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Setting up automated email sequences, workflows, and triggered communications.

Automations

Bulk deleting bounced contacts lets you permanently remove all contacts whose emails have bounced, in a single action, using a segment and the Bulk Action feature.

How to Bulk Delete Bounced Contacts

Bulk Actions

Custom Event Trigger and Personalized Workflow Emails

Setting Goals and Tracking Workflow Performance

How to Create and Customize a New Workflow

Learn how to create powerful automation with workflows

Workflows

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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