Summary

This article explains how to use Growmatik’s Birthdate event. By using this event, you can send email, show popups, or perform any other action based on someone’s birthday. It is highly effective to boost user engagement by creating marketing campaigns based on user’s birthdate and sending gifts and greeting cards via a variety of marketing channels.

Defining Birthdate as the Event

Birthdate can be used as an event in both automation rules and workflows. To do so:

1. Navigate to your Automations page.
2. From the left sidebar, select Rules or Workflows, then click + New Rule or + New Workflow and select Start From Scratch (This example illustrates the use of Birthdate in a rule).
3. In the event search box, search for Birthdate and set it to trigger someone’s birthday.
   

Summary:

In this article, you’ll learn how to use the Remove Tag action in Growmatik to unassign a tag from contacts on specific conditions. We also have another article about the Add Tag action in Growmatik. In this article you’ll learn how to:

• Remove Tag in Automations

Remove Tag in Automations

1. Open the Growmatik Automations page; here you’ll find a list of Rules available in your account. On the right side of the page, click on + New Rule button.

2. You can select a starting point: Start From Scratch or Start From a Template. Choose Start From Scratch.

3. In the left column, select in which events and for which audiences you want to trigger the Remove Tag action.

4. In the right column, under “What actions should take place?”, select Remove Tag from the Action dropdown menu.

5. From the Tag Name dropdown menu, select the tag you want to be removed in the selected conditions.

6. If you want this rule to be activated immediately, switch the toggle button from Paused to Active, then click Save Rule.

Summary:

In this article, you’ll learn how to use the Add Tag action in Growmatik. Using this action, you can add a tag based on specific conditions. You’ll learn how to:

• Define a new tag in the People page
• Add Tag in Automations

Define a new tag in the People page

Before creating automations to add a tag, you should first define the tag you want from the People page. 

1. From the left sidebar in Growmatik, click on the People icon and then click on Tags; you’ll see the list of the previously created tags. 

2. On the right side of the page, click on the + New Tag button, give it a name and then press the Add button. For example, we want to create a tag for our users’ time on site, so we’ll name the tag Engaging Users. If a user spends more than 5 minutes on the site, this tag will be added to their contact. 

In Growmatik you can activate and deactivate users. Growmatik won’t execute rules for deactivated users and you can reactivate them whenever you want.

How to activate or deactivate users in Growmatik

1. From your Growmatik dashboard, go to the Automations page and click on the + New Rule button.

2. Select Start From Scratch.

You should define the trigger, audience and action for your rule.

3. Choose a trigger that is an event related to website activity, email activity, applied tags or WooCommerce events.
Note: If you select None – Run automation without any trigger, all the users in the selected audience (see next step) will be activated or deactivated without any trigger.

4. Click on the Edit Audience button to define the users you want to activate or deactivate and click on the Save Audience button.
Note: When selecting your audience in this step, you can use filters or your saved segments. Learn more about how to use filters or create segments in the People article.

5. Click on Choose an action and scroll down to see the Activate user and Deactivate user actions. Select one based on your scenario.

6. To run the automation, click on the paused toggle to change it to Active.

7. Click the Save Rule button.

Deactivating (or activating) users may take up to a few hours. You can check how many users were deactivated (or activated) by the rule from the Automations page.

Also, you can check your active and inactive users via People > All Contacts. Your active users have a green circle next to their email while inactive users have a light grey circle.

In this article, you will learn about how to use archive user action. 

• Archive users
• Unarchive users

Archive Users

Archive user action will help you to archive users who meet specific conditions. This action puts archived users in a separate part of the People page, meaning that Growmatik will never execute a rule for them. This also means that they won’t be counted as a user any more on the Automation page.

Note: Archived users will not be listed on the People → All Contacts page.

You can use archive user action to avoid executing rules for a specific group of people. For example, those who have been away for a long time. 

To use this action:

1. Open your Automation page from the dashboard.

2. Click on the + New Rule button on the upper right side of the page and choose Start From Scratch.

3. Set a condition for the users that are going to be archived. For example, choose the Away option as the Event and set it to be 365 days.

Note: Leaving the Audience section without any changes is recommended if you want to target your entire audience. Otherwise, select the audience using the Edit Audience button.

4. Now, select Archive user as the action and click on the Save rule button. By using the option on the upper right of the page, you can toggle the rule from Paused to Active.

Note: The automation will not run unless you make it Active.

Unarchive Users

To reverse Archive user action and bring users back to be counted in automations:

1. Go to the People page and from the left sidebar select the Archived Users page.

2. Simply select the person you would like to remove from the list and click the Unarchive button.

Summary

In this article, you’ll learn how to use the Unsubscribe user as an action. When you take this action, users will be unsubscribed based on the conditions you specify. The users that are marked as unsubscribed will no longer receive emails sent from Growmatik. It is important to know that this action cannot be undone and that you cannot change the user’s status once they are unsubscribed.

• Defining Unsubscribe as an action
• Check which users are considered unsubscribed

Defining Unsubscribe User as an Action

1. From the Growmatik Automations page, select the + New Rule button and then Start From Scratch.

2. Provide a condition for the users who are going to be unsubscribed from your emails. For example, choose A tag is applied as the Event and set your specific tag. Note: If you want to target your whole audience, leave the Audience section unmodified. Otherwise, select the audience using the Edit Audience button.

3. From the right side drop-down menu, select Unsubscribe user as the action.

4. Finally, click on the Save Rule button and make sure to toggle the rule from Paused to Active using the option on the upper right of the page. Note: As soon as you make it active, the users that match the specified condition will be unsubscribed from your emails and it can not be undone.

Check Which Users Are Considered Unsubscribed

In order to determine who is no longer receiving your emails and is marked as unsubscribed:

1. On the People section, open All Contacts page and from the drop-down list search for Email Subscription Status.

2. Choose the status Unsubscribed from the next drop-down menu. By doing this, you will see the list of contacts who have unsubscribed from your emails.

Note: All Growmatik emails include an unsubscribe link in the footer that users can click to stop receiving emails from you.

Summary:

In this article, you’ll learn how to use the User Behavior condition in Growmatik. You can define rules based on a user’s behavior, such as their purchase habits, email activity, amount of time spent on your website, overall engagement or in-page behavior.

Current available behavioral conditions include the following:

• Away
• Scroll
• Spend time 
• Abandoned Cart 
• Purchased
• Orders Placed
• Sign Up
• Email Open
• Email Click

Defining an away user as the condition:

1. Click on the User Behavior condition.
2. Select the Away option from the drop-down menu.
3. Define the number of days before a user is considered as “away”.
   For example, setting 3 means that if a user has not been on your website for at least 3 days, then this condition will apply to them.
4. Click on the Save button.

Defining in-page scroll as the condition:

1. Click on the User Behavior condition.
2. Select the Scroll option from the drop-down menu.
3. Define the scroll percentage. This is the amount of scrolling the user does on the page before the condition is considered.
4. Click on the Save button.

Defining user spent time as the condition:

1. Click on the User Behavior condition.
2. Select Spend Time from the drop-down menu.
3. Define the number of Hours and Minutes needed in total before this condition gets triggered.
   For example, if you set this to 8 hours and 0 minutes, it means that the condition will be considered for users who spend a total of 8 hours on your website. This amount includes their total visit duration to your website within different sessions.
4. Click on the Save button.

Defining user cart abandonment as the condition:

1. Click on the User Behavior condition.
2. Select Abandoned Cart from the drop-down menu.
   This means that this condition will be considered for users who have added some products to their cart for a few days without finalizing their purchase to recover abandoned carts. The duration for the cart to be considered as abandoned is set to three days.
3. Click on the Save button.

Note: This option is only available in the Leads and Customers columns.

Defining a purchased product as the condition:

1. Click on the User Behavior condition.
2. Select Purchased from the drop-down menu.
3. Click on Choose product and select a product from the drop-down list.
   The condition will be considered for the users who purchase the selected product.
4. Click on the Save button.

Note: This option is only available in the Customers column.

Defining the number of placed orders as the condition:

1. Click on the User Behavior condition.
2. Select Orders Placed from the drop-down menu.
3. Define the Number of orders you want to target.
   For example, if you set it to 5, it means if a user who completed at least 5 purchases will be eligible for this rule.
4. Click on the Save button.

Note: This option is only available in the Customers column.

Defining user sign up as the condition:

1. Click on the User Behavior condition.
2. Select Sign Up from the drop-down menu.
   This targets the visitors who register on your site.
3. Click on the Save button.

Note: This option is only available in the Leads column.

Defining email open as the condition:

1. Click on the User Behavior condition.
2. Select Email Open from the drop-down menu.
3. Select the specific email you want to track.
   The condition will be considered for users who open the selected email. Your selectable options are listed based on the created email rules.
4. Click on the Save button.

Note: This option is only available in the Leads and Customers columns.

Defining email click as the condition:

1. Click on the User Behavior condition.
2. Select Email Click from the drop-down menu.
3. Select the specific email you want to track.
   The condition will be considered for users who click on a link inside the selected email. Your selectable options are listed based on the created email rules.
4. Click on the Save button.

Note: This option is only available in the Leads and Customers columns.

Summary

In this article, you’ll learn about how to use a saved segment as your audience in Growmatik. Saved segments allow you to target a specific group of leads or customers.

Using a saved segment as your audience

From your Growmatik dashboard go to Automations page, choose + New Rule button and follow these steps:

1. You can either click Start From Scratch or Start From a Template to get started.
2. In the audience section, select Edit Audience and then click on the Saved Segment button.

3. From the drop-down menu, you can choose any of your saved segments. User segments should be created beforehand in the People section.
4. Finally Click on the Save Audience button and procced with your automation rule.

Summary:

In this article, you’ll learn how to use the Growmatik Personalize action.

Setting webpage personalization as an action allows you to define a personalized version of your website pages, which will be displayed to a user when the rule condition is met.  

Defining personalization as an action:

1. In the Growmatik Automations page, click on the button of one of the columns to create a rule.

   

2. Set a condition.

   

3. Click Set an Action, select the Personalize Page action, then select a page.

   

4. The personalizer will open. Edit the page, then click on Save and Exit. Learn more about the webpage personalizer tool.

   

5. Click on the Save button in the rule creator.

   

6. Click on the Create Rule button to create the rule.

   

Note: If the option of Activate rule immediately after creation is checked, the targeted users will see the personalization immediately. Learn more about active/inactive rules

Summary:

In this article, you’ll learn how to use the Growmatik Show Pop-up action in Growmatik. 

Setting up the Growmatik Show Pop-up action as an automation rule allows you to display a pop-up on a page when the condition of the rule is met.

Defining a show pop-up as an action:

1.  In the Growmatik Automations page, click on the button of one of the columns to create a rule.
2. Set a condition.
3. Click Set an Action, select the Show Pop-up action, then click on Create Pop-up.
4. A new dialogue will open that includes all the ready made email templates that are available for different purposes. Explore the templates in different categories by clicking on them to see a preview. Then, select a template, give it a name and click on the Customize button to open the popup builder.
5. You’ll be taken to the Pop-up Builder environment to customize your pop-up as you like.
6. Customize the pop-up template , then click on the Save & Exit button.
7. Define when the pop-up should be displayed:
   • After 5 seconds 
   • After 10 seconds 
   • After 20 seconds 
   • Scroll to the middle of the page 
   • Scroll to the end of the page 
   • On exit
     then save.
8. You’ll see the rule creation dialogue where the condition and the action are set. Click on the Create Rule button to add the pop-up rule.

Note: If the option of Activate rule immediately after creation is checked, the targeted users will receive the email shortly.