You can start & stop (Publish/Unpublish) an automation at any time. You can also set the automation to start or stop on a certain date/time. Select a campaign and open it up to edit it. On the right side you will see “Publish at (date/time)” and “Unpublish at (date/time”. Here […]
Do I need to use the “End automation” action
Adaptix does not require you to use the “End automation” action. This action is optional and is mainly there for you to be able to visualize and interpret your automation more efficiently. Even if you do not use the “End automation” action your automation will end if there are […]
How to track your contact engagement with tagging and automation
In Adaptix you can create automations that can help you keep track of your contacts engagement by using tags. Begin creating your automation by selecting the contact source. Start by adding a decision, you can select the decision that fits your business goals the best. From the decision you can […]
How can I send a webhook in an automation?
To send a webhook in an automation, you first want to select the contact source to begin creating your automation. You can either select a segment of contacts or contact from a campaign form. Then you want to start the automation by adding an action, select “Send a webhook” The […]
How to begin an automation when a one-to-one email is opened
To begin an automation you have to start with selecting a contact source. You have the option to pick a segment of contacts or from a campaign form. Add an action , select “Send an email” Then you will add a decision to the action, select “Opens Email” From there, […]
What actions can you do in an Adaptix automation?
Campaign actions are events that you initiate on your contacts or contact records. These can represent sending communications to the contact or may automate operational tasks to keep your marketing running. A single Campaign can include more than one action. When you create a Campaign, you select one of these […]
Automation triggers explained: How to trigger automations in Adaptix
“Triggers” are decisions that you can set to trigger an action and begins an automation. There can be two outcomes. If the Contact chooses to open the email, then the green decision path connects to the next action to be taken in the Campaign workflow. If, however, the Contact does […]
How to use the split action in an automation (Yes/No nodes)
Depending on whether the criteria for the decision is met, the Contact is sent down either the green or the red paths in the decision tree. For example, consider an instance where the decision is to open an email. There can be two outcomes. If the Contact chooses to open […]
How to add wait steps after emails in an automation
To add wait steps after emails in an automation follow these steps: Add a “Action” and select “Send an email” Here you can select the email you want to send to your contacts and label the automation Under “Execute this event…” you will be given three options The email will […]
How to trigger Adaptix automations based on website visits
There are many different ways you can create and use automations to market effectively and reach your business goals. When creating a automation you are required to choose a contact source. You can chose a segment of contacts or a campaign form. To base the automation off of website visits, […]