Summary

In this article, you will learn about the customer data filters available on the Growmatik People page. Using these filters, you can search for contacts based on their demographic data, shopping behavior, their activities on your website, their email engagement, and more.

Summary:

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
• How to add a new member
• How to change or revoke access

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.

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.

Summary:

In this article, you’ll learn how to use the dynamic keywords in the Growmatik Popup Builder, Email Builder and Website Personalizer.

The dynamic keyword feature allows for the insertion of personalized text snippets within content that can be replaced with the user’s actual data, such as their first name. This feature enables a higher level of customization and relevance, enhancing user engagement and creating a more personalized user experience.

Different dynamic keywords in Growmatik:

There are various types of applicable keywords in different categories available in Growmatik. Here’s the list of keywords:

Personal Details:

• Username
• Email
• First Name
• Last Name
• Full Name
• Gender
• Phone Number
• City
• Region
• Country
• Date Signed Up
• Weekday
• Month
• Average Spent Time
• Total Spent Time
• Number of Viewed Pages
• Number of Opened Emails
• Number of Clicked Emails

Shopping Activity:

• First Purchase Date
• Last Purchase Date
• Last Purchased Items
• Number of Purchased Items
• Number of Orders
• Number of Orders With Coupons
• Total Orders Value

Referral:

• 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

1. Insert a text element on the page. You can also select a previously created text element.

2. From the element options panel on the left, click on the Dynamic Keywords button.

3. Browse the list of dynamic keywords and choose your desired keyword and click on it.

4. A dynamic keyword will be inserted into the text element where the cursor is located. Dynamic keywords always start with two consecutive left curly brackets and end with two consecutive right curly brackets. Example: {{FIRSTNAME|default:"hodler"}}

Fallback for dynamic keyword

The fallback feature for dynamic keywords provides a predefined alternative text or default value that is displayed when user-specific data is unavailable or not provided. This ensures that the content remains coherent and relevant even if personalized information cannot be retrieved, maintaining a consistent user experience and avoiding empty or incomplete placeholders.

To add a fallback to your dynamic keyword, insert the text cursor right between the quotation marks and write a fallback.

Note: They can also be inserted in the email subject.

Summary:

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.

Summary:

By default, all your emails are sent from yourDomain@customer.growmatik.ai. However, you can optionally use a custom email address to send your emails. This will be visible to your recipients from the Sender and reply-to email address fields. This process is usually referred to as white-labeling emails.

In this article, you’ll learn how to set up and use custom email addresses.

Setup instructions

1. To get started with white labeling emails, click on the user menu 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. Enter the name and email address and confirm by clicking the Add button.

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:
Cqs6iiy747maljcbmponx6rn2pbfr733._domainkey

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 should appear in the status section.

Once you have successfully completed all the steps above, you will the option to choose your new email address to be included in your future email campaigns. Your new email address will be available in Sender and Reply-to email fields.

Summary

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.

• Overview
• Create a new segment
  • Create a segment from scratch
  • Create a segment using pre-made templates
• List of available filters
• Use a segment in an automation
• Edit, duplicate and remove a segment
  • Edit a segment
  • Duplicate a segment
  • Remove a segment
• Customize contacts table
• Check user details and activity
• Import and export contacts
  • Import new people from a CSV file
  • Export users
• Tag users
• Add and remove custom attributes
• Deactivate and activate users
• Archive and unarchive users

Overview

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. 

Create a segment from scratch

From Growmatik > People > Segments > + New Segment:

1. Click on the Start From Scratch button.
2. 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.

3. Click on the search box and a list of filters will appear.
4. 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.

5. 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.

6. After applying a minimum of one filter the Save Segment button will appear. To proceed, click it.

7. 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:

1. Click on the Start From a Template button.
2. 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:
  Email
  First Name
  Last Name
  Full Name
  Username
  Country
  Region
  City
  Address
  Phone Number
  Gender
  Timezone
  Language
  Tag
  EU Consent
  Marketing Email Consent
  Signup Date
  Subscription Method
  Custom Attribute
  Integrated Form
  Popup Form

• Site Activity:
  Landing Page
  Visited Pages
  UTM Campaign
  UTM Source
  UTM Content
  UTM Term
  UTM Medium
  Top Weekday Activity
  Referral Source
  Average Time Spent per Session
  Exit Page
  Number of Viewed Pages 
  Time Spent on Site
  Visit Date
  Total Visits
  Used Browser

• Shopping Activity:
  Payment Method
  Currency
  Number of Purchased Items
  Number of Orders
  Purchase Date
  Top Purchased Item 
  Total Spent
  Has Abandoned Cart
  Number of Orders With Coupons
  Purchased Product
  Viewed Product
  Placed Order
  Discount Coupon Used
  Average Spent per Order
  RFM Score

• General:
  Journey Stage
  Automation
• 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 and 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 automations.

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.

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 and choose 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. Select your CSV file to upload.

3. 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.

4. Click on the Next button.

5. 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.

6. 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.

7. 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.

Export users

With Growmatik you can export your contacts as a CSV file. To export contacts follow these instructions:

1. Go to People > All Contacts or choose any saved segment from Segment section.

2. Once the list of contacts is loaded, click on the More Actions button and select Export.

3. Give a name to your file and Click Export Selection.

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.

4. Click on Download to download the file on your computer.

5. Click Done to finish.

Tag users

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.

2. Click on the search input to see the available tags to select and assign to selected users.

3. Select the tag you want to use and click on the Tag People button.

Add or remove tags

To create a new tag go to People > Tags and click on the + New Tag on the top right side of the page.

You can remove a tag by clicking on the trash icon next to the tag’s name.

Click on the Remove button.

Add and remove custom attributes

With 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 trash icon and then clicking on the Remove button.

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.

2. Choose the Deactivate option.

Similarly, 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.

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.

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.

Summary

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:

1. Click on the profile menu located on the bottom left corner of the screen, then select Account.

2. On the Account page, you’ll find different options to update your First Name, Last Name and the Password of your account.

Summary

In this article, you’ll learn how to use the reports page in Growmatik. The Reports page provides comprehensive insights and data analysis regarding the performance of each marketing campaign. It showcases sales performance metrics, such as conversion rates, click-through rates, and engagement levels, allowing you to evaluate the effectiveness of your campaigns. Additionally, the page also presents general metrics and reports that provide an overview of the overall marketing efforts, highlighting trends, patterns, and key performance indicators (KPIs) to aid in strategic decision-making and optimization of future campaigns. These sections include:

• Site Engagement
• Sales
• Customers
• Email Engagement

To access the reports page, click on Reports from the main navigation on the left.

Date Range

The date range selector is located on the top right corner of the reports page. You can select a predefined date range as well as a custom date range. Once you change the date range, all the metrics will be updated to reflect the chosen period.

Note: The All time option updates the reports to show analytics and reports starting from the date that you integrated your site with Growmatik until today.

How to read the charts

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.

Campaign reports

The first table on the reports page represents the performance of each automation campaign measured by metrics such as Affected people, Revenue generate and Sign-ups.

Site Engagement

The Site Engagement section represents four quantitative metrics with different values for a chosen time frame. Each metric comes with a value, growth rate 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 insights into metrics like unique page views, page views, bounce rate and average time on the 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.

Checkout Started

This section provides information about the cart checkouts at your store at any given time period.

Open sessions: The number of open checkout sessions. A checkout session is started once a product is added to the cart.

Completed Sessions: The number of checkout sessions that are successfully completed.

Recovered Sessions: The number of abandoned checkout sessions that are successfully completed later due to any Growmatik campaign.

Expired Sessions: The sum of checkout sessions that are abandoned for more than 14 days without being completed.

Sales

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.

Customers

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.

Email Engagement

This section gives you an overall insight into 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 number 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.

Summary:

In this section, you’ll learn about the site settings associated with the site you are currently viewing. If you own multiple sites in your account you can switch between your sites from the user menu on the left corner. Every site has its own site settings.

Company name (Business Name)

Your business name will be visible to customers in various places, such as the email footer, email preferences, dynamic keywords, brand styles, and more.

Time zone 

Time zone settings will be used in scheduling the email campaigns, popups and automations. It will also be used in the countdown timer element. Your selected time zone is not visible to your customers.

Delete site

Deleting your site will remove all your data from Growmatik servers. Please be noted that recovering a deleted site is not possible at the moment.