Logo
Home Community
Sign in
  1. SharpSpring
  2. Automation

Automation

Getting Started

  • Automation Overview
  • Creating Drip Campaigns

Visual Workflows

  • Creating Visual Workflows
  • Understanding Visual Workflow Branching

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
See all 8 articles

Lists

  • Creating Confirmed Opt-In Processes
  • Lists Overview
  • Reconfirming Lists
  • Creating Lists from Custom Fields
  • Setting List Tags
  • Creating Sample Lists
See all 25 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
  • Understanding Personas and Dynamic Content
  • Using Personas on SharpSpring Forms
  • Using Personas in Automation
  • Using Personas with Dynamic Email Content
See all 7 articles

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

Still didn't find what you are looking for?

SharpSpring • 5001 Celebration Pointe Avenue | Gainesville, FL 32608 • Privacy Policy • Terms and Conditions • System Status