Error importing a CSV file

Common reasons why an import caused an Error: Make sure that you first have all the fields set up under ‘Manage fields’ which correspond to the information you are importing. Ensure that you match the delimiter, enclosure and escape characters so that the importer can understand the data. Use a […]

What is a Owner?

Ownership determines which user ‘owns’ the files and folders – and hence is able to carry out actions based on the permission settings. A user is the owner of the file. By default, the person who created a file becomes its owner. Hence, a user is also sometimes called an […]

Managing Campaigns

You can manage your Campaigns from the Campaigns overview page. Click any Campaign name on the Campaigns page to take you to the Campaign overview page. Each page displays details of your Campaign, including the number of Contacts that have been added to the Campaign, the number of Emails sent, […]

Create Your First Automation

Prerequisites Before you start creating Automations, you must ensure that you have the following set up: Create a Contact Segment or a Form to initialize your Automation. If you already have an existing Segment or Form to use, ensure that they’re up-to-date. Create any custom field that you need for […]

Using the Campaign Builder

The Campaign Builder provides a blank canvas on which you can build your Campaign workflow. A Campaign Builder is made up of conditions, decisions, and actions. It enables you to create a simple workflow by dragging and dropping various decisions, actions, and conditions onto a canvas. To build your Campaign, […]

Conditions

Campaign conditions are used to execute different actions based on a Contact’s data. For example, a condition can be configured to execute an action if a Contact has a valid email address or do something else if they do not. A condition has two paths that are denoted by the […]

Decisions

Here are the decisions that Adaptix offers in the Campaign Builder: Decision Description Device visit Set the options to track whether your Contact visits your page/s from a specific device type, brand, or operating system. Downloads asset Set the options to track whether your Contact downloads specified asset/s. Request dynamic […]