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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 listAutomate welcome emails and program enrolments for new subscribers by setting up campaign join and program join actions.
Send a triggered campaign when a contact unsubscribes from a listSet up a triggered campaign for unsubscribers that sends a personalised message to say thanks, seek feedback, or close on a positive note.
Send an automatic response to all email campaign repliesUse automatic responses for replies to email campaigns, ensuring timely and consistent responses.
Trigger an automatic response when a contact replies to a specific campaignUse auto responder campaigns for when a contact replies to a specific email campaigns.
Using programs to add contacts to lists and other programsAdd contacts to lists and programs using the Add Contact node.
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 transactions emails to contacts using our transactional email feature, leveraging the power of SMTP or our API.
Add a transactional email user for SMTPAdd a user and start using SMTP for your transactional email.
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 builderA guide to working with the program builder.
Activate and deactivate automated programsLearn to activate and deactivate your automated programs.
Last browsed WebInsight data in programsUse last browsed WebInsight data in a program.
Use exit conditions to remove contacts from a programAdd exit conditions to remove contacts at any step of a program.
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.