Here you can find all the tutorial emails we send you to get started with Friendly Automate, at a glance.
You will see a non-personalized preview of the emails. Therefore, please do not click on the unsubscribe link, but use your personal emails instead.
👩🏻 Contacts
Your first step is to create contact information in Friendly Automate. Your contacts are the central data source for your customer communication and all automations.
Automate Tip No. 1: Create and import contacts
📊 Segments
Segments are one of the central hubs in marketing automation. Using segments, you can divide your contacts into groups with specific characteristics. Then you can send these groups personalized emails that meet their specific needs.
Automate Tip No. 2: Create segments
📨 Emails
Friendly Automate has a built-in drag-and-drop email editor that makes it easy with its graphical interface to create responsive emails that look great on any screen.
Automate Tip No. 3: Create Emails with the Email Editor
📝 Forms
Forms are an ideal way to get first-party data from your website visitors and leads. For example, you can offer a white paper, invite people to participate in an event or contest, or offer a simple newsletter signup form.
Automate Tip No. 4: Gain contact information through forms
🍱 Campaigns
Campaigns are the strongest tool in marketing automation. They enable you to automatically offer your leads the right content at the right point in their customer journey, to register their reaction, and to follow up with further actions that bring your future customers even closer to your company.
Automate Tip No. 5: Create your first campaign
🐾 Tracking
By embedding Friendly Automate’s tracking code on your website, you will be able to track how your contacts and unknown visitors move across your website and gather valuable information about them.
Automate Tip No. 6: Install the tracking code on your website
📮 Deliverability
The mail servers of your email recipients check whether an email really comes from you and whether our software is allowed to send emails in your name. We therefore strongly recommend that you configure the necessary settings to ensure that your emails arrive safely to all recipients.
Automate Tip No. 7: Optimize the deliverability of your emails
🧑🏾 Users
You can easily create new users with their own logins in Friendly Automate. With roles, you can also define in detail which areas of Friendly Automate a user should have access to and what exactly he or she is allowed to do there. This way you can work together seamlessly.
Automate Tip No. 8: Create and Manage Users in Friendly Automate
🔐 Privacy
Friendly Automate allows you to collect, store, and process personal data. Therefore, the use of Friendly Automate is subject to the new Swiss Federal Act on Data Protection (nFADP) and the European Union’s General Data Protection Regulation (GDPR).
Automate Tip No. 9: Use Friendly Automate in a privacy-compliant way
👨🏼💻 Onboarding Call
In this email we offer you a personal and free onboarding call. The call is bookable via the link in the email preview.
Automate Tip No. 10: Your personal onboarding call
Please note that this call is only free of charge for you if you have an active subscription. Otherwise we reserve the right to cancel the booking.
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