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Quick Start: Mastering the Marketing Area in PROSPER OS™

Marketing tab within PROSPER OS™, a suite of powerful, integrated tools designed to boost your business and streamline your content creation efforts. This section explores how to leverage these features to connect with your audience and drive growth.

How-To's, Guide's and Other Help Articles

Workflow Trigger Guide: "Inbound Webhook Premium" - What is it and How to use it?

Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, and PUT. This real-time data transfer capability enhances CRM functionality and streamlines workflows, facilitating efficient communication and collaboration across various platforms and tools.

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How to start an automatic process after a subscription payment or refund is received?

With additional triggers around payments, business users have more control over automations built around lead conversion processes. Along with the current support for Payment Received, Order Submitted trigger and Invoice trigger, we have added the support for 2 new additional triggers

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Workflow Trigger Guide: "Facebook / Instagram - User comments on a Post"

"Facebook / Instagram - User comments on a Post" is a trigger that allows you to start custom automations when a person comments on a Facebook or Instagram post, either any type of comment, or specific keywords.

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Workflow Trigger Guide: "Contact Engagement Score"

The "Contact Engagement Score" trigger in workflows allows you to start specific automations when the engagement / prospect score reaches a certain level, allowing you to better prioritize your sales efforts.

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Workflow Trigger Guide: "Payment Received" - What Is It and How to Use It?

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the PROSPER OS™, including one-time purchases, subscription charges, invoices, and more. It can be customized with filters, such as source type and transaction status, to target specific use cases. This trigger helps businesses automate tasks, streamline processes, and efficiently respond to real-time customer transactions.

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