Search results for flows

186 articles found

• 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 automatically unsubscribe the person from Encharge as well and it's not

• Send a follow-up email based on the email activity of the person

  In a Flow, you might want to re-send an email if a person fails to opens or clicks the first time. This guide will show you how to set up such Flow. In the example below, we're sending a welcome

• 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

• 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

• Merge Tags

  Merge tags (also known as dynamic tags) can be used to insert dynamic content into emails, subject lines, and some Flow steps (for instance, when you're creating a new task in HubSpot). Merge tags

• 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

• 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

• 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

• Segment Conditions

  In this article: Conditions overview Field Event Email activity Page visit Flow goal Tag Segment Group Association Remove a condition Segments in Encharge are defined by their Conditions. Think of

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Step 1: Sign up or Log Into Encharge

  Sign up in Encharge To get started with Encharge, head out to our Signup page. To get going you'll need to enter some details: Email — Must be a valid address. Password Your Name — Your full name

• 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

• 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

• 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

• 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

• 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

• 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

• Action - Change Numeric Field

  This action step works in a similar fashion to the Change Field action step but is intended for updating the value of a number field using formulas. For example, you might want to increase or

• 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

• 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

• 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

• 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

• Email Throttling (Delayed Email Sending) for New Accounts

  All new Encharge accounts go through a process called "email throttling" or delayed email sending. The first email you send in your new Encharge account (regardless of how you send the email —

• Step 4: Import People

  The first important step before you can start using Encharge is to import your existing audience. On the People page follow the steps below: 1. Click on the Add button and then Import Spreadsheet 2.

• 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

• 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

• Set up Form Tracking

  Form tracking in Encharge enables you to track HTML forms on your website. Form tracking only works with standard HTML forms and requires Site Tracking installed on your website. There are three main

• Invalid Email Addresses

  Overview What is an invalid email address? Are invalid emails dangerous? How do invalid emails end up on your list? How to deal with invalid email addresses? What is an invalid email address? Invalid

• Can I Add Unsolicited Contacts to Encharge?

  Encharge requires that all people in your account have willingly given you their email addresses, with the knowledge that they would receive emails from you. Usually, this happens when people sign up

• 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.