Automation
Getting Started
Visual Workflows
Action Groups
- Organizing Action Groups
- Action Groups Overview
- Creating Action Groups
- Using Recurring Action Groups
- Creating Time-Based Automations
- Time-Based Automations Overview
Lists
- Editing Rules-Based Lists
- Creating Rules-Based Lists from Lead Creation Date
- Creating Rules-Based Lists
- Using Manual Lists
- Creating Reconfirming Lists
- Creating Confirmed Opt-In Processes
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
Lead Scoring
Personas
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
Chatbots
- Creating Chatbots
- Activating and Previewing Chatbots
- Configuring Chatbot Workflows
- Using Chatbot Actions
- Understanding Chatbot Reports
- Configuring Chatbot Live Chat Settings