Affiliate Manager Campaigns play a crucial role in the success of many businesses, and having them all in a unified platform is equally important. With the Import feature in the Affiliate campaigns tab, you can do just that for campaigns created in FirstPromoter. Continue reading to learn how. Importing Affiliate Manager Campaigns The first step is ...

The Remove Associated Records from Workflow action allows users to automatically unenroll related records when conditions change. Available in Contact-based, Company-based, and Custom Object-based workflows, this action helps maintain clean automation processes by removing records associated with the trigger record—based on a selected object and ass...

The Find Object Record action allows workflows to search your account for a specific custom object record using values passed from an Inbound Webhook trigger. By mapping fields from the webhook payload to corresponding object fields, this action dynamically locates the matching record so you can perform the necessary actions on it.  📌Note: This acti...

The Global Settings in Brand Boards allow users to store and manage custom colors and fonts, which can be reused across various site builders. Not only does this save time, but it also ensures that all your sites are cohesive, giving clients a better perception of the business. Follow along as we delve into the key components of this section. Access...

The Logo Showcase is a dynamic visual tool that allows you to display multiple logos in either a continuously scrolling ticker or an interactive carousel. It’s perfect for enhancing brand credibility by prominently featuring client logos, partner brands, awards, or certifications. Now that you know a little about this feature, let's dive right in. K...

The Transfer Bot Action is designed to streamline the flow of conversations by intelligently routing users from one AI bot to another based on predefined user intents or trigger conditions. This feature enhances operational efficiency, simplifies complex workflows, and enables businesses to implement modular AI bot architectures. How It Works Naviga...

The Auto Follow-Up feature empowers your Conversation AI to intelligently re-engage contacts who have gone inactive, dropped off during a conversation, or requested a follow-up at a later time. By eliminating the need for manual outreach or complex workflow setups, this feature ensures timely, relevant follow-ups that maintain the flow of conversati...