Automation
Let's Get Started
Visual Workflows
Tasks and Action Groups
- Action Groups Overview
- Time-Based Automations Overview
- Creating Time-Based Automations
- Creating Action Groups
- Creating and Modifying Automation Tasks
- Understanding Opportunity and Account Automation
Lists
- Creating, Editing, and Deleting Lists
- Reconfirming Lists
- Creating Lists from Custom Fields
- Importing Contacts to New Lists
- Creating Sample Lists
- Creating Dynamic Lists with Current Customers
Lead Scoring
Personas
- Creating Personas
- Understanding Personas
- Using 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
- Unbounce Integration Overview