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  1. OfferingTree Support
  2. OfferingTree for Professionals
  3. Automations

Automations

Build sophisticated automations that are run when your clients take specific actions on your site

  • Overview of the Automations Feature
  • Automation Triggers
  • Automation Actions
  • Automation Conditions
  • Automation Events
  • Automation Trigger Based Condition Attributes and Mail Merge Tags
  • Automation How-To: Trigger an email sequence/funnel when a landing page form is filled
  • Built-In Automations - Package Expiration Reminder
  • Built-In Automations - Package Credits Running Low
  • Built-In Automations - Membership Renewal Reminder
  • TIP: Customize your emails in automations
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