Automations
By Drew and 1 other2 authors21 articles
- How to Use the Lead Quality Audit ReportHow to run a Lead Quality Audit on your contact lists, sign-up forms, schedulers, email parsing rules, or Facebook lead ads, read the results, filter them with presets, and export…
- How to View, Edit, or Cancel a Launched SeriesHow to find scheduled and in-progress Series on the Launched Series view, filter them, view their steps, and edit or cancel them.
- How to Create A Confidential Questionnaire (CQ)A guide for mapping a Confidential Questionnaire (CQ) into a Sign Up Form, with pointers on what to consider at each step and links to the relevant setup articles.
- Scheduler: Getting StartedHow to set up and manage schedulers in VipeCloud, including connecting a calendar, configuring each tab of the Scheduler editor, embedding a scheduler, seeing what someone filled out when they…
- Sign Up Form Payment Statuses
- Remind Sign Ups Of An Upcoming Event
- Use Sign Up Forms For Coupon ClubsA coupon club is a sign up form whose members get a coupon email on dates you choose. Here you'll learn how to schedule each coupon email to everyone who…
- Admin Automations
- QR Codes: Step-by-Step GuideQR codes send the people who scan them to a sign up form, landing page, link, email, or text message. Here you'll learn how to create a QR code, download…
- Automations OverviewAutomations run an action for a contact when a trigger event happens, such as a form sign up or a stage change. Here you'll learn how to pick a trigger…
- Facebook Lead Ads OverviewHow to connect Facebook Lead Ads to VipeCloud, create a lead form in Facebook, map its questions and the ad's campaign and UTM info to contact fields, run automations with…
- How to Use Texting KeywordsHow to create texting keywords, choose what happens when a contact texts one, see how often each keyword is triggered and who texted it, view the automations a keyword sets…
- Automatically Capture Contact Names And Emails Using Text KeywordsA text keyword can reply to anyone who texts it and save the name or email address they send back to their contact. Here you'll learn how to set up…
- Understanding "Step Timing" In Series Templates
- How To Capture Contact Names Automatically via Text Step In SeriesA text step in a Series can ask a contact for their name and add the reply to their contact record. Here you'll learn how to set up a name…
- How To Create and Launch Series TemplatesHow to create a Series template, add, time, preview, and edit steps, set cancellation rules including inbound email and inbound text, test, launch, and stop a Series for a contact.
- How to Automate Missed Meeting Rebooking and Cancel Follow-Up Series AutomaticallyA follow-up series can invite someone who missed a meeting to rebook, then stop on its own once they do. Here you'll learn how to cancel the series when they…
- How To Customize Your Scheduler Reminder Emails & Texts
- Email Parsing OverviewHow to access Email Parsing, add a turnkey parsing rule or build one from your own email, configure and manage rules, view the parsing log, and troubleshoot parsing issues.
- FSE Lead Parsing - Supported Lead Sources
- How to Run Automations When a Contact Moves to a Board StageHow to set up automations that run when a contact moves into a board stage, see a stage's automations, and ask before an automation runs.