Upcoming Maintenance on June 17, 2024: Please note that our service will be temporarily interrupted for some maintenance on Monday, June 17, from 10PM to 1AM (EDT). During this period, the application will be inaccessible and some statistics may not be compiled. Also, some functionalities may be interrupted and any scheduled emails will be sent once the service is restored. We're sorry for any inconvenience this may cause you.
Close

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.