When you open up the “Workflow/Automation” page in your Adaptix menu, you will be directed to the “Campaigns” overview page. In every campaign that is created , you can create an automation within the campaign. You can use the filter or search bar to organize your Campaigns. You can also […]
How to create a new automation from scratch in Adaptix
In order to create an automation in Adaptix you need to create a Campaign. In every Campaign you can create an automation using the automation builder (Campaign Builder). In your Adaptix menu, open up the “Workflow/automations” Page Click the “+ New” button which is located in the top right corner […]
How to set an automation to “Active”/ (Published) in Adaptix
Open up the “Workflow/Automations” page to see an overview of all your current campaigns. Go over to the switch next to the campaigns name, you can click this switch to publish or unpublish a campaign If the switch is blue, the campaign is published and the automation is “Active” If […]
How to set automation permissions
To set automation permissions, you will have to set your Campaign permissions. Automations are located within a campaign so to access the automation you need access to edit, modify, alter, etc. campaigns. Open up the Adaptix setting by clicking the gear icon in the top right corner of the page. […]
How to set automations to “inactive” (unpublished) in Adaptix
Making an automation “Inactive”/unpublished means that: Contacts will not be able to enter the automation The automation will pause until it is published again All scheduled events or triggers will not run unless the campaign is published There are 2 ways you can make the automation within your campaign “inactive” […]
WorkFlow/Automations overview
What are “Automations”? Marketing automation is the process of using technology to automate marketing activities. You can tailor the automation/workflow to the goals of your campaign or business. Automations in Adaptix Adaptix allows you to create automations to automate business processes, messages, sales funnels, and more. Automations can be […]
How do I change the default message that appears when a contact confirms their subscriptions (Submits a form)?
Adaptix allows you to add and customize a message to show when a user submits a form or confirms their subscription. Open up the form and go to the details tab Under “Successful Submit Action” , select “Display Message” Type the message you want to display under “Redirect URL/Message” […]
Troubleshooting form actions: My form did not redirect to my site/display the correct thank you message when it was submitted
Form error messages does not show up or form redirect is not working This is usually caused by URL mismatch. You can confirm this by going into the form preview page. Open the browser dev tools by pressing F12 on Windows or Linux or Option+Command+I on Mac. Go to the […]
Is there a limit on the number of landing pages that can be created in an account?
The answer is No. Adaptix has no limit on how many landing pages can be created and stored within your account! To learn more about Landing Pages: How to create a Landing Page in Adaptix Overview of the Landing Page Builder Use a template for your Adaptix page Landing Page […]
Adjust a score based on website visits and page views
Under points, in your Adaptix Menu, you can manage your actions and triggers. You can add value to an action using points to keep score of user engagement within your contacts. You can create a new point action to add a point to a contact when they visit a page […]
