Boards and Popup Forms are live
Partner Blog ◂ Boards and Popup Forms are live
Boards
Boards is a visual way to see your client journey all from a single screen. Also known as Kanban Boards, you can move contacts from stage to stage, or have them move based on automated workflow rules.
Watch this video about Boards ⤵
Here are some help documents to learn more about Boards:
Boards Overview
Add or Edit a Board
Add a Contact to a Board
Use a Workflow to Add or Remove Contacts from Boards
Remove a Contact from a Board
Popup Forms
Popup Forms have been in your system, users did have to turn on the option to access. They are now available live for everyone within Landing Pages.
Please review the support help and use the sample pages in your default accounts.
