With automation rules, users can automatically perform many marketing activities meant to reach their target customers.
After you start using Automation rules you will be able to do the following:

• educate your leads through regular mailing (lead nurturing ),
• send automated offers fine-tuned to prospects profiles and activate them once desired behavior is recognized,
• move prospects between sales process stages,
• send alerts to your sales team to inform them about contacts becoming interested in products or services,
• send dynamic emails to prospects following their visit to your website,
• send emails and SMS encouraging prospects to finalize their purchases, whenever they abort the purchase process,
• choose banners for RTB campaigns to be displayed for particular contacts.

 

To create an automation rule go to

AUTOMATION PROCESSES => AUTOMATION RULES => ADD NEW RULE

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Configuration:

• Add automation rule

TIP: You can add a note to each automation rule. A short description might help you find rules faster and
remember the way they work easily.

Follow these links to learn more about the individual elements of the rules:

• Events
• Conditions
• Actions

Important: Remember that, depending on how they are set, some rules may work only for monitored contacts.