Apply Note

Lesson Video Time: 1:47 Minutes

What Is The Apply Note Snippet?

A note is automatically added to the contact record to record an activity happening.

Why Would I Use The Apply Note Snippet?

Use Notes to keep a history of actions on the Contact Record and to notify internal employees of important items

How Do I Set Up The Apply Note Snippet?

  1. Drag the Apply Note snippet onto the canvas in a Sequence
  2. Double-click to configure
  3. Select the Action Type
  4. Enter a Title and Description
  5. Select any Users that should be notified
  6. Save and publish the campaign

The Way

Use Notes to keep a history of actions on the Contact Record and to notify internal employees of important items

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