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How to use AutomationAI

In this guide, we will walk you through the steps to create automations using the Mailvio Suite AutomationAI. Step 1: Accessing the Feature - Log in to your Mailvio (https://app.mailvio.com/login) account. - If you don't have credits to access the AutomationAI feature, contact us to inquire about your eligibility. Step 2: Creating an Automation - Fill out the three areas: End Goal, Tone, and Readers. - End Goal: Define the desired outcome or purpose of the automat...

How to use the Website Tracking feature for Automations

How to use the Website Tracking feature for Automations In this guide, we will walk you through the steps to use automation with your website for tracking purposes. By adding a code to your website, you can track data and users' interactions, allowing you to engage with them effectively. Follow the step-by-step guide below: Step 1: Website Tracking Setup - Log into your Mailvio (https://app.mailvio.com/login) account. - Navigate to the "Website Tracking" feature. - Copy the...

How to redirect contacts from one Automation to another

In this guide, we will walk you through the steps to connect different automations in Mailvio. Before proceeding, there are two things you need to create: the first automation and the second automation that users will move to after completing the first one. Follow these steps: Step 1: Create the First Automation - Access your Mailvio (https://app.mailvio.com/login) account and navigate to the Automations section. - Create a new automation and name it. - Set up the email sequence a...

How to use lead scoring in Mailvio?

Welcome to this tutorial on using the lead scoring feature in Mailvio automations. Lead scoring allows you to assign scores to contacts based on their actions within the automation, enabling you to target engaged subscribers with specific content. Follow these steps to implement lead scoring in your email automations. Step 1: Access the Automations feature - Log in to your Mailvio account. - Navigate to the Automations section, as lead scoring can only be used within automations. - If ...

How to use an Automation template

This is how to use the automation pre-made templates in Mailvio. Step 1: Login to your Mailvio (https://new.mailvio.com/) account. Step 2: Go to Automations. Depending on your account, you may have a couple or more automations. Step 3: Click on Create Automation. Select what automation you’d like to create, choose Blank/Default or one of your Automation Templates. Step4: Choose your trigger. There are a lot of triggers to choose from, select what works best for you. Step 5: Put in your E...

How to debug an Automation to see the progress of each step

Welcome to this guide on debugging automation steps and checking the progress of your automations in Mailvio. Let's get started! Step 1: Log in to your Mailvio (http://new.mailvio.com) account. Step 2: Go to the "Automations" section. Step 3: Locate and click on the name of the automation you want to debug or check progress for. Step 4: In the automation details view, you can see the automation status, which indicates if it's active and running. Step 5: The automation consists of multiple s...

Understanding Automation analytics

In this guide, we will walk you through the steps to view the analytics and stats for your email automations. By following these steps, you can easily assess the performance of your email campaigns and make informed decisions to optimize your automation strategies. Step 1: Log in to your Mailvio (https://app.mailvio.com/) account. Step 2: Navigate to the Campaigns section of your account. Step 3: If you have numerous campaigns and automations, it is advisable to search for the specific ...

Understanding Automation Activity

Mailvio Automation has different set of actions that can be added to your workflow. These actions aim to make it robust and well-fit to your strategy. Instead of just sending emails to your entire list everyday, it would be better to create a workflow that would allow you to figure out who are the most engaged contacts and cultivate them into clients. First off, workflows must have a trigger for them to start working. Mailvio has a handful of triggers you can choose from to jumpstart your au...

Build and manage workflows

Mailvio Automation is meant to make email marketing easy. With a workflow in place, you can systematize your sending by setting up certain activities like adding tags, setting conditions and sending to people that engaged with your email. Here's how you create a workflow: Step 1: Log in to Mailvio (https://new.mailvio.com). Step 2: Go to Automations tab and click on + Create Automation button. (//support.kvsocial.com/scripts/file.php?view=Y&file=u1ht2vfdbmw3z2cnldi5duxvq2jmpyt6) S...

Introduction to automations

Introduction to Automations This is an introduction to Mailvio automation. Follow the series to learn how to use the different activities available to create a workflow that works for you. - Build and manage workflows (https://kvsocial.ladesk.com/932803-Build-and-manage-workflows) - Understanding Automation Activity (https://kvsocial.ladesk.com/602683-Understanding-Automation-Activity) - Understanding Automation analytics (https://kvsocial.ladesk.com/416832-Understanding-Automati...