Creating & Managing Automations
Step-by-step guides to build, configure, and manage your automations: adding leads, sender setup, schedules, and node statuses.
By Peter and 2 others3 authors10 articles
Automation & Tasks Planner OverviewTrack automation progress, tasks, and errors in real time. Understand lead flow, conversions, and fix issues fast in GetSales.
How to Move Contacts Between Segments in an AutomationHow to add contacts to a specific segment, use auto-filters for routing, and handle cancelled contacts. Keywords: move contacts, segment, automation, auto-filter, cancelled, duplicate, routing, re-add, switch segment
Sender ProfilesConnecting sender profiles can be a die hard mission for new users. In this article, you'll find answers to the most common questions.
Node Status: what Failed, Cancelled and other meansFailed contacts | failed leads | cancelled contacts | delegated | skipped | restart contacts | restart leads | restart automation
How to Add Leads to an Automation in GetSalesThis guide explains two ways to add leads to an automation and how to organize segments for smoother targeting.
Sender’s Schedule Feature ExplainedExplore the feature that enhances your LinkedIn account safety
Rotate Sender Profile: Feature Guide & Use CasesRotate Sender node | sender rotation | rotate senders | autorotation
Sender Profile Rotation ExplainedLead distribution | contact distribution | sender distribution | assign sender
How to send LinkedIn InMails in GetSalesLearn what LinkedIn InMails are, the limits on sending them, and how to use InMails in GetSales
Automation NodesLearn what each automation node does and how to use them.