Automations & Workflows
Save time by automating your essential business processes.
Workflows Overview
Learn how workflows function in your account and how you can start using them right away.
Created At: May 22, 2024 12:05:02 am
Workflow Templates: Email Marketing
A comprehensive list of the different tutorials for the email marketing workflow templates.
Created At: May 26, 2024 3:32:42 pm
Workflow Templates: All Sales & Offers
Below you'll find a comprehensive list of the tutorials for the all sales & offers workflow templates.
Created At: May 26, 2024 7:36:57 pm
Workflow Templates: Additional Workflows
A comprehensive list of the tutorials for the templates in the additional workflows folder.
Created At: May 26, 2024 7:47:23 pm
Workflow Tutorials: Welcome Sequence
Learn how to use the Welcome Sequence workflow.
Created At: May 26, 2024 3:48:26 pm
Workflow Tutorials: Welcome Sequence Router
Learn how to use the welcome sequence router template.
Created At: May 26, 2024 3:58:30 pm
Workflow Tutorials: Free Resources
Learn how to use and set up a workflow automation for all of your free resources in one workflow.
Created At: May 26, 2024 4:16:33 pm
Workflow Tutorials: Unsubscribes, Bounced & Spam
Learn how to use this workflow to ensure your contacts are being removed properly when they unsubscribe from your emails.
Created At: May 26, 2024 4:33:41 pm
Workflow Tutorials: Remove Unsubscribe to Marketing Emails
This workflow allows people to resubscribe to your marketing emails if they accidentally unsubscribed.
Created At: May 26, 2024 4:45:49 pm
Workflow Tutorials: Updating the Trigger Links Workflow
This guide explains the purpose of the trigger links workflow and how to set it up.
Created At: May 23, 2024 4:58:51 am
Workflow Tutorials: Email List Hygiene (Steps 1 & 2)
Learn the importance behind the list hygiene workflows to increase you deliverability and keep your email list clean.
Created At: May 26, 2024 5:01:36 pm
Workflow Tutorials: New Student/Member (Core Offer)
Learn how to use this workflow to onboard new students or members into your program.
Created At: May 26, 2024 5:11:42 pm
Workflow Tutorials: All Sales
Learn how to use and setup the sales workflow in your account.
Created At: May 26, 2024 6:13:17 pm
Workflow Tutorials: Call Booked on Calendar
Learn how to use this workflow to organize your calendar booking and send follow up reminders before your appointments.
Created At: May 26, 2024 7:03:49 pm
Workflow Tutorials: Instagram Comment Reply
Learn how to use this workflow to automate direct messages (DMs) on Instagram and/or Facebook.
Created At: May 26, 2024 7:51:16 pm
Workflow Tutorial: External Checkout Tool
Learn how to use an external checkout tool with your account (ie: Thrivecart).
Created At: May 26, 2024 6:18:17 pm
Setting Up an Opt Out Automation with Trigger Links
Learn how to create an automation that will allow you to automatically remove someone from receiving your emails without unsubscribing from your email list.
Created At: May 25, 2024 4:26:34 pm
Workflow Tutorial: All Contracts: Signed + Pipeline
Created At: June 20, 2024 9:30:28 pm
Workflow Tutorial: 1-1 Clients: Invoice Paid + Welcome
Created At: June 20, 2024 9:50:19 pm
Workflow Tutorial: Abandoned Checkout
Created At: June 20, 2024 11:57:53 pm
Setting Up Products for a Collaboration
Learn how to set up product bundles for collaborative opportunities - bundle, summit..etc., through two methods; using a product and using a form.
Created At: July 31, 2024 3:13:15 am
Setting Up an Automation for New Students/Members
Learn how to onboarding your new students with a series of automated actions (ie: emails, tags..etc).
Created At: August 12, 2024 2:15:05 am
How to Sell Packages of Calls
Learn how to sell a package of multiple calls cwith a product, calendar and automation.
Created At: August 13, 2024 7:20:44 pm
Workflow Tutorials: Subscriptions (Step 1 & 2)
Learn how to set up the Step 1 & 2 workflow automations to handle failed & canceled payments for your subscriptions.
Created At: August 22, 2024 1:43:57 am
Creating Internal Notifications
This article will explain how to create internal notification for any action that happens in your account. For example, when someone signs up for a free resource, you can send an email or SMS message to yourself.
Created At: September 9, 2024 4:55:47 pm
Setting Up Conditional Automations and Workflow Triggers with the CRM
Learn how to set up a combination of manual and automated actions that take place when you move leads and clients in your CRM. For example, you can send an email to client after you've reviewed their application.
Created At: September 9, 2024 5:33:24 pm