Automations

Can my automation funnel contacts just once?

Yep :-) An automation will usually let contacts re-enter your workflow after they've finished it. But if you need contacts to go all the way through just once (say, you're offering a one-time 20% off discount for people who subscribe via a specific form), this is quite simple to do: 1) Head over to the Engage menu. Under Automations, click View all. 2) Click the settings button of your automation (https://helpdesk.e-goi.com/167547-Creating-an-automation) and choose Options. 3) An opti...

Sending an automatic birthday message to my contacts

How about sending your contacts a special offer on their birthday? E-goi can do it for you! Just make sure the contact database you import into E-goi (//helpdesk.e-goi.com/919835-Importing-contacts-from-a-file) has a Birthday date field containing a valid date (check out the multiple date formats we support (//helpdesk.e-goi.com/509011-Which-date-formats-can-I-use-when-importing-my-database)). How to automate this sending? You'll find a Birthday Automated Workflow in E-goi, ready to us...

Manually triggering automations for individual contacts

An automation (https://www.e-goi.com/marketing-automation/) will set off whenever your contacts trigger it (//helpdesk.e-goi.com/734599-Which-triggers-and-actions-can-I-use-for-my-Autobots). Say you've created an email follow-up series (//helpdesk.e-goi.com/167547-Creating-an-autoresponder) - any contact subscribing to your list using an opt-in form (//helpdesk.e-goi.com/603920-Adding-a-sign-up-form-to-my-website) will trigger that sequence. However, if you already imported contacts (//helpde...

Sharing and importing automation workflows

Piece of cake! Simply: 1) Go to the Engage menu, hover the mouse pointer over Automation and hit View all. 2) Click the options button of the automation (//helpdesk.e-goi.com/167547-Creating-an-autoresponder) you want to export, choose Share and copy the link we provide. 3) Log out from your account and sign into the E-goi account you want to import the automation to (if you'd rather keep logged in, just open a private browsing window (//www.howtogeek.com/269265/how-to-enable-private-browsi...

A/B-testing anything in my Autobot

Once you've whipped up your E-goi follow-up series or sales funnel (https://helpdesk.e-goi.com/167547-Creating-an-autoresponder-Autobot), you may want to find out whether some tinkering can drive better results. For example, say you're nurturing your leads with kitty tips to set them up for downloading your "All about cats" ebook. Will you get more downloads with five nurturing emails or simply two? An A/B test nails it down for you: 1) Start by ensuring your E-goi automation workflow (ie, you...

Which triggers and actions can I use for my automations?

A whole bunch of them :) You can create a marketing automation (https://www.e-goi.com/marketing-automation/) strategy in E-goi to automate anything you want, from a no-frills autoresponder (//helpdesk.e-goi.com/167547-Creating-an-autoresponder) to complex sales pipelines. E-goi's automation workflows are activated by triggers, going through actions and making things happen. For example, you may want to start an automation with the "Subscription" trigger and then auto-send your subscribers a w...

Creating an automation

Automations are perfect to nurture your customers or subscribers. You can go as wild or as mild as you need - from a no-frills email series all the way up to a complete sales pipeline! In this example, we'll create a simple autoresponder doling out a welcome message to your new contacts: 1) Go to the Engage menu, then head over to Automations and hit Create. 2) Choose the contact list the automation will be triggered on. Select our Welcome series template and click Next. 3) You'll be taken ...