Friendly Automate

Friendly Automate

🙂
Welcome to the documentation of Friendly Automate, your privacy-friendly Swiss marketing automation software.
🙂
Any questions? We are happy to help you via 📧 email or ☎️ phone.

Or 👩‍💻 contact us for consulting & training sessions.

👠 Getting started

🧑🏻Create new contactsCreate simple segmentsCreate simple segments📨Create emails in the email editor📝Create your first form🍱Create your first campaign

💾 Technical Setup

🏗️Integrate the Automate tracking on your website🛡️Use Friendly Automate in a privacy-compliant way📩Optimize the deliverability of your emails
‣
more…

Contacts

🗃️Import existing contacts🎚️Manage access rights to your Contacts🧭Store the origin of your contacts🛑Deal with Do Not Contacts🧙🏼‍♂️Export your segment members

Campaigns

💌Understand how Friendly's Default Double Opt-in Campaign Works🙋Create personas, and deliver targeted messages to them🧲Create your first lead-magnet and collect e-mails
‣
more…

Forms

🎨Apply Custom Design To Your Forms7️⃣Connect Contact Form 7 with Friendly Automate🛡️Add spam protectionInstall reCapchaInstall reCapcha

Emails & Landing Pages

🦸Zero To Hero Newsletter Tutorial🚦How to set up double opt-in for your email subscriptions⏲️Schedule emails to send later✂️Tokens to be used in emails
‣
mehr…

Lead Scoring

💯A Lead Scoring Model for Beginners⚖️Lead scoring for unknown contacts

Miscellaneous

🧑User and rights management🔗Integrations & API📱How to send text messages / SMS with Friendly Automate⏩Use BCC for automation

Your subscription

💳Billing and cancellation

Contact us

📧 Send us an email

☎️ Talk to us by phone

👩‍💻 Book a videocall

‣
🙂 Friendly LLC