1. Contacts
1.1. New contact
To create a new contact, go to Audiences > Contacts > Click on the New Contact button.
Email: Enter the email of contact. This is a required field.
Phone number: Enter the phone number of the contact.
First Name: Enter the first name of the contact.
Last Name: Enter the last name of the contact.
Internal Note: Enter the information that you want to take note of.
1.2. Manage tags
From the App Dashboard, go to Audiences > Contacts > Click on Manage Tags.
Enter tag name to search for the tag.
Click on Create tag > Enter the Name > Hit on the OK button to add a new tag.
Click on the icon to delete the tag.
1.3. Create a segment
Step 1: From the App Dashboard, go to Audiences > Contacts > Tab All.
Step 2: Set up conditions for segment: Click on Add condition > Complete conditions.
Step 3: Click on Create segment > Enter Name and Note for the segment.
Step 4: Hit on the Save button and wait for the segment to be created.
Step 5: Edit Segment
Click on the Segment Name to view the contact list of each segment.
Click Add condition if you want to add more conditions for the segment.
Click Edit to edit Name, Note of the segment.
Click Remove to delete the segment.
2. Contact detail
To view details of a contact, go to Audiences > Contacts > Click on the contact.
2.1. General
Show the information of contact, including Email, ID, Created At, etc.
Can edit the information of First Name, Last Name, Phone Number, Internal Note, etc.
Add tag for the contact:
Click on the Plus button to add tags.
Select tags by ticking on existing tags.
To add a new tag, enter the tag name and hit on Create.
2.2. Sent
Show a list of emails sent to the contact.
Click on this icon to send an email instantly.
Click on this icon to view the content of a sent email.
2.3. Activities
Show the log of editing contact information.
3. Segment
3.1. Create a segment
From Audiences, go to Segments > New Segments > Configure conditions and Save.
Segment Name: Enter a name for the segment. This is a required field.
Status: Click the Toggle button to change the segment status.
Enable: Segment is active.
Disable: Segment is stopped.
Condition:
All conditions: If selecting All conditions, the contacts of the segments must simultaneously satisfy all conditions.
Any conditions: If selecting Any conditions, the contacts of the segment satisfy one among conditions.
After choosing either All conditions or Any conditions, click on the Add condition button, and set up the condition.
After finishing a condition, click on the Add condition button again to add another one.
Once done, the contact list that satisfies the segment will be shown.
Click on Re-validate to validate the contact list within the segment one more time.
Search for a contact, enter the full email into the search bar and hit on the Search button.
Click on the Reload button to update the contact list.
3.2. Edit Segment
Edit Name, Status
Click on the Edit button .
Enter the new name for the segment > Hit on the Save button.
Choose the status of segment > Save to change segment status.
Edit the conditions of the segment
Select the condition of the segment.
After the condition is set up, click on Refresh to re-validate the segment.
Export contacts: To export the contacts of a segment, click on the Export contacts button.
Choose the file type and click on the Export button.
Delete contacts
Click on the Delete contacts button > Click on the Delete button to delete all the segment contacts.
3.3. Choose a segment for the campaign
3.3.1. Newsletter campaign
Step 1: From the App Dashboard, go to Messages > Campaigns > New Campaign
Step 2: Finish setting up the Template and Content
See more: How to create Newsletter Campaign?
Next to the Ready step.
Step 3: Add segment: Click the Add segment
ALL: Emails will be sent if recipients satisfy all chosen segments’ conditions.
ANY: Emails will be sent if recipients satisfy one of the chosen segments’ conditions.
Choose the condition either In or Not in.
If choosing the condition as In, emails will be sent to the contact list within the segment.
If choosing the condition as Not in, emails will be sent to the contacts that are not in the segment’s contact list.
After selecting a segment, click this icon to save the chosen segment.
You can choose multiple segments for a campaign.
3.3.2. Automation campaign
You can choose the segments for a campaign when creating a new campaign.
Step 1: From the App Dashboard, go to Messages > Automation > New Campaign.
Step 2: Select the Event Type and Your Event.
Step 3: Select segment: click on Add segment and select the segment you want to use.
ALL: Emails will be sent if recipients satisfy all chosen segments.
ANY: Emails will be sent if recipients satisfy one of the chosen segments.
Choose the condition either In or Not in.
If choosing the condition as In, emails will be sent to the contact list within the segment.
If choosing the condition as Not in, emails will be sent to the contacts that are not in the segment’s contact list.
After selecting a segment, click this icon to save the chosen segment.
You can choose multiple segments for a campaign.
After setting up the segment, click on Save and Next to continue.
3.3.2. Existing campaign
For existing campaigns, to add segments:
Step 1: Go to Messages > Automation.
Step 2: Click on the Campaign Name.
Step 3: Go to the Event Tab to add segments.
Step 4: After selecting segments, click Save.
4. Event condition
Conditions are respective for each event.
To add conditions for a new campaign:
Step 1: From the App Dashboard, go to Messages > Automation > New Campaign.
Step 2: Select the Event Type and Your Event.
Step 3: Go to Additional Filters > Add condition.
Select the condition.
You can select multiple conditions.
If choosing All conditions: emails will be sent if all conditions are satisfied.
For example:
Suppose set the above conditions for Abandoned Cart Email Automation, emails will be sent to abandoned carts with equal or more than three items in the cart, and recipients’ email addresses end with @gmail.com.
If choosing Any conditions: emails will be sent if one of the conditions is satisfied.
For example:
Suppose you set the above conditions for Abandoned Cart Email Automation. In that case, emails will be sent to abandoned carts with ten items in the cart or the abandoned carts that country/region in Australia’s shipping address.
5. Sync contacts to Shopify
The feature of contact synchronization from the AVADA Email Marketing app to Shopify is only available in the Pro package.
Follow the below steps to enable or disable this feature.
Step 1: Go to App > Integration.
Step 2: Click on the Toggle button to enable synchronizing contacts from the app to Shopify.
If this feature is enabled, when updating customer information in the app, the customer information in Shopify will also be updated.
If this feature is disabled, when updating customer information from the app, that customer information in Shopify will not be updated.