Product Update: Show used personal data to your subscribers (GDPR)

It might happen that your subscribers ask you to show what data you store about them. As a business owner and marketer it is your responsibility to fulfill this request. Automizy’s responsibility is to provide this option.

Therefore,  you can export stored data about a subscriber from the profile page to a text file in machine-readable format.

Why is this feature important?

As we wrote in this article about GDPR, one of the most important right of your subscribers is “portability and access”.

It simply means that your subscribers can ask you to send them the data you store in Automizy about them.

Also it’s important that the data you provide is readable by machines and easily reachable when you send it to your subscribers.

How to provide personal data to your subscribers?

  1. Go to Contacts/Lists and click on the View button on the list where your contact isChoose a list
  2. Search for the subscriber you wish to export and click the “VIEW” buttonView subscriber
  3. Click the “EXPORT” button on the profile page and wait for the file to be downloadedExport personal data of a subscriber
  4. Send the downloaded file to your subscriber.

If you want to read it, open it with for example NotePade or NotePad++ on your computer, copy&paste the text for example to this free service.

It generates an easily readable format for humans from the exported data.

Product Update: Add Required and Non-Required fields to your Signup Forms

Collecting information about your subscribers is crucial in order to be able to send relevant, personalized emails. One part of this information is Required (such as email address) and other part of it is optional (anything that isn’t necessary to your emails).

Therefore, from now on you can set whether a custom field in your form is required or not!

How to set up required fields in forms?

  1. Edit or create a new Signup form in the Contacts/Sign up forms menu
  2. Go to the form builder
  3. Click on a form field on the left (the visual editor)
  4. In the slider bar on the right you will see the options
  5. The last option is a checkbox with a text “Required field” that is checked by default. It means that your fields has to be filled out by your subscriber in order to be able to submit your formrequired field in form
  6. If you uncheck this box, the field becomes optional and it is not necessary for your subscriber to fill it out to be able to submit itnon-required field

Product Update: Build GDPR compliant signup forms

The GDPR (General Data Protection Regulation) will be compulsory for your from 25th of May, 2018. If you want more info on what is GDPR, read this article.

Therefore, we are introducing GDPR compliant signup forms in Automizy!

How to add Privacy and Terms of Use links to signup forms?

  1. Edit or create a new Signup form in the Contacts/Sign up forms menu by clicking the “Create Signup Form” button on the right of the screen
  2. Name your form
  3. You arrive to the form builder.
    On the right slide bar, you can see 2  new check boxes, the second one is checked.Privacy link boxIf you uncheck it, you can see that the text below the button on the left part of the screen (where the form preview is visible) disappears. So don’t uncheck it.If you click into this new block in the form, the options appear on the right slider bar with this text in it:”By submitting this form, you agree the Terms of Use and Privacy of the website.”


    You can edit the text and the links in it. Always change the default links to your webpages as those are just example URLs!

    How to add explicit consent checkboxes to your forms?

    1. Edit or create a new Signup form in the Contacts/Sign up forms menu by clicking the “Create Signup Form” button on the right of the screen
    2. Name your form
    3. You arrive to the form builder.On the right slide bar, you can see 2  new check boxes, the first one is unchecked by default. Click it!On the left side of the screen in the form preview you see a new block becomes visible above the button. It has a checkbox and a text next to it.consent-checkbox-on

      In order to customize the checkbox’s text, click on the block in the form preview.

      In the right slide bar you will see an input field with this default text in it:
      “I consent to having Automizy collect my name and email.”


      Don’t forget to customize this text for every input field you have! You can also add links to your texts.

      GDPR doesn’t require you to add this checkbox to your signup form, but we think it can be a good thing in specific cases to add a plus protection to your website visitors.

Product Update: Introducing a completely new look for Automizy!

Automizy got a completely new look to provide a better user experience! We worked hard for months to make your life much easier: The newly released Automizy 1.5 reduces the number of clicks and the amount of time you need to send newsletters and build automations.

Shortcuts to save time

The first and most important thing is that you get shortcut icons to your dashboards. These icons help you do your most important tasks as fast as never before! Such as importing contacts, building forms, sending newsletters or planning automations.

New Dashboard

Send amazing newsletters in few seconds

Send your newsletters like it’s a walk in the park. Duplicate your previous emails in order to send the next one faster! Choose built-in templates, write Gmail-like simple emails and upload your own HTML templates without any stress.

Also, you can easily filter for your sent, scheduled or draft emails – so finding newsletters is much easier.

New Newsletter table

Plan ahead and execute automated email campaigns faster

The Visual Automation Builder is not just for execution anymore – plan & build automated journeys ahead and add fill it up with content later!

For example, you came up with a great ebook idea for lead generation. You can just sketch the sequence quickly and add the subscriber form (that triggers the automation) and the emails when you finish the design.

New Automation Builder

Find the features you need

The new menu structure lets you find the features you need quicker. The main menu items are listed on the left sidebar, and you can toggle between the sub-menus using different tabs.

Also, you can find any deeper-level settings in the Settings menu if you click the Settings icon in the left bottom corner of your screen.

New menu system

New User Experience: “not our hero but a silent guardian”

We worked hard to create an astonishing experience for you.

dark knight

We believe that reaching your business goal is important. But HOW you reach it is just as important.

Automizy’s new look not only helps you achieve your goals but also makes the process very intuitive – so from now on email marketing will be much more entertaining and not just a mere job that has to be done.

Product Update: New, Easy-To-Use Form Builder

You told us that you’d like to build HTML forms in Automizy in an easier way. Therefore we’re introducing you the new form builder that makes you life easier via its intuitive interface and you don’t have to insert any script to your web page to make it work!

The new form builder is easy, intuitive – you can build your HTML forms in just a few minutes. When you satisfied with it, just copy the generated HTML and paste it to the correspondent place in your web page and it’s working without inserting any tracking script!

How to create a new form:
Step 1: Go to Contacts/Forms and click “CREATE FORM”

Build new form

Step 2: Name your new form

Name your form

Step 3: Now build and customize your form:

Add new fields that are already mapped into Automizy custom fields:
Add custom fields

Add styling of the whole form (set the background color, width of the form and more):

Customize the whole form

Rewrite and stylize the different parts of your forms (the form title, subtitle, the form fields and the button):

Customize the sections of the form

Add different form actions (send the subscriber to a built-in thank you page, to a custom URL, send thank you email and add tags):

Add actions to the form

Step 4: When you built your form, just click on the “INSERT” button, copy and paste the generated HTML code to your web page and track as new subscribers are appearing in Automizy database!

Insert HTML code

Product Update: Import Contacts Easily

Contact Data migration now is easier than ever! The new, easy-to-follow process helps you import your contacts into Automizy using CSV format.

In the previous version of the “Import Contacts” process it was difficult to upload contacts and their data into Automizy database.
Therefore, the new Contact Data Migration process is renewed! Now you can upload your contacts to Automizy in a step-by-step process, following a wizard that shows you the process transparently.

It is 4-step process:

1. step: Go to Contacts/Complete list and click on “IMPORT CONTACTS”

2. step: Firstly, you have 2 choices: throw a CSV file from your computer on the interface to import it. Or you can also try it by downloading a sample CSV list from us and importing that list by adding it to the interface. The second option is for people who doesn’t have a list or who would like to try the importing process.

Add your contacts in CSV format

3. step: Now you can match the different types of contact data in your CSV file with custom fields on Automizy. If you scroll down, you can add contact tags to every contact in the importing process and you can also create and add them to a segment.

Map data into custom fields

Add tags to contacts and create segment

4. step: After you hit the “Start import” button, you can wait for the process to be finished or you can leave the process and let it run in the background. After Automizy uploaded your contact list, you can send them emails right away!

You imported your contacts

New Integration: OptiMonk

Generate leads with Optimonk on site retargeting solution and send your contacts straight into Automizy!

OptiMonk provides websites and online stores with on-site retargeting – a powerful new marketing tool for engaging and re-engaging their visitors via behavior based pop-ups and nano bars.

OptiMonk easily integrates now with Automizy too, allowing businesses and website owners to recover up to 15% of lost visitors and convert them into sales and leads using a perfectly timed message which can be customized for each visitor.


Getting Started Guide

If you would like to send your leads from OptiMonk to Automizy automatically, follow the steps below:

  1. Create an OptiMonk account (or log in to your existing account)
  2. Build a pop-up or nanobar campaign

    OptiMonk: Popup or nanobar

  3. After you finished the design of the popup, click Save
  4. Scroll down to Integrations section on the Settings screen

    Integrations section

  5. After you click on the question “Where would you like to keep the list of subscribers?”, click on the “Set up” button at the External System paragraph

    Click Setup

  6. Choose Automizy in the popup window

    Choose Automizy

  7. Click on the Authentication link

    Authentication link

  8. Log in to your Automizy account

From now on you will see that your subscribers will appear in Automizy system too – therefore you can choose Optimonk form as a trigger for your automations, you can add Contact Tags in Optimonk to label your contacts and measure the end-to-end effectiveness of your popup or nanobar campaigns or you can send bulk emails to them!

Product Update: Enhanced Contact Profiles

Contact profiles are important for marketers, sales reps and of course for customer success managers. So we upgraded the contact profiles: more valuable, organized information has arrived!

In the previous version of the contact pages you could see a big list that contained valuable information. But from now on, you can see the information in a much more structured way. Hence, you will be able to gather the necessary information about your subscriber very rapidly!

These are the information types you can see:

  • Contact Information (name, position, email address, web page)
  • Engagement Level (Average open or click rate of the contact, Status and Lead Score)
  • Contact Tags
  • Custom fields with values

New contact profile page

Product Update: Publish Automated Workflows from the editor

We changed the way you can activate your automated workflows in Automizy. From now on you will be able to do it from the Visual Workflow editor.

We saw that it was difficult to activate your automations from the list of Workflows. It was a high risk to make mistakes: it was easy to forget to activate your workflows or you accidentally activated it.

Therefore we relocated from the Automation/Workflows menu to the Visual Workflow editor. Also, we hid a little gift too from Mizy when you publish a workflow. 😉

The old Workflow Activation:

Activate workflow

The new Workflow Publish:

Publish workflow

Product Update: In-depth & real-time automated email analytics

Evaluate the performance of each email in your drip campaigns easily and dig deeper to identify the root of the problem itself!

It’s important to know the overall performance of your drip campaigns, so we created the Automation Dashboard. This is your own radar that warns you as soon as abnormalities arise.

Not long ago, we also released the Workflow Analytics feature that helps you compare the overall performances of your drip campaigns.

And now you can dig much deeper!

Main metrics of automated emails

If you enter one of your workflows that have at least 1 email sending action in it and turn on the “Statistics” icon, you will see that a slider appears on the right side of the Visual Workflow Editor.

This slider shows you every email you have in your drip campaign and by choosing them by moving your mouse cursor above the email sending box in your drip or above the slider, you will see which email you are looking at.

The slider shows you the main metrics of your automated emails such as sending volume, open-, click- and unsubscription rate. Comparing the performances of your emails are very easy.

Main metrics of drip emails

In-depth, real-time analytics of automated emails

But the key metrics not always give you the necessary information that shows you how to intervene – so dig even deeper!

Simply click the “details” button on the email you would like to see in details. A new slider will appear that will give you real-time data about the different metrics:

  • Bounces (soft or hard bounces)
  • Shares (on different social media)
  • Timeline of opens
  • Timeline of Clicks
  • Devices per opens & clicks
  • Operation systems per opens & clicks
  • Browsers per opens & clicks
  • Domains per opens & clicks
  • Top 5 domains per open rate & click rate

In-depth metrics of automated emails 1


In-depth metrics of automated emails 2