Everything you need to know about automation and how to use Monstro to automate your business.
Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of Monstro together
workflow-builder-overview
The settings for workflow in marketing automation play a crucial role in ensuring effective communication strategies.
Workflow Builder, utilize "Includes" or "Does not include" conditions, applicable to parameters like Tags and multiple-option custom fields.
The wait event in a workflow allows you to pause a contact until a specific condition, such as a tag, appointment, time, event, or contact reply, is met.
The Contact Changed Workflow Trigger allows you to automate actions when changes are made to a Contact Record
This is to enhance your marketing strategy with a personalized touch through this comprehensive guide.
The Go-To event allows you to jump contacts from one event to another in Workflows.
This feature is crucial for maintaining well-organized webinars, conferences, or personalized notification systems.
The process of one-time stripe usage in workflows
Tags are used for searching, browsing, sorting, and organizing content. Tags are also allow you to fire off automation, bulk Emails, SMS, etc.
The update contact field action in workflows allows you to update the value of a specific field for a contact.
Compare any Date type field with the following conditions
Update Date type fields with the following options
Custom values are great for leveraging snapshots and your favorite workflow(s).
Automatically move contacts meeting conditions or goals within a workflow to a specific step, bypassing previous steps.
The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order.
The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases, subscription charges, invoices, and more.
The Update Custom Value Workflow Action is a powerful tool that automates updating custom values in the CRM.
Runs when the opportunity gets changed
Runs when the opportunity gets created
Drip action is used to limit or prevent a high number of executions simultaneously. Set the batch size and enter the next step in a predetermined number for the given interval.
Delete Contact is a powerful new action in a workflow that permanently removes a contact from your account and workflow.
Everything you need to know about automation and how to use Monstro to automate your business.
Guides on how to work with calendars to book appointments and manage your schedules.
Everything you need to know about how to work with contacts and CRM to organize leads and members.
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General guides on how to use Monstro to uplevel your business, tips, and tricks.
General guides on setting up your account such as updating your business info.
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