Workflows & Automations

Creating automations, triggers, drip campaigns, and re-engagement sequences.

Automation Action - Clear Associated Center Fields
Update Associated Company in Automations
Automation Action – Create and Associate Organization
Send One-Time Tour Booking Links in Automations
Understanding Email Campaign Statuses: Paused and Draft
Email Builder: Import Templates from Any Platform
How to Set Default Values for Custom Fields in Emails
How to Add Products in Email Templates
Rearrange Elements and Layouts with Arrow Controls in Email Builder
How to Test Email Campaigns Before Sending
Control Layout Visibility by Device in Email Builder
Spacer Element in Email Builder
Customize Email Borders: Color, Radius, and Thickness
How to Add GIFs to Your Emails
Using Custom Fonts in the Email Builder
How to Set Up A/B Testing for Your Email Campaigns
Add Product Element in Email Campaigns
How to Optimize Your Email Template for Mobile Devices
Adding Multiple Review Links to Your Email Templates
From Missed Calls to Fully Enrolled: The Operations Automation Playbook for Childcare Centers
Using AND/OR Logic in Automation Conditions
How to Send Annual Emails and Text Messages Using Automations
Automation Action - Clear Fields of Associated Record for Parent
Update Associated Record in Automations
Automation Action - Create a Custom Record for a Family
Automation Action - Clear Fields of Center or Associated Family
Automation Action – Create Organization or Associated Family
Automation Action: Remove Followers from Enrollment Opportunity
Automation Action: Add Follower(s) to Enrollment Opportunity
Automation Action - Assign Owner to Enrollment Opportunity