Search results for flows

186 articles found

• Connect Slack to Encharge

  Connecting HubSpot to Encharge is super easy. Log into your Encharge account and follow the steps below: Go to your apps page, click on the Slack logo, then on the "Connect" button. This opens the

• Can a Person Receive the Same Email More than Once?

  In Flows, by default, people can receive an email only once. This is to prevent over-emailing people if a Flow is not configured correctly. If you'd like them to receive the same email more than

• How to hide anonymous people in my account?

  Go to the People's page and click on the filter icon at the right. Then select "Hide anonymous people". You might need to refresh the browser window for changes to take effect. This feature hides

• What are Person Fields?

  Person fields in Encharge are the attributes or properties of each person in your account. For example, their email address, company, or City. There are two types of person fields: Default fields –

• Flow Template: Double the Open Rate of a Newsletter Broadcast

  A newsletter or one-time broadcast is one of the effective ways to get connected to your subscribers or customers. Whether it be a newly released feature or a special offer to your loyal customers,

• Flow Template: Remind a Person to Download a Lead Magnet

  A lead magnet is one of the effective ways to attract potential customers. It offers your insights and knowledge which give them value and help them in successfully achieving their goal by using your

• Restoring Archived People

  All Archived people will go to the Archived tab on your people's page. To restore one or more people select the checkbox next to the person's picture and click Restore. Note that: Restored people

• What are Action Steps?

  Action steps perform actions in Flows. For example: send an email, add a tag, create a deal in a CRM. To build a Flow, connect at least one trigger step to an action step. Action steps use the flash

• Add New Steps to a Flow After It Has Been Activated

  This article has been updated on 24 Jul 2023 to reflect the new way of adding steps to an existing activated flow. You can add new steps to a flow after it has been activated. When you add new steps

• Flow Template: Nudge Long-Term Customer to Upgrade to Annual Subscription

  Keep your long-term customers happy to prevent churn and increase your customer adoption. Learn how an easy-to-set-up flow can help you achieve this by nudging them to upgrade to an annual

• How do I put people in parallel paths in the Flow builder?

  If you're coming from a marketing automation tool like ActiveCampaign, Drip, Mailerlite, Gist, Customer.io, or Vero you might be used to creating flows with a one-directional flow builder. To add a

• Action - Archive Person

  This action automatically archives a person when they enter the step. To learn how to archive people manually please read this article. The step doesn't require any setup. Simply connect it to at

• Action - Goal

  This action step indicates that a person has reached a specific goal in the flow. For example, when a person has reached the end of a flow or has converted at a certain stage. To set it up, simply

• Single Person Profiles

  Each person in Encharge has their profile. To access a person's profile click on their entry on the People's page. The person's profile has two main sections: The left sidebar includes the data of

• Track Your Email Links with UTM Tags

  UTM parameters are additional link parameters that allow you to track the performance of your marketing campaigns across different channels. Encharge can automatically generate and append your email

• Email Metrics

  Encharge provides a set of valuable email engagement metrics for all of your Flows and emails. To access your email metrics go to the Metrics page from the top navigation bar.Encharge provides the

• Introduction to Marketing Automation

  A brief introduction to what Marketing Automation is and what it is not. Marketing automation is so ubiquitous today that it’s almost impossible not to do any marketing automation if you run an

• Flow Template: Capture Leads From a Typeform, and Segment Based on Value

  With this flow template, you will learn how to create a flow with the Typeform Submitted as your trigger to capture leads, segment them based on their budget input, and create an automated email

• Flow Template: Onboard Trial Users and Help Them Reach the "Aha" Moment

  Trial periods are great ways to have your users experience the benefits that they can get from using your product. In this flow template, we will show you how you can effectively utilize Encharge to

• Double Opt-in Subscribers to a Segment

  To enforce a double opt-in process for your contacts, you can create a Flow. To do that follow the instructions below. 1. Create your confirmation email Create a new email like this one and include

• HubSpot Integration Overview

  ★ HubSpot integration is only available on the Premium plan. With this integration, you can create a seamless customer experience between HubSpot and other marketing tools within Encharge. Create

• Double Opt-in

  To enforce a double opt-in process for your contacts, you can create a Flow. To do that follow the instructions below. 1. Create your confirmation email Create a new email like this one and include

• Tags

  Tags allow you to identify people based on your own custom preferences. For instance, you can tag all people that have created a task in your product with has-created-task. Encharge has a robust

• How to Connect ThriveCart and Encharge

  ThriveCart enables you to create high converting checkout pages, upsells, and sales funnels. With this integration, you'd be able to trigger Flows in Encharge when someone purchases a product, refund

• Flow Template: Capture Leads With a Lead Magnet and Send a Nurture Sequence

  Nurturing your leads, customers, and users is an integral part of doing business. It doesn't just show how effective your services and products are, but it also translates to satisfied customers with

• Create and Manage Custom Fields

  Create a new custom field To create a new custom field, click on your Settings and select "Custom Fields" or go to this URL. Then, click on the blue circle at the bottom left and select "Add Custom

• Flow Template: Capture Mailchimp Subscribers With a Lead Magnet and Send a Nurture Sequence

  In this flow template, you will be using your lead magnet and effectively applying your email nurturing sequence to capture your Mailchimp subscribers and drive them into successfully using your

• Track Email Clicks in Google Analytics

  Encharge supports automatic UTM links that you can use to track what visitors do on your website after they click through a specific email you've sent. In Google Analytics you can track the goals and

• I see a bunch of anonymous people. Where are my users?

  If you're seeing anonymous people in your account, it most likely means that you have installed the Encharge website tracking script on your website or you're using Segment to track page visits. Our

• What are Filter Steps?

  Filter steps allow you to put people into different paths or swimming lanes in your Flows based on criteria set by you. Usually, you'd be using filters between trigger and action steps. However, you

• My emails are not sending. What can I do?

  If your Broadcast emails or Flow emails are not sending, follow the guide below to troubleshoot the most common issues. If this is your very first email it might take a little longer for the email to

• Organize Your Broadcasts with Folders

  If you want to keep yourself more organized, you can organize your Broadcasts with folders. What are folders? Similar to other types of items in Encharge (like Flows, Emails, and Segments) Broadcasts

• Unsubscribed People

  Unsubscribed people are people who have opted out from receiving emails from you. Unsubscribed people do not count toward the total number of people on your billing plan. There are 4 common

• Encharge Email Activity in HubSpot

  The HubSpot native integration allows you to view all of your Encharge email activity (for both broadcasts and emails in Flows) in the activity feed of your HubSpot contacts. To view that activity,

• People Segmentation and Automation with Associated Objects

  In this article: Segmentation by Association Flow Automation Overview Creating Segments of People with various associations is very powerful as it gives you access to Flow Automations. For example,

• Stripe Integration Overview

  In this article Overview Stripe data How to connect Stripe How to test Stripe sync safely Note: This article is for the updated Stripe Integration released on May 18 2023. If you had Stripe connected

• Filter - Check HubSpot Record

  This filter allows you to personalize flows and put people on different paths in your flows based your data in HubSpot. For example, you can put people into different email sequences based on the

• Step 8: Set Up Site Tracking

  Setting up Encharge site tracking on your website allows you to track visitors to your web pages. It is required to: See the web pages that both anonymous and known people visit on your website.

• Create a Segment

  Go to your People's page. Click on the blue plus button in the bottom left of the page and select "Add Segment": You will be asked to enter the name of the Segment and choose its color. Colors help

• Sending SMS with Twilio and Encharge

  The Twilio integration enables you to build cross-channel communication and go beyond email. With Twilio, you can communicate with your customers with personalized SMS messages. These are just some

• Emails Not Sending - Troubleshooting Guide

  If your Broadcast emails or Flow emails are not sending, follow the guide below to troubleshoot the most common issues. If this is your very first email to a larger audience it might take a little

• Create behavior-based email automation with Segment and Encharge.io

  This article demonstrates how Segment and Encharge open endless possibilities for advanced behavior-based email marketing automation that converts, guides, and delights customers. In this article

• Step 5: Connect Your Apps

  Encharge allows you to bring in data from and create powerful marketing automations with the apps you use today. We currently support native integrations with 50+ different tools. See a full list of

• Creating a Zap with Encharge Triggers or Actions

  Creating a new Zap with Encharge is easy! 1 Click on "Make a Zap" to create a new Zap 2 Choose a trigger. Decide whether you want to trigger a Zap with an Encharge trigger. For instance, when a new

• What are events?

  Event is the technical term for any actions your users perform on your website and inside your product. Not to be confused with calendar events. Hare are some example events: User Signed Up Trial

• Action - Send Email

  The Send Email action step sends an email to the people that enter it. Note that this article is about this particular action step. To check all of the articles on emails, please visit the Emails

• Integrating ConvertBox and Encharge

  In this article, we’ll show you how to set up a native integration between ConvertBox and Encharge. With this integration, you can send leads and contacts directly from ConvertBox to Encharge. If

• Salesforce Integration Overview

  Overview Our integration offers a powerful two-way sync data transfer between Salesforce and Encharge. You now have the ability to keep all your customer data updated in Salesforce completely

• Trigger - New Mailchimp Subscriber

  This trigger will add people to a Flow when a new subscriber is added to an audience in Mailchimp. The New Mailchimp Subscriber trigger is especially useful if you're using Mailchimp forms and

• Free Email Validation

  Encharge is the only marketing automation platform in the world that comes with free built-in email verification. Every email address you add to your Encharge account gets automatically verified,