To help you get started with your automatic campaigns, we have prepared a number of default templates based on best practices. You can use this as a basis for your own automatic campaigns. You determine the interpretation yourself, so if you want to change a trigger or an action, that is of course possible.
You choose a default template in step 2 when creating a new automation:
Select the template you want to use and click Save & Next. In step 3, open the editor. You see a campaign flow, but it is not fully set up yet. You can see this by the red outlines around the trigger, actions and conditions.
In addition, you can see in the header in how many places you still need to make adjustments to complete the automatic campaign. Click on the problem to navigate to the location of the problem.
View a detailed explanation of the default templates:
- Educational program
- Event
- Lead generation
- Loyalty program
- Product review
- Reactivation
- Birthday
- Abandoned cart
- Welcome campaign
- White paper download
- Win back