Help Center
Introduction to Automation
With Touchdown automation you can use automated and dynamic paths for your recipients and manage all leads and campaigns in one place, in your CRM.
To create a new automation scenario:
- Go to Scenario in Touchdown menu
- Click on + New
- Enter Name
- Select a predefined scenario template or a custom scenario
Inside the scenario:
- To begin, select one or more entry points:
- New member is added to your list
- Member is removed from your list
- Member’s date field is matched
- Member is manually added to the scenario
- Add all list members on scenario activation
- Learn more about Entry points here
You may send an email or SMS that is carried out by using action:
- To select an action click on Execute an action:
- Send Email
- Send SMS
- Add member to list
- Remove member to list
- Learn more about Action here
You may wait until your recipient interacts with the email and wait for a specific trigger that would start next communication, for example, and this is done through triggers:
- To put the participants on hold until a specific action is carried click on Put on hold until trigger:
- Email interaction
- SMS interaction
- Timer
- Specific time and date
- Hours and days
- Manual proceed
Learn more about Triggers here
You may want to wait until a certain condition has to be met, for example, they have to live in London, and this is done through conditions:
- To select a condition click on Check a condition:
- Field value
- List member
Learn more about Conditions here
Good practises
You may want to perform certain practices which may increase your success, among others try to:
- Integrate marketing automation with your inbound marketing strategy
- Send personalised content to your target audience
- Set up customer engagement campaigns so that you can keep ongoing communication and interact
- Set up lead engagement campaigns to keep ongoing communication
Bad practises
You also may want to stay away which may decrease your success, among others:
- Don’t just automate your current process without revisiting your goals
- Don’t just blast or broadcast general messages but personalise the messages
- Don’t forget about your customers
- Don’t forget about your leads
