Automation

Discover important ideas, from basic terminology to advanced configurations, to excel in email targeting, signatures, content, and predictive sending for improved communication.

  1. Overview
  2. Automation

How to update contact details using Shortcode

You can update contact field details with the value of another existing field using Shortcode. This can be achieved using Automation. From the Automation tab -> Your Automation ...

How to create a Master List

You can create a Master List that includes all your contacts by following the below steps: 1- Create a Master List From the Contact tab, go to Lists -> Create List. Give the l ...

Campaign groups

Marketing campaigns such as Facebook sponsored Ad or event registration often require few assets working together to be able to capture and nurture the lead. Assets such as landing ...

UTM tracking

UTM Tracking allows you to measure the performance of your campaigns on your analytics platform, such as Google Analytics.UTM stands for “Urchin Traffic Monitor“, a nam ...

E-commerce conversion

The platform automatically tracks conversions for any campaigns and automated messages (Email, SMS, and Browser Push) sent to your contacts. This allows you to analyze the performa ...

Automation Advanced Settings – Delayed Actions

Sometimes the automation action is overdue for its execution time, now you have the option to decide how to proceed in case this happens. In the trigger Advanced Settings, you can ...

How to send Emails upon confirmation

In case, you have turned on the Email confirmation option (double opt) in your List, you can start sending emails to your contacts upon confirmation using Automation. You can star ...

Contact Tags

Tags are important for segmenting, filtering, targeting contacts, in an easier, less complicated way. In the following, we will discuss how tags work: Managing Tags: To add/remov ...

Automation glossary

Each automation has Triggers and Actions: Triggers are the first step, without Triggers, you can’t apply Actions. We have a list of Triggers divided into Messages, Contac ...

Editing automation

When editing a trigger or action in a workflow, some contacts may be impacted by the change and others won’t. In the following table, you will find some of the most common c ...

Email Content Generation

The Email Content Assistant feature provides the capability to generate different versions of email content for your templates. This guide will walk you through the steps to use t ...

SMS Content Generation

AI content generation for SMS offers the convenience of effortlessly creating text messages. This powerful feature assists in generating engaging and relevant content for your SMS ...

Managing Automated Messages

When creating automation with email sequences, you will need to have your email automated messages ready so that you can set them up inside your automated workflows. To get started ...

How to create an email drip

In order to start your email drip setup, you need to prepare your email series first. So start by creating your automated messages:From the Automation tab -> Automated Messages ...

How to use email Predictive Sending in Automation

Predictive sending is a sending process that will send emails at the time the recipients are more likely to open their emails. To use Predictive sending in your automation workflo ...

How to send Sendspark Personalized Video SMS

Sending dynamic videos lets you personalize videos at scale. You can embed videos in your SMS using merge tags. These merge tags let you automatically change content for each of yo ...

Introduction to the Visual Automation Builder

You can build an automation workflow by clicking on the Automation option from the left menu bar. Automation can be one or a collection of workflows that you can create to automa ...