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Create a SourceForge account Access the Razor2 Support Page Create a Delist Request Ticket Next Steps If your domain has been flagged by Razor2, you can submit a delist request to resolve the i...
Keap's Advanced Automation Builder includes an Appointments goal to trigger or end automation when an appointment is booked, canceled, or rescheduled. With the Appointments goal, you can save time ...
Follow up on those incomplete purchases. Now you can create a sequence that lets you trigger automation based on a failed purchase. You can set up the sequence to immediately send an email, apply ...
Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a sequence or be manually updated by an application user. Tags can be applied to individua...
A Quote status goal can be achieved when a quote is: Sent = quote email is sent Viewed = quote is viewed online Accepted = quote is accepted Click and Drag a goal onto the canvas Optional: Doub...
The links you add to sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one sequence to another...
A note template is used to record a personal interaction or event related to an individual contact record. Note templates save time by reducing or eliminating manual follow-up changes. Note templat...
Tasks that you add to a sequence can be used to satisfy a task completion goal. Once all the required tasks are complete, the goal is satisfied and the automation will continue. The task completion...
Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. So...
You can configure automation to take place when a contact's lead score increases or decreases to a specific number. Once the score has been reached, the goal is satisfied and the automation will co...
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