Activities are used to perform actions within a customer journey. This includes customer-facing activities like sending SMS messages or non-customer facing activities like assigning labels to contacts so that you can exclude them from communication in parallell journeys. This guide will explain the most frequently used activities. Enjoy!

Send email

Select one of the automation emails you have set up for another automation or create a new email, all the automation emails created are displayed in the dropdown. Creating a new one is done the same way as a manual email message (read more about this), except that here you do not specify recipients or schedule the send-out. You have access to exactly the same templates and modules.

What you set up here can be considered as a template that is then used by the system to create a unique email for each contact that passes this step in the automation.

Transactional emails

If this is enabled, you can choose to send email messages as transactional emails, which means that the system disregards if the contact has opted-out from emails. This option should be used with caution and only chosen when sending messages that can be considered as requested by the recipient (such as at registration).

Received emails from automation are displayed on the respective contact's Message tab labeled Automation. 

Important! 🚨 

Avoid using exactly the same email in multiple locations / in multiple send-outs as it will make the statistics misleading.

If you intend to use similar messages in several places (in the same automation or in several different automations), it is usually time-saving to first create a draft under "messages" (as for manual emails) and start from there when you create the mail in the automation.

Send SMS

SMS send-outs also work as manual messages except that you do not specify recipients or schedule send-outs.

What you set up can be considered as a template that will be used by the system to create a unique message for each contact that passes this step in the automation.

Transactional SMS messages

If it is enabled, you can choose to send your messages as a transactional SMS, which means that the system disregards if the contact has opted-out from SMS communication. This option should be used with caution and only chosen when sending messages that can be considered as requested by recipients. 

SMS messages received from automation are displayed on the respective contact's Message tab labeled Automation. 

Add label

You either choose from the labels you have set up earlier or create a new one.

Labels can advantageously be used to identify the contacts that passed this step in an automation. There is no visual difference between the labels created in an automation and those added manually.

Remove label

You can choose from the labels that have been set up before.

Removing labels can be helpful in many cases. For example, it may be that you want to label new members with a label the first month in order to be able to direct specific information to these members only. When this month has passed, they are no longer considered new members, and the label is removed.

Send mobile swipe

Mobile swipes are created under Promotions and can  be selected in the automation editor, all active items are displayed in the dropdown.

You can choose to send as a transactional SMS, which means that the mailing gets high priority (sent immediately) and that the contact's opt-out settings are ignored. This option should be used with caution and only chosen when sending messages that can be considered as requested by recipients. 

Read more about Mobile swipes

Assign a multi-channel promotion

Multi-channel promotions are created under Promotions and selected in the automation, all active items are displayed in the dropdown.

Read more about Multi-channel promotions

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