1 min. read
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...
1 min. read
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...
2 min. read
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...
1 min. read
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...
1 min. read
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...