Automation Pro Overview
With Automation Pro, you can send automated emails to new contacts, add or remove contacts from lists or send them a series of emails based on their website or email activity. Who can use Automation Pro Both free and paid Benchmark users have access to Automation Pro. However, Automation Pro is a premium feature, this means only paid accounts can activate their automations. If you are currently on our free
Automation Pro April 8, 2021
How to Create an Email Engagement Automation
Email Engagement automations are determined when a person clicks on a link or opens an email. You are able to send emails when a contact: Opens an email Clicks on any link in the email Clicks on a specific link in the email To create an Email Engagement automation, kindly follow the steps below: Log into your Benchmark account Click on Automations from your Dashboard menu Select Automation Lite Now
Automation Lite November 20, 2020
Can I Add a Personalized Merge Tag to My Automation Pro Email?
You can add a personalized greeting to your automation pro emails. You can include a greeting with the contact's first name, last name or both. You can also use contact details in your email layout, an alternative text is available in case the contact has no details in the list. To learn more on how to personalize your emails please Click Here Note: In Automation Pro you can only choose
Automation Pro October 4, 2021
How Do I Activate My Automation?
You must activate your automation before it can begin sending emails. To activate your Automation: Click Automations from the Navigation. Then select Automation Lite Now, click on the more options icon to the right of your automation and select Activate. Once you activate your automation, the emails in that automation will begin sending according to the schedule you set. If you have additional questions, please feel free to contact our
Automation Lite July 1, 2021
How to Deactivate an Automation in Automation Lite
Once an Automation Lite has been created, it must be activated for it to function correctly. There are times where you'll need to deactivate or turn off the automation because it may have outlived its purpose or it may just need a pause. Here is how to deactivate your Automation: Log into your Benchmark Email account. From the navigation click on Automations, and then Automation Lite. Locate the Automation from
Automation Lite July 1, 2021
Automation Pro Facebook Audience
By integrating the Facebook Business app with your Benchmark Email account, you can update your custom audience by adding or removing people from those lists. This feature is built into our Automation Pro tool, making it even easier to manage who you want to target. With Facebook Audiences you can create ads to people within Facebook and not only can you segment by people you already know, but also by
Automation Pro Integrations October 23, 2020
Automation Pro Onboarding Template
This process will help you turn visitors to your website into potential buyers. These are people who show interest in the product(s) or service(s) you provide by searching the web and visiting your website. It’s important to try to capture their information to followup with marketing messages later on, because visitors may not purchase right off the bat. Follow these steps to create your onboarding automation with our template. Example:
Automation Pro Templates November 6, 2020
Is the Website Tracking in Automations GDPR Compliant?
Disclaimer: The information in this FAQ are solely based on our knowledge of GDPR. Benchmark cannot and will not give legal advice on GDPR. We suggest you contact your legal team for a better understanding of how your organization will need to comply. Is the Website Tracking in Automation Pro GDPR compliant? Yes, our website tracking feature is GDPR compliant. To track any visitors on your site, you must have
Automation Pro October 28, 2020
Automation Pro Canvas Explained
The Automation Pro Canvas allows you to visualize your automation journey. Different shapes represent different nodes, and arrows enable you to create paths for your Journey. Click on any of the options below to read about specific icons in the canvas. The Canvas Triggers Actions Conditions Additional Icons Follow these steps to go to the canvas: Log in to your Benchmark account. From the dashboard click on Automations, then
Automation Pro October 4, 2021
Automation Pro Purchase or Conversion Confirmation Template
This automation is to identify subscribers who have purchased something from your website and move them into a list of Customers allowing you to automate messages to subscribers and customers without confusing them. Example: Let’s say you have a automation that sends six emails over three months to your leads to get them to purchase something on your site. It would be an annoyance to continue sending these emails if
Automation Pro Automation Pro Templates November 6, 2020