Adaptix Onboarding Guide: Unleashing the Power of Data-Driven Marketing

Welcome to Adaptix! This comprehensive onboarding guide will take you through the essential steps to harness the full potential of our advanced marketing automation platform. Follow these steps to unlock a world of data-driven marketing success:

Watch Full Video: Full Adaptix Onboarding

Step 1: Account Setup and Verification

Build a strong foundation by setting up your account is the first crucial step towards leveraging Adaptix’s capabilities. Provide your name, email, role, and permissions to ensure seamless collaboration within your team along with setting up your companies physical address. By verifying all email addresses associated with your account, you establish reliable communication channels, ensuring that you receive critical updates and notifications promptly.

1. Log into your Adaptix site and click on the Settings cog.
2. Fill in your name, email address, and select your role and permissions within the platform.
3. Verify all email addresses associated with your account by following the verification instructions in the Email Settings menu. This ensures seamless communication and access to important updates.

** Note: You will be unable to send any automated mass emails without verifying your email addresses

Step 2: Creating a Segment

In Adaptix you have the power to define and create segments tailored to your specific audience. By segmenting your customer base based on demographics, behavior, or engagement, you can personalize your marketing efforts effectively. Precisely target your messaging to the right audience segments, enhancing customer engagement and conversion rates. Adaptix empowers you to unleash the full potential of segmentation for impactful marketing campaigns.

1. Log into your Adaptix account and navigate to the “Segments” menu.
2. Click on the “+ New” button.
3. Define your segment criteria based on attributes such as demographics, behavior, or engagement.
4. Save your segment for future use and targeted marketing campaigns.

Step 3: Loading Your Contact List

Your contact list is a valuable asset, and Adaptix helps you make the most of it. By seamlessly importing your contact list from a CSV or Excel file, you can organize and manage your contacts effortlessly. Adaptix intelligently segments your contacts, providing a clear overview of your audience. This enables you to make informed decisions and create highly targeted campaigns that drive meaningful interactions with your customers.

1. Access the “Manage Contacts” section in Adaptix.
2. In the dropdown in the top right click “Import” to upload your contact list from a CSV
3. Follow the instructions to map the columns correctly and import your contacts.
4. Adaptix will automatically organize and segment your contact list for easy management and targeted messaging.

Step 4: Creating an Email

Cracting compelling emails is a fundamental aspect of any successful marketing strategy. With Adaptix, you can easily create visually stunning and engaging emails. Select from a variety of templates or build your email from scratch, customizing it to align with your brand and campaign objectives. Adaptix’s intuitive interface allows you to optimize content, layout, and branding, ensuring your emails make a lasting impact on your recipients. Preview and test your emails across different devices to guarantee a flawless user experience.

1. Go to the “Emails” section within Adaptix.
2. Click on the “+ New” button.
3. Choose a template or start from scratch to design your email.
4. Customize the content, layout, and branding of your email.
5. Use personalization tags to dynamically insert contact information.
6. Preview and test your email across different devices to ensure optimal display.
7. Save or schedule your email for deployment.

Step 5: Creating a Drip Automation

Drip automation campaigns can significantly enhance your customer engagement and nurture relationships over time. Adaptix simplifies the process of creating drip automations. Define triggers, actions, and time intervals to ensure timely and relevant communication with your contacts. With Adaptix’s intelligent sequencing and rule-based system, you can create a seamless customer journey, delivering personalized messages at the right time. Streamline your engagement strategy and cultivate lasting relationships with your audience.

1. Navigate to the “Workflow Automations” section in Adaptix.
2. Click on the “+ New” button.
3. Define triggers, actions, and time intervals for your drip campaign.
4. Specify the email sequences and rules for each step in the automation.
5. Save and activate your drip automation to engage your contacts at the right time with targeted messaging.

By following these steps, you will harness the power of Adaptix to marketing success. Explore additional features such as advanced analytics, reporting, and integrations to further optimize your marketing strategies. Our user guide and dedicated support team are always available to assist you on your journey. Embrace the power of Adaptix and revolutionize your marketing efforts today!