For years we have had automation options within our marketing platform. But until now we have always felt as if they were hard to find, and even worse, hard to manage over time. So we decided to make it easier to manage and added a whole bunch of new automation features along the way.
A visual work flow
You can now easily create in-depth automations that include any number of actions and that can split off with conditional branches.
The power of “wait for” and now “wait until”
“Wait for” is an option that allows you to wait a certain number of hours, days, weeks, etc… between actions. This is a common option for auto responders (wait X hours after subscribing to send the responder) You still have the power of “wait for” but now you also have “wait until” This new option allows you to have further actions happen only when conditions you set are met. So you could wait until a contact has completed a specific action, has a contact field with certain values, etc..
Branching based on conditions
You can at any time in your series branch off into different sets of actions based on conditions you set. This could include past actions/interactions that the contact completed, ERJA/EGEO data, or any custom fields.
New automation actions
In addition to the new “wait until” option we have added other actions including the following:
- Add note (have a custom note added at any time in your automated series)
- Notify someone (email specific people about the contact at any time in your automated series)
- Initiate webhook (POST the contact’s information to a specific URL at any time in your automated series)
- Start or end a different series
- Subscribe/unsubscribe from lists
- Update any custom fields
What’s next & your feedback
This is just the start of what we have planned. There are some exciting new features we will be rolling out in the future that will allow you to automate and improve your marketing by connecting up with your site, applications, and more…
If you have any feedback on what you would like to see added, ways you wish to automated your marketing, etc… we want to hear from you. Add your comments to the bottom of this page or shoot us an email anytime at firstname.lastname@example.org