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.

To get rid of some of that stress, 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 that you'll be getting the most out of Automizy’s service right from the start.

Let's get you onboarded!

1. Import your contacts

Difficulty:

Implementation time:
1 minute

First step is to import your subscriber list into Automizy. Who would you send email to if you wouldn’t do it?

Click the “ADD CONTACTS” button on the dashboard or go to “MANAGE CONTACTS” in the left menu, click “NEW LIST”, give it a name and click “IMPORT”.

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

2. Send your first email Campaign

Difficulty:

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 “NEW CAMPAIGN” on the dashboard or go to “Send Campaigns” menu and click the “NEW CAMPAIGN” button. Choose a template or start from scratch, build a good-looking email and send it to your contacts.

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

3. Build a Signup Form

Difficulty:

Implementation Time:
3 minutes

The first campaign was sent out. But there’s more things to do: grow your email list. Design your first form and make your website visitors join your list!

Click the “CREATE FORM” on the dashboard or go to the “Create Forms” menu and click “NEW FORM” there.

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

4. Setup your first automation

Difficulty: 

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 the “NEW AUTOMATION” button on the dashboard or go to the “Build Automations” menu and click the “NEW 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”.

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

If you want to read more about automations, read more here.

5. Connect your website to Automizy

Difficulty:

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 nice feature tracks your contacts website behavior and you can build automations based on it.

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

Click on the “Settings” menu in the left-bottom corner and choose “Website Tracking”. In the popup insert your website’s URL. Then Copy and paste the tracking code into the <HEAD> section of your website. Click Validate and start your journey with the fully personalized & automated email marketing!

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

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