Use cases
A collection of real-world scenarios showcasing how to get the most out of our tools.
By Bartlomiej and 2 others3 authors16 articles
Contact and management
Manage contacts, ensure compliance, and keep your database clean and accurate.
Move and manage contacts between lists and programsMove, copy, and manage contacts between lists and programs in Dotdigital using automation and manual tools.
Prevent duplicate contacts when email addresses change in your CRM IntegrationsPrevent duplicate contacts in Dotdigital when email addresses change in your CRM.
Link email addresses and phone numbers in DotdigitalStreamline management of contact data by linking email addresses and phone numbers to prevent duplicates and ensure accurate communication.
Limit the number of form submissions or survey completions in DotdigitalLearn how to limit form submissions or survey completions in Dotdigital, ensuring that only the first x respondents are added to a list.
Sort contacts based on their answers to a formForms are a simple way to collect preferences from your contacts. By saving responses to a data field and using an automation program, you can automatically add contacts to different…
Campaign targeting and messaging
Customise your campaign delivery and messaging to maximise engagement.
Manage last-minute webinar sign-ups in event programsManage last‑minute webinar sign‑ups in Dotdigital using Delay and Date split nodes to keep your event programs on track.
Create compliant, age-restricted forms and pop-ups with Dotdigital logicUse action button and section logic in Dotdigital to control what contacts see in your pages and forms.
Send SMS to contacts in specific countriesSend SMS campaigns to contacts in a specific country by filtering your audience by location.
Track SMS clicks in programs using DotdigitalTrack SMS clicks in Dotdigital programs using segments and wait times to measure engagement and optimise your campaigns.
Let your contacts opt-out of campaigns for sensitive eventsLet your contacts opt out of campaigns related to sensitive events.
Dotdigital Tag use cases
Automate recovered sales, personalise recommendations, and re-engage website visitors.
Recover lost sales using abandoned cart emailsRe‑engage customers and recover potential lost sales by automatically reaching out when they leave items in their cart.
Recover lost sales using abandoned carts SMS and MMSRe‑engage customers and recover potential lost sales by sending timely, personalized SMS and MMS reminders.
Re‑engage site visitors based on browsing activityRe‑engage site visitors and increase conversion rates by sending timely, targeted messages based on the pages they’ve browsed.
Convert browsers into buyers with automated product recommendationsConvert browsing interest into purchases by sending personalised product recommendations based on visitors’ on‑site viewing behaviour.
Recover abandoned webforms with personalised remindersRecover missed conversions by sending personalised reminders to contacts who abandon your webforms.
Increase website downloads using automationIncrease downloads by following up with contacts who visit your resource pages but don’t complete the download.