Automations
Testing your automation
We highly recommend testing your automation before scheduling it to go live. Using an account administrator record that is also an active contact in your account, you can fully test your workflow by following the steps below. Go to your Automation ...
Create a simple drip campaign
What is a drip campaign? A drip campaign is an automated series of emails that sends, or "drips," to a determined audience over a configured period time. You will create and manage drip campaigns in the Automation dashboard of your account. How do I ...
Scheduling your automation
After the completion of building and testing your automation workflow, your automation will not be active until you schedule it. Scheduling options & settings will vary depending on the type of automation you create: Event, Email, Trigger, SMS. You ...
Saving an automation as a template
If you like your automated workflow and would like to save the layout for re-use (such as an event-follow up that will need to be used for other events) or with another account on your site you can save your workflow as a template. How-To From the ...
Using the Purchased from Clickstream block
The Purchased from Clickstream block in Delivra automations evaluates whether a contact has made a purchase that can be attributed to an email sent earlier in the same automation. This block helps you track purchase behavior and route contacts ...
Using the Subscribed to SMS block
The Subscribed to SMS block is a condition block in Delivra automations that checks whether a contact’s email record is linked to an SMS subscription. This allows you to create tailored workflows for your SMS subscribers and non-subscribers. How the ...
Using the Evaluate Email Contact and Evaluate SMS Contact blocks
The Evaluate Email Contact and Evaluate SMS Contact blocks are essential tools for automations that need to make decisions based on contact data. Both blocks serve the same purpose: evaluating whether a contact meets specific criteria to determine ...
Using the Update Tag block
Delivra’s Update Tag block is a useful tool for organizing your email contacts into groups. Unlike the Update Email Field step, which modifies data stored in a contact's profile, the Update Tag block adds or removes contacts from predefined tags. ...
Using the Update Email Field and Update SMS Field blocks
Delivra’s automation platform isn’t just about sending messages, it’s also a powerful tool for managing and updating contact data. Two essential tools for this are the Update Email Field and Update SMS Field steps. While they serve slightly different ...
Using the Stop block
The Stop Block in Delivra's automation platform is a simple feature designed to manage the flow of contacts within your automations. Its primary purpose is to permanently hold contacts at a specific step, effectively halting their journey through the ...
Using the Next Automation block
The Next Automation block is an essential tool for managing intricate workflows across multiple automations. It allows you to break down large, complex processes into smaller, more manageable automations while maintaining a seamless flow for your ...
Using the Pause block
The Pause block is one of the simplest yet most useful tools in Delivra’s automation builder. While its primary function is to delay the progression of contacts through an automation, its capabilities extend far beyond basic time holds. Delivra ...
Using the Send Email and Send SMS Blocks in Automations
The Send Email and Send SMS blocks are essential tools for communicating with your subscribers in automations. Since these two blocks work similarly, we’ll refer to them collectively as “Campaign Blocks” throughout this guide. Whether you want to use ...
Glossary of Automation Actions and Conditions
Ever wondered what an action did in automation or wondered how to use "Next Automation"? Here is a glossary of all actions and conditions that you can find in the Delivra automation builder. Click on the images on the right for a more detailed ...
Automations Overview
The Automations dashboard in Delivra is your central hub for creating, managing, and monitoring automated workflows that enhance engagement with your contacts. Through this dashboard, you can set up personalized, time-based, and behavior-triggered ...