Vine Marketing Automation User's Guide

Overview

• Overview

Quick Start

• Requirements
• Setting up MA
• Loading Data for your First Target Group from Address Service
• Creating Your First Web Form
• Creating Your First Automation
• Creating and Sending Your First Email

Campaigns

• Campaigns Page
• Creating Campaigns
• Editing Campaign Parts
• Downloading and Uploading Campaigns

Customers

• Customers

Prospects

• Prospects

Leads

• Leads

Lists

• About Lists
• List Types
• Operations with Lists
• Working with List Members
• Excel Operations

Emails

• Emails Tool
• Creating New Emails
• Organizing Chapters
• Editing Chapters
• Editing Texts
• Configuring Email Settings

Automations

• Automation Rules Page
• Creating Automation Rules
• Creating Triggers
• Creating Activities
• Using Object and Web Form fields in automation

Web Site

Forms

• Forms Page
• Creating and Editing Forms
• Field Attributes
• Attributes for some Special Fields
• Checkbox types
• Configuring Base Form Settings

Bot Forms

• Bot Forms Page
• Creating a Bot Form
• Setting Form Styles
• Organizing Bot Form Steps

Chatbot

• About Vine Chatbot
• Using in Sales
• Using in Customer Service
• Overview Page
• Questions Page
• Behavior Page

Other

• Events
• Questionnaires
• Published Documents

Settings

• Address Service
• API Keys
• Admin Panel

Zapier Integration

• About Zapier Integration
• Preparing a Zapier API Key
• Adding Vine Account in Zapier
• Creating a Zap

Email Templates

• Email Templates Tool
• Converting Old Templates
• Creating new templates
• Editing Templates
• Toolbar Commands
• Template settings

Appendix

• Appendix