🧠
Knowledge Base
  • 📌Start Here
    • 👋Welcome To Our Knowledge Base
  • 📚Software Guide
    • General Articles
      • How To Customize Membership Settings
      • How To Use The Our Software Dashboard
      • List of Custom Values
      • Stripe Integration For Calendars
    • Settings
      • Account-Wide File Management
      • Business Profile Creation Flow (Trust Center)
      • Call Tracking and Missed Call Text Back for Google My Business
      • GDPR Compliance Information
      • GDPR Compliance Setup
      • How To Add a 3rd Party Email/SMTP Account
      • How to Change the Currency Type
      • How to Edit User Information and Permissions
      • How To Include Email Signatures On All Outgoing Messages
      • How To Reset Your Password
      • How To Turn On/Off Alternate Timezones
      • How to Use Audit Logs
      • How To Use The Universal Search Feature
      • Notification Preferences
      • Our Software Email Bounce Suspension
      • Our Software Email: How to Set Up a Dedicated Sending Domain
      • Our Software Email: SSL Certificate for Dedicated Sending Domain
      • Our software Email Validation
      • Our Software Phone Regulatory Bundle
      • Our Software Phone SHAKEN/STIR
      • Our Software Phone Verified Caller ID
      • SendInBlue Setup
      • Setting Time Zones
      • Settings: Business Profile
      • Settings: Business Profile
      • Settings: Company Billing Overview
      • Settings: Custom Fields
      • Settings: Custom Values
      • Settings: Domains
      • Settings: Email Services
      • Settings: Integrations
      • Settings: Media
      • Settings: My Staff
      • Settings Overview
      • Settings: Phone Numbers
      • Settings: Pipelines
      • Settings: Reputation Management
      • Settings: Tags
      • Settings: URL Redirects
      • Supported Media Types
      • Template Library
      • Understanding Domains
      • Understanding Time Zones
      • Unsubscribe Link
    • Blogs
      • Blogging 101
      • Custom Fonts in Blogs
      • How To Add A Category in Blogs
      • How to Create a Blog Post
      • How to Set Up an RSS Feed for Blogs
      • How To Update Your SEO for Blog Posting
    • Calendar
      • Appointment Booking Process
      • Calendar Color Codes
      • Calendar Setup 101
      • Calendar Sync Options
      • Class Booking in Calendars
      • Google Meet Calendar Integration
      • How to Add a Logo to Your Calendar
      • How to Add Facebook Pixel to Survey, Forms & Calendars
      • How To Block Off Time In A Calendar
      • How to Copy or Duplicate a Calendar
      • How to Create and Edit Calendars
      • How to Deactivate and Activate Calendars
      • How to Disable and Enable Calendar Services
      • How to Integrate Your Outlook Calendar Using Calendar Bridge
      • How to Override Calendar Availability
      • How To Update Cancellation and Reschedule Links For Your Calendar
      • How to Utilize the Calendar
      • Outlook Calendar Integration
      • Recurring Appointments
      • Settings: Calendars
      • What To Do If You Get The Google Calendar Writer Access Error
    • Contacts
      • Bulk Action Delivery Options
      • Bulk Actions - Add or Remove Tags
      • Bulk Actions - Deleting Contacts
      • Bulk Actions - Email
      • Bulk Actions - Import and Export Contacts
      • Bulk Actions - Merge Duplicate Contacts
      • Bulk Actions - Pipeline Change
      • Bulk Actions - Sending Review Requests
      • Bulk Actions - SMS
      • Business Fields
      • Contact Company Overview
      • Contacts Overview
      • Editing Pending and Processing Bulk Actions
      • How The Sticky Contact Feature Works
      • How To Add a Tag to New Contact List Import
      • How to Allow or Prevent Duplicate Contacts
      • How To Create and Edit Smart Lists
      • How To Create and Use SMS And Email Templates
      • How To Import Contacts
      • How to Navigate Contact Records
      • How to Restore Deleted Contacts
      • Managing Your Tasks Tab
      • Using the Bulk Action Features
    • Conversations
      • Checking Conversation Message Details
      • Conversations Overview
      • How to Schedule Emails and SMS
      • Using Filters and Bulk Actions in Conversations
    • Email & SMTP
      • 2-way Email Sync for Outlook
      • "Add This Event To Your Calendar” Custom Values
      • Best Practices To Prevent Your Emails from Ending up in Spam
      • Checking Email Statistics
      • Content AI in the Email Builder
      • Custom Reply Address
      • Email Deliverability 101
      • Email Statistics
      • Forwarding Address and BCC in Email Setup
      • Gmail 2-Way Email Sync
      • How to Connect SendGrid as your SMTP Service
      • How to Create or Edit Your Email Signature
      • How To Differentiate Between Basic and Custom for
      • How To Hide Email Elements In The Mobile View Of Your Email Builder
      • How To Use RSS Feeds in the Email Builder
      • How to Use the Design Editor for Email Templates
      • How To Use the Email Builder
      • Integrating Gmail for Email Service
      • List Unsubscribe Headers
      • Masking Sender Emails From Name and Address
      • Masking the Sender's Name and Email Address in our software Emails
      • Our software Email Authentication - DMARC
      • Our software Email Unsubscribe Link
      • Split Testing in Email Campaigns
      • Test Email Error Troubleshooting
      • Trigger Links in Email Builder
      • Using Custom Fonts in the Email Builder
      • Using Mobile Formatting in the Email Builder
      • What To Do If Your RSS Email Body Is Showing HTML Tags
    • Forms
      • How To Add a Bump Offer in Order Forms
      • How to Add or Remove Logos for Forms
      • How To Build, Edit And Utilize Surveys
      • How To Build, Edit, And Utilize Forms
      • How To Customize a Form Or Survey
      • How To Locate Survey and Form Answers
      • How to Look Up Form Attribution
      • How To Submit Mock Data for Forms and Surveys
      • How To Use File Upload Custom Field in Forms and Surveys
      • Pop-up Forms
      • Signature Custom Field in Forms and Surveys
      • Understanding Automatic Country Detection in Forms
      • Understanding the Difference Between One-Step and Two-Step Order Forms
      • Understanding the Difference Between "Submitted" and "Purchased" in Order Forms
      • Viewing Chat Widget Submissions
    • Integration & Widget
      • Google Analytics 4 Setup
      • How to Import Products From Stripe
      • How To Integrate A Stripe Account
      • How to Integrate and Use Paypal
      • How To Integrate Your Facebook Account
      • How to Update Facebook Page Selection & Permissions
      • Instagram Direct Messaging Integration
      • Integrating with Google and Google Calendars
      • Local Services Ad - Reserve with Google Integration
      • Local Services Ads With Google
      • Mapping Facebook Form Fields
      • Quickbooks Integration
      • Shopify Integration
      • TikTok Integration
      • WordPress Hosting
      • WordPress Plugin for Chat Widget
      • Zoom Integration
    • Mailgun
      • How to Change Unsubscribe Settings in Mailgun
      • Mailgun Setup - Overview
      • Mailgun Setup Using GoDaddy
      • Setting up Mailgun in Cloudflare
      • Setting Up Replies in Mailgun
    • Memberships
      • Creating and Customizing The Membership App
      • How To Add a Chat Widget to Your Membership Section
      • How To Add A Customer to Your Membership Area, Course, or Offer
      • How to Build and Edit an Offer in Memberships
      • How To Create A Membership One-Click Upsell
      • How to Create and Edit Categories in Memberships
      • How to Create and Edit Posts in Memberships
      • How To Customize The Membership Welcome Email Using Membership Settings or Workflows
      • How to Manually Grant Access to Memberships
      • How To Setup Drip Content for Subcategories in Memberships
      • How To Use Membership Themes
      • Magic Links for Memberships
      • Managing Comments In Your Membership Section
      • Membership Assessments
      • Membership Products and Offers Overview
      • Membership Settings: Site Details
      • Resending Membership Credentials
      • Workflow Action: Membership Grant Offer
    • Mobile App
      • Mobile App Troubleshooting for LeadConnector
      • Navigating Through The LeadConnector Mobile App
      • Using The LeadConnector Mobile App: Calendar and Appointments
      • Using The LeadConnector Mobile App: Contacts
      • Using The LeadConnector Mobile App: Conversations
      • Using The LeadConnector Mobile App: Invoicing
      • Using The LeadConnector Mobile App: Reputation and Reviews
    • Opportunities
      • How To Add A Contact To Multiple Opportunities
      • How to Create and Edit Pipelines
      • How to End an Opportunity
      • Opportunities Overview
    • Payments
      • Affiliate Manager - Importing Contacts
      • Affiliate Manager Overview
      • Affiliate Manager Part 1 - How to Set Up Your Affiliate Funnel with Products
      • Affiliate Manager Part 2 - How to Add or Upload Affiliates
      • Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign
      • Affiliate Manager Part 4 - How to Manage Affiliate Payouts
      • Authorize.net Integration
      • Auto Payments in Recurring Templates
      • Available Testing Cards for Payment Integrations
      • Creating Recurring Invoices
      • Default Gateways for Payment Integrations
      • How To Create An Invoice
      • How To Customize The Tax Settings in Your Payments Section
      • How To Download a PDF of an Invoice
      • How to Test Payments in a Funnel or Website
      • How To Use The Orders Tab in Your Payments Section
      • How To Use The Payments Tab
      • How To Use The Transactions Tab in Your Payments Section
      • In Depth Look at Coupons
      • Customize Email and SMS Notifications for Invoicing
      • Network Merchants Inc. Integration
      • Subscriptions Tab in Your Payments Section Overview
      • Switching from FirstPromoter to Affiliate Manager
    • Phone
      • A2P 10DLC Best Practices
      • Call Tracking
      • How Inbound Call Routing Works
      • How To Convert Voicemail Drop Files into MP3 or WAV
      • How To Get an Outbound Phone Number
      • How To Increase Message Deliverability
      • How To Record Calls And Listen To Recordings
      • How to Use SMS and Phone Number Validation
      • How To Use Text 2 Pay
      • How to Use the Dialer Feature for One-Time Outbound Calls
      • Inbound Call Routing to LeadConnector
      • Inbound Call Routing to the Mobile App
      • Missed Call Text Back
      • Phone Messaging Policy
      • Options within the Dialer
      • Phone Number Settings Explained
      • Setting Up a Voicemail Drop and Voicemail Drop FAQs
      • Using the Voicemail Feature
      • Whisper Message
    • Reporting
      • Agent Reporting
      • Appointment Reporting
      • Attribution Report
      • Call Reporting
      • Facebook Ads Reporting
      • Google Ads Reporting
      • How To Navigate and Use Reporting Dashboard
      • How To Use The Dashboard
    • Reputation Management & Reviews
      • How to Add Messaging to Your Google My Business Listing and Set Up Communication Notifications
      • How To Set Up Our Software To Capture Reviews
      • How to Use Yext
    • Social Media
      • Bulk Scheduling Posts for the Social Planner Using a CSV
      • Connecting Your Instagram Business Account to the Social Planner Social Media Tool
      • Creating Posts in the Social Planner Social Media Tool
      • How To Connect LinkedIn for the Social Planner
      • How to Connect to Your Facebook Group for Use in the Social Planner
      • How to Connect to Your Facebook Page for Use in the Social Planner
      • How to Connect to Your Google My Business Page for Use in the Social Planner
      • How To Connect Your Twitter Account for the Social Planner
      • How to Create and Utilize the Group Hashtag Feature
      • How To Create Groups of Social Media Accounts
      • How To Post as a Page on Facebook Groups
      • How To Verify Your Domain With Facebook
      • Optimal Image and Video File Sizes and Dimensions for the Social Planner
      • Post Approval in the Social Planner
      • Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
      • Viewing Failed Post Error Messages in the Social Planner
      • What's a Follow-Up Comment and How To Use it in the Social Planner
      • Using the Social Planner Social Media Tool
    • Troubleshooting
      • How to Clear your Browser Cache
      • How to Fix Your SMS Settings if You Failed to Send SMS
      • How to Send a Test Email and SMS
      • How To Troubleshoot When Your Call Event Is Not Working In A Campaign
      • Lead Ad Debugging for Facebook
      • Loop Lockouts in Workflows
      • Order Form Fingerprint is Missing Error
      • Troubleshooting Audio Issues
      • Troubleshooting Domains
      • What To Do If A Page Won't Load
    • Webhooks
      • How To Use Webhooks in Triggers To Integrate With Other Applications
    • WordPress
      • Funnels on WordPress Websites
      • How To Point A Domain or Sub-Domain To WordPress
      • How to Use SFTP to Connect to Your WordPress Site
    • Workflows
      • Bulk Actions - Campaigns and Workflows
      • Customizing Delivery Timeframes Within Workflows
      • Customizing Your Settings in Workflows
      • How to Build and Use an Unsubscribe Trigger Link
      • How To Connect Course and Funnel Checkout Using Workflows
      • How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
      • How to Duplicate a Workflow
      • How to Duplicate or Copy a Workflow
      • How to Get Notified When a Lead Opens an Email
      • How to Import Campaigns into Workflows
      • How To Mark Appointment Status as Invalid Using a Workflow
      • How To Move Actions in the Workflow Builder
      • How to Move/Remove Contacts from Workflow Steps
      • How to Organize Your Workflows Into Folders
      • How To Set Up Automated Calls And Voicemail Drops in a Workflow
      • How to Set Up Email/SMS Notification When An Action Occurs Using Workflows
      • How To Use Multiple Triggering Events in Workflows
      • List of Workflow Actions
      • List of Workflow Triggers
      • How to Create and Use Workflows
      • Marking Calls as Completed
      • Membership Triggers Overview for the Workflow Builder
      • Pausing and Resuming Workflows
      • Race Conditions in Workflows (Unexpected Behavior)
      • Understanding the Workflow History and Status Tabs
      • Understanding the Workflow Settings Tab
      • Using a Workflow and Smart List To Track Failed SMS Contacts
      • Using the Conversion List for Google Ads with Triggers and Workflows
      • Using the History Tab in Workflows
      • Using the Testing Features in Workflows
      • Workflow Abandoned Cart Template
      • Workflow Action: Edit Conversation
      • Workflow Action: Goal Event
      • Workflow Contact Attribution Variables
      • Workflow Recipes
      • Premium Triggers & Actions
        • Workflow AI - ChatGPT
        • Actions for Workflows
        • LC Premium Action
        • Date/Time Formatter Premium Action
        • Google Sheets Premium Action
          • Create Spreadsheet Row
          • Delete Specific Spreadsheet Row
          • Delete Spreadsheet Row using Lookup
          • Lookup Spreadsheet Row
          • Update Specific Spreadsheet Row
          • Update Spreadsheet Row using Lookup
        • Workflow Inbound Webhook Premium Trigger
        • Number Formatter Premium Action
        • Slack Premium Action
          • Send Direct Message to a User
          • Send Private Channel message
          • Send Public Channel message
    • Workflow Guides
      • Workflow Guide: Add Form Answers to Contact Notes
      • Workflow Guide: Granting an Offer
      • Workflow Guide: Notification for Opened Emails
      • Workflow Guide: Sending Membership Credentials
      • Workflow Guide: Notification for Tasks
    • Workflow Triggers
      • Workflow Tigger: Email Events
      • Workflow Trigger: Affiliate Created
      • Workflow Trigger: Appointment Status
      • Workflow Trigger: Birthday Reminder
      • Workflow Trigger: Call Status
      • Workflow Trigger: Category Completed
      • Workflow Trigger: Contact Changed
      • Workflow Trigger: Contact Created
      • Workflow Trigger: Contact DND
      • Workflow Trigger: Contact Tag
      • Workflow Trigger: Custom Date Reminder
      • Workflow Trigger: Customer Replied
      • Workflow Trigger: Facebook Lead Form Submitted
      • Workflow Trigger: Form Submitted
      • Workflow Trigger: Invoice
      • Workflow Trigger: Membership Category Started
      • Workflow Trigger: Membership Lesson Completed
      • Workflow Trigger: Membership Lesson Started
      • Workflow Trigger: Membership New Signup
      • Workflow Trigger: Membership Product Completed
      • Workflow Trigger: Membership Product Started
      • Workflow Trigger: Note Added
      • Workflow Trigger: Note Changed
      • Workflow Trigger: Offer Access Granted
      • Workflow Trigger: Opportunity Status Changed
      • Workflow Trigger: Order Form Submission
      • Workflow Trigger: Order Submitted
      • Workflow Trigger: Pipeline Stage Changed
      • Workflow Trigger: Product Access Granted
      • Workflow Trigger: Product Access Removed
      • Workflow Trigger: Shopify Abandoned Checkout
      • Workflow Trigger: Shopify Order Fulfilled
      • Workflow Trigger: Shopify Order Placed
      • Workflow Trigger: Stale Opportunities
      • Workflow Trigger: Survey Submitted
      • Workflow trigger: Task Added
      • Workflow Trigger: Task Reminder
      • Workflow Trigger: TikTok Form Submitted
      • Workflow Trigger: Trigger Link Clicked
      • Workflow Trigger: Twilio Validation Error
      • Workflow Trigger: User Login (Membership Login)
      • Workflow Trigger: Video Tracking
    • Workflow Actions
      • Workflow Action: Add Contact Tag
      • Workflow Action: Add Task
      • Workflow Action: Add To Affiliate Campaign
      • Workflow Action: Add to Affiliate Manager
      • Workflow Action: Add To Notes
      • Workflow Action: Add To Workflow
      • Workflow Action: AI Appointment Booking Bot
      • Workflow Action: Assign To User
      • Workflow Action: Call
      • Workflow Action: Create/Update Opportunity
      • Workflow Action: Facebook - Add To Custom Audience
      • Workflow Action: Facebook - Conversion API
      • Workflow Action: Facebook - Remove From Custom Audience
      • Workflow Action: GMB Messaging
      • Workflow Action: Go To
      • Workflow Action: If/Else
      • Workflow Action: Instagram DM
      • Workflow Action: Manual Call
      • Workflow Action: Manual SMS
      • Workflow Action: Math Operation
      • Workflow Action: Membership Revoke Offer
      • Workflow Action: Messenger
      • Workflow Action: Remove Assigned User
      • Workflow Action: Remove Contact Tag
      • Workflow Action: Remove From Affiliate Campaign
      • Workflow Action: Remove From All Workflows
      • Workflow Action: Remove From Workflow
      • Workflow Action: Remove Opportunity
      • Workflow Action: Send Email
      • Workflow Action: Send Internal Notification
      • Workflow Action: Send Review Request
      • Workflow Action: Send SMS
      • Workflow Action: Send To Eliza Agent Platform
      • Workflow Action: Set Contact DND
      • Workflow Action: Set Event Start Date
      • Workflow Action: Update Affiliate
      • Workflow Action: Update Appointment Status
      • Workflow Action: Update Contact Field
      • Workflow Action: Voicemail
      • Workflow Action: Wait
      • Workflow Action: Webhook
      • Workflow Actions: Add to Google Adwords
    • Uncategorized
      • How To Add a Chat Widget to a WordPress Site
      • How To Use Forms, Surveys, And Calendars In Funnels
    • Zapier
      • How To Troubleshoot When Your Zapier Is Not Working
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Workflows

PreviousHow to Use SFTP to Connect to Your WordPress SiteNextBulk Actions - Campaigns and Workflows

Last updated 1 year ago

Bulk Actions - Campaigns and Workflows
Customizing Delivery Timeframes Within Workflows
Customizing Your Settings in Workflows
How to Build and Use an Unsubscribe Trigger Link
How To Connect Course and Funnel Checkout Using Workflows
How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
How to Duplicate a Workflow
How to Duplicate or Copy a Workflow
How to Get Notified When a Lead Opens an Email
How to Import Campaigns into Workflows
How To Mark Appointment Status as Invalid Using a Workflow
How To Move Actions in the Workflow Builder
How to Move/Remove Contacts from Workflow Steps
How to Organize Your Workflows Into Folders
How To Set Up Automated Calls And Voicemail Drops in a Workflow
How to Set Up Email/SMS Notification When An Action Occurs Using Workflows
How To Use Multiple Triggering Events in Workflows
List of Workflow Actions
List of Workflow Triggers
How to Create and Use Workflows
Marking Calls as Completed
Membership Triggers Overview for the Workflow Builder
Pausing and Resuming Workflows
Race Conditions in Workflows (Unexpected Behavior)
Understanding the Workflow History and Status Tabs
Understanding the Workflow Settings Tab
Using a Workflow and Smart List To Track Failed SMS Contacts
Using the Conversion List for Google Ads with Triggers and Workflows
Using the History Tab in Workflows
Using the Testing Features in Workflows
Workflow Abandoned Cart Template
Workflow Action: Edit Conversation
Workflow Action: Goal Event
Workflow Contact Attribution Variables
Workflow Recipes
Premium Triggers & Actions