Step 1: Log In to the URL https://admin-lax.convoso.com/login using your Admin credentials.
Step 2: From the Dashboard, click on (A) “CRM” and select (B) “Scripts” from the drop down.
Step 3: Click on the (C) “Gear Icon”, and select (D) “Settings” from the drop down.
Modifying the contents of the Script Pages
Step 4: Right-Click (E) “Element or the Page of the Script” and select (F) “Edit” from the drop down.
Step 5: A huge window will appear almost the size of the browser. Type the name of the name of the script in (G) Script Page Name Field, Enter the body of the script in (H)Body of the Script Field, then click (I)”Apply” button. By clicking the (I) "Apply" button on script node it will automatically save the whole script even if user forgot to click the Save button on the Script page thus preventing to loose the changes already made on the script.
Step 6: If you want to Auto Populate the script with the information of the lead you can use the Insert Fields Section. Point your mouse to the section where you want to insert the field that contains the Lead Information, See (J). In this example, we will add First name Field in the Body of the email.
Step 7: Click on (K) Fields Selection, and select the field from the drop down. In this example, we’ll select First Name. Click on (L) “Insert” button then click on (M) “Apply” button.
Editing the Connector
Step 8: Right-click (N) Label of the connector and select (O) Edit from the drop down.
Step 9: Another window will appear. Type the name you want in (P) Label Field and click on (S) “Apply” button. You can also see the (Q) Connection Source and (R) Connection Target, which are the pages of the script this Label is connecting.
Adding New Element
Step 10: If you need more pages on your scripts, click on (T) “Add Elements” button. (U) New Element or Script page will appear. Modify the contents of this scripts page. You can drag this new Element / Script Page anywhere in this section.
Step 12: To link the new Element / Script Page to the existing ones, you need to click and hold (V) the yellow corner of the Source Element and drag it to the (W) Target Element.
Step 13: After you finish editing the script, you can (X)”Play it “or Preview script, (Y) “Cancel” the changes, or (Z) “Save” the changes.
Step 14: If you Play or Preview the script, another window will appear. You will see the (A) Element/ Script Page Name, (B) Body of the Script, and. (C) Links to other) Element/ Script Pages. Just click on (D)”Finish” button to exit the window.