Email Marketing and Automations

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Emails Overview - Messaging and Workflows

Blast Emails - Create Email Marketing Campaign

Creating Your Automation Flows

Creating An Email Marketing List

To create your list go to your Emails & Automations tab and click on Lists and Subscribers. After that click on Lists and Add List. You can create as many as you want lists in which to assign people from your forms, checkouts, quizzes or import contacts into them.

Creating An Email Marketing Segment

To create your segments go to your Emails & Automations tab and click on Lists and Subscribers. After that click on Add Filter on top of your screen to start adding filters to define your Segments. You can create as many as you want segments based on different criteria. You can also update an existing segment. To view all Segments simply click on the Segments tab next to Lists. Click on the button and choose a filter.... for example: Country is Austria. Click on the Save As New Segment butto...

Connecting A Domain For Email Sending

To start sending emails in the Email Marketing section, you need to first connect your domain. You can do that in the Emails & Automation section -> Settings. There you have the option to add your domain. Click on the Add Domain button and write in your domain name and click the submit button. Next, fill in an email address, for example for the email: [email protected] you would simply type in office. Now go and find the email that we sent to you, and click on the link to verify your ...

Creating My Email Templates

Simply go to the Email Templates area and click on My Templates -> Add New Template green button at the top. You can also hover on an existing template -> click the 3 dots -> clone. That will create an exact replica of the email that you've copied and you can start editing it to your likes.

How to Unsubscribe/Subscribe a user

You can do that from the user's profile and click on the three dots under their name, and choose the Subscribe or Unsubscribe menu item. You can also add / remove them from any lists you have from inside the Marketing tab by either clicking the green Add List button, or by hovering over a list and clicking on the X icon: You can also subscribe users in bulk from your current Contacts tab by marking them and clicking on More. Then select Add Contacts To List and select to which list you want to...

Importing Email Subscribers

Go into your Lists & Subscribers section in the Email Marketing and click on More -> Import. That allows you to import users via .CSV file format and map the fields to the properties in the CRM. Choose Import, and choose a list: Go through the import process to upload a CSV file and match the columns to the CRM properties before finally importing. You can also import people from the Contacts tab, and then highlight them all and add contacts to as list: You can also subscribe users in bulk...

Adding a Subscriber to a List

When you open the Subscriber's profile inside the Marketing tab you can see the lists that they are currently in. By clicking on Add List you can select to which lists you want the Subscriber to be assigned to.

Adding subscribers to your list via Forms/Checkouts/Quizzes

When you go in the settings of a Form/Quiz/Checkout widget, you can see the option for assigning the users to a list in your email marketing section. Once the user submit, they will be automatically assigned. Click on the button inside the "Connect to Email Marketing: Select lists" to choose which lists they will join.

Double Opt-In For Your Forms

Double Opt-In helps your users to verify their ownership of the email before they are added as subscribers to your lists. When you select the lists to which you want to add the users you will see below the option to enable the double opt-in option. That will send an email automatically on which the user has to click in order to verify and be added as a subscriber.

Why we review email accounts?

The email marking feature is one of the most powerful tools at your disposal when it comes to audience engagement, follow-up and keeping your Users close to your brand. However, it is also one that needs to be looked after and does not take shortcuts. Having good or bad emailing practices can make or break your marketing campaign. See below some important information about the emailing feature with some dos and don’ts. Bounces Hard bounce refers to the permanent failure in delivery of the emai...

Do Your Recipients Recognize You?

Introduction When you send an email for your Brand, you want your recipients to read it. In order for this to occur, your email needs to be delivered, and the recipients should recognize is as valuable and deserving of their attention. While the content within the email itself is important, there is an additional aspect to consider. If the email lacks clear branding and fails to establish its origin as the entity from which the recipient willingly subscribed to receive emails, there is a risk t...

Automations not firing - what can I do?

Introduction The Automations are a powerful tool that can help you leverage other platform functionalities quickly and streamline your lead and email marketing strategy. By using automated processes, you are able to perform actions immediately following a trigger and don't miss out on sending an email or quickly tag someone to inform or manage their status accordingly. It does sound great, however, sometimes you may run into a configuration issue which can cause the automation not to start. Don...

Gmail and Yahoo's new email requirements

Emailing policy change 2024 In 2024, starting 1st of February, Gmail and Yahoo's emailing policy is changing. What used to be a general recommendation is now a requirement. The new policy requires all email sent to be from a verified domain, be singed with DKIM, SPF and DMARC (mainly for bulk senders above 5k email per day), maintain low spam rate of less than 0,3% and have an easy way to unsubscribe by just using one click Unsubscribe button. Let's start by checking what is DKIM DKIM, which ...