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62 articles
Event Tracking With Rest API
Last Updated: February 18, 2025To create Event Tracking with REST API, go to the mainflow Settings then Click on the REST API from the left sidebar. Now click on the Add New Key button. A popup will appear for the Add New REST API Key name. Now move into the Name of this Key and Associate mainflow Manager. Click the Create button. To know how to create a...
Event Tracking Record
Last Updated: February 18, 2025For Tracking Event Records create an Automation Funnel. Give an Internal Label and select Tracking Event Recorded automation Trigger. Click on the Continue button after that. Here you’ll add your Automation name. You can also edit it. Event Key: Put your Event Keywords. Internal description: Enter a Description of the description of your event. Minimum Occurrence: To set a Minimum Occurrence count for the...
Contacts Dashboard
Last Updated: February 18, 2025Contacts Dashboard Mainflow provides an excellent contacts dashboard that represents all the necessary summaries of the activities. Total Contacts Paginated, Filter by Tags & Lists & Status, Advanced Filter with numerous data, Searchbox, Import & Export of the contacts, Bulk Actions on Contact Selection, and many more on the front page or the Contacts Dashboard....
Advanced Filter
Last Updated: February 18, 2025As we have seen and learned about the contact dashboard and also the General & Dynamic Segmentation of the mainflow contacts, we have noticed that there is an Advanced Filtering option available in the mainflow. This option offers powerful filtering by various contact data that are either static or dynamically changed upon Contact and mainflow activities. In...
Integrated Contact Overview
Last Updated: February 18, 2025Purchase History (WooCommerce) This tab is activated when the WooCommerce plugin is installed & activated on the website. WooCommerce Purchase History This section contains the Order ID, Date of purchase, Status of the order, Total value, Item Count for the Order, and an Actions Column containing the Order Details view. Customer Summary This section records and calculates the commerce values like orders, purchase...
Add and Manage All Contacts
Last Updated: February 18, 2025Mainflow provides an excellent contact dashboard that represents all the necessary summaries of the activities. This article will guide you through the process of Adding a new contact manually and Managing contacts in bulk in detail. Adding New Contacts To learn how to add a new contact manually, follow the steps with the screenshots below – First, go to All Contacts from...
Import Contacts into Mainflow
Last Updated: February 18, 2025Mainflowoffers its users to import contacts from numerous sources and ways to import them. There are 3 types of contact importing processes in mainflow which are from the CSV file, WordPress users list from the core and other plugins, and 3rd party or Other CRM services. Importing Contacts from CSV File The CSV import tool...
Company Module
Last Updated: February 18, 2025In mainflow, the Company Module feature organizes contacts to one or more company records. In this company record, you can see company information and the contacts you have added under the company. This article will guide you through the process of using this feature. One of the notable features of the Company Module is organizing one...
Import from Other Plugins & Integrations
Last Updated: February 18, 2025The import tool will help you add contacts to mainflow from various third-party plugins. During the import process, you can also auto-update the properties of already existing contact at once. Things to know before importing the contacts First Step Go to the mainfow dashboard and choose the Contacts tab from the top and then click...
Export Contacts from Mainflow
Last Updated: February 18, 2025It is an essential feature of any platform that imports and works with data. Mainflow also provides easy and customizable export options to Export Contacts along with their data from the dashboard. To Export All Contacts please go to the mainflow Dashboard ➜ All Contacts and then click on the Export button from the top right corner of the dashboard. This...