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Automations
Automations
Triggers, Campaigns, & Playbooks
14 articles in this collection
Written by
Pat,
Nick Jimenez,
and
Rae Foote
MagicLink
How to Create a MagicLink
Making a MagicLink
Written by
Nick Jimenez
Updated over a week ago
MagicLink Approval Settings
How to set up and manage your MagicLink approval settings
Written by
Rae Foote
Updated over a week ago
Managing Your MagicLinks
Edit, disable, and report on your MagicLinks
Written by
Nick Jimenez
Updated over a week ago
Triggers
Triggers Explained
Overview of the Trigger automation
Written by
Nick Jimenez
Updated over a week ago
Salesforce Triggers
How to set up Salesforce Triggers
Written by
Nick Jimenez
Updated over a week ago
SalesLoft Triggers
Setting up SalesLoft Triggers
Written by
Nick Jimenez
Updated over a week ago
Outreach Triggers
Setting up Triggers for Outreach
Written by
Nick Jimenez
Updated over a week ago
HubSpot Triggers
How to setup Triggers in your HubSpot Workflows
Written by
Nick Jimenez
Updated over a week ago
Marketo Triggers
How to set up Triggers for Marketo
Written by
Nick Jimenez
Updated over a week ago
Playbooks
Creating a Subscription
The basics of creating a Postal Subscription
Written by
Nick Jimenez
Updated over a week ago
Campaigns
How to Create a Campaign
The ins-and-outs of creating a Campaign
Written by
Pat
Updated over a week ago
Managing Your Campaigns
Editing and managing your campaigns after creation
Written by
Rae Foote
Updated over a week ago
How to Resend a Campaign
Sending the same campaign to existing or failed contacts
Written by
Nick Jimenez
Updated over a week ago
Campaigns vs Subscriptions
Identifying the major differences between Campaigns and Subscriptions
Written by
Nick Jimenez
Updated over a week ago