To set permissions for a marketing user group you want to start by creating a new role. You can assign the marketing user group to the new role. You can give the group the ability to access certain features, such as creating emails and campaigns , or you can restrict […]
I have a contact in multiple segments. Do I get charged for each list they’re in?
No, you do not get charged for a contact being in multiple segments. You get charged for the amount of individual contacts you have total. For example, if you have 10 contacts and they are each subscribed to 5 different segments you only would be charged for the 10 contacts.
Why can’t I view segments?
If you are not able to see any segments or notice some segments missing in your account it is most likely because you do not have permission to view it. Your user/role permission settings have to be turned on for the segments module. To fix this, contact your account admin […]
What happens to contacts in an automation if i pause it?
If an automation is “paused” the contacts will still remain in the campaign and automation but the automation will not run. None of the events will be triggered or executed. Published/Unpublished Click the toggle switch to publish or unpublish the Campaign. Ensure that you do not publish a Campaign until […]
How can I use Adaptix to nurture new customers?
In your Adaptix account you can nurture your new users and establish a relationships with them using automations. You can add conditions to your automation to narrow and personalize your actions & decisions. You want to send the right messages to the right contacts without over spamming them. You can […]
How to schedule automated emails
You can schedule your automated emails in Adaptix in the “Send Email” action form. Under “Execute this event…” you will be given three options The email will be sent immediately The email will be sent at a relative time period (ex. 2 days wait time) The email will be schedule […]
Getting started with Dynamic Web Content (DWC)
Dynamic Web Content Adaptix introduced the ability to embed content on a web page dynamically for both anonymous visitors and known contacts. You can set up as many items as you need. The default will be delivered via the “Request Dynamic Content” decision in a campaign. If you want to […]
How to automate contact fields with the update contact action
Adaptix has many features you can add to your automation when it comes to modifying information on a contact. Under the “Actions” field when you are building an automation you will find the action “Update Contact”. When you select the “Update Contact” action you will be redirected to a form […]
How to use Adaptix’s automation builder
An automation consists of events that are combinations of actions, decisions, and/or conditions. You can use Automations to create different types of Campaigns: Time driven Campaigns Contact driven Campaigns Mixed Campaigns To use the automation builder, you must create a new campaign or open up an existing one. Click “Edit” […]
Adding a Contact Source to your automation
In Adaptix you are required to select a contact source to start building an automation. You can select where your campaign will pull the contacts from to run your automation. You can select one of the two choices that are presented: Contact Segments or Campaign forms Contact Segments: Choose this […]
