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41 search results for « scénario »

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

    ...activation date" button and click "Yes" to confirm. The scenario will then go back to the "Under construction" status.   Click the "Quit" button to exit your scenario. Save your last changes, if needed. How to edit the start date of a scenario Go to the "Marketing automation" menu.   Open your scenario. To do so, click on its name or on the "Statistics" option from the action menu.   Click the "Edit" link on the right of the date.   Make the changes...

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

    ...source (like an user agent) of the webhook, to specify the data format, or to convey other important information needed to process the webhook. Please note that the header key cannot contain spaces or special characters. How to Create a new scenario. Learn how > In your scenario path, press the + (Plus) icon to add an action at the appropriate point. Select the Send aWebhook action. Enter the complete webhook destination URL (including the http or https protocol). This must...

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

    ...of an annual contract, the anniversary of a subscription date, or a birthdate. The Before or after a date trigger runs based on the entire date, including the year. Only contacts that meet the criteria of the trigger from the activation of the scenario will enter it. Automate the sending of annually recurring emails   Trigger: Recurring annual event Send a reminder before contract renewals, perform annual follow-ups, wish your subscribers a happy birthday or...

  • Send automated mailings following a micro survey

    ...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 powerful when combined ! Combine our micro surveys and marketing automation scenarios for even more results! For example, you could use your micro surveys to segment your groups depending on their center of interests by adding your contacts to the appropriate groups. You could also send emails about your upcoming events...

  • Create a group based on a micro survey answer

    ...you want your contacts to be added.   Don't forget to save your scenario.   Once you've completed the set up of your scenario and you're ready for it to start, schedule its activation. Click here to learn how to do it. Pro tips: If you wish to add your contacts to different groups based on their different answers, you'll need to create a different scenario for each possible answer in order to segment your contacts appropriately. Here are a few examples of different scenarios you...

  • Field and group dependencies

    ...major dependencies. You will need to resolve the dependency first before you can remove these items. Learn how to eliminate dependencies> Custom fields have major dependencies when they are found in: the criteria of a dynamic group an active scenario or a scenario under construction (marketing automation) Groups have major dependencies when found in: the criteria of a dynamic group an active scenario or a scenario under construction (marketing automation) a subscription...

  • Welcome emails

    ...than once. Choose the type of statistics you want to collect. For more information, refer to the following pages: About anonymized mailing statistics Mailing statistics Click on the first step to complete. This is the trigger for the scenario. Depending on which scenario you chose at step #3, select the form or the group(s) to which your subscribers must subscribe to receive your welcome email. You can also select the subscription or contact form linked to your landing page...

  • How to activate a micro survey

    As soon as a micro survey is used in a scheduled mailing or in an active scenario, its status will automatically change to Active. You won't be able to apply changes to it anymore. However, if you cancel your mailing and your survey hasn't been used in an active scenario or a previous mailing, the status will go back to Under construction and you will be able to make changes to it again.

  • About anonymized mailing statistics

    ...to specify this in your mailing configuration. Learn how to anonymize different types of mailings:  Regular mailings Email sent from an marketing automation scenario Mailing sent from the API Regular mailings In step #6 of the mailing configuration, select the Anonymized statistics option. How to create a mailing > Marketin automation At the top of the scenario, select the Anonymized statistics option to anonymize open and click statistics for all the mailings within your...

  • Deleting a group

    ...contacts of the deleted group will not be deleted. They will remain in the other groups they belong to. However, if they were not assigned to any other group they will become ungrouped contacts, and you will not be able to send them any mailings until you add them to a new group.  Click here to learn more about ungrouped contacts.   Why can't I delete certain groups? When a group is linked to a subscription form or a marketing automation scenario, you won't be able to...