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. 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).


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).

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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.).
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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.

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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

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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

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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!

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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

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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

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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

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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

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