Open up the settings menu by clicking the setting icon located in the top right corner of the page. Click on “Custom fields” then click “+ New ” to add a new custom field. You will be navigated to fill out your new custom field and any criteria you want […]
When to use custom fields with contacts
Each contact that is in your Adaptix account will have a profile with custom fields that you can fill out. Custom fields can store important information about your contact and it will be saved to your Adaptix account. Here you can add demographic information or any information that is relevant […]
Get notified when contacts subscribe or unsubscribe from your segment
To get notified when a contact subscribes or unsubscribes from a segment, follow these simple steps: In your Adaptix Menu, click “Work Flow Automations. You can great a new campaign or open an existing campaign Click “Edit” on the top right corner and then click “Launch Campaign Builder” Here you […]
How do I export a segment?
Here is how you can manually export the contacts from a segment in Adaptix: Go to your Adaptix Menu, under “Contacts” , click “Segments” Scroll to the segment you want to export and click on the ” # Contacts” field. This will open up an overview of all the current […]
How do I sort contacts by first or last name?
Adaptix automatically stores your contacts first and last name together in a header column. In order to sort your contacts by first or last name you must edit your “Contact settings”. Open up your settings by clicking the settings icon located at the top right corner Open the “Configurations” tab […]
When was the last time a contact opened my email?
Adaptix allows you to track your contact(s) engagement through their “Recent Activities” log. Go to “Contacts” in your Adaptix menu and click “Manage Contacts”. Click on the contact to open up the Contacts profile. On the right side you will see a “Recent Activities” log. Here you can scroll or […]
How to merge segments?
Adaptix does not have a feature where you can merge segments but there is a way you can manually add the contacts from different segments into one new segment. *This will result in a loss of statistics. Creating a new segment will not input any statistics from other segments.* Go […]
How do i import contacts with multiple values for a contact field?
In Adaptix, you can import contacts with multiple values in a contact field. Open up the “Manage Contacts” overview page. Go over to the top right corner and click on the down arrow. Click “Import”. Import the file containing your contacts. To import multiple values in a contact field, make […]
How can I improve my open rate?
Being able to get your contacts to open your emails and read your content/message is important in increasing overall engagement within your platform. Adaptix stores statistics revolving your emails which can be found on the “Email” overview page. Here are some tips on how you can improve your open rate: […]
Email types overview
When creating/adding a new email in your Adaptix account, you can choose from 2 types of emails: Template emails and Segment emails Template emails are transactional by default and can be used in campaigns, form submit actions, point triggers, etc. These can be sent to the same contact as many […]
