File and folder permissions specify who and what can read, write, modify, and access them. Permissions and ownership settings are critical to ensuring the security of your server and Adaptix instance, so it’s important to get them right! Users can be managed by an Administrator with appropriate permissions in Adaptix […]
How to view basic email detials
Emails provide a means for direct interaction with potential customers, clients, and contacts. To view basic email details, go to the Adaptix menu Click on “Content” to pull down a menu of options then click “Emails” This will navigate you to the overview page of all your current emails. Click […]
What is the difference between automations (campaigns), emails (Segment/Template), & one-to-one emails?
Automations: Campaigns 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 […]
How is a contact’s location determined in Adaptix?
A contact’s location is based on their IP address. When a contact engages with your communication (opened or clicked) or fills out an Adaptix form to subscribe to a list, we fetch their IP address and display that approximate location under the “Location” field on the Contacts overview page.
How to use tags in your Adaptix account
Tags are a versatile feature and can be used in many different ways. Tags display essential contact data quickly and easily. You can add tags to your contacts to help organize them in a more efficient way. Adding tags to your contacts is a specific and narrow way of organizing […]
How to create a Tag
Tags are used to organize your contacts on a deeper-level. Tags are more specific than segments are when it comes to organizing your contacts. How to create a Tag in the “Tags” page: Open up the Adaptix Menu and scroll down to “Tags”. Open the page. Here you will see […]
Managing Tags with the Tag Manager
On your Adaptix menu there is a “Tags” page where you can create new tags and view all your current tags in your Adaptix account. The Tags manager allows you to edit , add, and delete tags. You can also view how many contacts each tag is associated with. To […]
How do I export a single contact?
Adaptix allows you to export a single contact to a CSV file. To export a single contact: Head to the Adaptix menu and under “Contacts” head to the “Manage Contacts” page Open up the profile of the contact you want to export by click the contact name In the top […]
Edit multiple contacts with the Bulk Editor
Adaptix allows you to edit multiple contacts at once with the Bulk Editor. The Bulk editor has a list of options you can choose from like changing segments, owners, channels, etc. This tool is very helpful and time efficient when it comes to editing contacts. The bulk editor can […]
How can I avoid sending to a contact who no longer wants to receive messages from me?
Adaptix has a feature that can help you avoid sending messages to contacts that no longer want to receive messages. On the “Manage Contacts” page selected the contact(s) that no longer want to be contacted Click on the green down arrow to pull up a list of actions Click “Set […]
