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We understand that onboarding onto a new service platform can be a scary and stressful time for your business.

That's why we want to get you up and running with your new Automizy account as quickly as possible.

We've put together a simple step-by-step guide that will get you more familiar with the essential features in your Automizy account.

These are the features that we believe you should be using from the beginning so you make the most out of Automizy’s service right from the start.

Let's get you onboarded!

1. Import your contacts


Implementation time:
1 minute

The first step is to import your contact list into Automizy. Who would you send emails to otherwise? :)

Click the “Contacts” in the left menu. Click “+New list”, give it a name and click “Import CSV”.

For an in-depth tutorial, check out this video below or read the step-by-step guide in this article.

2. Send your first email Campaign


Implementation Time:
5 minutes

Now that you imported your contacts, you can send your first email. In Automizy we call it “Campaign” if you send an email manually. There are other, automated ways of doing it but that will be discussed in the 4. section.

To get started, click the “Campaigns” menu item. Choose a template or start from scratch, build a good-looking email, and send it to your contacts.

For an in-depth tutorial, check out this video below or read the step-by-step guide in this article.

3. Build a Signup Form


Implementation Time:
3 minutes

The first campaign was sent out. But there are more things to do: Growing your email list.

Design your first form and make your website visitors join your list!

Click “Forms” menu item and click “Create Form”.

For an in-depth tutorial, read the step-by-step guide in this article.

4. Setup your first automation


Implementation Time:
6 minutes

You have a signup form on your website where you collect your website visitors’ email addresses. But it is important to send a welcome email to your new contacts!

Click “Automations” menu item and click the “Create Automation” button there.

Choose the “Start with a blank canvas” option. Name your automation e.g. “Welcome new subscribers”. Select the “Fills out a form” trigger and choose your previously created form. Click “OK”.

The next step is to click the “+” button and choose the “Send email” action. Create a good-looking email by choosing one of our pre-designed email templates and publish your automation.

To read more about how to create automations, read this guide.

5. Integrate your lead generation tools


If you're using third-party apps to generate leads, connect to Automizy to have your data synced automatically to your contact lists.

Click "Integrations" in the menu to discover the tools we integrate with.

Click "Connect" to integrate your tools

6. Connect your website to Automizy


Implementation Time:
2 minutes

The last step to fully implement Automizy is to connect your website to Automizy.

It’s optional but we recommend you to do it: this feature tracks your contacts' website behavior and you can build automations based on it.

For example, you can trigger automation for those contacts who visited your pricing page, visited a product or product category, blog article, etc.

Read this step-by-step guide to learn how to set up website tracking.

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