Automation Rules

Thanks to automation rules you can make the process of communicating with customers automatic, speed up the sales process, provide your sales team members with already prepared leads and respond individually to contacts behavior on your website.


WIZARDS

Allows you to create and plan individual or periodic mailing, educational campaign and respond to customers defined behaviour.

Wizard: autoresponder
Wizard: lead nurturing
Wizard: alert

AUTOMATION RULES SETTINGS

Find out how automation rues work and use their potential.

Automation rules – introduction
Adding a new automation rule
Setting for emails triggered by automation rules
URL addresses in links URL patterns
Quick actions

AUTOMATION RULES – EXAMPLES

The exemplary rules will help you understand the mechanism of the entire process and set your own automation rules.

Examples: automation rules
Automation rule – an example: an email is sent, following a visit to a URL
Automation rule – an example: an alert is sent once a given score value has been exceeded
Sending automatic emails
Set automatic alert – contact visited website

AUTOMATION PROCESSES ANALYTICS

Analyze the effictivity of your automation rules.

Automation processes – dashboard
Automation rules analytics

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