- All Collections
- Outbound: Engage and automate
Outbound: Engage and automate
Reach out to your customers through an outbound email campaign or by setting up a workflow.
Get started with Outbound
Here you have an intro on how to use outbound services like email marketing, profiling and workflow to automate your communications
By Luca Micheli
|
Last updated 3 years ago
How to create a workflow
Workflows are great automation tools to engage with your customers at any step of their journey.
By Luca Micheli
|
Last updated 3 years ago
How to publish your Workflow
In this article, we explain how to publish or save as a draft your created workflow
By Luca Micheli
|
Last updated 3 years ago
How to avoid Outlook and hotmail spam folder
Here is how to double-check your email outbound for Outlook and Hotmail
By Luca Micheli
|
Last updated 3 years ago
How to add Customerly SPF with an existing SPF record?
If you want to add Customerly SPF record on top of what you are already using follow this tutorial
By Luca Micheli
|
Last updated 3 years ago
How to add unsubscribe url to your campaigns?
If you want to add an unsubscribe link to the bottom of your email templates this is the right tutorial for you
By Luca Micheli
|
Last updated 4 years ago
How to create and send the chat triggers
This is a complete guide on how to set up your trigger messages and publish them
By Luca Micheli
|
Last updated 3 years ago
All you need to know about chat triggers audience, conditions and trigger set up
In this article, we give you all the details about how to set up the audience, conditions and triggers for the chat triggers
By Luca Micheli
|
Last updated 3 years ago
How to use trigger chats filter
In this article, we talk about how to filter the published, unpublished, and draft articles
By Luca Micheli
|
Last updated 3 years ago
Target your audience with the Customerly emails
In this article, we will earn how to get started with the emails and deliver them to your contacts
By Luca Micheli
|
Last updated 3 years ago
Create an eye-catching email template from scratch
Learn how to create email templates to boost engagement with the customers
By Luca Micheli
|
Last updated 3 years ago
Understand how your emails are performing
We will show you how to understand how your campaigns are performing
By Luca Micheli
|
Last updated 3 years ago
How to create a email template folder and manage it
In this article, we give a quick tutorial on how to create an email template folder and how to edit its name or delete it
By Luca Micheli
|
Last updated 3 years ago
Why emails are bouncing and how to resolve it
The reasons why you get bounced emails in email marketing
By Luca Micheli
|
Last updated 3 years ago
Collect your leads information with Profiling questions
This article is about how to create profiling questions and start collecting your leads' information
By Luca Micheli
|
Last updated 3 years ago
How Profiling questions work in the live chat software
In this article, we show you how the profiling questions look like in your live chat to the leads
By Luca Micheli
|
Last updated 3 years ago
Examples of profiling questions to collect leads information
In this article, we recommend you the powerful questions to ask your prospects to receive a right information
By Luca Micheli
|
Last updated 3 years ago
How to target mobile and desktop users in Workflows
In this article, we explain how to filter the contacts that use only mobile or only desktop and send them marketing emails, and messages in the workflow
By Luca Micheli
|
Last updated 3 years ago
How to assign a tag with the workflow
If you want to learn how to assign or delete a tag in a bulk with the marketing workflow, check this article
By Luca Micheli
|
Last updated 3 years ago
Assign chat or email replies to teams or teammate
Notify the right people in your team when someone is interacting with your emails or chat messages by assigning to them any replies
By Luca Micheli
|
Last updated 3 years ago
Autosave your email and workflows
Avoid loosing your work with autosaving
By Luca Micheli
|
Last updated 3 years ago
Outbound: how to analyze email clicks with the Heatmap feature
Analyze how many times and where your contacts click on the email campaign
By Luca Micheli
|
Last updated 3 years ago