Marketing automation

The Marketing automation application provides a way to automate and optimize your marketing campaigns. Automation sets up the system to nurture your website visitors and leads – represented by contacts in Xperience.

Automated marketing campaigns are controlled through one or more automation processes. Each process consists of a set of steps that you can fully customize using a built-in visual designer. You can either start processes manually for individual contacts and contact groups, or have the system start processes automatically using condition-based triggers. For example, you can:

  • Create a trigger that moves every new contact from a specific country into an automation process, which then performs a targeted marketing campaign.
  • Automatically move contacts who have reached a certain score into an advanced automation process.
  • Schedule automatic marketing campaigns around recurring events (holidays, regular seasonal sales, etc.).
  • Periodically evaluate your contacts and automatically perform marketing actions for contacts who fulfill a condition (e.g. send an email to contacts on their birthday).

Existing processes can be saved as templates, and then used as a starting point for creating new processes. Additionally, the system provides several default templates for common marketing scenarios.


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