Triggers

• What are Trigger Steps?

  Trigger steps start Flows, and people enter Flows through Triggers. When you're building a Flow in Encharge, you always must start with a Trigger step. Trigger steps have the bull's eye icon: Entering a trigger steFew readers

• Trigger - Time Trigger

  The Time Trigger adds people in a Segment to a Flow at a particular date and time. For instance, you can send an email to your engaged subscribers at 2 PM on Monday. To set up the Time Trigger step: Select the Segment you'd like to add people from. The time you'd like it to trigger. You can use natural language like "tomorrow at 2 PM" or the calendar/time view. Notes about thFew readers

• Trigger - Entered Segment

  The Entered Segment trigger adds people in a segment to a Flow. To set up the step first select the Segment you'd like to add people from. Note that Segments are shown in alphabetical order: Then decide which people you'd like to include: People who enter this sFew readers

• Trigger - Left Segment

  This trigger adds people to a Flow when they leave a specific Segment. Note that this trigger only works when people leave the Segment in the future (i.e., after activating the Flow), and not for people that have left the Segment in the past. To set up the step simply select the Segment. Note that Segments are shown in alphabetical order: (https://storage.crisp.chat/users/helFew readers

• Action - Add Tag

  This action step adds one or multiple tags to a person. To set up the step, select one or multiple tags from the searchable dropdown: To remove a tag from the selection, simply click on the X next to the tag. Then, click on SaveSome readers

• Trigger – Email Activity

  The Email Activity trigger allows you to add a person to a Flow when they are sent, or engage with: any email or a specific email in your account. Note that this trigger: Does not send email. To send email please use the Send Email action step. Works only for future email activity and not for any activity that has happened in the past. To target past activity create a new segment with the "Email activity" condition and use the EntereFew readers

• Trigger - Tag Added

  The Tag Added trigger will add people to a flow when they get tagged with a specific tag. Note that: The trigger only works for people that get tagged in the future (i.e., after the flow is activated) and does not work for people that already have the tag. People can enter the trigger multiple times. When a person gets tagged, untagged, anFew readers

• Trigger - Tag Removed

  The Tag Removed trigger will add people to a flow when they get un-tagged with a specific tag. Note that: The trigger only works for people that get un-tagged in the future (i.e., after the flow is activated) and does not work for people that already have been un-tagged. People can enter the trigger multiple times. When a person gets un-tFew readers

• Trigger - Event

  The Event trigger allows you to start a Flow when an event is triggered in your product (web or mobile app) – i.e. when someone performs an action in your product. For instance, when a person signs up for your app, you can send them a welcome email. Note that: The Event trigger will not work with events from Segment.com. For that, please use the Segment Event trigger (//help.eFew readers

• Trigger - Segment Event

  The Segment Event trigger allows you to start a Flow when an event is triggered in Segment.com. For instance, when a person signs up for your app, you can send them a welcome email. Note that: The Segment Event trigger will not work with events from Ingest API or JavaScript Tracking. For that, please use the EveSome readers

• Trigger - Receive Webhook

  Receive Webhook trigger allows you to receive data from other apps into Encharge. For example, you can send leads from Swipe Pages to Encharge through the Receive Webhook trigger. Whenever you get a lead in Swipe Pages, they will be added to the Flow in Encharge. How Receive Webhook works? Each Receive Webhook trigger step in Encharge has a unique Webhook URL as shown below.Few readers

• Trigger - External Form Submitted

  Important: This step was previously called "Form Submitted". Some of the screenshots in this guide might state "Form Submitted" External Form Submitted trigger step adds people to a Flow when they submit a form in one of the supported external tools. Note that: To trigger a flow with a tracked form use the Tracked Form SubSome readers

• Trigger - Typeform Submitted

  This trigger step adds a person to a Flow when they submit a Typeform. Note that: This step only gets triggered if the Typeform submitted has an email address mapped to Encharge. Forms submissions that lack an email address will not trigger the step because the person is considered anonymous and not legible to enter a Flow. To learnSome readers

• Trigger - Page Visited

  The Page Visited trigger adds a person to a Flow every time they visit a page that meets your conditions. For this trigger to work, you must have the Website Tracking Code installed on your website. Otherwise, Encharge won't be able to track page visits and this step will not work. This step will trigger: For both anonymous andFew readers

• Trigger - New Mailchimp Subscriber

  This trigger will add people to a Flow when a new subscriber is added to an audience in Mailchimp. The New Mailchimp Subscriber trigger is especially useful if you're using Mailchimp forms and landing pages to collect contacts. With it you can send your Mailchimp contacts to Encharge and build advanced customer Flows. Connecting Mailchimp Before you can use this trigger youSome readers

• Trigger - New Mailchimp Unsubscriber

  This trigger will add people to a Flow when they are unsubscribed from a Mailchimp audience. Note that using this trigger will automaticall y unsubscribe  the person from Encharge as well and it's not possible to turn this off. Only use this trigger if you want to unsubscribe people from Encharge. ConnectiFew readers

• Trigger - New Intercom Lead

  This trigger will add new Intercom leads to a Flow in Encharge. Intercom defines leads as a person who hasn’t yet signed up for your product (or sometimes, a user who’s not logged in). If someone starts a conversation with you in Intercom Messenger, they are automatically saved as a lead. You can also import leads via CSV. Note that Intercom leads are different from Intercom usersFew readers

• Trigger - New Intercom User

  This trigger will add new Intercom users to a Flow in Encharge. Intercom defines leads as a signed-up, logged-in user of your product. Note that Intercom users are different from Intercom leads. To add Intercom leads to an Encharge Flow please use the New Intercom Lead trigger. Connecting Intercom Before you can usSome readers

• Trigger - Tagged in Intercom

  This trigger will add a user or a lead to a Flow in Encharge when they are tagged in Intercom. In Intercom, tags let you group your users together, manually. They’re great for highlighting VIP customers who may require VIP support or loyal customers who would make great beta testers, for example.  Learn more about Intercom tags (https://www.intercom.com/help/en/articles/4393-grouFew readers

• Trigger - New HubSpot Contact

  This trigger adds any new HubSpot contacts to a Flow in Encharge. Connecting HubSpot Before you can use this trigger you need to connect your HubSpot account to Encharge. To do that go to your apps, select HubSpot, click on Connect and log inто your HubSpot account. Finally, authorize Encharge. Note that you can currently have just one HubSpotFew readers

• Trigger - HubSpot Contact Field Match

  This trigger adds people to a Flow when a new or updated contact in HubSpot matches your condition. Connecting HubSpot Before you can use this trigger you need to connect your HubSpot account to Encharge. To do that go to your apps, select HubSpot, click on Connect and log inто your HubSpot account. Finally, authorize Encharge. Note that you cFew readers

• Trigger - HubSpot Deal Stage Match

  This trigger adds a contact associated with a HubSpot deal to a Flow in Encharge if the deal stage matches your condition. Note that: Both newly created and existing deals will trigger this step if their stage changes to match your condition. A deal should have an associated contact. You can add a contact to a deal in HubSpot from here: (https://storage.crisp.chat/users/helFew readers

• Trigger - New Salesforce Lead

  This trigger adds any new Salesforce leads to a Flow in Encharge. Note that Encharge supports syncing from Salesforce leads and contacts to Encharge – i.e., new and updated Salesforce leads/contacts will be added or updated in Encharge automatically. In other words, you don't need to use the New Salesforce Lead trigger step to send leads to Encharge. However, you can use this triFew readers

• Trigger - Salesforce Field Match

  This trigger adds people to a Flow when a new or updated contact or lead in Salesforce matches your condition. Connecting Salesforce Before you can use this trigger you need to connect your Salesforce account to Encharge. To do that go to your apps, select Salesforce, click on Connect and log inто your Salesforce account. Finally, authorize EnFew readers

• Trigger - New Salesforce Contact

  This trigger adds any new Salesforce contacts to a Flow in Encharge. Note that Encharge supports syncing from Salesforce leads and contacts to Encharge – i.e., new and updated Salesforce leads/contacts will be added or updated in Encharge automatically. In other words, you don't need to use the New Salesforce Contact trigger step to send contacts to Encharge. However, you can useSome readers

• Trigger - Booked Calendly Meeting

  This trigger adds people to Encharge Flow when they book a new meeting in Calendly. Note that due to limitations in Calendly, this trigger works only with Premium and Pro Calendly accounts. Connecting Calendly Before you can use this trigger you need to connect your Calendly account to Encharge. To do that go to your apps, select Calendly, andFew readers

• Trigger - Canceled Calendly Meeting

  This trigger adds people to Encharge Flow when they cancel a meeting in Calendly. Note that due to limitations in Calendly, this trigger works only with Premium and Pro Calendly accounts. Connecting Calendly Before you can use this trigger you need to connect your Calendly account to Encharge. To do that go to your apps, select Calendly, and cFew readers

• Stripe Triggers

  Overview Before you can use these triggers, you need to connect your Stripe account to Encharge. To do that, please follow the Stripe Integration Overview article. Stripe triggers Encharge supports 12 different Stripe triggers. These triggers will add a person to a Flow in Encharge when the billing action is performed. Trial Started - Triggers when a trial is started Trial Ends - Triggers X days before the trialFew readers

• Chargebee Triggers

  Encharge supports a number of Chargebee triggers: Chargebee Trial Ends Chargebee Trial Started Chargebee Activated Subscription Chargebee Canceled Subscription These triggers will add a person to a Flow in Encharge when the billing action is performed. Note that Encharge supports two-way sync with Chargebee – new and updated customers will automatically sync to EnchargeSome readers

• Paddle Triggers

  Encharge supports a number of Paddle triggers: Paddle Trial Ends Paddle Trial Started Paddle Activated Subscription Paddle Canceled Subscription These triggers will add a person to a Flow in Encharge when the billing action is performed. Note that Encharge supports two-way sync with Paddle – new and updated customers will automatically sync to Encharge. Once you connectFew readers

• Recurly Triggers

  Encharge supports a number of Recurly triggers: Recurly Trial Ends Recurly Trial Started Recurly Activated Subscription Recurly Canceled Subscription These triggers will add a person to a Flow in Encharge when the billing action is performed. Note that Encharge supports two-way sync with Recurly – new and updated customers will automatically sync to Encharge. Once you cSome readers

• Chargify Triggers

  Encharge supports a number of Chargify triggers: Chargify Trial Ends Chargify Trial Started Chargify Activated Subscription Chargify Canceled Subscription These triggers will add a person to a Flow in Encharge when the billing action is performed. Note that Encharge supports two-way sync with Chargify – new and updated customers will automatically sync to Encharge. OnceFew readers

• Trigger - Tracked Form Submitted

  Tracked Form Submitted trigger step adds people to a Flow when they submit one of your tracked forms. Note that this step does not work with external 3rd-party forms. To submit an external tool form, use the External Form Submitted trigger. Before you are able to use this step, you must track one or more forms usingSome readers

• Trigger - Date Field Trigger

  The Date Field Trigger will start a Flow based on any date field recorded for a person. Some common use cases include birthdays, trial expiration dates, call reminders, and others. Note that: The trigger works only with "Date and time" fields. The trigger works with dates and a time. If you only send the date to a "Date and time" field, Encharge will automatically recoFew readers

• Trigger – Birthday/Annual Trigger

  The Birthday/Annual Trigger will start a Flow based on any date field recorded for a person and will be repeated every 12 months on the same date and time. Note that: The trigger works only with "Date and time" fields. The trigger works with dates and a time. If you only send the date to a "Date and time" field, Encharge will automatically record the time as 00:00 on tSome readers

• Trigger - Added to List in HubSpot

  The Added to List in HubSpot trigger will add people to a flow if they enter a specific HubSpot List. To learn more about HubSpot Lists, visit this article on the HubSpot knowledge base. Note that: The trigger only works for people that get added to a HubSpot list in the future (i.e., after the flow is activateSome readers

• Trigger - HubSpot Form Submitted

  The  HubSpot Form Submitted trigger will add people to a flow if they submit a specific HubSpot Form. To learn more about HubSpot Forms, visit this article on the HubSpot knowledge base. How to set up HubSpot Form Submitted trigger? To set up the step, simply select the Form you'd like to trigger. Note that this triggerFew readers

• Trigger - Meeting Booked in HubSpot

  The Meeting Booked In HubSpot trigger will add people to a flow if they booked a meeting through one of your HubSpot Scheduling Pages. To learn more about HubSpot Scheduling Pages, visit this article. How to set up Meeting Booked in HubSpot trigger? To set up the step, simply select the MeetinSome readers

• Trigger - Encharge Form Submitted

  Encharge Form Submitted trigger adds people to a flow when a person submits one of your Encharge forms (also known as native forms). Note that this trigger is different from Tracked Form Submitted and External Form Submitted. (https://storage.crisp.chat/users/helpdesk/website/5ac20834817c1800/84ce50e6-9f81-44a7-aa4e-Few readers

• Trigger - Recurring Time Trigger

  The Recurring Time Trigger adds a Segment of people to a Flow on a periodic basis. For instance, you can send an email to your engaged subscribers at 10 AM on the first Monday of each Month. Set up step A couple of notes to consider: The Recurring Time Trigger can only start a Flow in the timezone of your Account. The trigger works based on the first available date fromSome readers

• Trigger - Field Changed

  This trigger allows you to add a person to a flow when a specific field's value changes to any different value. How to set up Field Changed trigger Drop the step onto the canvas area and select to set it up. Choose a specific field. When the field is updated to aFew readers

• Trigger - Row Added in Google Sheets

  The Row added in Google Sheets trigger step adds people to a Flow whenever a new row is added to the selected Google sheet. Important: You can only select spreadsheets that you have created via Encharge. To do that, click on the "Create a new Google Sheets spreadsheet" link. A pop-up will open to enter the Google sheet name. The new sheet will be saved to your Google Drive accFew readers

• Trigger - Facebook Lead Ad Submitted

  This trigger will add people to your account and to the flow when a new lead is captured by Facebook Ads. Connecting Facebook Ads Before you can use this trigger you need to connect your Facebook Ads account to Encharge. To do that go to your apps, select Facebook, click on Connect and log into your Facebook account. For a guide, click here (//hePopular

Actions

• What are Action Steps?

  Action steps perform actions in Flows. For example: send an email, add a tag, create a deal in a CRM. To build a Flow, connect at least one trigger step to an action step. Action steps use the flash icon: (https://storage.crisp.chat/users/helpdesk/website/c2a70b17318d6800/c3176128-f9eFew readers

• Action - Send Email

  The Send Email action step sends an email to the people that enter it. Note that this article is about this particular action step. To check all of the articles on emails, please visit the Emails category where we cover how to build emails using the email builders, email personalization, deliverability, and more. Important notes ImpFew readers

• Action - Wait

  The Wait action step makes a person wait before moving to the next step. This is the action step you will use to create a time-based sequence of emails. For instance, if you'd like to send a lead nurturing email every day, you will add a Wait step with a period of 1 day in between the emails as shown below: (https://storage.crisp.chat/users/helpdesk/website/5f00c9a771240400/51Some readers

• Action - Change Field

  This action changes a person's field (or multiple fields) to a new value specified by you. The step works both with default fields and custom fields. For example, you can change the custom field "Lead type" to "High value" when a person enters a segment of Active subscribers. To do that connect Entered Segment trigger step to Change Field action step. (https://storage.crisp.chFew readers

• Action - Remove Tag

  This action removes a tag or tags from a person. To set up the step, select one or multiple tags from the searchable dropdown: To remove a tag from the selection, simply click on the X next to the tag. Once you're done click onFew readers

• Action - A/B Test

  The A/B Test action randomly splits people into two or more paths in a Flow. This action is best used if you want to A/B test a multi-step flow – for instance, sequences of emails. If you'd wish to run a standard single email A/B test (e.g., to figure out which subject line has a higher open rate) it's best to use the A/B test feature in Broadcasts (coming soon). (https://storage.crisp.chat/users/helpdesk/website/b981dadf7f8e5000/497afe33-3f05-Few readers

• Action - Send Email Notification

  This action sends internal email notifications to you or your team. For instance, you can send an internal email notification for each new signed-up user. Note that this step works differently from the Send Email action, which is the step you'd use to send automated emails to your contacts. Send Email Notification, on the other hand, is specifically used for internal team notifications. (https://storage.crisp.chat/users/helpdesk/website/5ec4b9108189480/6dff7641-741c-4b78-b462-b22d881kofaqaSome readers

• Action - Send Slack Notification

  This action sends Slack messages to a specific Slack channel in your Slack workspace. How to connect Slack? In order to use this step, you need to connect your Slack workspace to Encharge. To do that go to your apps click on Slack, then click on the "Add to Slack" button and log into your Slack workspace. Alternatively, you can connect to SlaFew readers

• Action - Send Webhook

  The Send Webhook action step allows you to send a webhook from Encharge to another service when a person reaches a certain point in the Flow. Note that the tool you're sending the Webhook to must be able to receive Webhooks. For instance, Encharge supports receiving Webhooks through the Receive Webhook trigger step. Also, noFew readers

• Action - Send Intercom In-app Message

  This step allows you to send an Intercom Chat message to identified people at a certain point in their customer journey. Note that this action: Sends Intercom Chat messages, not Post messages. To learn more about the different types of messages Intercom, check the article on their  knowledge base (https://www.intercom.com/help/en/articles/3292781-get-started-sending-chat-and-poFew readers

• Action - Add Intercom Tag

  This action adds a tag to a lead or user in Intercom. Encharge looks for the person to tag by the following person properties: Intercom.id Email userId The tag is applied only if a matching contact is found. Connecting Intercom Before you can use this action you need to connect your Intercom account to Encharge. To do that go to your apps (https://app.encharge.io/aSome readers

• Action - Add to Facebook Audience

  This action adds a person to a Facebook Ads Audience. When a person is added to this step, we send their email to Facebook. Facebook then tries to match the email to any of their users. If a match exists, the person will be added to your Audience. Connecting Facebook Before you can use this step you need to connect your Facebook account to Encharge. To do that go to your apFew readers

• Action - Remove from Facebook Audience

  This action removes a person from one of your Facebook audiences. To learn how to add people to Audiences and create new Audiences please check the Add to Facebook Audience step. Connecting Facebook Before you can use this step you need to connect your Facebook account to Encharge. To do that go to your appsFew readers

• Action - Subscribe to Mailchimp

  This action subscribers a person in your Encharge account to an audience in Mailchimp. If the contact doesn't exist in your Mailchimp account they will be added as a new contact. Connecting Mailchimp Before you can use this action you need to connect your Mailchimp account to Encharge. To do that go to your apps, select Mailchimp, click on ConnFew readers

• Action - Unsubscribe from Mailchimp

  This action unsubscribes a person from a Mailchimp audience. No action will be taken if the person doesn't exist in your Mailchimp audience or account. To set up this action simply select the audience you'd like to unsubscribe the person from and click Save: CoFew readers

• Action - Remove from Mailchimp

  This action removes a person from a Mailchimp audience. No action will be taken if the person doesn't exist in your Mailchimp audience or account. Note that this action is different from the Unsubscribe from Mailchimp action. To set up this action simply select the audience you'd like to unsubscribe the person frFew readers

• Action - Create HubSpot Deal

  This action creates a new HubSpot deal and associates a person with it. Note that: If the person that enters the step doesn't currently exist as a contact in HubSpot, then they will be created as a new contact. However, no company will be created for them in HubSpot. Also, no contact fields will be sent from Encharge to HubSpot apart from their name and email. If there's another deal already associated with the contact, this action will create a new deal. You can use the Change Deal StageFew readers

• Action - Change HubSpot Deal Stage

  This action updates the stage of an existing HubSpot deal associated with a person. Note that: If there is more than one deal associated with the person, only the latest deal will be updated. If there is no existing deal associated with the person, a new deal will be created. The name of the deal will be "New deal for person.company " where person.company is the Company of the person. If the Company field is empty, the person's full name will be used instead – i.e., "New dealFew readers

• Action - Create Task in HubSpot

  This action creates a new task in HubSpot associated with a person. If the person doesn't already exist as a contact in HubSpot, they will be added as one. However, no contact fields will be sent from Encharge to HubSpot apart from their name and email. Connecting HubSpot Before you can use this action you need to connect your HubSpot account to Encharge. To do that go to yoFew readers

• Action - Create Salesforce Lead/Contact

  This action adds a person as a lead or contact in Salesforce. If the person already exists as a lead or contact, no action will be taken. Note that once you connect Salesforce, new leads/contacts in Salesforce will be added to Encharge automatically. However, new people in Encharge are not automatically added as leads/contacts in Salesforce. To add a person from Encharge to SalesfoFew readers

• Action - Lead Score

  This action will increase or decrease the value of the Lead Score field – one of the default person fields in Encharge. Note that: You can use negative values for lead scoring. This action works with the default Lead Score field only. Also, it's not possible to have multiple lead scores with it. To create another lead score, create a new number custom field and use the ChangSome readers

• Action - End Flow

  The End Flow action immediately ends a Flow for the people who enter the step. Note that: A person can re-enter the same Flow through any trigger, including the trigger that they entered originally. In other words, the End Flow action will only eject people that are currently in the Flow, but will not prevent a person from entering or re-entering a Flow. To learn how toFew readers

• Action - Archive Person

  This action automatically archives a person when they enter the step. To learn how to archive people manually please read this article. The step doesn't require any setup. Simply connect it to at least one trigger and activate your Flow. An example use case is if you want to archive people that have unsubscribed from your MailchimpFew readers

• Action - Create HubSpot Record

  This action step creates a record in your HubSpot account. The step supports the creation of the following types of records: Contact Company Deal Ticket Any custom object you have in HubSpot, for example, "Contracts" This action, along with the " Update HubSpot Record" action, is the most powerful HubSpot sSome readers

• Action - Update HubSpot Record

  This action step updates an existing record in your HubSpot account. It allows you to update the current contact in the flow or any other record associated with the contact. The step supports updating the following types of records: Current contact Associated Companies Associated Tickets Associated Conversations Associated Deals Associated Quotes Associated FeedbackFew readers

• Action - Add to List in HubSpot

  This action adds a contact to a static list of your choice in HubSpot. To learn more about HubSpot Lists, visit this article on the HubSpot knowledge base. How to set up Add to List in HubSpot action? To set up this step, search and select the list you want to add people to. Note that this action only suppSome readers

• Action - Remove from List in HubSpot

  This action removes a contact from a static list of your choice in HubSpot. To learn more about HubSpot Lists, visit this article. To set up the step, simply search and select the List you'd like to remove contacts from. (https://storage.crisp.chat/users/helpdesk/website/b09f97eb6e3f1000/6aa3b1fa-3b92-4d3Few readers

• Action - Goal

  This action step indicates that a person has reached a specific goal in the flow. For example, when a person has reached the end of a flow or has converted at a certain stage. To set it up, simply add the Goal step after the step that indicates the person has reached the flow. In the example below a person has reached the goal when they have received the "Visited Pricing Page emaiFew readers

• Action - Add a Row in Google Sheets

  The "Add a Row in Google Sheets" action step appends a new row to a selected Google spreadsheet, by adding the person's details to the row. Important: You can only select spreadsheets that you have created via Encharge. To do that, click on the "Create a new Google Sheets spreadsheet" link. A pop-up will open to enter the Google sheet name. The new sheet will be saved to your GFew readers

Filters

• What are Filter Steps?

  Filter steps allow you to put people into different paths or swimming lanes in your Flows based on criteria set by you. Usually, you'd be using filters between trigger and action steps. However, you can connect a filter step to one or more other filter steps to narrow down the criteria even further. Note that although Filter steps are extremely powSome readers

• Filter - Check Email Activity

  This filter will put a person into different paths based on their interaction with a specific email or any of your emails. A person will proceed to the next step only if the specific interaction has been performed. The activities that you can check are: Delivered – proceed if the person has received the email. Not delivered – proceed if the person didn't receive the emFew readers

• Filter - Check Condition

  Important: This step was renamed from "Check Field" to "Check Condition" on 15 Sep 2023 to reflect the functionality of the step better. All "Check Field" steps in your account will be updated with the new name. Nothing has changed in terms of functionality. This filter puts people into different paths based on a specific condition or set of conditions. The filter allows you tPopular

• Filter - Is in Segment

  This filter checks if a person is on a specific Segment. To set up the filter select the Segment from an alphabetical list of all of the Segments available in your account: Then, connect the "Yes" or "No" links to aSome readers

• Filter - Has Visited Page

  This filter allows you to put people into different paths in a Flow based on whether they have visited a page that meets your conditions. For this trigger to work, you must have the Website Tracking Code installed on your website. Otherwise, Encharge won't be able to track page visits and this step will not work. You can use the foSome readers

• Filter - Has Tag

  This filter allows you to put people in different paths in a Flow based on whether they have a particular tag or not. To set up the step simply select the tag. If you'd like to narrow down the filter with more tags, simply create another Has Tag step and connect them to each other. (https://storage.crisp.chat/users/helpdesk/website/77a51c50e982d800/1d9007eb-e4a1-49e0-aac6-a9977Some readers

• Filter - Has Booked Calendly Meeting

  This filter allows you to put people in different paths in a Flow based on whether they have booked a Calendly meeting or not. Note that due to limitations in Calendly, this filter works only with Premium and Pro Calendly accounts. Connecting Calendly Before you can use this filter, you need to connect your Calendly account to Encharge. To do that, go to your apps (https://Some readers

• Filter - Check HubSpot Record

  This filter allows you to personalize flows and put people on different paths in your flows based your data in HubSpot. For example, you can put people into different email sequences based on the Deal Stage that at least one associated deal has. It works similarly to the Check Field filter step, but instead of filtering on persoSome readers

• Trigger - Trial Ends

  This step uses the "Trial End" date field (a default person's field in Encharge) to trigger an email (or another action) before, after, or when a person's trial ends. To set up the step, select when you want the trigger to fire: X days before a trial ends. When a trial ends - this will match exactly the value date of the "Trial End" field. X days after a trial ends. (httFew readers