FAQ's

1. We’re using a form to sign people up for an event. A thank you email will be triggered once the form is submitted. That event has 100 tickets available. Can we limit the number of triggered thank you emails that go out when the registration form is submitted? We do not want people to be able to register and get a thank you email once the event is already full. If the number of attendees = 100, they should get a different email (Event sold out) instead. How can we set this up in an automation?

•  The automation will keep sending for all those who submit but can't be restricted for any particular number. Competitions can be used in this case.

2. Do we need to create an Automation email first before I can create an Anniversary email?

•  Yes, we need to create an automation email before creating an Anniversary email so that you can select email which needs to be sent and save the anniversary email.

3. We want to create a custom anniversary email where it sends an email to customers who belong to a Campaign type and who was uploaded that day. Therefore, why do I still need to create a Date field when I don’t need any other date fields in my Custom Criteria?

•  Date field is not necessary to create a "Custom" anniversary email. However, when you create a "Anniversary/Specific Date" anniversary email then you need to create a date field.

4. How to create a custom anniversary?

• Click Automations in the top menu
• Select SMS in the left menu
• Select Anniversary in the left menu
• Click the green ‘Create Anniversary SMS’ button top left
• Complete all details on the Custom tab

5. What is the difference between Anniversary and Specific date? Is it that the Anniversary email gets sent every year and the Specific date only gets sent once?

• Anniversary: Use this tab to schedule anniversary emails that go out yearly on the same date, such as birthday reminders.
• Specific date: Schedule recurrent emails on a specific date. This is commonly used for things like subscription reminders, software upgrades, appointment reminders or points expiry etc.

 6. What is Transactional automations?

• Transactional Automations enable you to trigger campaigns based on set criteria and customer interactions. For example, you can set conditions to send a follow up email based on what the recipient has submitted on a form, or send an SMS promotional code if a recipient has clicked on a link in the email. Transactional automations can be simple or you can build a more complex model dependent on the campaign requirements.

7. What is “IF” logic in “Automation flow”?

•  This is to build the condition logic, which will execute action "A" if yes and action "B" if NO. You can build logic based on the value the user submits via the contact field or the form field.

8. What are the actions that can be performed with “When” in “Automation flow”?

•  Form Submitted: If recipient has submitted the form within the selected time period or specific date
•  Form not Submitted: If recipient has not submitted the form within the selected time period or specific date
•  Email Clicked: If recipient has clicked on the email within the selected time period or specific date
•  Email not Clicked: If recipient has not clicked on an email within the selected time period or specific date
•  Email Opened: If recipient has opened an email within the selected time period or specific date
•  Email not Opened: If recipient has not opened an email within the selected time period or specific date

9. What is TracMark?

• TracMark is a technical language or code used for personalizing, calculating, tracking and building conditional email content based on available data. Customer behaviors and interactions can be tracked and specific targeted content sent to customers based on their interactions. TracMark is the language or code that translates the instruction into real world context or 'human language' using merge fields