Automation
Let's Get Started
Visual Workflows
Tasks and Action Groups
- Referring and Forwarding Emails
- Creating Action Groups
- Action Groups Overview
- Creating and Modifying Automation Tasks
- Scheduling Action Groups to Lists
- Time-Based Automations Overview
Lists
- Adding Leads from Dynamic Lists to Static Lists
- Creating Dynamic Lists with Campaign Attributions
- Creating Dynamic Lists with Qualified Leads
- Creating Dynamic Lists with Current Customers
- Creating and Modifying Lists
- Creating Lists from Custom Fields
Lead Scoring
Personas
- Using Personas and Dynamic Content
- Creating Personas
- Understanding Personas
- Using Personas on SharpSpring Forms
- Using Personas in Automation
- Using Personas with Dynamic Email Content
Site Tracking
- Adding Tracking Codes to Wordpress
- Understanding Cookies
- Web Insights Overview
- Unbounce Integration Overview
- Adding Dynamic Web Content to Tracking Codes
- Tracking Leads with Emails