Video Quick Links

• Workflow Triggers Overview 

CRM Triggers 

• Appointment 
• Birthday Reminder 
• Call Status 
• Contact Changed 
• Contact Created 
• Contact DND 
• Contact Tag 
• Custom Date Reminder 
• Customer Booked Appointment 
• Customer Replied 
• Email Events 
• Form Submitted 
• Note Added 
• Note Changed 
• Opportunity Status Changed 
• Order Form Submission 
• Pipeline Stage Changed 
• Stale Opportunities 
• Survey Submitted 
• Task Added
• Task Reminder 
• Twilio Validation Error 

Membership Triggers

• Category Completed 
• Membership New Signup 
• Offer Access Granted 
• Offer Access Removed 
• Product Access Granted 
• Product Access Removed 
• Product Completed 
• User Login

Facebook Triggers 

• Facebook Lead Form Submitted 

Payment Triggers 

• Invoice 

Shopify Triggers 

• Abandoned Checkout
• Order Fulfilled 
• Order Placed

Workflow Actions Overview 

• Manual SMS 
• Manual Call 

Email Elements 

• Text Elements 
• Image Elements 
• Button Element 
• Divider Element 
• Footer Element 
• Code Element 
• Video Element 
• Shopping Cart Element 
• RSS Header & RSS Items Elements 

Emails Layouts

Appearance Tab 

Email “Settings” Section 

Email “Send or Schedule” Section 

• Adding Products To Funnels

Funnel Builder

• 2-Step Order Form