Advanced Features: Advanced Features

Creating Active Response Rules

[Note: OfficeAutopilot only]

The Active Response system is the key to the kingdom for creating highly customized, automated client and prospect marketing experiences because it allows you to create virtually limitless "if-then" type responses to many different kinds of triggers.  Learn all about the Active Response system and how to create Active Response rules.

Automation Based on Task Outcomes

[Note: OfficeAutopilot only]

The ability to fire Active Response rules based on the outcomes of tasks makes truly automated online and offline follow up more elegant than ever.

Creating daily/weekly/monthly Recurring Sequences

[Note: OfficeAutopilot only]

Sometimes it's useful to have recurring emails, tasks, or other step types go out to your contacts (OR your team) at the same time every week/day/month/year.

Here's how to accomplish this.

Split Testing Postcards

[Note: Habanero and above only]

Tracking Specific Pages and Links

[Note: OfficeAutopilot only]

Auto-populating the Email Field from one Form to the Next Subsequent Form

AND Making That Field Hidden

[Note: OfficeAutopilot only]

Triggerable Rules

[Note: OfficeAutopilot only]

Maybe the fanciest of all possible ways to trigger an Active Response rule is based on when another rule gets triggered. Here's how to do it.

Creating Borders and Frames with Shape Layers

Here's a cool way to use precision resizing to create borders/frames in your landing pages and postcards.

Setting up a Rule in a sequence to stop someone from hitting a future step.

This will let you stop a step from triggering if a contact meets a certain requirement in an alloted time frame.

IP Restriction

[Note: OfficeAutopilot only]

IP Geolocation

Smartforms now use IP geolocation to determine city, state and zip code for new contacts. Note: this will only take affect if these fields were not manually entered by the contact on that smartform. We will be implementing the option to disable this feature soon.

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