Site Settings – Members
Using the Members Settings in Growmatik, you can grant members of your team different levels of access to your Growmatik site to control what they can do within the site.
In this article, we’ll cover the following topics:
Growmatik member roles:
There are four roles available on Growmatik sites:
- Owner: This individual has full control over the Growmatik site and receives important site notifications. Each site can have only one owner. They are the creator of the Growmatik account and are in charge of billing. Only the owner will see the billing details of a specific Growmatik site.
- Admin: Similar to an owner, an admin has full control over the Growmatik account and also receives site performance notifications. However, an admin cannot delete the site or view the site’s billing information.
- Contributor: Contributors have access to a variety of Growmatik features and receive site performance notifications. A contributor cannot view or edit site settings including general and email settings, members and integration. They do not receive site performance notifications and cannot export contacts.
- Analyst: Analysts can only view the workshop (popup, email, personalization, embedded forms, and media library), people (all contacts, segments, tags, attributes), automations, and analytics pages. An analyst cannot create or edit anything in the site.
Note: Only the site owner or admins can add or edit roles.
|Workshop > Emails||✅||✅||✅||View Only|
|Workshop > Popup||✅||✅||✅||View Only|
|Workshop > Personalizations||✅||✅||✅||View Only|
|Workshop > Embedded Forms||✅||✅||✅||View Only|
|Workshop > Media Library||✅||✅||✅||View Only|
|Performance Report Emails||✅||✅||✅||✅|
How to add a new member:
If you are the owner or admin of a Growmatik site, you can add a new member by following these steps. From your Growmatik dashboard, click on the profile icon > Site Settings > Members and click Add New Member on the top right corner of the page.
Enter the new user’s email address, select their role and click Send Invite. An email will be sent to the newly added user asking them to accept the invitation by clicking on the Join Growmatik button in the email. Once they accept the invitation they can create their Growmatik account to access the site.
How to change or revoke access:
Go to your Gowmatik dashboard and click on the profile icon > Site Settings > Members to see current members. You can click on the three dots next to each member and select the Edit role option to change that user’s access. To remove that member from the site, select Revoke access.
Growmatik’s Website Personalizer helps you show each visitor their own version of your website based on their stage, attributes and preferences.
In this article, you’ll learn how to:
- Website Personalizer tool
- Create a new personalization
- Select content on your website
- Add content to your website
- Remove content from your website
- Edit existing text on your website
- Edit content added by the Website Personalizer tool
- Elements in the Website Personalizer tool
- Duplicate existing elements
- Preview your personalization
- Save your personalization
- Edit/remove/rename your personalization
- Automate your personalization
- Locate your personalization in the automation dashboard
Website Personalizer Tool
You can create and manage each website content customization in the Workshop > Personalizations page inside the Growmatik app.
Note: Modifying the page content through the Website Personalizer tool does not affect the original content of the page. The personalizer creates a copy of the page in the Growmatik dashboard and applies your changes only to that instance.
Creating a new personalization
In the Workshop page, choose Personalization from the sidebar menu. Click on the Create Personalization button and select a page you’d like to personalize. Once a page is selected from the menu, you’ll be taken to the Website Personalizer environment, where you can add, edit and hide content on your website as you like.
Selecting content on your website
Hover over different elements on the page to see the pink border around them.
To select an element, simply click on it. The selected element will appear as selected with a thicker pink border.
Note: The Website Personalizer follows the same wrapper structure as the original page. You may need to play around with the cursor to locate the wrapper that includes the element(s) you want to select.
Adding content to your website
1. Select an element on the page where you want to add content.
2. Click on the icon to open the elements list, then select an element.
Note: The following elements can be added to a personalized page:
Removing content from your website
To remove an item from the page, select the item and click on the icon.
Note: As mentioned at the beginning of the article, modifying the page content through the Website Personalizer tool does not affect the original content of the page. After you’re done with your website content customization, the personalizer creates a copy of the page in the Growmatik dashboard and applies your changes only to that instance.
Editing existing text on your website
- In order to edit existing text on the page, first select it and then double click on it. You can also directly double click on the text to go to edit mode.
2. Once you are done editing the text, click on the icon to approve the edits or click the icon to undo the changes.
Note: While in editing mode, you won’t be able to edit any items other than the selected item on the page. You need to approve or cancel your changes before editing other content on the page.
Editing content added by the Website Personalizer tool
To edit the content or customize the appearance of an added element, click on it to select it, then click on the icon to open the element’s settings panel. You can also double click on an element to open its settings panel.
Elements in the Website Personalizer tool
The following elements are available to be added to your personalized page:
The settings and customization options for each element are explained below:
Use the Text element to insert texts to your personalized page. The following options are available for further customization:
- Use and controls to apply bold or italic style.
- Use the color picker to change the text color.
- Click on the link icon to apply a hyperlink to the text.
- Use the alignment options to align the text left, center or right.
- You can personalize content with dynamic keywords in order to do that click on Dynamic Keywords to insert dynamic content inside the text. This dynamic keyword can be based on Personal details (such as first name), Shopping activity (such as total orders value) and Referral (such as UTM source).
Note: Dynamic keywords appear different for each user.
Note: The Daytime dynamic keyword will be replaced with a text according to the time of day:
- From 00:00 until 11:59, the text will be Good morning.
- From 12:00 until 16:59, the text will be Good afternoon.
- From 17:00 until 23:59, the text will be Good evening.
Note: The UTM dynamic keywords will extract the UTM contents of a URL when a user enters your site. The UTM data will then be available throughout the session. For example, when a user enters your site through the following URL: https://yoursite.com/?utm_source=google, the word google will be stored as the utm_source throughout that user’s session. This means that, if you insert the utm_source dynamic keyword in any page through the Website Personalizer tool, the tag will be replaced with the word google. Of course, the text replacement will only occur if the personalization is associated with Growmatik automations rule.
Use the Blog element to display your blog posts in a personalized page. The following options are available for further customization of the Blog element:
- The types of blog loops are as follows:
- Recent shows the most recent blog posts.
- Related shows related blog posts according to each user’s post visits.
- Popular shows the most popular blog posts on your site.
- Posts by ID shows related blog posts according to the blog’s IDs.
- Category shows related blog posts according to the blog’s categories.
- Quantity sets the number of posts to display in the blog loop (up to 6).
- Columns defines the number of columns (up to 3).
- Image shows/hides the post’s image.
- Button shows/hides the View Post button.
- Title, Button sections customize the formatting and appearance of the title and View Post button.
Note: Related blog posts are dynamic content, meaning they appear differently for each individual user. Additionally, the content of this element appears as empty for users who have not visited any blog posts.
Use the Product element to display products in a personalized page. The following options are available for further customization of the Product element:
- The types of product loops are as follows:
- Recent shows the most recent products.
- Related shows products related to the user’s previous purchases. You can toggle between two options to show related products based on most recent purchases or on all purchases.
- Popular shows the most popular blog posts.
- Products by ID shows the products related to their IDs.
- Category shows products based on selected categories.
- Abandoned cart products shows the products that shoppers have left in their carts without checking out. You can also add your website’s cart link or any custom page when they click on those products.
- Discounted products shows the products that are discounted (Priority is given to those related to past purchases).
- Cross-sells shows the products that are marked as cross-sell (based on previous purchases).
- Up sells shows the products that are marked as up sell (based on previous purchases).
- Quantity sets the number of products to display in the product loop (up to 6).
- Columns defines the number of columns (up to 3).
- Image, Description, Price show/hide the image, description and price of products.
- Title, Description, Price, Button sections customize the formatting and appearance of the title, description, price and View Product button.
Note: Related products are dynamic content, meaning they appear differently for each individual user. Additionally, the content of this element appears as empty for users who have not purchased any products.
Note: If your products don’t have cross-sell or upsell and you choose to display them in the product loop, then Growmatik will display related products instead.
Use the Button element to insert a button with a custom link on your pages. The following options are available for further customization of the Button element:
- The label
- The label’s font
- The font size
- Use and controls to apply bold or italic style.
- Use the color pickers to change the text color, background color and border color of the button. These options are customizable for the hover style as well.
- Click on the link icon to add a hyperlink to the button.
- Use the alignment options to align the button left, center or right.
Use the Image element to add an image to your pages.
Click on the Replace Image button to select an image from the media library.
Use the Video element to insert a video from YouTube or Vimeo on your page. Enter the video URL in the text field and click on the Add button to insert the video.
Use the Social element to display social icons on your page.
- Enter the URL of your social media accounts.
- Click on the and icons to show/hide each network.
Duplicate the existing element
1. Select the element you want to duplicate and click on the icon.
2. Once you click on that icon, an exact copy of that element will be made below the first element.
Preview your personalization
Once you’ve finished your website content customization, you can click on the Preview button to check your page.
Saving your personalization
Once you’re done with your personalization, click on the Save & Exit button, which will take you back to the main page of the Website Personalizer tool where your personalizations are listed.
Editing/removing/renaming your personalization
From the Website Personalizer tool’s main page, hover your cursor over your personalization’s thumbnail. By clicking on the icon, you will be directed to the content personalizer page to make changes and edits.
In order to rename a personalization, click on the icon. Then, once in the content personalizer page, enter the new personalization name in the template name field in the upper left section.
In order to remove a personalization, click on the icon, then select remove from the drop down menu.
Automating your personalization
1. From the left sidebar, go to Workshop > Personalizations and find the personalization you want to create a rule for.
2. Click on the icon, then choose Automate and select an audience type.
3. Add a condition.
4. Click on the Create Rule button.
Note: You can also create a personalization rule with Growmatik automations.
Note: It isn’t possible to create multiple rules with one personalization, as each personalization can only be connected to a single rule.
Locating your personalization in the automation dashboard
By looking at your personalization thumbnails in the Personalizations page, you can find out which ones are attached to an automation rule. Any personalization that has on its thumbnail is linked to an automation rule.
To locate a personalization that is assigned to a rule in the Automations page:
1. Go to Workshop > Personalizations on the left sidebar and hover over the personalization you want to locate. Click on the icon and select Locate in Automations from the menu.
2. You’ll be taken to the Automations page, where the rule associated with your personalization is highlighted.
In this article, you’ll learn how to use Growmatik’s RESTful API to integrate Growmatik with other platforms.
We’ll cover the following topics:
- Use of the API
- Adding a new Growmatik API key
- API credential
- Editing an API key label
- Deleting an API key
Use of the API
An API (Application Programming Interface) is a set of functions that allows for interaction with external software components.
Growmatik provides an API with REST architectural style (RESTful API) for developers to create authorized GET and POST requests. It helps programmers easily integrate Growmatik into other application softwares. To access more details about protocols, visit Growmatik API Reference.
Adding a new Growmatik API key
- On the left sidebar, click on your profile picture and from the opened menu, select the Site Settings option to open the Settings page.
- In the Settings page, select Integrations and then click on the Growmatik API to open the Add Integration window.
- From the Add Integration window navigate to Authentication tab.
- Click on the Add new API key button, give it a label name and Save it.
To get your API key and API secret:
- From the Settings page, go to Integration > Growmatik API > Authentication and then click on Show details link.
- Now, select the Copy icon to save the credential to clipboard.
Editing an API key label
- Open Add integration window by clicking on the Integration link.
- Navigate to the Authentication tab to see the list of created API keys.
- Click on the Edit icon for each API key, give it a new label and then press Enter to save changes.
Deleting an API key
From the Site Settings page:
- Click on the Integration link and then select the Authentication tab to see the list of created API keys.
- Click on the Delete icon at the right bottom of the opened window to delete a generated API key. Then press the Delete button to proceed.
In this article, you’ll learn how to create and customize popups using Growmatik’s popup builder and set them up to display on your website. By using Growmatik automations, you can display popups for specific events or to certain users.
We’ll cover the following topics:
- Creating a new popup
- Adding a new element
- Editing an element
- Duplicating an element
- Removing an element
- Customizing the popup container
- Desktop/Mobile view
- Previewing the popup
- Changing the popup position
- Changing the popup layout
- Customizing the overlay background color
- Saving a popup
- Editing or removing a popup template
- Renaming a popup template
- Automating a popup
- Locating a popup rule in the Automate page
Creating a new popup
1. From the left sidebar, go to Workshop > Popups and then click on the Create Popup button.
2. All templates are categorized into different contexts and topics. Select a template to start with, then give it a name and click on Customize. This will open the popup builder environment to start creating popups.
Note: When you create and personalize a template, Growmatik will save it as a new template in the My Templates section. This lets you use these templates again later.
Adding a new element
1. Inside the popup builder, hover over the popup area, click on where you want to add the element and select the icon.
2. Select an element, and it will be added to the popup container.
The elements are:
Editing an element
To edit an element, click on the element you want to edit. Once the element is highlighted, some icons will appear above the element. Select the icon to open the settings window. Here, you can make your changes and view the outcome at the same time.
Duplicating an element
To make a copy of an existing element, click on the element you want to duplicate in order to select it. Then click on the icon.
Removing an element
To remove an element, click on the element you want to remove in order to select it. Then click the icon.
Customizing the popup container
To customize the popup container, click on the Popup settings button on the left top of the screen to open the settings window.
Various options for customization include:
- Popup position
- Popup layout
- Popup width
- Popup corner radius
- Popup background color
- Popup border color
- Popup background image
- Popup side image (only for side image layouts)
- Popup overlay color
Note: When popup layout is set to Side Image (Left) or Side Image (Right), the options related to the side image appear in the Popup setting.
By clicking on the desktop/mobile toggle, you can see how your popup will appear on a desktop and mobile right inside the builder.
Previewing the popup
It’s possible to preview the popup to see how it looks live on your website. Click the Preview button to open a preview of the popup on your website in a new tab.
Changing the popup position
You can choose the place where your popups will be displayed on your website in the popup builder. Just click on the Popup settings button and then select one of the Position options.
The options are:
- Bottom left
- Bottom right
Note: In the Bottom left and Bottom right options, no overlay color will be displayed for the live popup.
Changing the popup layout
The Growmatik’s visual popup builder offers three layout options for the side image of the popups.
The options are:
- Side image (right)
- Side image (left)
Here are examples of each option:
Note: In order to assign/change the side image for the Side image (left) and Side image (right) layouts, first click on the Popup settings button, select the Side images option and click on the Replace image button. It’s also possible to show/hide the side image on mobile.
Customizing the overlay background color
To change the overlay color, click on the Popup settings button, select the Overlay option and then click on the icon to choose a different color.
Saving a popup
To save your customizations, you need to click on the Save & Exit button in the popup builder.
Editing or removing a popup template
To edit or remove a popup, go to Workshop > Popups on the left sidebar and then click on the icon on the bottom right of the popup thumbnail. You’ll find the options to Remove the email template. To edit the template just click on the icon there.
Renaming a popup template
To change the name of your created popup, edit the popup you have created, then click on the icon at the left top of the builder and assign a new name.
Automating a popup
In order to show a popup live on your website, you need to assign it to a rule.
- From the left sidebar, go to Workshop > Popups and find the popup you want to create a rule for.
- Click on the icon, then Automate and choose an audience type.
3. Add a condition.
4. Click on the Create Rule button.
Note: It’s also possible to create a popup rule right from the Automate page. Learn more on Growmatik automations article.
Note: It isn’t possible to associate a popup template with multiple rules as each popup template can only be connected to one single rule.
Locating a popup rule in the Automate page:
By looking at your popup thumbnails in the Popups page, you can find out which ones are attached to an automation rule. Any popup that has the icon on its thumbnail is linked to an automation rule.
To locate the popup that is assigned to a rule in the Automate page:
- In the popups page, hover over your popup thumbnail, click on the icon.
- Select Locate in Automation:
You’ll be taken to the Automate page, where the rule associated with your popup is highlighted.
In this article, you’ll learn how to use the dynamic keywords in the Growmatik Popup Builder, Email Builder and Website Personalizer.
Dynamic keywords are special placeholders that can display unique data for each user. They help with further customization and personalization of the content in different areas. A simple example can be Name. Consider creating an email template where you intend to target it to multiple users. You can insert the Name dynamic keyword in the email body, so the email looks more personalized for each user.
Different dynamic keywords in Growmatik:
There are various types of applicable keywords in different categories available in Growmatik. Here’s the list of keywords:
- First Name
- Last Name
- Full Name
- Phone Number
- Date Signed Up
- Average Spent Time
- Total Spent Time
- Number of Viewed Pages
- Number of Opened Emails
- Number of Clicked Emails
- First Purchase Date
- Last Purchase Date
- Last Purchased Items
- Number of Purchased Items
- Number of Orders
- Number of Orders With Coupons
- Total Orders Value
- UTM source
- UTM medium
- UTM campaign
- UTM term
- UTM content
Note: Some items may not be available in all builders. For example, UTMs are not available in the Email Builder.
Using dynamic keywords in the Popup Builder, Email Builder and Website Personalizer:
To use this feature, insert a text element on the page, then add your desired dynamic keyword anywhere in the text element.
Note: They can also be inserted in the email subject.
Important Notes About Automation V3
Over the past couple months we have been working on Growmatik’s new automation. There have been some essential changes in different sections and features on Growmatik automation. In this article you will learn about those changes and how to cope with them to continue using Growmatik with the same smooth results.
Segment Condition Is Removed
Previously we had the Segment condition which would allow you to target specific leads or customers segments. In the new automation, the segment condition has been changed to the Audience filter.
When you create a new rule in the Automations page, you will see a new Event trigger has been added. Using the criteria inside the Event drop-down menu you can create rules that won’t be automated until that specific event has taken place. The audience condition lets you choose and target specific segments in combination of the Event trigger.
In the above example, the email won’t be sent until a user from Australia visits the site, and that involves everyone in Australia as specified in the Audience filter.
Multiple Condition Operand Is Changed from AND to OR
In the older automation we offered the multiple conditions feature which would let you create multiple actions using AND operand. Let’s say you had your segment chosen, you wanted to send an email and show a popup under different conditions. In the new automation, we changed AND to OR, believing it would encompass wider types of scenarios. Using OR you can create more conditions that might even contradict each other, and still create a wider target scenario.
This means that all the previous multiple condition rules are now paused. You need to check your rules and see if they are affected with the new change and change them accordingly with the OR operand applied.
Old Simple Rules Are Converted to Non-Recurring
Before, some of the created rules were happening in a recurring mode, meaning that as long as the specified trigger was met, that specific action like sending an email or showing a popup would occur. In the new automation Abandoned cart, away, purchase product and order count triggers are changed to non-recurring.
Let’s clear this out with an example: If there is a user that abandoned a cart on one occasion, an action of sending an email would be triggered for her and this action will not take place every time she abandons the card, just that one specific session.
For the new recurring, we have an option on some of the actions to recur whenever the event is triggered. This is optional and works only when you choose an event. The option is Show this [action] each time this automation is triggered.
Front-End Action Executions Will Be Always in Session
In the new automation all popups and personalizer will be displayed in the same active session. A popup in a page will be displayed as long as the user is on the page. The moment she closes the popup, it won’t be shown even if that same page is opened later. Previously, the popup was being displayed every time the page was being refreshed and on different sessions.
User Type Filter Columns (Guests, Leads, Customers) Are Removed
In the old automation, we had the Guest, Leads and Customers column in the Automations page where you could create different rules for your different user groups. In the Automation V3 all these columns are removed and you can create your user segments using the Audience filter > Journey Stage.
Changes to Some Conditions
Some of the conditions like date, scroll and order count are now removed in the new automation. Order count can now be found inside the Audience filter. Date condition is moved to the email action and scroll condition is now in the popup action.
Previously there was the Purchase product condition where you could find the list of products after choosing and create the trigger, now it’s changed to Placed order inside the Audience filter where you can also apply more detailed filters and save it as your audience. Order placed can also be chosen as a trigger in Event in combination with Audience.
White Labeling Emails
When creating a rule for sending smart emails using Growmatik, your emails are normally sent from yourDomain@customer.growmatik.ai. However, you can use any other domain you own to send emails for different purposes or different campaigns.
You can replace Growmatik’s default sender and the reply-to email with your own custom email address. This process is also known as white labeling emails.
In this article, you’ll learn how to define and use white labeling emails.
Defining and using white labeling emails:
1. To get started with white labeling emails, click on the profile menu (your avatar) and go to Site Settings.
2. Go to Email Settings
3. Scroll down to the Custom outbound email section and click on the Add new email address button.
4. Add the name and email of the domain you own in the open modal box and click Add.
5. You should now see the newly added email address in the custom outbound email table. Click on the Send verification email button.
6. We will send you a verification email to verify that you have access to this email address. You should click on Verify Email Address in the body of the email.
7. You will see the Verified email status on your domain record in Site Settings.
8. After the email verification process you will also need to authenticate your email domain so that Growmatik can use it for sending emails. Click Authenticate domain.
9. Copy the CNAME records from Growmatik.
10. Go to your domain or hosting service control panel, define a CNAME record and paste the CNAME records.
Note: This may appear differently on your domain control panel. If you’re not sure how to do it, you can contact your domain support service so that they can do it for you.
Note: Some hosting services such as Amazon Route 53 and GoDaddy add the domain name automatically to the end of CNAME records. If you are using one of these domain providers, you should paste the CNAME record without the domain at the end of it.
For example, if your domain is: mydomain.com, the CNAME record in Growmatik will be displayed as: cqs6iiy747maljcbmponx6rn2pbfr733._domainkey.mydomain.com
If you’re using the services mentioned above, you should remove mydomain.com from the end of this record because the domain provider will add it automatically. Instead you will paste:
11. Once you have made these changes you should go back to Growmatik and press the Verify button.
Note: It may take up to 72 hours for the changes in the previous step to take effect before you can successfully proceed with verifying the domain authentication in Growmatik.
12. Your domain should now be authenticated and the Authenticated domain and Verified email badges badges should appear in the status section.
After these steps, you can choose your verified domain for From email and Reply-to email when creating email automations.
Contacts & People
The People feature in Growmatik allows you to organize your contacts. You can create segments with either pre-made templates or via Growmatik’s advanced conditional filtering system and use them as conditions for automation rules. Growmatik also allows archiving users and restoring them whenever needed. Customizing contact tables, importing users, archiving and unarchiving contacts, creating custom attributes, assigning tags to contacts and more is possible with the People feature of Growmatik. We’ll go into detail about each of these processes in this article.
- Create a new segment
- List of available filters
- Use a segment in an automation
- Edit, duplicate and remove a segment
- Customize contacts table
- Check user details and activity
- Import and export contacts
- Tag users
- Add and remove custom attributes
- Deactivate and activate users
- Archive and unarchive users
In order to access the People feature, log in to your Growmatik account from https://app.growmatik.ai/login, and from the left sidebar click on people icon. The initial view displays the Segments page and all the existing segments of your contacts. If you don’t have any segments then there won’t be any data in the Segments section.
Create a new segment
You can create segments and use them as the audience for a certain automation rule, including on-site and off-site automations such as showing pop-ups, sending emails and more.
To create a new segment, follow these steps:
- Go to Growmatik -> People and click on Segments from the left sidebar.
- Now select the + New Segment button at the top right corner.
- You’ll see two options to start creating segments: Start From Scratch and Start From a Template.
Now we are going to see how each starting point works.
Create a segment from scratch
From Growmatik -> People -> Segments -> + New Segment:
- Click on the Start From Scratch button.
- You’ll be redirected to the All Contacts page of the People feature where you can filter contacts. You will see the filtering system at the top of the page, which allows you to save filtered contact(s) as a new segment.
- Click on the search box and a list of filters will appear.
- Select a filter to see different options for applying that filter. For example, if you select the country filter, you’ll see some operator functions for person’s country including: is, is not, is either of these, is neither of these, is anywhere and is unknown.
- You can combine filters and prepare more complex segments by clicking on the + Add Filter and/or + Add Filter Group buttons, which prepare inner group and outer group filters, respectively.
Changing the And/Or logical operator within each inner group will apply the change to all filters of that inner group.
Changing the And/Or logical operator in any outer group will apply the change to all outer group filters.
- After applying a minimum of one filter the Save Segment button will appear. To proceed, click it.
- Give a name to the segment and click on the Save New Segment button.
Your new segment will be created and saved in the Segment section of the People feature. Note that the number of people in each segment is displayed below that segment record.
Create a segment using pre-made templates
From your Growmatik dashboard navigate to People -> Segments -> + New Segment, then follow these steps:
- Click on the Start From a Template button.
- You’ll be redirected to the segment template page of the People feature, where you can see all the available templates on the left side of the page and their respective filters on the right side of the page.
Note: You cannot edit the filters of the templates unless you click on the Use this Template button.
3. Select a template and click Use this Template.
4. You’ll be redirected to the All Contact page where the filters of the template you’ve selected are applied. You can customize the filters as you like in this step.
5. Click on the Save Segment button.
6. Give a name to the segment and click on the Save New Segment button.
Your new segment will be created and saved in the Segment section of the People page.
Note the number of people in each segment is displayed below that segment record.
List of available filters
Here is the list of available filters in Growmatik:
- Personal Details:
Marketing Email Consent
- Site Activity:
Top Weekday Activity
Average Time Spent per Session
Number of Viewed Pages
Time Spent on Site
- Shopping Activity:
Number of Purchased Items
Number of Orders
Top Purchased Item
Has Abandoned Cart
Number of Orders With Coupons
Discount Coupon Used
Average Spent per Order
- Email Activity:
Email Open Activity
Email Click Activity
Email Send Activity
Email Clicked on
Email Opened on
Email Subscription Status
Number of Clicked Emails
Number of Opened Emails
Number of Email Sent Emails
Number of Emails With No Clicks
Number of Unopened Emails
Use a segment in an automation
You can use any of your segments in automation rules from the segment page of the People feature. To do so, follow these steps:
1. From your Growmatik dashboard go to People > Segments and find the segment you want to use in an automation rule and click on the three dots icon of the related record.
2. Select Use in Automation.
3. You’ll be redirected to the rule creation page of the automation feature where the selected segment is the audience of the rule.
Read the automation article to learn more about how to create different rules.
Edit, duplicate and remove a segment
Edit a segment
You can edit the filters of any segment to update it. To do so, follow these steps:
1. From your Growmatik dashboard go to People > Segments, find the segment you want to edit and click on the three dots icon of the related record.
2. Click on the Edit button.
3. Add, remove or edit the filters.
4. Click on the Update Segment button.
Note: If a segment is used in an automation rule, editing that segment can affect the number of users in that automation.
Duplicate a segment
You can duplicate your segment by following these steps:
1. From your Growmatik dashboard go to People > Segments, find the segment you want to duplicate and click on the three dots icon next to the related record.
2. Select Duplicate.
3. A copy of the selected segment will be created with the “-copy” suffix at the end of its name.
Remove a segment
You can remove any of your segments. To remove a segment, follow these steps:
1. From your Growmatik dashboard go to People > Segments, find the segment you want to remove and click on the three dots icon next to the related record.
2. Click on the Remove button.
3. A modal will pop up to confirm your removal request. Click on the Remove button to confirm it.
Note: Your segment will be archived.
Note: In-Use segments cannot be removed until the associated automation is archived.
Customize contacts table
You can customize columns in the contacts table and define a maximum of 6 columns with different filters and custom attributes.
In order to do that, go to your Growmatik dashboard > People > All Contacts and click on the Select columns button.
You can select/deselect up to 6 options to be shown in the contacts table.
Check user details and activity
You can view user details and activities and edit user details in Growmatik by going to People > All Contacts and clicking on the user’s email address or by clicking on the three dots icon and selecting the View option.
User info will slide in from right side of the page. Please note that you can edit the fields by clicking on the pen icon next to them, and selecting Save Changes once the changes have been made.
Import and export contacts
You can add new people to Growmatik by importing CSV (comma-separated values) files.
Import new people from CSV file
1. Go to People > All Contacts and click on the Add Contact button at the top right corner of the page.
2. A modal will open to show different ways to import new users. Click on the Start Importing button.
3. Click on the highlighted area to upload your file or drag and drop your file.
4. The uploaded file will be listed in the modal.
Note: If you want to update or override the data for existing people (users) that match by email with the uploaded file(s), click on this checkbox.
5. Click on the Next button.
6. Map the attributes of your CSV file and Growmatik columns and click Next. Please note that your CSV file must contain an email address for each person. Growmatik also allows you to create custom attributes to add fields that are not available by default.
7. The uploaded file(s) are listed in the modal. Clicking on the Next button will import them to Growmatik.
Note: By clicking on the pen icon you can modify the tag label that is applied to the imported users.
8. Click on the Done button.
If your CSV file is a large one, importing users can take up to a few hours.Growmatik will send you an email with the result when the importing process has been successfully completed.
Growmatik lets you export user segments as desired.
1. Go to People > All Contacts on the Growmatik dashboard.
2. Apply any filter.
3. Click on the More Actions button and then the Export button.
4. Give a name to your file.
Note: If the Visible Columns button is active, you will export only the visible columns (up to 6 selected columns) in your CSV file.
Note: If you want to customize the column(s) when exporting, click on the Custom Selection button and click on the “X” next to the column names to remove them.
5. Click on the Export Users button.
6. Click on Download to download your file.
7. Click Done to finish.
You can classify your users by assigning them one or multiple tags. In order to assign a tag to the user(s) from your Growmatik dashboard, do the following:
1. Go to People > All Contact, select the users you want to assign a tag to and click on the Tag button. When you hover your mouse over the Tag button it will show you how many users are going to be affected.
Note: If you want to tag users with a selected filter(s), just apply the filter and click on the Tag button. It will tag all the users matching your filters.
2. Click on the search input to see the available tags to select and assign to selected users.
Note: You can also create a new tag by clicking on the Manage Tags button.
3. Select the tag you want and click on the Tag People button.
Add or remove tags
You can add a new tag by going to People > Tags and clicking on the + New Tag on the top right side of the page.
Give a name to your tag and click on the Add button.
You can see the newly added tag in the Tags page and use it when tagging new people.
The number of users that each tag is assigned to is also shown in the tag record.
You can remove a tag by clicking on the garbage icon next to the tag’s name.
Click on the remove button.
Note: Removing a tag does not delete the users. It only deletes the tag that has been assigned to them.
Add and remove custom attributes
In Growmatik you can add custom attributes. This helps you create fields that are not available in Growmatik by default.
To do that, go to your Growmatik dashboard > People > Custom Attributes and click on the + New Custom Attribute button on the top right side of the page.
Give a name to your custom attribute and click on the Add button.
You can delete a custom attribute by clicking on the garbage icon and then clicking on the Remove button.
Note: You can edit the name of the custom attribute by clicking on its name.
Deactivate / Activate users
You can deactivate users to disable Growmatik rules for them. To deactivate users, follow these steps:
1. Go to your Growmatik dashboard > People > All Contacts and click on the three dots icon next to the users’ record.
Note: Active users have a green circle next to their email while inactive users have a light grey circle
2. Choose the Deactivate option.
3. Click on the Deactivate button.
The green light next to the user’s name will be turned off.
You can reactive a deactivated user by following these steps:
1. Click on the three dots icon next to the user’s record and choose Activate.
2. Click on the Activate button and the user will be reactivated.
You can also deactivate or activate users using an automation rule. Read Automation – Activate / deactivate users’ action to learn more about it. (+)
Archive / unarchive users
You can archive users from your Growmatik dashboard -> People -> All Contacts by clicking on the three dots icon on the right side of the contact’s record and click on the Archive option.
Click on the Archive button.
The user will then move to the Archived Users page. Please note that no Growmatik rule will apply to archived users.
If you want to unarchive a user, go to the Archived Users page, select the user(s) you want to unarchive and click on the Unarchive button in the top right corner of the page.
In this article you’ll learn how to change your name and your password for your Growmatik account. If you don’t have a Growmatik account, first follow the article about how to get started with Growmatik.
Changing the name and password of your Growmatik account
To change your name or password:
- Click on the profile menu located on the bottom left corner of the screen, then select Account.
- On the Account page, you’ll find different options to update your First Name, Last Name and the Password of your account.
In this article, you’ll learn how to use the Analytics page in Growmatik. This is the first page you’ll see when you log into the Growmatik dashboard. On the Growmatik Analytics page, you’ll find four main sections that provide comprehensive insight about your performance from different time periods. These sections include:
Note that each section shows data only for a chosen date range with specific charts.
The date range selector is located on the top right corner of the Analytics page:
You can select a predefined date range by clicking on the arrow icon in the date selector. The options are:
- This month
- Last week
- Last month
- Last 7 days
- Last 30 days
- Last 90 days
- All time
Note: The All time option updates the reports to show analytics from the date that you integrated your site with Growmatik until today.
You may also apply a custom date range by clicking on the date range selector, then by selecting the start and the end date of your desired period.
Note: All the statistics in the Analytics page are updated based on the selected date range.
For most metrics in Growmatik Analytics, a particular chart is provided. The horizontal axis shows the timeline and the vertical axis represents the amount of the metric. In the chart you can see a comparison between the current period highlighted in pink as well as the previous period highlighted in gray.
Note: Comparison is not available for the All Time date range.
To access more information about a certain point on the chart, hover over it and a black box will appear with the date and value.
In Growmatik Analytics page, the Site Engagement section shows you four quantitative metrics with different values for a chosen time frame. Each metric comes with a value, percentage change and a graphical chart:
- Sessions: Shows the sum of sessions (visits) in the selected date range.
- Users: The total number of all single visits gathered by registered users.
- Page views: Shows the sum of all page views.
- Bounce rate: Displays the percentage of single-page sessions (the number of times a user leaves without exploring other webpages of your site after his/her first page view).
This section also provides different qualitative metrics. To access these types of metrics you need to click on the More details button placed at the upper side of Site Engagement section. A modal will open that shows the following parameters:
- Pages: In this tab, you can get insight about metrics like unique page views, page views, bounce rate and average time on page.
- Referrers: You can find detailed reports about the segment of traffic that arrives on your website through another source, such as a link on another domain. Here you can track generated sessions, sign ups and also the amount of sales for each referrer.
- UTMs: A set of UTM parameters that drives traffic to your website is listed here. Again you can track the same metrics that are available on the Referrers tab. This metric is very useful when you want to keep an eye on your marketing ad campaigns’ UTMs.
- Countries: This shows a list of countries where your audience is located.
- Search terms: This tab lets you explore two different metrics including clicks and impressions on your website URLs from a Google Search results page. You need to integrate with Google Search Console from Site Settings to display data here.
The Sales section contains a range of metrics that can be used to analyze your eCommerce store’s sales data in a chosen time frame. These metrics are:
- Orders: The sum of all orders (transactions).
- Revenue: Represents the generated revenue (including shipping, taxes and discounts) based on all transactions.
- Conversion Rate: Shows the percentage of orders divided by all sessions.
- Average order value: The total revenue divided by the number of orders.
- Order Frequency: Displays the average number of times a customer made a purchase.
- Repeated Customer Purchases: The number of purchases made by returning customers.
Note: No charts are available for the Order Frequency and Repeated Customer Purchases metrics.
Using Growmatik Analytics, you can also track product sales through this section. Just click on the Product analytics button on the right upper side of the Sales section and you can see what revenue you earned and how many units were sold for each of your products.
You can find new and returning customers during a specific time period in this section. Customers are divided into different groups including:
- New Leads: The sum of all leads registered in a chosen time frame.
- Returning Leads: The sum of all unique leads who made a visit before and have come back again.
- New Customers: The sum of all customers that placed orders in a chosen period.
- Returning Customers: The sum of all unique customers who made a purchase before and have come back in a desired period.
This section gives you an overall insight of your email campaigns during a specific period with five unique metrics including:
- Click Rate: Displays the number of times your recipients have clicked on a link in Growmatik emails divided by all delivered emails.
- Open Rate: The number of times your recipients opened Growmatik emails divided by all delivered emails.
- Bounce Rate: Represents the amount of email bounces divided by all delivered emails.
- Unsubscribe Rate: The percentage of unsubscribed emails.
- Total Sends: The number of all sent emails.
Note: No charts are available for the Unsubscribe Rate and Total Sends metrics.