a constantly changing date, ...
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Copy Automation Content
To copy and paste elements from within a campaign...To copy an element from a separate campaign... To copy and paste elements from within a campaign...Hold on the Shift key and click and drag your ...
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How do I find my Queued contacts and what does it mean?
A contact that is entered into a campaign can go through different statuses while moving through Sequences or triggering Goals. These statuses are "Active," "Queued" and "Done."ActiveQueuedQueued C...
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Rename, restore, and unpublish campaigns
Create Reporting WidgetSave VersionRestore VersionMake a CopyRenameRevert ChangesPrintSave as ImageMerge FieldsLinksLock CampaignDelete a CampaignUnpublishUnpublish & Delete in Campaign Canvas Thes...
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Republish Campaigns FAQ
Existing automations may have contacts in various stages of the sequences and goals. So, what happens when an existing campaign is edited and then re-published?Can I change the text or verbiage of ...
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Automation Builder - Element Statuses Explained
Goals, sequences, and sequence tools have statuses. By default, all campaign elements start in a Draft status. In order to publish these elements so that your contacts can be added and for the proc...
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Automation Builder - Checklist
Checklist functionsWhat is checkedView Errors Checklist functionsGreen icons means it passed validation. Yellow icon represents a suggestion.Red icon indicates a problem.Hovering over any of the ma...
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Automation Builder - Connecting elements
An automation is assembled by arranging a series of goals and sequences on the campaign canvas. Campaign tools are connected together to define one or more paths. Goal to sequence connectionsConne...