Marketing
Example Automations
Scheduling Accepted Estimates
How to Set up a Sequence Automation to Remind you to Schedule Estimates When They are Accepted.
Automations
Employee Interview Confirmation
This is a tutorial on creating an automation that confirms the date and time an interview meeting is scheduled with a potential new employee.
Legacy Automation vs. Sequence Automation: What should I use?
Deciding what you should use, Legacy Automation, or Sequence Automation? Which automation is better, or more useful? Are there differences?
Emails
How to Avoid Email Spam Filters
Understanding how spam filters work is key to avoiding spam. This guide gives a rundown of what a spam message is, the types of spam, and spam laws.
Email Merge Tags For Event Notes
You can attach and share event notes via merge tags in the email builder for customers to see.
Text Messaging
Additional articles
Upsells In Copilot
How to set up your Upsells in Copilot CRM
Merge Tags
What they are, where to find them, and how to use them