MARKETING AUTOMATION

Find answers to common questions about creating, managing and reviewing marketing automation in Maileon. Browse the guides below for workflow setup, active programs and contact journeys.

Create and configure workflows

• ▶️ Upload Marketing Automation Flow Templates to Maileon
  Create an automation flow by selecting a saved template or uploading a flow template file.

• How Waiting Conditions and Timeouts Work in Event-Based Nodes
  Understand how event conditions, waiting periods and timeouts determine which path a contact takes through a workflow.

• ▶️ Configure Frequency Limit Settings In Marketing Automation
  Learn where to configure frequency limits in a marketing automation program.

• ▶️ How to send multiple variables to webhook with a marketing automation program (UI2)
  Send multiple contact-field values to a webhook by mapping them to JSON attributes in your automation.

Manage active automations

• ▶️ How to pause a marketing automation
  Pause entry for new contacts and learn how to deactivate linked trigger mailings to temporarily stop emails to contacts already in the program.

• ▶️ How to: switch triggermailing in an active MA program
  Learn how to switch the trigger mailing used in an active marketing automation program.

Find contacts and review their journey

• ▶️ How to search contacts and review routes in automation programs (UI2)
  Search for a contact in an active automation and review the route they followed in the new interface (UI2).

• ▶️ How to locate marketing automation history in contact profile (UI2)
  Open a contact profile and find its automation history to review activity in a specific program (UI2).

Related guides: contact updates and trigger mailings

• ▶️ How do I change a contact field value in bulk for a selection of contacts?
  Use a marketing automation program to update a contact field for a selected group of contacts.

• ▶️ How to create a Data Sample for Trigger Mailings
  Create a data sample from contact-event data for use when preparing a trigger mailing.

• ▶️ Using Versioning For Trigger Mailings In Maileon
  Edit, save and publish versions of a trigger mailing in the new interface (UI2).

• Ad Pressure Setting for Periodical Trigger Mailings
  Limit how often a contact can receive a periodical trigger mailing by setting a maximum number of executions.