How To Use Marketing Automation
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Last updated
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Login to your account via https://marketing-automation.kuasa.io/.
Click Marketing Automation.
Click Create an automation button.
Fill in all the details needed such as Automation Name, Add Tagging, Add Action and Automation Status. Then, click Add a new action button as shown in the picture below.
In the + Add a Tag section:
Select the tag you want to use.
To send a message to all existing leads under that tag, tick the checkbox and click Get All Leads.
Click Confirm to proceed.
After adding the tag, you can add message automation by clicking Add a New Action and selecting the communication channel, such as Email Automation.
Write the Subject and content for your mesage of the email you want and add image.
You can add more than one action in one automation. For example, you want to automatically send 2 emails to customers. First, the delay is only 1 minute. Second, the delay is 2 days after that. The way to add an action, follow steps 5 to 7.
Click the sequence as shown in the picture below
Click 'Select a Wait Condition'.
Click 'Wait until specific conditions are met' button.
Click the most left drop-down to select the condition.
For example: Order Status
Click the most right drop-down to select the condition status.
For example: Completed Marketing Automation will be running if customer order status is completed. You may change the condition based on your preferences.
Click +Add another condition to add condition. This step is optional.
Select the condition you want to apply for the new condition as shown in the picture below.
For example: Order Date
Select the condition you want to apply for the new condition as shown in the picture below.
For example: is before
Select the condition you want to apply for the new condition as shown in the picture below.
For example: Date 12th July 2024
The most right condition is based on the first condition chosen.
Click Confirm button to proceed with the automation.
Make sure your automation is in the Active section to make sure the automation is activated.
