Campaign Process: Create an Order

Automating the creation of an order can help you save more time in your sales process. The automation is built by creating a sequence in the Campaign Builder that allows for an order to be created and invoiced automatically based on a goal or trigger that you configure. Setting up this automation frees up time from having to manually create purchase orders for clients.

Did this article answer your question?
Thank you for your feedback!
Note! For questions about how to use this feature, please contact our Support Team. To provide feeback on the accuracy of this article, use the form below.
User Icon

Thank you for your feedback!