What is Encharge?
Welcome to Encharge!
Encharge is a powerful marketing automation software that helps you convert more leads, turn users into customers, automate repetitive tasks, and grow your business.
If you’re just starting out with Encharge and not sure where to begin, head out to our
Quick Start series where you can get a step-by-step guide on how to set up Encharge, or check out our
Getting Started Resources.
If you need more help or if there’s something that hasn’t been covered in this knowledge base please don’t hesitate to
contact us.
On this page, we’re going to quickly introduce you to the key concepts of Encharge and how it all works together.
Let’s get started!
Key concepts
In Encharge there are 4 fundamental concepts: People, Flows, Emails, and Broadcasts.
Let’s dive into each one of them.
People
Everything in Encharge revolves around People. Without People in the system, you won’t be able to send personalized messages.
A Person in Encharge could be a:
- Lead
- User
- Customer
- Individual account
- Or even an anonymous website visitor
You might have seen the person unit in other marketing automation tools as a “contact”.
Encharge stores all the data related to a person on their Profile page:
You can use this data to group People into Segments.
Segments in Encharge are groups of people that share the same characteristics. For example, people who live in the United States.
People data and Segments allow you to create effective flows and send targeted messages to the right audience.
Flows
Flows is the word we use in Encharge to describe the path that a person goes through when they enter Encharge.
Flows consist of Steps. There are 3 types of Steps in Encharge:
- Triggers
- Actions
- Filters
You create Flows in Encharge using a powerful drag-and-drop
Flow builder by dragging, dropping, and connecting Steps on to an area called the Canvas.
Think of the Canvas as your blank sheet; the Flow as the map you draw for your customers, and the Steps as the touchpoints that every person goes through when they enter a flow.
You can create Flows in Encharge to send simple sequences of emails or build sophisticated customer journeys by orchestrating your whole marketing stack. The possibilities are endless.
Emails
Your users want to hear from you and email is one of the most effective messaging channels at your disposal.
In Encharge you can create beautiful email templates using a
drag-and-drop email builder or plain emails using the
simple email builder. Emails are both used in Flows and Broadcasts.
In Flows, you use emails through the Send Email Action Step. With the Send Email Step, you can create powerful email sequences or send automated emails when things happen on your website, in your app, or in other apps that you have connected to Encharge.
In Broadcasts, you attach emails to send one-off newsletters.
Broadcasts
Broadcasts are one-time email campaigns or newsletters that you send to your whole audience or a segment of People. If you want to create ongoing automation campaigns you would use Flows. If you want to send one-off emails, you would use Broadcasts.
To send a Broadcast you need to attach an Email to your Broadcast campaign.
How it all works together?
The diagram below demonstrates how Encharge works from a birds-eye view:
- User data is collected in Encharge from external sources such as your website, your app, forms, lead generation tools, your emails, Webhooks, and 3rd party apps such as Stripe and Segment.com.
- The data is used to segment your audience and personalize your marketing automation campaigns.
- Segments and user data are then used in Flows to automate your marketing and send targeted messages or automate repetitive tasks.
- Flows control the messages and allow you to engage your audience with emails, SMS, Facebook Ads, and other mediums.
- External sources return data such as email engagement metrics (opens, clicks, and replies) back to Encharge.
- The process is then repeated.