Zapier (think happier) is a powerful automation tool that has our highest recommendation. Zapier allows you to connect hundreds of online platforms (like WhirLocal) to each other, without having to do a bunch of custom programming. Here are just a few examples of how...
You can easily manage the order of when a campaign email is sent to a contact record by going to the campaign that you want to manage, and drag and drop a specific campaign email to a new spot. Once you drag it to a new order, you want to also change the delay in the...
Each marketing campaign consists of one or more emails that are automatically sent to any contact assigned to that campaign. These are the campaign emails. We take a very simple, clean approach to our emails. We don’t have fancy templates that are confusing and...
Campaigns can be “triggered” by certain actions that happen in the platform. We currently have 3 types of triggers: Contact manually added via adminPositive or negative review has been writtenContact has filled out one of your lead forms or surveys When...
If you’d like to manually add or remove an email automation campaign to (or from) a contact record, you can easily do so by editing their contact record itself. You will see two sections: Active Email CampaignsAvailable Email Campaigns Active Email Campaigns...
