Marketing automation and campaigns
Send the right message to the right people at the right moment, with segments, flows, triggers and a campaign planner.
Marketing automation is worth the setup when the same message has to reach different people at different moments. By hand this does not scale past a few dozen contacts.
Step by step
- Open Segments and define who each campaign is for.
- Build the pieces under Components.
- Set up the Channels you send through, starting with e-mail.
- Create the Campaign and attach segment, components and channel.
- Use Points and Stages to score contacts by what they do and move them along.
- Read Reports afterwards and keep the defaults in Settings.
Ready-made flows and triggers
Above Campaigns and Segments a link row opens the page Automation. It has three parts:
- Flow templates: four ready-made flows. They are welcome for new leads, welcome for new customers, thank you and feedback after an order, and abandoned cart.
- Triggers: a trigger starts a flow for the person an event happens to. Events are new lead, new customer, new order in the shop and abandoned cart.
- Audiences: lists saved in the newsletter that you provide for campaigns.
A template creates the campaign, the e-mails in all languages and the trigger, all switched off. Nothing is sent until you switch the trigger on. Only new events count. Every e-mail in these flows has an unsubscribe link.
Campaign planner
Marketing → Campaign planner is the calendar side. It has a planner, segments, components, channels, reports and settings.
Which tool for which job
- Marketing Automation: rules that fire on behaviour.
- Campaign planner: a plan on a calendar.
- Newsletter: a mailing to a list. See Newsletters
- WhatsBot campaigns: the same idea on WhatsApp.
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
