Automation
Getting Started
Visual Workflows
Action Groups
- Action Groups Overview
- Time-Based Automations Overview
- Creating Time-Based Automations
- Creating Action Groups
- Understanding Opportunity and Account Automation
- Scheduling Action Groups to Lists
Lists
- Lists Overview
- Reconfirming Lists
- Creating Lists from Custom Fields
- Setting List Tags
- Creating Sample Lists
- Importing Contacts to New Lists
Sales Optimizer
- Sales Optimizer Overview
- Configuring Sales Optimizer Services
- Creating Opportunity Workflows
- Creating Visual Workflows for New Opportunities
- Creating Opportunity Automation Based on Pipeline Stage Changes
- Scheduling Sales Task Reminders in Visual Workflows and Action Groups
Lead Scoring
Personas
- Creating Personas
- Understanding Personas
- Understanding Personas and Dynamic Content
- Using Personas on SharpSpring Forms
- Using Personas in Automation
- Using Personas with Dynamic Email Content
Site Tracking
- Web Insights Overview
- Understanding Cookies
- Adding GDPR Tracking Consent Banners to External Websites
- Creating Automation with Opted In Leads
- Adding Tracking Codes to Wordpress
- For Developers: Adding Dynamic Web Content to Tracking Codes