Automation
Automate your workflows and everyday tasks.
Triggered campaigns overviewGenerate leads and increase conversions with triggered campaigns for birthdays, preferences, seasons, and more.
Create a triggered email campaignAutomatically send tailored messages to new contacts, responders, and within automated programs.
Convert a standard campaign into a triggered campaignRepurpose your standard campaigns by converting them into triggered campaigns, saving time and resources.
Convert a triggered email into a standard email campaignRepurpose your triggered campaigns into standard ones, enabling you to easily repurpose content and broaden your campaign reach.
Send contacts a campaign or enrol them on a program when they join a listSet up join actions to automatically send welcome emails or enrol contacts in programs when they join your lists.
Send a triggered campaign when a contact unsubscribes from a listSet up a triggered campaign for unsubscribers to send a personalised message, seek feedback, or close on a positive note.
Send an automatic response to all email campaign repliesSet up automatic responses to provide timely, consistent replies to your email campaigns.
Set up an auto responder for email campaignsSend an automatic reply when contacts respond to your email campaigns.
Add contacts to lists and programsAutomatically subscribe contacts to lists or add them to other programs.
Use programs to remove contacts from lists and to delete contacts from your accountRemove contacts from your lists or delete them from your account in a program.
Use transactional emailAutomatically send triggered, transactional, non-marketing content to individual contacts, providing personalised and timely updates.
Send transactional email using SMTP or APISend administrative, operational, non-marketing email to contacts using our transactional email feature with SMTP or API.
Add a transactional email user for SMTPSend transactional emails using SMTP credentials.
Turn off open, click, and bounce tracking for transactional emailsTurn off the open, click, and bounce tracking features of transactional email.
Create, design, and send a transactional email templateLearn to build and send transactional email templates in EasyEditor.
Use personalisation in a transactional emailAdd placeholders to your template and provide values to personalise your transactional emails.
Program builderAn introduction to the program builder where you can design your automations.
Working with the program builderUse the program builder to create automated marketing journeys.
Activate and deactivate automated programsLearn to activate and deactivate your automated programs.
Use exit conditions to remove contacts from a programExit conditions let you automatically remove contacts from a program when they meet specific criteria.
Program validation errors and how to fix themIdentify, understand, and fix any validation errors in your program.
Managing automated programsManage and understand the automated programs in your account.
Manage active programsEnable or disable enrolments, view, copy, and deactivate.
About deactivated programsEdit, remove contacts from, and reactivate deactivated programs.
About read-only programsView, copy, or delete your read-only programs.
Create triggered daily or weekly email campaigns using the program builderSend automated daily or weekly update campaigns to your contacts with programs.
Enrol a contact into a program that starts immediatelyEnrol a contact into a program that starts straight away.