Use cases
A collection of real-world scenarios showcasing how to get the most out of our tools.
Contact and management
Manage contacts, ensure compliance, and keep your database clean and accurate.
Move and manage contacts between lists and programsLearn how to move, 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 IntegrationsLearn how to prevent 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.
Campaign targeting and messaging
Customise your campaign delivery and messaging to maximise engagement.
Manage last-minute webinar signups in event programsHandle last-minute webinar signups in Dotdigital to keep your event programs running smoothly.
Create compliant, age-restricted forms and pop-ups with Dotdigital logicUse action button and section logic in Dotdigital to control what contacts see based on their responses in pages and forms.
Send SMS only to specific country contacts in DotdigitalSend SMS campaigns in Dotdigital only to contacts in a specific country by filtering your audience geographically.
Track SMS clicks in programs using DotdigitalTrack SMS clicks within Dotdigital programs using segments and wait times to monitor engagement and optimize your campaigns.
Let your contacts opt-out of campaigns for sensitive eventsLet your contacts opt-out of possibly sensitive events such as Mother’s Day and Father’s Day.
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.
Web behavior tracking
Use website visitor activity to optimise conversion rates, sales, and segmentation for more effective marketing.
Use Web behavior tracking to increase website downloadsIdentify contacts who have visited and browsed download pages on your site but haven't committed to a download.
Use Web behavior tracking to increase webform completionIdentify contacts who have visited and browsed webform pages on your site but haven't signed up.
Use Web behavior tracking to increase your salesTarget contacts with relevant product recommendations, offers, and testimonials to encourage them to convert interests into purchases.
Use Web behavior tracking for segmentationWeb behavior tracking gives you a powerful tool to target and engage your customers based on their browsing behaviour and activity.