To get started, head over to the Interactions tab located at the top of the platform.

Next up, you'll need to select 'Create a new Interaction' 👇

Pick a name for your Interaction

  • Choose a name for your email Interaction and make sure to select the 'Email' button 👇

Choose your Subject Line

You can personalise your subject lines with merge tags. For example, using [first-name] in your subject line will be replaced with the guests first name. 

Here are the merge tags we currently support:

  • [first-name] - Maria
  • [full-name] - Maria Sanchez
  • [birthday] - 15 January
  • [days-since-last-visit] - 5
  • [last-visit-date] - 5 March
  • [days-since-first-visit] - 267
  • [first-visit-date] - 21 December

From Name 👋

This is the name your recipients will see as the sender. We recommend two variations for this:

  • Just a business name, e.g 'The Pig & Apple' 
  • A combination of personal and business, e.g 'Tom at The Pig & Apple'

If your recipients don't recognise the sender, they are less likely to open your email.

From Email 💌

This is the email your recipients will see as the sender. It's also the address used as a Reply-to, make sure this is an active and frequently checked mailbox incase guests respond to your email.

Some useful tips:

  • Use your business email address. A business domain instead of a generic domain, for example, Hotmail or Gmail will work better with spam filters
  • Use the same address each time. This will build up your email sending reputation and decrease bounce rates 👍

Choose the triggers for your Interaction

You can either use a preset list of triggers for your email Interaction by selecting a Segment, alternatively, go ahead and create a brand new set of triggers.

Use our Email Designer to create the perfect Interaction Email 😍

You can preview your Interaction email, send yourself a test or save a template within the email designer.

The last step is enabling your Interaction...

Once your Interaction is enabled you can track the progress of your email Interaction within the 'Interactions' tab.


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