Marketing Automation: Grow your business faster
Know everything you need about each of your visitors and store this information in their own, separate profiles.
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Automation modules
Automate marketing, sales and support with tens of modules letting you create even most complex paths.
Triggers
Conditions
Actions
Page visit
Starts the action path when a person visits your page.
Incoming message
React accordingly when you receive a chat message.
On date and time
Triggers the action path at a given date and time.
Event trigger
Starts automation on any sort of action performed by your users
Product event trigger
Starts when somebody visits, buys, likes etc. one of your products.
Tag added
Triggers a process when the user is given a specific tag.
Tag removed
Removes tags from user’s profile.
Added to list
Starts nurturing when someone is added to a mailing list.
Removed from list
Begins a process when user is removed from a list.
Form submited
Sparks an automated process when the user fills out a form.
Phone call
Uses incoming and outgoing calls to trigger an action.
Activity
Triggers your action after an activity is created or done.
Deal
Uses creating, winning or losing deals to start you automation paths.
Deal stage change
Triggers action when a deal is moved to a particular pipeline stage.
Note added
Begins your automation when a note is added to user’s profile.
Client's attribute change
Starts automation path when a certain attribute’s changes.
Filter
Filters users by attributes, events, deals, activities and more.
Split A/B
Splits traffic into two paths in order to compare results.
Submitted form
Checks if the user submitted a specific pop-up form.
Received email
Checks if the user received a specific email campaign.
Visited page
Filters users who have been on a given page on your website.
Agent responded
Checks if your agents have replied to message sent by the user.
Email action
Checks if the user has opened or clicked a link in one of your emails.
IMAP email
Checks if the user has sent you an email in a given period of time.
Segment
Filters users that are a part of a specified dynamic segment.
Compare custom attributes
Compares attributes’ values to see which is greater or if they are equal.
Phone campaign status
Checks what status a user has regarding a given call campaign.
Time
Makes your automations run only on specific days or hourly ranges.
User responded
Checks if the user has sent a chat message in a given period of time.
Send an email campaign
Sends an email campaign and move on based on user interaction.
Send a chat message
Sends a chat message and carry out further action.
Send a web push notification
Sends a push notifications, based on user interaction.
Send a mobile push notification
Sends push notifications to your mobile app users.
In-app message
Shows pop-ups directly in your mobile application.
Agent email
Notifies one of your agents by an email message.
Mobile agent notification
Notifies a specific agent who has UserEngage app installed.
Create event
Sends events without any help from your IT department.
Update an attribute
Changes the user’s standard or custom attributes’ values.
Delay
Delays further actions for a specific amount of time.
Change score
Adds or subtracts user scoring points.
Show form
Displays an pop-up form and moves on based on user’s action.
HTML Block
Changes the content of specific element on visited page.
Data collector
Collects information from your form fields or other elements.
Add to a list
Groups your users by adding them to different lists.
Remove from a list
Removes the user from a specific list.
Add a note
Adds note to user profile to keep other team members informed.
Add tags
Adds tags to user’s profile.
Remove tags
Removes tags from user’s profile.
Create an activity
Schedules any type of activity for your sales rep.
API call
Sends an API call to a third-party system.
Phone campaign
Adds the user to a specific call center campaign.
SMS campaign
Sends to the user a given SMS campaign.
Finish path
Counts the number of people who have got to this point.
Update company attribute
Changes company's standard or custom attribute's values.
Create a deal
Creates a new deal in your CRM
Change deal state
Moves user's deal to another stage or changes it won/lost.
Change custom attribute
Increases or decreases value of a specified numeric attribute.
Aggregator
Counts event occurrences and value of their attributes.
Finish path
Counts the number of people who have got to this point.
Most important features
Easy-to-use interface
Just choose and link the modules you need to create your automation flows.
Integrated ecosystem
Almost anything in UserEngage can be automated or used to trigger automations.
Action templates
Save time using tens of existing templates for often used automations.
Automation logs
See who and when have reached each of the steps used in your automation path.
Visitor tracking use cases
A quick glance at how working with visitor tracking looks like in practice.
Select the action that will trigger the automation
You can choose anything such as certain click, page view or chat message as the automation’s trigger.
Use filters to select the right people
You can target your automations to cover a specific type of people, e.g., those living in New York.
Choose the messaging channel
Choose between chat, email, SMS and other forms of communication to send a personalised, targeted message.
Make your automations even more advanced
There is no limit to what you can automate. Build any flow to fit your business processes and company goals.
