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Marketing Automation Overview

This feature is being gradually rolled out to accounts.

Marketing Automation provides tools to manage contacts, send targeted email and SMS 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:

  • Campaigns: Create and send one-time or scheduled marketing emails and text messages 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.

  • Analytics: Track your marketing performance and audience.

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

    • Audience: Monitor contact growth, engagement, and acquisition sources.

  • Business Details: Configure your business information and default sender details, set up SMS sending, and check your sending limits.

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. Complete your Business Details. They 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. To send text messages, complete SMS setup. Your business must be approved before you can send SMS campaigns. For more information, see Business Profile for Marketing Automation.

  4. 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.

Plans

Core Marketing Automation features are included with every site. A site's Business Plan adds features and determines its monthly sending limits, including SMS. For more information, see Duda Business Plans.

Limitations

Keep the following limitations in mind when using Marketing Automation:

  • SMS setup is available only for businesses based in the United States. Text messages can be sent to US and Canadian phone numbers only.

  • Marketing email and SMS sends are subject to the limits included with your plan. To see your remaining sends and when your limit resets, go to Business Details > Sending limits. For more information, see Business Profile for Marketing Automation.

  • 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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