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About Automation

Set up workflows to automate tasks, streamline processes, and save time effortlessly

Samir Rashed avatar
Written by Samir Rashed
Updated over 2 weeks ago

Leads Journey

  • Overview of Leads Journey:

    • Visualize and automate the entire customer journey, from lead capture to conversion, with multiple touch-points.

    • Create automated workflows to nurture leads and guide them through different stages of the funnel.

    How to manage a Leads Journey | here


Segments

  • Understanding Segments:

    Group contacts based on shared attributes such as demographics, behaviors, or engagement levels.

    • Use segments for personalized marketing campaigns and efficient communication.

    How to Manage Segments | here


Sequences

  • Overview of Sequences:

    Set up multi-step automations to send personalized messages at specific intervals.

    • Automate follow-up messages, reminders, and drip campaigns to engage with leads and customers.

    How to Create Sequences | here

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