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Setup With Pre Loaded Modular Automation
- Aiphilia Onboarding Checklist
- Custom Values for Link Tree Pages
- Edit Referral Offer message templates
- Add ‘assign to user’ action for new referral leads
- Enable or disable Auto Text back automation for positive DR messages
- Add copy for Database Reactivation SMS, Custom Values
- How to Draft a Workflow Draft unused call status workflows (if meetings do not use phone calls)
- Decide if calendars book a phone call or a virtual meeting link
- Assign Users to calendars
- Assign a user within the APPT canceled workflow
- Add voicemail recording to the workflow
- Fill out custom Values with the Onboarding Engine
- Add the Small Business Snapshot to your account
- Remove SMS Opt-in Checkbox
- Edit Lead Magnet Opt-in Forms
- Add Other Country’s Holidays (Advanced)
- Restart Nurture Sequences
- Customize Sales Team Notification
- Customize DR Campaign Messages
- Link Tree Social Links
- Customize Holiday Names/Dates
- Edit Email Templates
- Edit Message Templates
- Customize Follow-Up Message Templates
- Creating the Workflow for Referral Offer Redemption
- Choose which funnels to include in your snapshot
- Calendar Custom Value in Messages
- Checkout Page Editing
- Return Policy Editing
- Small Business Snapshot Custom Values