Thanks to automation rules you can make the process of communicating with customers automatic, speed up the sales process, provide your sales team members with already prepared leads and respond individually to contacts behavior on your website.

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AUTOMATION RULES SETTINGS

Find out how automation rues work and use their potential.

Automation rules – introduction

Automation rules – list of automation rules

Adding a new automation rule

Setting for emails triggered by automation rules

URL addresses in links URL patterns

Quick actions

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AUTOMATION RULES – EXAMPLES

The exemplary rules will help you understand the mechanism of the entire process and set your own automation rules.

Examples: automation rules

Automation rule – an example: an email is sent, following a visit to a URL

Automation rule – an example: an alert is sent once a given score value has been exceeded

Sending automatic emails

Set automatic alert – contact visited website

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AUTOMATION PROCESSES ANALYTICS

Analyze the effictivity of your automation rules.

Automation processes – dashboard

Automation rules analytics