Email marketing services: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 24: | Line 24: | ||
Clicking '''Enable email marketing''' (visible to administrators and users with filter edit rights) results in the following: | Clicking '''Enable email marketing''' (visible to administrators and users with filter edit rights) results in the following: | ||
*A mailing list is created in the service with integration enabled in your account. The name of the list is the name of the Planfix filter and the user's name. | *'''A mailing list is created''' in the service with integration enabled in your account. The name of the list is the name of the Planfix filter and the user's name. | ||
*A connection is established between this mailing list and the contact filter in Planfix so that changes to Planfix data (a new contact meeting the filter conditions, the removal of a contact from the filter, changes in contact info, etc.) will update the list in the mailing service. | *'''A connection is established''' between this mailing list and the contact filter in Planfix so that changes to Planfix data (a new contact meeting the filter conditions, the removal of a contact from the filter, changes in contact info, etc.) will update the list in the mailing service. | ||
Revision as of 02:50, 21 February 2019
Integrating Planfix with email marketing services allows you to:
- bring contact lists from Planfix into the mailing service
- automatically coordinate specific contact lists (filters) between Planfix and the mailing service.
You can have responses to emails from the mailing service sent directly to Planfix (this includes sending to virtual email addresses), and you can have them processed using customizable rules.
Email marketing services available for integration
Currently, Planfix can be integrated with the following email marketing services:
- MailChimp
- MailerLite
- SendGrid
- SendPulse
- Unisender
After connecting an integration
After connecting an integration, you will see an additional Email Marketing option in the settings of each contact filter in the Contacts and Planner sections:
Clicking Enable email marketing (visible to administrators and users with filter edit rights) results in the following:
- A mailing list is created in the service with integration enabled in your account. The name of the list is the name of the Planfix filter and the user's name.
- A connection is established between this mailing list and the contact filter in Planfix so that changes to Planfix data (a new contact meeting the filter conditions, the removal of a contact from the filter, changes in contact info, etc.) will update the list in the mailing service.