New Feature: Use Automation Blueprint BETA for your own automations

Automating your email marketing activities is important but it takes a lot of time and effort to build them. Also, it is not always clear what type of automations are the most useful, what emails you should send and what tags you should use.

Therefore, we are introducing Automation Blueprints that can be imported  into your own account and used  for your own business with one click.

automation blueprint

What is an Automation Blueprint?

As Automizy’s mission is to add marketing knowledge to the pure software to make it easy-to-use and business focused, we are introducing Automation Blueprints.

Automation Blueprints are importable automation templates covering more and more possible use-cases for your business:

  • helps you find how you could increase your business’ email marketing automation efforts
  • helps you save time by offering customizable & prewritten emails
  • helps you keep your list clean by adding a rock-solid tagging system that lets you filter your subscribers

Automation Blueprints are based on best practices, experience and customer feedbacks.

Why is it in BETA?

First of all, “Beta” means that everything works just fine as expected. But we’re still looking for feedback from you – so it will be improved in the next few months based on your needs.

Secondly, we shared only 1 blueprint for the launch of this beta. We’re currently working on 4-5 more templates but it takes time and effort to learn and implement the needs.

So please, if you have any request and/or feedback regarding the feature, or if you have an idea or need regarding new blueprints, don’t hesitate to send an in-app message!

How to import Automation Blueprints BETA in to your account?

Firstly, click the “Automations” menu in the left slider bar.

Secondly, click the “NEW AUTOMATION” button.

Now you see a new popup, which currently includes 2 options below each other:

  • “Start with blank canvas”: Build an automation for yourself from scratch. The same as we had up until now.
  • “Welcome New Subscribers & Gifts”: It is a blueprint that consists of 1 welcome email and 2 follow-up emails for new blog or newsletter subscribers. Check it out, it’s awesome!

automation blueprint

New Feature: Resend your emails to Not Openers to increase Open Rate

A lot of people who don’t open your emails the first time. Why? Because the subject line simply doesn’t resonate with them or it just avoided their attention. What if you could send them the same email with another subject line the next day? 1 or even 2 times? Yes, it would increase the overall open rate of your campaign.

Therefore, we are introducing Resend Campaigns that increases your Open Rate the simplest possible way.

How to resend newsletters to subscribers who didn’t open your original newsletter?

The first step is to create a newsletter campaign in the Newsletters menu (or duplicate a previous one). Then setup the subject line of the original campaign, build and write your email content and check the preview.

The secret sauce for resending is to set it up when you arrive to the Set Targets page. As you can see in the picture below, a new unchecked option appeared below the scheduling options:

Allow resend campaign

If you check the “Allow resend if not opened” you will see 3 new options where you can set up the details of your resend campaign:

  1. how many times you want to resend the same newsletter with different subject lines (once or 2 times)
  2. how many days should the next email wait after the previous one
  3. what should be the subject line for the resent email (it is advised to use different subject lines)

Resend options

You can resend 2 times the same email with different subject lines to subscribers who don’t open your emails.

After you click “CHECK”, you will see a completely new Overview Page which shows you every detail of your campaign. As you set up the Resend Campaign, you will see a completely new section with the 1 or 2 resend emails and schedules.

Resend overview

 

Send your campaign and you will arrive to a completely new, Resend Campaign specific Analytics Page.

On this page you will see the overview of you Resend campaign which consist of at least 2 or 3 emails (if you chose to resend once or 2 times).

The most important metric you are looking for is the TOTAL INCREASE IN OPEN RATE of your 2 or 3 emails compared to if you would have sent only 1 email in this campaign. You will see the percentage after the RESEND 1 email was truly sent.

Resend Campaign Overview Analytics

Below the overview stats you will see the in-depth analytics for each email in the Resend Campaign – you can choose between each email by clicking the correspondent tab.
Resend In-depth Analytics

And if you go to the Reports or Newsletter menu to check the list of your campaigns, you will be able to see that Resend Campaigns are visually well-separated from any other campaign. You can use the tabs on the left side of each row to see the subject lines of each emails of a resend campaign.

List of resend campaigns

Product Update: Connect Automizy to the apps you already use!

Connect Automizy with the apps you like and already use: introducing Zapier integration.

Zapier helps you connect different apps easily without the need of programming. There are lots of use cases where it comes handy, e.g. you can connect Automizy with:

  • CRM systems (like Pipedrive, HubspotCRM, Zoho CRM and more)
  • Forms&Surveys (Gravity forms, Ninjaform, SumoMe, etc.)
  • Webinar tools (such as GoToWebinar)
  • Chat software (e.g. LiveChat, Slack)
  • Email Marketing tools (Mailchimp)
  • Video Marketing software (Wistia)
  • Event Management tools (Eventbrite)

But there are lots of other exciting ways to use Zapier with Automizy.

What is Zapier capable of?

Zapier requires you to build a 2 or more step “Zap”. Zaps are the workflows, which have a trigger and an action step:

  1. Trigger (the app that sends data to Zapier)
  2. Action (the app that receives data from Zapier)

What can trigger a Zap in Automizy?

Automizy can send multiple types of data to other services via Zapier that helps you satisfy tons of use-cases. For example:

  1. If a new contact subscribes on your signup forms you can send a Slack or email notification
  2. If a subscriber gets a specific tag (for example you automatically add a tag to leads that are ready to buy) you can send a notification to a sales rep or you can move a deal from one step to another in your CRM
  3. If you delete a tag from your subscriber (for example a subscriber finishes a nurturing automation, e.g. an email course) you can send a notification message or update the contact’s data in your CRM

What can a Zap do in Automizy as an action?

  1. It can create or update a contact in Automizy, therefore you can send new subscribers from your unique popup service into Automizy and follow-up on them
  2. If it turns out in your CRM that your prospect needs nurturing, just add a tag to that subscriber via Zapier automatically which will trigger your nurturing campaign
  3. Unsubscribe your contact if they unsubscribed in your other services or told you to unsubscribe themselves on your website

How to setup a Zap with Automizy?

If you would like to send data from Automizy to another app, follow the steps below:

    1. Click this invitation link
      (Or in Automizy app please click the Settings menu on the left bottom side of the screen, Click Integrations and choose Zapier.)
    2. Log in to your Zapier account from there (or create a new one)Zapier invitation
    3. Search for Automizy
      Search for Automizy
    4. Choose a trigger type in Automizy:
      Zapier triggersTrigger types:
      – Contact Created: It triggers the Zap when a new contact is created
      – Tag Added To Contact: The Zap is triggered when a Contact in Automizy gets a specific Contact Tag
      – Tag Removed from Contact: The zap is triggered when a contact in Automizy gets a specific Contact Tag
    5. Select the Application that receives the data and setup actions.

If you would like to send data to Automizy from another app, follow the steps below:

    1. Click this invitation link
    2. Log in to your Zapier account from there (or create a new one)
    3. Change Automizy trigger to the app you want to send information from
    4. Search for Automizy in the action section and pick itSearching Automizy as action
    5. Choose an Automizy action type:Zapier actions in AutomizyPossible Automizy actions:
      – Remove Tag From Contact: Remove 1 or multiple tags from a subscriber in Automizy
      – Add Tag to Contact: Add 1 or more tags to a subscriber in Automizy
      – Create or Update a  Contact: Create a new or update an existing subscriber in Automizy
      – Unsubscribe contact: Change a contact’s status to Unsubscribed in Automizy

New Feature: Data Update Page (GDPR)

Your subscribers have to be able to modify what data they share with you. According to GDPR you only have to share this data with them if they ask for it and change it if they tell you to do so. But it is a difficult and slow process that’s not enough for your subscribers – they want transparency and trustworthy companies.

Therefore, we are introducing Data Update Page.

What is a Data Update Page and why is it good?

Data Update Page is a web page where your subscribers can edit the information they shared with you. They can reach their page by clicking a specific link in your emails’ footers.

It looks like this for your subscribers:

Data modification webpage

 

How to setup your Data Update Page?

Firstly, share the custom fields you want to be shown on the Update page.

  1. Go to Settings/Custom FieldsCustom Field list
  2. Now you see the list of custom fields you use currently. Click the down arrow next to a custom field (right to the “EDIT”) which you want to be shown on your Data Update Page for your subscribers.Split button
  3. Now choose “SHOW ON UPDATE PAGE” optionShow on update page
  4. After you click on it, you will see a blue eye icon appear on the custom field you chose. It means that custom field is published on your Update Page.Eye icon

Secondly, add the Update Page to your emails.

  1. Create a new or an existing email (drag and drop email), got to the builder and click on the footer blockClick footer
  2. Now click the Unsubscribe option on the right side barclick on footer
  3. Scroll down and you will see the “Data Update Page text” tittle. You can customize the anchor text in the box below. When you modify it you will see that the anchor text of the URL is changing in the footer on the left.Anchor text for Data Update Page

How to preview your Data Update Page?

Just send a preview email and click the link in them email that lands in your inbox. You will see dummy data on the website as it is a preview of the Data Update Page.

New Feature: Export your contacts report easily

Reporting on your subscribers is important, especially if you want to use Excel. But exporting your whole database might take long and makes data handling difficult.

This is why you can export your whole database or export only subscribers that you filtered in Automizy.

How to export contacts?

  1. Go to Contacts menu
    Contacts menu
  2. Click on the “View” button on a list you want to export the contacts from
    List
  3. Filter for the contacts you want to export (or if you want to export everybody from this list, skip this step)
    Filter for contacts
  4. Click “SELECT ALL”
    Filter
  5. Click the “EXPORT” button
    SELECT ALL
  6. Wait for the CSV to be downloaded, it might take a few minutes.

New Feature: Show your subscribers a Preference Page

In case your have multiple newsletters or you send emails in different topics, you can let your subscribers what type of email communication they are expecting from you.

This is the Preference Page.

What is a Preference Page and why is it good?

One picture tells more than thousands of words – so this is how a preference page looks like in Automizy:

Preference Page

Basically, the Preference Page is a website where your subscribers can customize the emailing experience they get from you.

For example a subscriber doesn’t want to get your Promotions but still interested in your blog articles, therefore:

  • she clicks the “Manage Preferences” link in one of your emails’ footer instead of unsubscribing completely,
  • arrives to the website you saw above,
  • unchecks the “Promotion” option
  • and updates her email preferences by clicking the button.

Viola! You don’t lose a subscriber completely – she just tells you what she wants to receive from you and it happens automatically!

How to customize the anchor text for the Preference Page in your emails?

  1. Create or edit a campaign made by drag&drop email builder.
  2. In the email editor click on the footer block (the last section of your email)
  3. In the slider bar on the right choose the “Unsubscribe” tab
  4. Scroll down and you will see a “Preference Page text” block below the “Unsubscribe” block
  5. Customize the anchor text that is by default “Manage preferences

Manage Preferences

In an email it looks like this:

manage preferences in email

How to add categories to your Preference Page?

Preferences are basically your lists you add to your Preference Page. Here’s how to show a list on your Preference page:

  1. Go to Contact menu, to the lists pageContacts menu
  2. Click on the split buttonShow list on pref page
  3. Pick the “SHOW ON PREF. PAGE” button and you will see a blue eye icon appear on the list, next to the number of contactsShow on preference pageYou can add as many lists to be visible on your website as you want. You can hide them following the same process.

 

New Feature: Add emojis to your Subject Lines and Email Copy

The fight for your subscribers’ attention is difficult. Standing out in inboxes is a challenging task due to the fierce competition. You have to be unique, visually recognizable and you have to grab the attention of your subscribers right away.

Therefore, we are introducing EMOJIs in Automizy emails.

How to add emojis to my subject lines?

When you edit, create or duplicate a newsletter or automation email, you can see that next to the subject line input field a new element appeared: a smile icon. If you click it, you will see a popover with tons of emojis in it. Pick one and it will add the emoji to your subject line where your cursor is.

add-emoji-to-subject-lines

How to add emojis to my emails bopy?

You can add emojis to the body copy of your email too. Just search for an emoji on getemojis, mark it with your cursor, copy it and insert it into the body copy of your email in Automizy.

New Feature: Introducing Next Generation Lists

Although’ filtering based on contact information is the best way to segment your subscribers, there are specific use-cases when sorting into different lists might be useful.

Therefore, we are introducing Lists.

Next Gen Lists

What are Lists and why is it “Next Generation”?

Lists are basically groups, where you keep your subscribers. You can import subscribers from CSV files, add them manually, or they can subscribe via forms or integrations to your lists. And you can send them newsletters or pull them into automated email sequences using the “Subscribers joins list” trigger.

It’s a very handy tool to manage your subscribers. But why is it different than other solutions on the market?

Because Automizy Lists are smart. If you add 1 subscriber (e.g. yoursubscriber@gmail.com) to your Newsletter list, and you add the same subscriber to your customers’ list too, it will count as 1 subscriber.

Great, who cares?

Well, actually it IS VERY IMPORTANT FOR YOU! Because this way you will pay for 1 contact once, no matter how many lists he or she is on. There won’t be any email duplications!

On top of that, you can’t accidentally spam your subscribers if you send a newsletter to 2 or more lists and 1 contact joined every list you have!

That sounds better, eh?

What can you do with Lists?

If you have 2 or more lists, you can easily manage your subscribers manually and automatically:

  1. Import or add contacts manually to lists
  2. Move contacts to other lists manually or automatically
  3. Pull subscribers into an automation when they join a specific list
  4. Use a list as a condition in your automated sequences (whether a subscriber is on a specific list or not)

How to use Lists?

We recommend using multiple lists only for different life-cycle stages (e.g. newsletter subscribers,  leads, customers)  and for only completely different stakeholders (e.g. business partners and customers).

If you have more than 1 lists, ALWAYS CREATE 1 LIST THAT CONTAINS EVERY SUBSCRIBER YOU HAVE.

In the short run, it doesn’t count at all… But believe me: you will have a hard time to filter your contacts later on if you don’t add them to the MAIN LIST, too.

And one important note: use Tags and Custom Fields for filtering purposes (e.g. what ebook they downloaded, geolocation, company size, company type, age and more).

New Feature: Live Filtering makes it easy to Segment your Subscribers

Effective email marketing is all about proper segmentation – every marketer knows that. The better you segment your audience the higher your ROI will be.

Therefore, we introduce Live Filtering to help you segment your subscribers as easily as never before.

Live Filtering

What is Live Filtering?

Live Filtering is an Automizy original feature: it makes it easy to find a set of subscribers that have something in common (e.g. subscribers over a specific age, downloaded an ebook, paid, subscribed in a specific time period, etc.).

Not only can you easily find people in your database, but you can also save them and reuse the same search criteria (filter) later.

In addition, you can easily send them emails using saved filters. So you don’t send the same email to your whole list but you can send relevant offers based on life-cycle stage, interest, geo-location and more.

send newsletter to saved filter

Not to mention that you can filter for subscribers when you send your newsletter if you previously forgot to do it – without leaving your actual newsletter sending journey.

There’s nothing more annoying than realizing that you forgot to segment. So you have to quit your actual email sending process just to create your filter.

In Automizy you can filter your subscribers any time without leaving the newsletter sending process. Saves a lot of time and stress…

Newsletter New filter

What can you filter for?

You can filter subscribers based on different types of data:

  • they have or don’t have a specific tag(s),
  • they have less or more than a specific lead score,
  • they joined your list before or after a specific date,
  • has a specific email address, name, company or website,
  • is unsubscribed or bounced,
  • was imported from a specific CSV,
  • and for any custom field you create (e.g. source, geo-location, age, buyer persona, payment size, etc.).

New Feature: Contact Journey

Contact Journey is a very important part of your subscriber’s Contact Profiles: you can see the history of your subscriber on a timeline with important information.

Do you want to see which emails were sent to a subscriber, which were opened or clicked by that person and when exactly?

Contact Journey is for you. Here are the interesting data you can see about your subscribers:

  • Which bulk or automated emails she/he received?
  • Which emails were opened or clicked?
  • Which forms were submitted?
  • What type of automation did he enter or leave?

Awesome feature if you would like to understand your subscribers’ journeys, especially if you use automated tagging option!

Contact Journey