Getting Started with Automizy

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1 Getting Started with Automizy

2 The Basics To help you get started, this guide will show you exactly how simple it is to use Automizy to combine automated multi-channel communication into your overall marketing strategy. Automizy is a web based application that works in most web browsers (Chrome, Firefox, Internet Explorer 9 or greater and Safari 6.0) which means you don t need to download or install any new software on your computer. To make sure that Automizy works properly in your browser, you should enable cookies, pop-ups and JavaScript. Implementation tips Automizy is built for marketing, we are required to enforce spam laws. This means you must include an unsubscribe link in your campaigns. Make sure the intent of the signup form is clearly stated. All potential subscribers should understand that, by submitting their contact information through the form, they are agreeing to receive from you. addresses collected verbally, from personal address books, from business cards, or from social media/linkedin followers are not considered viable opt-in methods, due to their lack of tangible, verifiable proof of consent. While it s generally okay to add existing customers to a bulk mailing list, they must be recent customers or customers that have already been regularly receiving s from you. Only use addresses that have requested to be added to a list. 1

3 Creating and importing list The first and most important step in any successful marketing campaign is to have some people to read it in the first place! A great marketing is a clean and updated list of contacts, who we call subscribers. When you create a segment in Automizy, you re forced to input default information, like who your s come from and how your subscribers got on your list. The flexibility of your list is dependent on how it is created, imported, and maintained in Automizy. With the right data and organization, you can segment subscribers based on a variety of criteria. Take a moment to think about your marketing goals, who your audiences are, and what information is relevant to each audience. Segments allow you to speak more directly to specific sets of subscribers, which can help campaigns feel more like a conversation, and less like just blasting everyone. For example, create segments, based on when someone joined your list, where they signed up, and either they opened your campaign or not. There is three ways in Automizy to add new subsribers to your list. Paste or type in subscriber contact information Upload from a spreadsheet With Sign up forms (can be found in Capture module) 2

4 To import your list follow the steps below Navigate to Contact / Complete list 3

5 Import contacts (Automizy supports CSV files only. A CSV is a comma separated values file, which allows data to be saved in a table structured format. CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. They differ from other spreadsheet file types in that you can only have a single sheet in a file, they cannot save cell, column, or row styling, and cannot save formulas.) 4

6 Import file Click either Add to segment if you want this list to be added to an already exist segment or you can create a new one. Click to Start import 5

7 NOTE! If you receive an error message while you are trying to import your list then there is a great possibility that your character encoding is not in correct status. Follow the next steps to modify it: o Navigate to Settings o Regional o Change the Character encoding to UTF-8 6

8 Add new contacts to your list Navigate to Contacts/ Complete list New Contact Fill out the seen fields If you want to be able to have a more focused, personalized and informed campaign, you would want to be able to learn more about your contacts (names, locations, birthday, etc.). One way of doing this is by using Automizy built in feature that allows you to create as many Custom fields as you want. Do the following to create custom fields Navigate to Contacts Custom fields New Custom fields We recommend to our users to maintain their segments to target subscribers, as needed. This helps keep your list clean. 7

9 Creating Campaigns The second step is to create a great looking newsletter or that will be sent to your subscribers. There are lots of names for your but at Automizy, we call each message a campaign. When it s time to design your campaign, you will find the great Drag & Drop editor, which makes it simple to add, move, delete and style content blocks. If you want to use the same draft plan again later, you can save your design as a template for future campaigns. When you re done setting up your campaign, you ll then have the option to send the campaign immediately or schedule it to send at a later date or time. Follow the steps below to create a campaign Navigate to Campaigns page New Campaign Fill out the seen fields accordingly Choose a box from the list added on the left side and Drag & Drop it (If you wish to work with HTML you can do it just choose the HTML box from the left side) 8

10 Customize your campaign according to your wish Send test to yourself to check out the result If you are ready to send your campaign click on the Save and next button Check who you want to send the campaign to. You can even optimize your send in the Send options 9

11 How to insert for example an unsubscribe link? o Edit the campaign o Enter the text e.g.: click here to unsubscribe o Popup menu will appear o Select: Insert link o Choose the built in link: Unsubscribe link 10

12 Capture module Capture module is basically allows you to make Sign up form to your website. To start your list s signup form in a pop-up mode when someone visits your site, build and embed a popup signup form on your website. Build and style the form in the editor, and manage the delay setting to determine when the form appears to your visitors. Create your from Navigate to Capture New form Choose a box according to your wish 11

13 Customize your form 12

14 Save and Close You can either activate or leave it just simply there for later activation 13

15 Automation Emial marketing is about matching your customers with exactly what and when they need it. That s why automations are so brilliant: they re a series of messages that can be sent automatically as your customers rich different points in their relationship with you. With automation, you can build a series of campaigns to send over a period of time- hours, days or weeks. You can create subscribed, click based or even life based automation at Automizy. To use the Automation function Automation New automation 14

16 Choose the automation you need Click on Next button Add new action and customize your settings 15

17 Create a new campaign Click on Save and Next button 16

18 Statistics You ve clicked on the Send button, but it s far from over yet! A successful marketing is tracking subscriber engagement so you can provide more of what your subscribers want and less of what they don t. After sending a campaign at Automizy, you can click over to the Statistics section to see how many people looked at your message, how many clicked, unsubscribed or shared it and you can even see their location where they opened your letter from. Under Campaign openings, a line graph shows you when your letter was opened, so you can see on what period of the day was the most successful for your letter. Automizy statistics reports clicks, openings, bounces and more. To view a report for an individual campaign follow the steps below. Navigate to Statistics page Select the campaign you are looking for 17

19 Click on the name of the campaign and you are there! 18

20 Overview Campaign Statistics o Sent Number of subscribers the campaign was sent to. o Openings Number of recipients that opened this campaign any number of times. o Clicks Number of recipients that clicked to your campaign. o Shares Number of recipients that shared your campaign. o Bounced Number of recipients that registered as a hard or soft bounce. 19

21 This is it shortly! If any questions left inside of you, don t hesitate to contact me on the following address: Other useful resources: Marketing automation blog: blog.automizy.com Support portal: help.automizy.com Developers portal: developers.automizy.com 20

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