Automation

Let's Get Started

• Converting Legacy Automation to Visual Automation
• Automation Overview
• Understanding Automation Terms
• 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

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Lists

• Creating, Editing, and Deleting Lists
• Reconfirming Lists
• Creating Lists from Custom Fields
• Setting List Tags
• Creating Sample Lists
• Importing Contacts to New Lists

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Lead Scoring

• Lead Scoring Overview
• Lead Scoring Best Practices
• 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

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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