Search results for flows

186 articles found

• Create a New Email

  There are three locations in Encharge that you can create a new email from: The Emails page. From the Send Email Action Step in a Flow. And when creating a Broadcast Create a new email from the

• HubSpot Tutorial: Automating the customer lifecycle stage

  The concept of the lifecycle stage corresponds with the levels of a sales or marketing funnel. It indicates what stage of the customer journey the person is in. In HubSpot, the Lifecycle stage is a

• 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

• 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 Actions

  Segment Actions By default, Encharge accepts the following Segment destination actions (not to be confused with flow actions in Encharge): Alias User Identify User Create/Update Object Track event

• HubSpot Use Case: Sales of Captured and Nurtured Leads

  In this article Overview Used Features Capture Leads Nurture Leads Encharge HubSpot Data Sync Encharge HubSpot Automation Note: This article assumes prior experience with Encharge. In the next

• Liquid Merge Tags

  Sending personalized emails to your subscribers allows you to add a personal touch to your automated messages. Encharge uses Liquid, a dynamic templating language built by Shopify. Liquid allows you

• Anonymous People and Identified People

  In this article: Why are we keeping records of anonymous people? How is an anonymous person displayed in Encharge? How do anonymous people enter my account? Id, userId, and Encharge Anonymous ID

• Native Forms

  Native forms allow you to build forms using Encharge and embed them on your website (or use a public shareable link) to collect email contacts and information about people. Accessing forms To access

• 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,

• 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

• 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

• 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

• Send different emails based on form answers

  This article explains how to send different emails (or execute different actions) based on how people answer specific questions in your forms. For example, send a call email if a person answers that

• 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

• 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

• 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

• Send Transactional Emails

  ★ Transactional emails are only available on the Premium plan. Transactional emails are automated system emails sent from one recipient to another. The most common uses included account notifications

• 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

• 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:

• 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

• 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

• 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:

• 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

• 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 – 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

• 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

• 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

• 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

• 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

• 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

• How People Can be Added to Encharge?

  There are various ways that people can be added/created in Encharge. Hare are some of the most common ones. Importing people You can manually import people with a CSV or an Excel file. Learn how to

• 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

• Quick Start Checklist

  Get started with Encharge quickly The goal of the Quick Start series is to help you set up Encharge quickly. For a more detailed dive-in of each feature, please check the appropriate feature by using

• Use Case: Paddle > Encharge > HubSpot | Cancelation Management for Sales and Success Teams

  In this Article Used features Summary Automations Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features

• 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,

• 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

• 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

• 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

• 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

• 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

• 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

• Use Case: ChargeBee > Encharge > HubSpot | Cancelation Management for Sales and Success Teams

  In this Article Used features Summary Automations Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features

• Use Case: Stripe > Encharge > HubSpot | Cancelation Management for Sales and Success Teams

  In this Article Used features Summary Automation Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features

• Use Case: Recurly > Encharge > HubSpot | Cancelation Management for Sales and Success Teams

  In this Article Used features Summary Automations Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features

• Use Case: Chargify > Encharge > HubSpot | Cancelation Management for Sales and Success Teams

  In this Article Used features Summary Automation Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features

• 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

• HubSpot Tutorial: Connecting HubSpot <> Encharge the Right Way

  In this Article Summary Encharge HubSpot Data States Note: This article gives additional information about Encharge <> HubSpot Sync Integration. Please make sure you get yourself familiar with the

• 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.

• Step 2: Set Up your Mailing Address

  Per the CAN-SPAM Act, all businesses are required to add their physical mailing address to all marketing emails they send. Note that transactional emails do not require a mailing address. To do that