Fintech Automation Blog
By Anthony Schorling
Introduction
Many small businesses start with a number of referrals for sources, but at some point, the referrals taper off and they need to find another way to get leads. Email marketing is an absolute must for these types of businesses, as it allows users to send mass...
Introduction
JotForm has come through in the clutch once again, delivering yet another great integration, this time for MailerLite users!
The new integration allows users to collect subscriber emails from their forms and automatically pass that data into MailerLite for...
Introduction
The turning of the calendar to a new year is a chance for many people to start anew. While many drop their new years' resolutions just as quickly as they thought of them, the fraction of people that actually stick to them wind up accomplishing pretty lofty...
Introduction
Hello fellow JotForm users! Do your autoresponder emails for clients not have that same personal touch that your normal emails have? Thankfully, there's a simple fix for that! In this post, I will take you through the steps on how to import and...
Often clients will ask us how we find the balance between efficiency and over-automation. They're concerned that automating too much can come across as cold and impersonal, but automating too little leaves gaps and adds additional time burden.
The good news is there's a middle ground. One example...
One of Calendly's many helpful features is the ability to automate follow up messages after a meeting occurs. However, you may sometimes need to stop the message from going out.
Fortunately, it's a very simple process. Here's how:
1. Click here to log into your Calendly account.
2. Click...
Introduction
In this post we will cover setting up email templates that include external links. We will also cover configuring email forwarding and other efficiency tips. Our choice application is Gmail, but we will include relevant information for other email...
