Automating Your Content

Rules, Visual Automations, Purchases Feature, and Evergreen Content

CT avatar Kyle Adams avatar Haley Chamberlain avatar +1
19 articles in this collection
Written by CT, Kyle Adams, Haley Chamberlain and 1 other

How to Combine Visual Automation Entry Points into a Tag

Reached the maximum number of entry points for your Visual Automation? Here’s how to merge them into a single Tag!
Olivya avatar
Written by Olivya
Updated over a week ago

Subscribers in Sequences: In a Visual Automation

Your Subscribers will show different behavior, within a Sequence, based on Visual Automations. Here’s what you need to know!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Video Tutorial: Getting Started With Visual Automations

Learn how to get started using Visual Automations with this video.
CT avatar
Written by CT
Updated over a week ago

How to View Waiting Subscribers in Visual Automations

How to see which Subscribers are waiting at a certain step in your Visual Automation.
Olivya avatar
Written by Olivya
Updated over a week ago

Visual Automations Library

A collection of Visual Automation templates to use and share!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

How to Create an Automation Rule

Automatically trigger an action based on a Subscriber's choices.
Kyle Adams avatar
Written by Kyle Adams
Updated over a week ago

Guide To Link Triggers

How to trigger all kinds of actions when a Subscriber clicks on a link in an email!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

What Is Evergreen Content?

Learn what Evergreen Content means, and how you can apply it to your Sequences!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Purchases Feature Setup and FAQ

Track purchases from your ecommerce platform with ease!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Visual Automations Training & Templates

In-depth Automations walkthrough, and downloadable templates!
CT avatar
Written by CT
Updated over a week ago

Visual Automations Events

Understanding and utilizing Events for calendar dates, Triggers, Purchases, Tags, Sequences, and more!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

How To Begin A Visual Automation

Learn how to kick off a Visual Automation, and FAQ
Kyle Adams avatar
Written by Kyle Adams
Updated over a week ago

How to Share A Visual Automation

Help others get up and running with a Visual Automation template!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Visual Automations Conditions

Learn how to use "if/then" login for yes or no questions that determine your Subscribers path.
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Visual Automations: Looping Subscribers

Send Subscribers back into an Automation where they left off.
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Migrating to Visual Automations

Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Visual Automations Glossary + FAQ Page

What you need to know to get started with Visual Automations
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Tagging people who purchase from you

How to Tag your customers, and send them directly into your funnels!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Visual Automations: Actions

Learn how Actions work in Visual Automations to add or remove your Subscribers to Tags, Sequences, Delays, and more!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago