Friendly Automate

Friendly Automate

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Welcome to the documentation of Friendly Automate, your privacy-friendly Swiss marketing automation software.

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Any questions? We are happy to help you via 📧 email or ☎️ phone.

Or 👩‍💻 contact us for consulting & training sessions.

👠 Getting started

🧑🏻Create new contacts

Create simple segments

Create 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 📩Optimize the deliverability of your emails

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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

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Forms

🎨Apply Custom Design To Your Forms 7️⃣Connect Contact Form 7 with Friendly Automate 🛡️Add spam protection

Install reCapcha

Emails & Landing Pages

🚦How to set up double opt-in for your email subscriptions ⏲️Schedule emails to send later ✂️Tokens to be used in emails

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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

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🙂 Friendly LLC