Marketing automation

  • What is a scenario?

    In this article: What is a scenario ? What is a trigger ? Actions and conditions of a scenario How much is the marketing automation option ? What is a scenario? A scenario is an automated route that starts…

  • Building a scenario

    In this article: What is the difference between a scenario template and my own scenario? Build a scenario from a template Build your own scenario Video tutorials What is the difference between a scenario…

  • Editing a scenario

    In this article: How to edit a scenario with a "Under construction" status Can I edit a scheduled or an active scenario? How to edit an active scenario How to edit a scheduled scenario How to edit the…

  • How to edit or cancel the activation date of a scenario

    In this article: How to cancel the scheduling of the activation of a scenario How to edit the start date of a scenario How to edit the end date and the action taken How to cancel the scheduling of the…

  • View scenario statistics

    In this article: How to view the list of contacts who have been through each step of the scenario; and how many times they have journeyed through the scenario. How to view statistics for a mailing sent…

  • Put an active scenario on hold, and reactivate a scenario that’s on hold

    In this article: Put an active scenario on hold Reactivate a scenario that’s on hold   Put an active scenario on hold  (on hold) Go to Marketing automation and click the switch at the right-hand side…

  • Reactivate an archived scenario

    Go to Marketing automation.   Click on three dots on the right-hand side of the scenario you’d like to reactivate and select "Duplicate". Edit the title of the scenario, if desired. Click "Ok". The copy…

  • Activate a scenario

    In order for a scenario to start, it needs to be activated. Here are the steps to follow to activate a scenario right away or plan the activation ahead of time: Go to the "Marketing automation" menu.…

  • Archive a scenario

    Use the "Archive" function to permanently end a scenario. When a scenario is archived every task that is associated with that scenario will stop. However, it is still possible to see the statistics for…

  • Duplicate a scenario

    Go to the Marketing automation menu.   Click on the three dots on the right-hand side of the scenario you wish to duplicate.   Select "Duplicate" from the drop-down.   Edit the title if you chose to.…

  • Welcome emails

    In this article: What is a welcome email? Why sending a welcome email is important? Welcome email examples How to send welcome emails automatically What is a welcome email? A welcome email is a message…

  • Automatically send emails based on a date in your contacts' field

    With automated marketing scenarios, it is possible to automatically send emails based on the various date fields of your contacts. For example, you could send a message on your contacts' birthday, an annual follow-up email or a reminder before or after an important date.

  • Send automated mailings following a micro survey

    In this article: Micro surveys and Marketing automations: More powerful when combined ! What you need to know before you start How do I create my scenario?   Micro surveys and Marketing automations: More…

  • Create an automated segmentation scenario

    Automatically send emails when contacts meet specific criteria.

  • Send webhooks from a scenario to a third-party application

    Webhooks are powerful and versatile tools that enable different applications to communicate with each other in real time. Learn how to send a webhook from your account to a third-party application.