Automations allow you to send email or SMS messages based on various triggers - such as date fields, information being received, forms being completed and so on. Our platform has two types of automations - Standard and Advanced.
Standard automations allow for the sending of trigger- and date-based email & SMS. This can include welcoming a new subscriber, sending a series of email / SMS messages over a period of time to educate subscribers or nurture leads, or sending an email or SMS message on the anniversary of a date field.
Advanced automations are only available on some plans.
The advanced automation module allows you to engage your customers in real one-to-one marketing dialogue, providing huge value to both you and your subscribers. Imagine being able to send out highly relevant and targeted content to your contacts without having to log in and send the message out yourself!
Advanced automations allow for campaign workflows, automated data updating, segmenting - and the ability to use criteria such as time, action and profile-based segments.
Looking for automation ideas? We have a series of examples with how-to guides available here in our support centre. Search for automation examples.
Before getting started with your automations, we recommend that you plan the structure of your workflow first.