Tip of the Week – Color-code Your Automation Labels

Automation label colors are back by popular demand! You can now use color-coded labels to sort your automations…

Tip of the Week – Segment Based on Contacts’ Lifecycles

Did you know you can use the Date Created segment condition to target contacts based on their lifecycles?…

Tip of the Week – Keep Customers on Your Leads List

Keeping a separate Leads list and Customers list is a popular marketing best practice. Another one is to…

Tip of the Week – Record Deals as Won or Lost

Remember to record every deal as Won or Lost when it closes. Correctly closing a deal affects the…

Tip of the Week – Let Contacts Manage Their Subscriptions

Make it easy for contacts to manage their subscriptions by including a “Manage subscriptions” link in the footer…

Tip of the Week – Engagement Tracking: Know Your Most Engaged Contacts

If you know who your most and least engaged contacts are, you can use that information to further…

Tip of the Week – Send Automated Birthday Reminders

Did you know you can build a simple automation to help you remember contacts’ birthdays? In the automation…

Tip of the Week – Opt-In Contacts You Collected Offline

Sometimes contacts come to you offline—you collect business cards at a conference or meet someone interested in your…

Tip of the Week – Get Your Emails Out of the Spam Folder

If too many of your emails are ending up in the dreaded Spam folder, there’s hope! It may…

Tip of the Week – Fix Unsubscribe Mistakes

If a team member accidentally unsubscribes from a notification email sent via automation, you can resubscribe them! Simply…