Tag: Email automation

  • Email List Building Strategies 2025: Grow from 0 to 10K Subscribers

    Email List Building Strategies 2025: Grow from 0 to 10K Subscribers

    Remember that feeling of shouting into the void on social media? You post great content, but an algorithm change silences your voice overnight. It’s frustrating. What if you owned a direct line to your audience, a channel you fully control?

    That’s the power you hold with a permission-based audience. Top ecommerce businesses see a staggering $68 return for every $1 spent on this channel. Even a tiny fraction of automated messages can drive over a third of all sales. This isn’t just marketing; it’s building a community that wants to hear from you.

    This comprehensive guide is your blueprint. We will walk you through the entire process, from a blank slate to a thriving community of 10,000 engaged people. You’ll learn proven tactics that work across industries, avoiding common pitfalls that can damage your reputation.

    Your journey to predictable, sustainable growth starts right here. Let’s build something valuable, together.

    Key Takeaways

    • Your owned audience is your most valuable and controllable marketing asset.
    • A strategic approach is essential for attracting the right people from the start.
    • Automated messages generate a significant portion of sales with minimal effort.
    • This guide provides a complete blueprint, from platform choice to advanced tactics.
    • Focus on organic methods to create lasting value and maintain a good sender reputation.
    • Every stage of growth is covered, including compliance and deliverability best practices.

    Introduction: The Importance of Building an Email List Today

    The digital marketing world is changing rapidly, but one truth remains constant: owning your audience relationships creates lasting business value. While social media algorithms shift unpredictably and ad costs continue to rise, your direct communication channel stands resilient.

    Consider the evidence: ecommerce brand Dukier achieved a remarkable 525% revenue increase through strategic communication, while Vyber Media scaled a client to $1.5M in annual sales. These results demonstrate the incredible potential of focused audience development.

    Why Your Email List Is Your Most Valuable Asset

    Your permission-based audience represents direct access to people who want to hear from you. Unlike social media platforms where algorithms control your reach, this channel gives you complete ownership. No third party can limit your access or change the rules overnight.

    When individuals voluntarily share their contact information, they demonstrate genuine interest. This intent translates to higher engagement and better conversion rates. In fact, automated welcome messages and cart-recovery communications see conversion rates approaching 50%.

    How Organic Growth Outperforms Paid Tactics

    Organic audience development builds genuine relationships that paid methods cannot match. People who join through valuable content offerings show higher engagement and lower unsubscribe rates. They become loyal community members rather than temporary contacts.

    The value of an engaged audience compounds over time. As you learn subscriber preferences and behaviors, you can create increasingly personalized campaigns. This approach drives measurable revenue while maintaining excellent sender reputation. For deeper insights into maximizing returns, explore our guide on email marketing ROI metrics.

    What Is an Email List and Why It Matters

    Think of your audience as a garden you cultivate, not a crowd you rent. This owned marketing channel is your most valuable digital property.

    It is a group of individuals who have explicitly given you permission to contact them. They join via signup forms, eager for your updates and offers.

    Defining the Email List as an Owned Marketing Asset

    This is your collection. As Pat Flynn of Smart Passive Income notes, “Your email list is your own.” You control the platform and the delivery.

    Social media can change its rules anytime. Your subscriber base remains under your command. This direct line lets you craft personalized messages that resonate deeply.

    Common Misconceptions About Email Lists

    Many confuse a true permission-based audience with other contact groups. Understanding the difference is critical for your business reputation.

    Your subscriber group is not a purchased contact sheet. It is not your personal address book or social media followers. It is a living asset that requires care.

    What Your Subscriber Base Is vs. What It Is Not
    It IS Your…It Is NOT Your…
    Owned permission-based assetPurchased or scraped contacts
    Direct communication channelPersonal Gmail contacts
    Segmentable audienceStatic spreadsheet
    Community of interested peopleSocial media followers list

    Value comes from quality relationships, not just the number of addresses. For a deeper dive into getting started correctly, explore our resource on email list definitions and common mistakes.

    Maintain this asset by cleaning inactive contacts and ensuring ongoing consent. This practice keeps your marketing effective and compliant.

    Setting Up for Success: Choosing Your Email Marketing Platform

    Before you can welcome your first community member, you need the right digital home for your contacts. Your platform choice impacts everything from message delivery to subscriber experience.

    Selecting the Right ESP for Your Needs

    Your communication service should match your specific requirements. Consider your budget, technical skills, and growth plans when evaluating options.

    Essential features include drag-and-drop builders, automation workflows, and segmentation capabilities. These tools help you create targeted campaigns that resonate with your audience.

    Free Plan Comparison of Popular Marketing Platforms
    PlatformFree SubscribersMonthly EmailsBest ForStarting Price
    Omnisend250500Ecommerce$16/month
    Mailchimp5001,000General Use$13/month
    MailerLite50012,000Bloggers$10/month
    Klaviyo250500D2C Brands$20/month
    BrevoUnlimited9,000SMEs$9/month

    Ensuring Compliance and Deliverability

    Your chosen platform must support legal requirements like GDPR and CAN-SPAM. Proper unsubscribe links and consent records protect your sender reputation.

    Avoid personal accounts for business communication. They lack essential features and violate anti-spam regulations. Professional tools ensure your messages reach inboxes consistently.

    Investing time upfront saves migration headaches later. Choose a service that grows with your community and maintains deliverability standards.

    Designing Signup Forms That Convert

    Your signup form serves as the welcoming gateway where visitors transform into engaged community members. This critical interface determines whether people join your communication channel or continue browsing without commitment.

    Effective design focuses on clarity and simplicity. Each element should guide visitors toward subscription with minimal friction.

    Best Practices for Effective Form Placement

    Strategic positioning dramatically impacts your conversion rates. Place forms where people naturally look during their browsing experience.

    Header forms provide constant visibility. Footer placement catches readers after consuming your content. Timed popups engage visitors after 15-30 seconds of page interaction.

    A clean, modern signup form design against a bright, minimalist background. In the foreground, a simple yet elegant form with well-spaced input fields, clear labels, and a prominent call-to-action button. The middle ground features an abstract geometric pattern in a soft, muted color palette, adding visual interest without distracting from the form. The background is a gently blurred, neutral-toned environment, creating a sense of depth and focus on the signup experience. Soft, diffused lighting from multiple angles highlights the form's usability and emphasizes the overall aesthetic of simplicity and conversion optimization.

    Exit-intent overlays capture abandoning traffic. Multiple form types working together create a comprehensive acquisition system.

    Tips for Mobile Optimization and Minimal Fields

    Mobile visitors represent a significant portion of website traffic. Responsive design ensures forms display correctly on all devices.

    Large tap targets and simplified input fields improve mobile usability. Start with just an email field—additional information can be collected later through engagement.

    Form Type Performance Comparison
    Form TypeBest PlacementConversion RatePrimary Use Case
    Embedded FormsHeader/Sidebar2-4%Steady passive growth
    Timed Popups15-30 second delay3-6%Engaged visitors
    Exit-IntentPage exit trigger4-8%Abandoning traffic
    Slide-In FormsBottom corner2-5%Mobile-friendly alternative

    Visual elements boost engagement. Forms with images convert at 5.46% compared to 3.22% without visual components. A/B testing different designs helps identify what resonates with your specific audience.

    Creating Compelling Lead Magnets to Grow Your List

    What makes someone willingly share their personal contact information with your business? The answer lies in offering genuine value through an effective incentive. This valuable offering solves specific problems for your ideal subscribers.

    Your incentive must align perfectly with your audience’s interests. A fitness brand might offer a workout guide, while a plant shop could provide a care checklist. This relevance ensures people who join are genuinely interested in your expertise.

    The most powerful incentives address one pressing need rather than trying to cover everything. A detailed template or cheat sheet often converts better than broad, unfocused content. Subscribers appreciate immediate value they can use right away.

    Ecommerce businesses perform well with discount codes and free shipping offers. Content creators succeed with exclusive ebooks and educational resources. Choose the type that matches your business model and audience preferences.

    This value exchange establishes the permission-based foundation for effective communication. People who download specific, relevant incentives become more qualified subscribers. They show higher engagement and better long-term conversion to customers.

    Email List Building Strategies: How to Build and Convert New Subscribers

    Successful audience growth comes from combining multiple strategic approaches rather than relying on a single method. Top performers achieve remarkable results by testing various techniques simultaneously.

    Behavior-triggered popups convert visitors showing engagement signals. Display forms after 15-30 seconds or when users scroll 25% down your page. These targeted approaches achieve conversion rates exceeding 3%.

    A vibrant, dynamic illustration of email list growth strategies, captured with a wide-angle lens in a soft, diffused lighting. In the foreground, an array of colorful envelope icons representing new subscriber signups, with an upward arrow indicating growth. In the middle ground, a digital dashboard displaying analytics and metrics, subtly hinting at the data-driven approach. The background features a minimalist, geometric pattern of interconnected lines and nodes, symbolizing the complex web of tactics and channels that drive email list expansion. The overall mood is one of progress, optimism and a sense of forward momentum.

    Key Tactics from Top Brands

    Integrate signup opportunities naturally within your content marketing. Place forms in high-performing blog posts and offer specific content upgrades. Webinars requiring registration serve as powerful lead magnets.

    Strategic form placement maximizes visibility without interrupting user experience. Footer forms capture engaged readers, while product page forms convert high-intent visitors. Sidebar placement provides constant visibility.

    Post-purchase opt-ins work exceptionally well with recent customers. These qualified subscribers often outperform others in engagement. Always keep the checkbox unchecked by default for compliance.

    Personal engagement with your first 1,000 community members builds lasting loyalty. Individual welcome messages create advocates who refer others. This personal touch establishes strong relationships from the start.

    Match your calls-to-action to the content people are reading. HubSpot data shows personalized CTAs convert 202% better than generic ones. A blog post about marketing tactics should offer relevant incentives.

    Gamified elements like spin-to-win wheels increase engagement dramatically. These interactive approaches achieve conversion rates up to 13.23%. They make the signup process memorable while providing varied incentives.

    Create pre-launch waitlists to generate 500-700 subscribers before offering your product. The exclusivity and early access appeal drives rapid growth. Many successful brands start exactly this way.

    Promoting Your Signup Forms Across Multiple Channels

    The most effective promotion strategy involves casting a wide net across multiple platforms where your ideal subscribers gather. Relying on a single source limits your reach and misses valuable opportunities.

    Diversified promotion creates numerous entry points for people to discover your content. This approach ensures consistent growth from various touchpoints.

    Integrating Forms on Your Website, Blog, and Social Media

    Your website and blog should feature strategic calls to action throughout each page. End articles with clear subscription prompts like “Enjoying this content? Subscribe for weekly tips.”

    Embed forms in headers, footers, and sidebars for constant visibility. Social media platforms offer additional exposure through profile bio links and dedicated posts.

    Create topic-specific landing pages for different subjects you cover. This sends guest post readers to relevant pages rather than generic signup forms.

    Utilizing Offline Opportunities and Paid Advertising

    Growth happens offline too. Physical stores or events can collect addresses using iPads with signup forms or QR codes on printed materials.

    Paid advertising should drive traffic to dedicated landing pages with compelling offers. You pay for reach to earn genuine permission rather than purchasing contacts.

    Free workshops and webinars create high-intent subscribers who register with their address. Even a 20% conversion rate brings valuable community members.

    Optimizing List Management: Segmentation, Cleaning, and Analytics

    Maintaining a healthy subscriber base requires ongoing attention, not just initial acquisition. Your communication channel thrives when you implement smart segmentation and regular maintenance.

    A modern, minimalist office setting with a clean, well-lit atmosphere. In the foreground, a desk with a laptop, smartphone, and neatly organized files and documents. On the screen, a detailed visualization of email list segmentation strategies, using icons, graphs, and color-coded segments. In the middle ground, a person sitting at the desk, thoughtfully examining the data and making notes. The background features a large window overlooking a vibrant cityscape, bathed in warm, natural light. The overall mood is one of productivity, focus, and strategic planning.

    Group your audience by behavior, interests, or purchase history. This allows personalized content that resonates deeply. AcreValue grew engagement from 5% to 70% through targeted approaches.

    Regular cleaning removes inactive addresses and improves deliverability. A smaller, engaged group consistently outperforms a bloated one. Salomon Japan maintains 45% open rates by keeping their subscribers active.

    Segmentation Approaches for Better Engagement
    Segmentation TypeData Points CollectedCampaign ExampleExpected Lift
    BehavioralOpen/click history, purchase dataRe-engagement series25-40%
    DemographicLocation, industry, roleLocalized offers15-30%
    Interest-BasedContent downloads, survey responsesTopic-specific newsletters20-35%
    Engagement LevelLast activity date, frequencyWin-back campaigns30-50%

    Track key metrics like open rates and conversion rates. This data reveals which segments perform best. For comprehensive guidance, explore our resource on effective subscriber management.

    Easy unsubscribe options build trust and improve quality. People who stay are genuinely interested. This approach reduces complaints and boosts overall performance.

    Real-World Examples and Case Studies in Email Marketing

    Seeing how others succeed provides powerful motivation for your own efforts. These documented successes reveal what’s truly possible with dedicated audience development.

    Real campaigns deliver impressive results. Dukier achieved 525% revenue growth through strategic communication. Vyber Media scaled a client to $1.5M annually with 100,000 subscribers.

    Successful Campaigns and Their Impact

    Automated messages drive disproportionate value. They generate 37% of all sales from just 2% of sends. Conversion rates are 2,361% higher than manual campaigns.

    Salomon Japan maintains 45% open rates with 130,000+ subscribers. Proper management keeps large audiences engaged. Gamehide converts 7.7% of new people into buyers.

    Campaign Performance Comparison
    BrandSubscriber CountKey MetricBusiness Impact
    DukierNot specified525% revenue growthTransformative scale
    Salomon Japan130,000+45% open rateSustained engagement
    GamehideNot specified7.7% conversion rateDirect revenue value
    AcreValueNot specified5% to 70% engagement growthImproved content targeting

    Behavioral triggers work exceptionally well. One in every two people who click automated welcome or cart messages makes a purchase. This demonstrates the power of timely communication.

    Lenny Rachitsky built his popular newsletter through strategic guest appearances. Bowy Made created a five-figure revenue engine with pre-purchase automation. These approaches show varied paths to growth.

    Your content strategy should deliver genuine value. Educational messages build stronger relationships than purely promotional ones. For more industry-specific approaches, explore our ecommerce case studies and SaaS success stories.

    Headbanger Sports reached $1.5M through consistent audience development. This proves owned channels provide more sustainable growth than rented social media audiences. Quality always outperforms quantity.

    Conclusion

    Your journey to building a valuable marketing asset begins with a single step forward. You now possess the complete roadmap to grow from zero to a thriving community of engaged people.

    Quality relationships always outperform sheer numbers. Focus on permission-based growth rather than shortcuts that damage your reputation. Each new subscriber represents genuine potential when they willingly join your communication channel.

    The time to act is now. Choose your platform, create compelling offers, and start implementing these proven approaches. Consistent effort compounds into sustainable business growth that you control completely.

    Your commitment to delivering real value at every touchpoint turns contacts into loyal customers. This direct connection provides independence from algorithm changes and creates lasting business value.

    FAQ

    How quickly can I expect to grow my subscriber base?

    Growth speed depends on your tactics and audience. Using compelling lead magnets and promoting your forms across channels like your website and social media can accelerate growth. Consistent effort is key to seeing significant results.

    What is the single most important factor for getting people to sign up?

    Offering clear value is crucial. A high-quality lead magnet, such as an exclusive guide or discount, directly addresses your audience’s needs and encourages them to join your community.

    Which email service provider is best for beginners?

    Platforms like Mailchimp and ConvertKit are excellent for starting out. They offer user-friendly interfaces, helpful templates, and ensure your campaigns meet deliverability standards without a steep learning curve.

    How often should I clean my subscriber list?

    Regular list cleaning is vital for health. Aim to review your contacts quarterly. Remove inactive subscribers to maintain high engagement rates and improve your sender reputation with Internet Service Providers.

    Can I build a valuable contact list without a blog or large website?

    Absolutely. You can leverage social media platforms like LinkedIn or Instagram to drive sign-ups. Using a dedicated landing page for your lead magnet and promoting it through targeted posts can effectively grow your audience.

    What type of content works best as a lead magnet?

    The best content solves a specific problem for your target customer. Examples include checklists, short eBooks, video tutorials, or access to a webinar. The goal is to provide immediate, actionable value.

  • Customer.io Tutorial 2025: Set Up Your First Automation in 30 Minutes

    Customer.io Tutorial 2025: Set Up Your First Automation in 30 Minutes

    Ever feel like powerful marketing tools are just too complex to tackle? You know they can transform your business, but the sheer number of features can be intimidating. That initial excitement quickly fades into hesitation. What if you could cut through the noise and see a real result today?

    This guide is designed for that exact moment. We focus on the fastest path to success. You will get your first automation running in about half an hour. We will ignore the advanced options for now and concentrate on what truly matters to get started.

    The platform helps you by providing a Setup List on your dashboard. Think of it as a helpful checklist, not a strict requirement. You do not need to finish every item to begin seeing value. The core steps are simple: create your workspace, set up a way to send messages, add someone to your audience, and launch a campaign.

    This tutorial takes a hands-on approach. You will add yourself as a test contact and send a real message. This immediate, practical experience shows you how the system uses data to personalize communication. It’s the quickest way to build confidence and understand the potential.

    Key Takeaways

    • You can achieve a working automation quickly by following a focused path.
    • The platform’s Setup List is a guide, not a mandatory pre-launch checklist.
    • Four essential steps form the foundation for any automation project.
    • This guide uses a practical method, having you send a real message to yourself.
    • You will learn how data drives personalization from your very first campaign.
    • The default settings are powerful enough for most initial needs.

    Getting Started with Your Customer.io Account and Workspace

    Setting up your marketing automation foundation requires just two initial components: an account and a workspace. This initial step is designed to be straightforward, getting you to the powerful features quickly.

    Creating Your Account and Workspace

    Begin by visiting the platform’s website to create your account. You’ll select a plan that matches your needs, with a free trial available for evaluation.

    The registration process asks for basic company information and your intended use cases. This helps tailor the onboarding experience to your specific requirements.

    Immediately after account creation, you’ll establish your first workspace. Think of this as your dedicated container for people, data, campaigns, and settings.

    Understanding Default Settings and Initial Setup

    Your dashboard will display a setup checklist guiding you through essential configuration tasks. This flexible process lets you complete items in any order that suits your workflow.

    The platform uses default settings that support most use cases immediately. These provide a solid foundation without requiring deep technical knowledge.

    “The default configurations are optimized for rapid deployment while maintaining flexibility for future customization.”

    Account verification is an important step to understand. While unverified, you can test all features except sending actual messages to your audience.

    Workspace TypeBest ForData Isolation
    Single BrandSmall to medium businessesComplete separation
    Multiple BrandsAgencies or enterprisesNo cross-workspace sharing
    Regional DivisionsInternational companiesIndependent configurations

    Verification requires providing details about your website, subscription methods, and message types. This ensures compliant and effective communication practices from the start.

    Configuring Your Message Channels and Domain Settings

    Establishing reliable message delivery is the critical bridge between your audience data and actual engagement. This configuration ensures your campaigns reach people through their preferred communication methods.

    You begin by selecting which channels to activate. The platform supports multiple options including email, push notifications, and SMS.

    Setting Up Email and Other Messaging Channels

    Email remains the most common starting point for new users. The setup process guides you through essential steps for proper configuration.

    You’ll enter your sending domain and specify From addresses for your campaigns. The system allows multiple addresses for different message types.

    Channel management stays flexible as your strategy grows. You can add new options later through your workspace settings.

    Verifying Your Domain and Enabling Link Tracking

    Domain verification proves ownership and establishes sender legitimacy. This authentication significantly improves email deliverability rates.

    You add specific DNS records to your domain host during this process. Proper setup includes optional link tracking through CNAME records.

    Important consideration: New senders should gradually increase volume to protect domain reputation. Established senders might prefer custom SMTP configuration.

    • Custom SMTP maintains existing domain reputation
    • Provides full control over sending infrastructure
    • Preserves historical metrics and data consistency

    Your website integration begins here too. You’ll prepare to add the tracking snippet to identify visitors and their behavior.

    Adding Test Users and Segmenting Your Audience

    Before sending any messages, you need to establish who you’re communicating with through careful audience organization. This process transforms raw contact information into meaningful groups that receive relevant content.

    Adding a Test Person and Defining Attributes

    Start by visiting the People page in your workspace. Click Add People and select Add a Person to create your first test entry. This approach lets you experiment safely without contacting actual users.

    Assign a simple identifier like “1” and use your own email address. Add basic attributes such as first_name and last_name. These details help personalize messages and target specific individuals.

    A well-lit, modern dashboard interface with a clean, minimalist design. In the foreground, a series of interactive data visualizations and segmentation tools, such as bar graphs, pie charts, and demographic filters. The middle ground features a large, central screen displaying a detailed audience breakdown by various metrics like location, activity, and user personas. The background showcases a soft, blurred gradient in soothing shades of blue and gray, creating a professional, high-tech atmosphere. The overall scene conveys a sense of data-driven insights and audience optimization for targeted marketing strategies.

    Each person in the system has three core data types. Identifiers make individuals unique. Attributes represent known characteristics. Events track actions that can trigger campaigns.

    Building Data-Driven and Manual Segments

    Group your people into segments based on shared attributes or behaviors. Data-driven segments update automatically as conditions change. They ensure your campaigns always reach the right audience.

    Manual segments create static lists for specific campaigns. You maintain complete control over who receives each message. Both approaches help you deliver targeted content effectively.

    You can import data via CSV files or integrate forms directly. Each method requires proper identifiers to connect information to the right people. This foundation supports all your future automation efforts.

    Step-by-Step customer.io tutorial for Campaign Creation

    Campaign creation represents the pivotal stage where audience insights become personalized messaging. This process connects your data with automated communication.

    A clean, well-lit home office workspace with a sleek desktop computer, a curved monitor, and a modern desk setup. The screen displays a customer.io campaign workflow creation interface, with various tools and options neatly arranged. In the foreground, a human hand hovers over the mouse, ready to click and configure the automation steps. The middle ground features a minimalist decor with potted plants, a notebook, and a cup of coffee. The background shows a warm, natural lighting from a large window, casting a soft glow on the scene. The overall atmosphere is one of productivity, focus, and attention to detail.

    Designing Your Campaign Trigger and Workflow

    Begin by navigating to Campaigns and selecting Create Campaign. Name your campaign clearly for easy team identification.

    The trigger configuration determines when people enter your workflow. Choose Segment change as your trigger type. This activates when individuals join specific audience groups.

    Create a data-driven segment with attribute conditions. Filter by first_name to ensure only your test user enters this campaign.

    Personalizing Your Email Content with Liquid Syntax

    Drag an Email action onto your workflow canvas. Select your preferred editor based on design needs.

    Configure essential settings including your From address and subject line. Use liquid syntax like {{customer.first_name}} for dynamic personalization.

    This syntax references attribute values directly from user profiles. It enables conditional logic and fallback values when attributes are missing.

    Editor TypeBest Use CasePersonalization Features
    Drag-and-DropVisual messagingBasic variable insertion
    Rich TextSimple campaignsFull liquid syntax support
    Code EditorAdvanced customizationComplete template control

    Change Sending Behavior to “Send automatically” instead of “Queue Draft.” This ensures messages deliver immediately when triggers activate.

    Review your settings and launch the campaign. You’ll receive your test email within minutes, demonstrating how workflows personalize communication.

    Integrating In-App Messaging and Other Communication Channels

    Expanding your communication strategy beyond email opens powerful new engagement opportunities. This section guides you through adding in-app messaging, push notifications, and SMS to create a true omnichannel experience.

    A sleek and modern in-app messaging interface, seamlessly integrated into a digital dashboard. The foreground features a clean, minimalist chat window with intuitive controls and message bubbles. In the middle ground, an array of communication channel icons - email, push notifications, SMS - arranged in a grid layout. The background showcases a blurred, out-of-focus view of a productivity app or website, hinting at the broader context of the integration. Soft, even lighting creates a calm, professional atmosphere, while a slightly elevated camera angle provides an inviting, user-centric perspective. The overall aesthetic conveys efficiency, interconnectivity, and a cohesive, omnichannel messaging experience.

    Setting Up In-App Messaging on Your Website or App

    In-app messages deliver content directly within your platform when users are active. They differ from push notifications by requiring current engagement with your site or app.

    You’ll need to install an SDK for this functionality. Website integration involves adding a simple JavaScript snippet to your pages. Mobile apps require platform-specific SDKs for iOS, Android, or cross-platform frameworks.

    The setup begins in your workspace settings. Navigate to Settings > Workspace Settings and enable in-app messaging. The platform provides documentation links for each supported integration method.

    Exploring Push Notifications and SMS Integration

    Push notifications reach users even when they’re not using your app. SMS delivers text messages to mobile devices for high-priority communications.

    Both channels activate through your workspace settings. You’ll follow similar setup processes for each option. These features expand your ability to send messages across multiple touchpoints.

    Channel TypeDelivery TimingUser RequirementBest Use Cases
    In-App MessagingDuring active useMust be on site/appOnboarding, feature guides
    Push NotificationsAny timeApp installedAlerts, reminders, updates
    SMS Text MessagesImmediateMobile numberTransactions, urgent info

    Testing ensures your integration works correctly. Send a test message to verify proper display. The platform adjusts message polling rates after your first successful send.

    Multi-channel integration creates consistent messaging across all platforms. Your audience receives personalized content through their preferred communication methods.

    Conclusion

    With your initial automation now active, you’ve laid the groundwork for scalable customer communication. This guide has walked you through the essential steps to get started quickly with your marketing automation platform.

    The account verification process is your next crucial step before sending messages to real people. Contact technical support with details about your company website and messaging strategy. Once verified, you can begin sending emails and expanding your channels.

    Remember that this quick start demonstrates only the basic features available. To achieve the greatest results, invest time in planning your full implementation strategy. Capture the right data through thoughtful attributes and events.

    Effective marketing automation is an iterative process. Continuously refine your segments and optimize message content based on performance data. Expand your use of the platform’s features as you identify new opportunities.

    FAQ

    What do I need to do before I can start sending messages?

    Before you can send messages, you need to complete your initial setup. This includes creating your workspace, configuring your messaging channels like email, and verifying your domain. You should also add some test users to ensure everything works correctly.

    How do I create a segment to target a specific group of people?

    You can build segments in your workspace based on data attributes or events. Go to the Segments page and define rules using information like user behavior or profile details. This lets you send highly targeted campaigns to the right audience.

    What is a workflow and how do I design one?

    A workflow is the automation process that defines when and how your messages are sent. You design it by choosing a trigger, such as a user action or event, and then building the sequence of messages and actions that follow.

    Can I send messages through channels other than email?

    Yes, the platform supports multiple channels. You can set up in-app messaging for your website or mobile app, as well as push notifications and SMS. Each channel has its own configuration steps within your workspace settings.

    How can I personalize the content of my messages?

    You personalize content using Liquid, a flexible templating language. Insert dynamic variables into your message body to display user-specific information, like a first name or product details, making each communication feel unique.

    Is there a way to test my campaigns before going live?

    Absolutely. You should always test your campaigns using test users. Add people to your workspace with specific attributes that match your segment criteria. This allows you to trigger the workflow and review the messages safely before launching to your entire audience.