Support Team
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Activity overview
Latest activity by Support Team-
Support Team created an article,
How to use Network relations for companies?
Company relationships are only available with the Webmecanik Pipeline PRO plan. Webmecanik Pipeline allows you to create relationships between your companies in the CRM. Please note that only use...
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Support Team created an article,
How do the opportunity statistics work?
Webmecanik Pipeline offers significant statistics regarding your opportunities, contacts, and companies. These statistics help you analyze various data (opportunities, activities, etc.) that are va...
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Support Team created an article,
How to schedule my emails?
Timing is everything in marketing automation. We want to send the right message, at the right time, to the right people. To achieve this, you can schedule your email to be sent at the right date an...
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Support Team created an article,
How to install Cloudfare Turnstile?
Cloudflare's Turnstile plugin offers an extra layer of defence for your forms. It aims to protect your forms from bot traffic in order to keep your contact base clean and human. This plugin introdu...
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Support Team created an article,
How to set up Point Groups in your scoring with Webmecanik Automation?
Scoring is a key feature of your marketing automation software. It enables you to track the progress of your contacts through the various stages of your conversion tunnel. With Webmecanik Automatio...
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Support Team created an article,
How do I bulk edit or delete my contacts and companies?
Need to quickly select contacts or companies to edit or delete? Views allow you to do this in bulk. Mass modification and deletion of your contacts or companies Select your contact/company using t...
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Support Team created an article,
How to use the contact segment filters?
Webmecanik Automation is based on the segmentation of your database. Each contact can be affiliated to several segments in order to receive different communications. What are the types of segments?...
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Support Team created an article,
How can I add a new user to my Webmecanik Automation instance?
Automation is an innovative solution accessible to all. If you want to give access to a new user in your company, you need to add him/her in the Webmecanik Portal. Please note that only users with ...
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Support Team created an article,
How to activate/deactivate a status to show/hide it in the Opportunity Pipeline?
Enable (or disable) a status to show (hide) it in the Opportunity Pipeline In order to manage your different opportunities, you have the possibility to assign them different statuses corresponding ...
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Support Team created an article,
How do I re-register a contact to my emails?
Your contacts have the option to unsubscribe from your communications, either through the full unsubscribe link or through your preference center. It may happen that one of your former contacts wis...