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User guide
Automation

Automation

Automated scenarios, triggers, scheduling, Zapier integration.

Integrate an application with Zapier
Zapier lets you connect an application with the Ediware platform without any programming. You can synchronize a contact list from the platform with over a thousand applications: CRMs (Microsoft Dynamics CRM…
Mass campaign planning
This module meets a specific need:
Sending rules
The first action to take in order to automate your reminders is to put a label on the basic campaign. This label will allow you to identify the campaign from which the reminders must be made. When you are in your campaign, go to the “lab…
Automatically add a contact to your list after filling out a form
When you submit a form, it is possible to automatically save the information filled in by the contact in your hosted database. In case you are looking to complete your database criteria, the contacts that complete your form will be updat…
Create a scenario
A scenario allows you to send a series of emails to contacts in your hosted database.
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