To remove a label from your automation you want to hover your mouse over the label. You will see a “X” circle icon appear in the right corner of the label box. Click the red “X” to remove the label. Below is a video of multiple labels being deleted from […]
Account Details
Your account details can found in the top right corner of the page when you click on your username. Select “Account” and you will be navigated to the details of your account. In the Account Details section you will find the username, position, email, signature, timezone, language and more! You […]
How do I log out of my Adaptix account?
To log out of your Adaptix account, follow these simple steps: Click on your username in the top right corner of the page Select “Logout”
Overview of Adaptix
What is Adaptix? The Adaptix platform helps you create a strong marketing strategy for your business. With Adaptix, you can: Connect with your contacts over channels like Emails, Text Messages, Social media, and Focus Items. Segment your contacts based on business requirements and personalize your marketing strategy for each segment. […]
Points
Points provide a way for contacts to be properly weighted. These points have both triggers and actions. Each term will be properly defined and a thorough understanding of how points function will ensure that your overall marketing automation process is successful. Point Actions Point actions are those times when a […]
Points troubleshooting
Page visits are not recognized There can be a few reasons for this: 1) Make sure that you are not testing the page visit while logged into Adaptix. Adaptix ignores user generated activity so use an anonymous session, another browser, or logout of Adaptix. 2) At this time, point actions […]
Record UTM tags in a form
Form Action UTM (“Urchin Tracking Monitor”) tags are usually used for tracking with Google Analytics. For this purpose, links are extended by UTM parameters. If a contact clicks on a link with such a UTM parameter, this click is recorded in Google Analytics. But you can also utilize these parameters […]
Progressive profiling
Progressive profiling is a powerful feature used to reduce the length of forms by hiding all the fields which are already known. This will prevent your contacts from feeling overwhelmed by massive forms and will even reduce the time it takes to fill out a form if fields are already […]
Download Assets
Assets are those items which you will provide to your contacts typically upon completion of a form. These assets are trackable items and can carry their own point values, history, and tracking statistics. Example Assets A few common examples of assets include: a white paper provided in regards a particular […]
Troubleshooting emails
Open email tracking doesn’t get tracked Emails are being tracked by a tracking pixel. This is simply a 1 pixel GIF image in the source code of email messages sent by Adaptix. When an email is opened by an email client like Outlook, Thunderbird or Gmail, the client tries to […]
