Decisions: Green Path vs Red Path

Campaign decisions are actions that your Contacts initiate .A decision usually has two paths that are denoted by the red and green points on the decision tree. Green Path Icon: indicate actions that are considered positive or affirmative actions. A Contact is sent down this path if the Contact has […]

Actions

Campaign actions are events that you initiate on your contacts or contact records. When you create a Campaign, you select one of these actions to begin the workflow. The actions that Adaptix offers in a Campaign include: Action Description  Add Do Not Contact  Adds the user to the Do Not […]

Campaign Builder: Decision, Action, & Condition

In Adaptix, 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. Actions Campaign […]

Campaign Overview

A Campaign is a marketing activity that aligns Components and the Channels through which you can publish your content in a coordinated, strategically timed approach to meet specific business objectives. After you add your Contacts and set up the required Channels, you can create Campaigns to build meaningful relationships with […]

Adding Images to your emails

Open up the email you wish to add an image to and click “Edit”. Open up the email builder by clicking “Builder”. Here you can modify your email template. Click on the “Image” block and drag it onto the email. Place it where you want. Click on the image block […]

Social Links

Adaptix allows you to integrate your social links to your email using the “Social Follow” block when building your email.  In your Adaptix Menu, under “Content”, click on “Emails”. You will be navigated to your emails overview page. Click on the email you want to work with or create a […]

Why does my email say “Pending”?

The Email will be in the pending state till it is received by the contact. Therefore make sure your Adaptix installation is allowed to connect to the internet, otherwise the email will remain in the pending state and won’t deliver. Emails are put into the queue with status pending, so […]

Migrating images to the Content Manager

The “Content Manager” page allows you to organize, sort, and share your image files. Importing images to the content manager overview page is a simple process: In the Adaptix Menu, under “Content”, open up the “Content Manager” page. You will be directed to the overview page where you can see […]

Content Manager Overview

The Content Manager gives you an overview of all your image files that are in your Adaptix account. You can store, organize, and share image files with all your users. You can create categories to help organize your photos and store them in one place.  All Adaptix plans have access […]

How to delete a custom contact field

Open up your Adaptix settings by going to the top right of the page and clicking the settings icon Click “Custom Fields” You will then be navigated to your “Custom Fields” overview page where you can see all your current custom fields. Select the custom field you want to delete […]