Automation

Getting Started

• Using Conversion Goals
• Understanding Triggers, Filters, and Actions in Automation
• Creating Marketing Email Drip Campaigns

Visual Workflows

• Creating Visual Workflows
• Understanding Visual Workflow Branching

Action Groups

• Action Groups Overview
• Creating Action Groups
• Using Recurring Action Groups
• Creating Time-Based Automations
• Using Time-Based Automations
• Understanding Opportunity and Account Automation

See all 9 articles

Lists

• Using Rules-Based Lists
• Using Manual Lists
• Reconfirming Lists
• Creating Confirmed Opt-In Processes
• Setting List Tags
• Creating Sample Lists

See all 23 articles

Sales Optimizer

• Sales Optimizer Overview
• 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
• Sales Optimizer Tasks Report Overview

See all 7 articles

Lead Scoring

• Lead Scoring Overview
• Utilizing Lead Scoring
• Understanding Lead Score Decay
• Using Lead Scoring in Automation

Personas

• Creating Personas
• Understanding Personas and Dynamic Content
• Using Personas on SharpSpring Forms
• Using Personas in Automation
• Using Personas with Dynamic Email Content
• Using Personas with Dynamic Landing Pages

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

See all 11 articles

Chatbots

• Creating Chatbots
• Configuring Chatbot Workflows
• Using Chatbot Actions
• Understanding Chatbot Reports
• Configuring Chatbot Live Chat Settings
• Available Configurable Chatbot Actions