Articles on: Your Accounts

How to Set up your Account

In this article, let's learn how to set up your AVADA Marketing Automation account, step by step.

1. AVADA Marketing Automation integration

Shopify integration

Before you can start using AVADA Marketing Automation, you need to connect your online store. The integration process is simple if you are on Shopify. With just a few clicks, you can install AVADA Marketing Automation through the Shopify App Store or your store's dashboard.

Guide: Integrate AVADA Marketing Automation with Shopify

Magento Integration

Our app also supports Magento - which is one of the most popular platforms for small and medium eCommerce businesses. With just four steps, you can set up AVADA Marketing Automation for your Magento online store. Check out the article below for more information.

This requires a bit more technical knowledge, so if you can't follow, contact your store developers to help you out.

Guide: Integrate AVADA Marketing Automation with Magento 2

We do plan to add more platforms in the future, look forward to them as well if you are not using Shopify or Magento.

Migrate from other marketing platforms

If you are using another marketing automation application and want to switch to AVADA Marketing Automation, the transition will be as smooth as possible. If you were collecting subscribers or running your loyalty program with a different application, you should make sure you can transfer the contacts and the data those apps obtained.

See more

How to sync contacts from Mailchimp to AVADA

2. Set up the account

Right after you install AVADA, you has gone through our Onboarding setup. See guide here.

After onboarding, you will need to configure some settings for your account, you can go to Settings -> General

General settings

In this General tab, all the information you insert will be updated automatically on your email campaigns and templates, so making sure to do it before creating campaigns is essential. There are several things to do, which are:

Default logo: This logo will be used for all logo variables in your email content editor. You won't need to insert your logo manually with each email when this is set up. The image format should be PNG. You can find a brand palette below with your logo's colors to use in email design.

Default time zone: The time zone is chosen by default based on the address you enter on the registration form. If you choose to send your Campaign at another time zone, it will be sent in the time zone that you specify in this section. Click on the section to change your time zone.

Address: This address will also appear in your email, often at the footer.

Website: Your company website, which will also appear inside your emails.

Default signature: The signature will appear at the end of your message, usually for automation campaigns. If you are a company that aims to send more text messages, this feature will be helpful.

Email settings

You must first add and verify the email address from which your campaigns will be sent before you can begin delivering Email Campaigns or Automation workflows. We recommend that you use the email address associated with your store's domain.

Go to Settings -> Email to configure the settings for your email. You will see that we already have three steps for you to start.

Step 1: Add sender

- You can see different email addresses that are connected to your AVADA Marketing Automation account. You will then be able to select the sender for your campaigns in the email editor. Select a default email address and it will be automatically selected for all campaigns.

Step 2: Verify domains

- A verified custom domain can improve your campaign's deliverability. Once verified, your sender reputation will be improved in the eyes of email service providers.

How to add your own domain & Verify domain

Step 3: Add reply-to email (optional)

- Reply-to email addresses are those that will receive the send back emails from recipients. You can set up a default email address or it will automatically be the default sender address.

And just like that, you can start sending email campaigns to your subscribers. If you send them engaged content and receive positive interaction (opens, clicks) as opposed to spam or bounces, your sender's reputation will get better for your account.

You can also set up other features such as SMS and Coupons before sending your campaigns, check them out in our Help Center.

Warming up

During this starting phase, service providers will monitor your recipient' responses to your emails. Your sender's reputation will improve if you send them to the most engaged category and get a lot of positive responses (opens, clicks) instead of bounces or spam reports.

Here are some articles you should check out to get started and working on your deliverability as well as the email creation:

How to build an email using Drag and Drop Email Editor?
Get started with AVADA Automation Workflows

Updated on: 29/07/2021

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