<![CDATA[Lawprocess General Help Center]]> en-US Tue, 19 Nov 2024 19:06:59 +0000 <![CDATA[How And When To Use The Event Start Date In Workflows]]> https://help.lawprocess.io/article/136/how-and-when-to-use-the-event-start-date-in-workflows The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, the items in that workflow can be sent in relation to that day and time using the 'before' and ‘after’ actions. This is useful for sending out reminders...

]]> https://help.lawprocess.io/article/136 Fri, 08 Oct 2021 16:08:07 +0000 <![CDATA[How to Integrate and Use Paypal]]> https://help.lawprocess.io/article/104/how-to-integrate-and-use-paypal By integrating Paypal as a merchant processing application to Lawprocess, you’ll be able to process payments for products and services right within the system. This will help you manage your business and allow you to track transactions right within the Payments tab. Follow these steps below to learn how to integrate Paypal:

Step 1: Create and Access Your Paypal Account

Visit developer.paypal.com...

]]> https://help.lawprocess.io/article/104 Wed, 06 Oct 2021 02:00:57 +0000 <![CDATA[How to End an Opportunity]]> https://help.lawprocess.io/article/166/how-to-end-an-opportunity Depending on the situation, if an Opportunity isn't going to work out or close, you may want to delete or archive the Opportunity. There are multiple ways to do this.

Part 1: Update Opportunity Status. You can update the Opportunity status if it isn't going to work out, to either "lost" or "abandoned".

]]> https://help.lawprocess.io/article/166 Tue, 12 Oct 2021 21:56:57 +0000 <![CDATA[How To Add A Contact To Multiple Opportunities]]> https://help.lawprocess.io/article/165/how-to-add-a-contact-to-multiple-opportunities You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Trigger Action.

Step 1: How to Allow Duplicate Opportunities in Settings

]]> https://help.lawprocess.io/article/165 Tue, 12 Oct 2021 21:56:30 +0000 <![CDATA[How to Create and Edit Pipelines]]> https://help.lawprocess.io/article/164/how-to-create-and-edit-pipelines Using the Pipelines feature, you can more efficiently manage your leads for your business. This tutorial will show you how you can easily create a new pipeline, or make changes to existing ones. 

Step 1: Accessing the Pipelines page

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Navigate to Settings >...

]]> https://help.lawprocess.io/article/164 Tue, 12 Oct 2021 21:56:02 +0000 <![CDATA[Opportunities Overview]]> https://help.lawprocess.io/article/163/opportunities-overview This is an overview of your opportunities tab. To start, you can see the default view all your opportunities or leads, whichever you prefer to call them.

Step 1: Filtering the Opportunities

There are options to to filter the Opportunities section to view specific opportunities over a...

]]> https://help.lawprocess.io/article/163 Tue, 12 Oct 2021 21:55:16 +0000 <![CDATA[How To Use Webhooks To Integrate With Other Applications]]> https://help.lawprocess.io/article/162/how-to-use-webhooks-to-integrate-with-other-applications Using a webhook with Zapier, you can export data out of the system to use with other platforms/systems. This can be helpful if you use multiple systems and want to export information into a spreadsheet for a variety of purposes for your business. Follow these steps to set up a Webhook.

Step 1: Create or...

]]> https://help.lawprocess.io/article/162 Tue, 12 Oct 2021 21:53:47 +0000 <![CDATA[Conversations Overview]]> https://help.lawprocess.io/article/161/conversations-overview In this tutorial, we’ll provide a review of the Conversations section of your menu. Read on to learn how to navigate through this section.

Step 1: Accessing Your Messages.

Click into Conversations from the menu bar on the left side of your dashboard.

In the...

]]> https://help.lawprocess.io/article/161 Tue, 12 Oct 2021 21:52:26 +0000 <![CDATA[How To Build and Utilize Triggers]]> https://help.lawprocess.io/article/160/how-to-build-and-utilize-triggers This tutorial will give you an overview of how to build and utilize triggers. First, let’s talk about what triggers are: Triggers are essentially “if, then” statements that automate features of your system. There are numerous ways to customize these features so that IF something happens in your system, THEN a...

]]> https://help.lawprocess.io/article/160 Tue, 12 Oct 2021 21:50:45 +0000 <![CDATA[How The Duration in Days Filter Works]]> https://help.lawprocess.io/article/159/how-the-duration-in-days-filter-works This tutorial will cover the duration in days filter for Contacts. This filter means an action will fire once every X number of days (you can customize any number of days for X.) For this tutorial, we will use 7. The actions in the Duration in Days Trigger will only be applied every 7 days for any contact that...

]]> https://help.lawprocess.io/article/159 Tue, 12 Oct 2021 21:49:51 +0000 <![CDATA[How To Create a Custom Date Trigger]]> https://help.lawprocess.io/article/158/how-to-create-a-custom-date-trigger You may want to create a custom date trigger to use for a custom holiday campaign or another specific date action you want to fire off in the system. Follow this tutorial to learn how to create and use the custom date trigger. (For an overall understanding of Triggers, check out...

]]> https://help.lawprocess.io/article/158 Tue, 12 Oct 2021 21:48:58 +0000 <![CDATA[How To Use A Trigger for a Review Request Campaign or Email]]> https://help.lawprocess.io/article/157/how-to-use-a-trigger-for-a-review-request-campaign-or-email You can set up your CRM to have the ability to capture reviews, and you can also automate this feature to make it even more convenient to use. (Check out our tutorial "How to Set up Your System to Capture Reviews" to learn how to set your reviews).

Once you've set up your system to...

]]> https://help.lawprocess.io/article/157 Tue, 12 Oct 2021 21:47:59 +0000 <![CDATA[How to Create a Trigger for Notifications for New Chats in the Chat Widget]]> https://help.lawprocess.io/article/156/how-to-create-a-trigger-for-notifications-for-new-chats-in-the-chat-widget Follow the steps in our articles "How to Add a Chat Widget to Funnels and Websites" and "How to Add a Chat Widget to a Wordpress Site" to learn how to customize a chat widget.

After the widget is setup, you'll need to create a trigger to send a notification that a conversation's been initiated...

]]> https://help.lawprocess.io/article/156 Tue, 12 Oct 2021 21:47:22 +0000 <![CDATA[Email and Phone Number Mapping In Triggers]]> https://help.lawprocess.io/article/155/email-and-phone-number-mapping-in-triggers This tutorial will provide you with a walkthrough on email and phone number mapping from a customer reply, using triggers. Perhaps you have a SMS or email campaign, and a customer writes back to you with a lengthy reply, but you just want to capture their email address or phone number. You wouldn't want all...

]]> https://help.lawprocess.io/article/155 Tue, 12 Oct 2021 21:46:47 +0000 <![CDATA[How to Duplicate Triggers]]> https://help.lawprocess.io/article/154/how-to-duplicate-triggers You may want to duplicate triggers if you're running the same action repeatedly, with slight modifications. Rather than starting from scratch to customize a new trigger, you can duplicate it and make modifications. Follow these steps:

Step 1: Navigate to Triggers.

Step 2: Click the "Edit" dropdown menu on...

]]> https://help.lawprocess.io/article/154 Tue, 12 Oct 2021 21:45:33 +0000 <![CDATA[What To Do If Your Send Email Trigger Action Is Not Firing]]> https://help.lawprocess.io/article/153/what-to-do-if-your-send-email-trigger-action-is-not-firing If your Send Email trigger action is not firing, check these four common errors to troubleshoot:

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Ensure custom values are valid.

Check custom values to confirm they are correctly entered with {{ }} and no extras.

The From field is formatted as an email address: test@democompany.com, not a name "The Demo Company."

The To field email addresses have proper formatting e.g. test@democompany.com or scheduling@democompany.com


]]> https://help.lawprocess.io/article/153 Tue, 12 Oct 2021 21:44:29 +0000 <![CDATA[How to Utilize Lead Values in Pipelines and Triggers]]> https://help.lawprocess.io/article/152/how-to-utilize-lead-values-in-pipelines-and-triggers Using lead values in pipelines allows you to help manage your business effectively. Typically a new lead, or ‘cold’ lead, in a beginning pipeline stage isn’t worth as much value as a ‘hot’ lead that’s farther along in the pipeline. In the system, you can create triggers to assign lead values...

]]> https://help.lawprocess.io/article/152 Tue, 12 Oct 2021 21:43:53 +0000 <![CDATA[How To Check What Triggered Someone Into a Campaign]]> https://help.lawprocess.io/article/151/how-to-check-what-triggered-someone-into-a-campaign There are several ways to add someone to a campaign – through a bulk request, a manual add, a trigger, and more. You may want to check how someone was triggered into a campaign for several reasons. To do so, follow these simple steps to view the internal source – how the particular contact was added to the campaign.

]]> https://help.lawprocess.io/article/151 Tue, 12 Oct 2021 21:42:38 +0000 <![CDATA[How to Create a Double Opt-In System]]> https://help.lawprocess.io/article/150/how-to-create-a-double-opt-in-system Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR. This means that once a lead opts-in, they must confirm the opt-in to continue receiving information. The Double Opt-In System can also be used to request a verification of information such as an email address. 

To...

]]> https://help.lawprocess.io/article/150 Tue, 12 Oct 2021 21:41:43 +0000 <![CDATA[How To Create An Auto Responder Using Triggers]]> https://help.lawprocess.io/article/149/how-to-create-an-auto-responder-using-triggers This tutorial covers how to  set up an “Auto Responder” using triggers.

Step 1: Create a Trigger

Navigate to Triggers and create a new trigger.

The trigger type on the left-hand side should be  “Customer replied” trigger.

For the first filter, select “reply...

]]> https://help.lawprocess.io/article/149 Tue, 12 Oct 2021 21:40:56 +0000 <![CDATA[​How To Create Push Notifications For Triggers]]> https://help.lawprocess.io/article/148/how-to-create-push-notifications-for-triggers Push notifications on Triggers allow you to send an alert to yourself or your Lead when someone is added to a Campaign. You can set a custom message that will be sent along with this notification.

Step 1: Setting Up Trigger

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Navigate to the Triggers section.

You can...

]]> https://help.lawprocess.io/article/148 Tue, 12 Oct 2021 21:39:38 +0000 <![CDATA[​How To Create Folders For Your Triggers]]> https://help.lawprocess.io/article/147/how-to-create-folders-for-your-triggers Organizing your Triggers into folders makes it easy for you to access all your Triggers conveniently.

Step 1: Create a Trigger

Navigate to Triggers > Add Trigger.

Name your Trigger > Customize the features.

Save to confirm your changes.

Activate the Trigger to use it (while in draft mode, it will not operate.)

Step 2: Creating Trigger Folders

Navigate to Triggers...

]]> https://help.lawprocess.io/article/147 Tue, 12 Oct 2021 21:39:06 +0000 <![CDATA[​How to Set Up Email/SMS Notification When An Action Occurs]]> https://help.lawprocess.io/article/146/how-to-set-up-emailsms-notification-when-an-action-occurs Sending texts or emails to your leads is a great way to engage with them, and it is the most convenient and efficient way of sending urgent information and updates to your leads. You can also use text and email communication in the system to send notifications to yourself. This allows you to set ‘alerts’ when specific...

]]> https://help.lawprocess.io/article/146 Tue, 12 Oct 2021 21:38:13 +0000 <![CDATA[How To Build, Edit and Use Task Related Triggers]]> https://help.lawprocess.io/article/145/how-to-build-edit-and-use-task-related-triggers There are many ways you can create tasks such as in a pipeline, campaign, or contact record. For this tutorial, we will be creating a task from within a contact. Here’s how to set up a task-related trigger.

Step 1: Creating the Task in a Contact Record

]]> https://help.lawprocess.io/article/145 Tue, 12 Oct 2021 21:37:39 +0000 <![CDATA[How To Set Up Trigger Links And Trigger Link Triggers]]> https://help.lawprocess.io/article/144/how-to-set-up-trigger-links-and-trigger-link-triggers Trigger links can be built in the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels, and websites.

Step 1: Creating Trigger Links

Navigate to Marketing >...

]]> https://help.lawprocess.io/article/144 Tue, 12 Oct 2021 21:36:19 +0000