Taylor Smith
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Articles
Recent activity by Taylor Smith-
New Workflow Triggers in Captivation Hub: Review Received, Payment Failed, and Form Partially Completed
Captivation Hub just added three new workflow triggers that open up some of the most commonly requested automation use cases. You can now build workflows that fire when a customer leaves a review, ...
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Using Calendar View for Rentals in Captivation Hub
Calendar View in Rentals is your visual hub for managing bookings, blocked slots, and listing availability all in one place. This guide walks you through how to navigate the calendar, filter and or...
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Managing Appointments With Appointment List View in Captivation Hub
Appointment List View gives you a powerful way to manage appointments inside Captivation Hub using a list-based workspace instead of the traditional calendar grid. You can filter, sort, customize, ...
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Getting Started With Blogs in Captivation Hub: Setup and Best Practices
Ready to start publishing content to your Funnels and Websites? Blogs in Captivation Hub gives you everything you need to plan, write, and ship posts that drive traffic to the right pages. This gui...
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Improve AI Studio Site SEO With Advanced SEO Support
Advanced SEO Support gives your AI Studio sites a major boost in how visible they are to search engines, social platforms, and AI-powered search experiences. The goal is simple: make sure the work ...
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Where to Find Your Form Submissions in Captivation Hub
Before you start: For form submissions and page activity to flow into your CRM, the External Tracking script must be installed on each of your pages. See How to Add the External Tracking Script in ...
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Notify Your Team Internally When Someone Submits an AI Studio Form or Books an Appointment
The faster your team responds to a hot lead, the more likely it is to convert. This recipe shows how to ping the right people on your team — by email, SMS, or Slack — the moment a lead submits an A...
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Send Confirmations and Reminders for Bookings on AI Studio Calendars
An AI Studio booking page is only as good as the follow-through after someone schedules. This recipe shows how to build a workflow that sends a confirmation email the moment someone books, then aut...
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Route Different AI Studio Forms to Different Follow-Ups Using Filters
Once you start running multiple AI Studio pages, every form needs its own follow-up. A demo request shouldn't get the same email as a newsletter signup, and a high-intent lead from a paid landing p...
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Tag and Enroll Leads in a Drip Campaign From AI Studio Form Submissions
Tags and drip campaigns turn a one-off form submission into ongoing engagement. This recipe shows how to automatically tag every lead that comes in through an AI Studio form, then drop them into a ...