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Marketing Automation Overview

This feature is in beta and is being gradually rolled out to accounts.

Marketing Automation provides tools to manage contacts, send targeted email campaigns, create automated workflows, and track marketing performance.

Use Marketing Automation to communicate with your audience, automate repetitive marketing tasks, and understand how contacts engage with your emails.

Marketing Automation Features

Marketing Automation includes the following features:

  • Business Profile: Configure your business information and default sender details.

  • Campaigns: Create and send one-time or scheduled marketing emails to your contacts.

  • Automations: Create workflows that automatically send messages or perform actions when contacts meet specific criteria.

  • Email Templates: Create and reuse email designs for marketing campaigns.

  • Marketing Insights: Track campaign and automation performance, including email engagement and goal completion.

  • Contact Performance: Monitor contact growth, engagement, and acquisition sources.

Marketing Automation also works seamlessly with Contacts, which are managed separately from Marketing Automation. From Contacts, you can manage individual contacts, create segments, and configure custom fields.

Before You Begin

Before sending marketing emails:

  1. Configure your Business Profile. Your Business Profile must contain the required business and sender information before you can send marketing emails.

  2. Connect and verify your email domain. A verified email domain is required to send marketing emails. Domain authentication also helps improve email deliverability and protect your sender reputation.

  3. Add or upload contacts.

Permissions

Access is controlled by two separate site-level permissions:

  • Marketing Automation: Provides access to Marketing Automation features and is also required for Marketing Automation API access.

  • CRM: Provides access to contact management features.

Limitations

Keep the following limitations in mind when using Marketing Automation:

  • Marketing Automation currently supports email. SMS functionality is coming soon.

  • Marketing email sends are subject to the limits included with your plan.

  • The number of automations that can run at the same time is limited based on your plan.

  • Contacts are managed separately for each site. Contact lists cannot be managed across multiple sites from a single list.

  • A/B testing is not currently supported.

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