Understanding Automation

This article will help you get started with marketing automation, or automated workflows.

What Is Automation?

"Automation" is an automatic workflow completed by Oncord, which can be triggered by an event such as a purchase, form submission, or when a contact is moved into a group.

Popular uses of automation include:

Sending a series of e-mail marketing messages over a period of time.

Sending an e-mail campaign to users who have abandoned their shopping carts.
Sending a welcome e-mail campaign to new contacts.
Sending follow-up emails to customers with unpaid invoices.
Adding contacts to Groups after they perform a specific activity.

How Do I Enable Automation?

The Automation feature is included with Oncord's Marketing features.
To enable Oncord's Marketing features:

Click the Settings icon, located at the bottom of the left sidebar of the Dashboard.
Click the "Features" option to review the features you have enabled.

Adding features and changing your Oncord plan is easy, click here for instructions.

Navigate to Dashboard > Marketing > Automation to view all your automated workflows, and create new automation workflows.

The Automation Trigger

The "Trigger" is the event that starts the automation workflow. We provide a flexible number of options for triggers including:

A new contact registering,
A user being added to a group,
A certain product being purchased,
Or when a form is submitted.

After defining a trigger, you will be presented with additional options related to your chosen trigger. You may then begin defining your automated workflow, which details the steps to be completed by Oncord after the trigger.