Get started with Marketing Automation
Start Marketing Automation, make your first journey from a ready-made one, test it and start it.
Ellibo Marketing Automation sends each person the right message at the right time, by itself. You build a journey - a series of steps such as an email, a wait, a check and a text message - and each person in the journey moves through the steps at their own pace. Journeys can start by themselves when something happens in your other Ellibo apps: a new order, a cart left behind, an overdue invoice, a booking, a new lead.
It runs on the same sign-in and the same business as your other Ellibo apps, so your customers are already there.
Start Marketing Automation
Open Marketing Automation from All Apps and choose your business, or create one. The business owner starts it and becomes its Admin. Every new business gets a 14-day trial with every feature, for up to 2,000 contacts in journeys and 2,000 Ellibo Sending emails. No other app has to be started.
Your first journey in eight steps
Home > Getting Started has a setup guide. Each step ticks itself off when it is done.
- Check your business details. Your business name and postal address go in the footer of every journey email. See Settings > Business details.
- Choose how journey emails are sent. Your own mailbox, your own sending service, or Ellibo Sending. See Email steps.
- Make your first journey from a ready-made one. Go to Templates, pick one such as Welcome series or Abandoned cart, and click Use this journey. See Ready-made journeys.
- Test it with yourself. Open the journey and click Test. See Test a journey.
- Start the journey. Click Start. From now on people come in by themselves.
- Connect SMS or WhatsApp (optional). See SMS and WhatsApp.
- Track visits on your website (optional). See Website tracking.
- Check your lead scoring. Starter rules are made for you. See Lead scoring.
Start with one journey that saves you work every week - for example a reminder for overdue invoices or a thank-you after an order. You can add more once you see the results.
What's in the menu
- Home - people who came in, messages sent, opens, goals and hot leads for the period, the journeys running now and anything that needs you.
- Journeys - every journey: drafts, running, paused and stopped. See Build a journey.
- Templates - the ready-made journeys.
- People - who is in which journey, and at which step. See People in journeys.
- Reports - results across all journeys. See Results and sales.
- Lead scoring and Website - see Lead scoring and Website tracking.
- SMS & WhatsApp and Email sending - the accounts messages go through (Admins).
- Settings, Users, My settings and Plan & Billing.
Words used in these guides
| Word | What it means |
|---|---|
| Journey | A set of steps people go through on their own. |
| Step | One thing that happens: an email, an text, a WhatsApp message, a wait, a check, a split or an action. |
| Person in a journey | Someone who came in. The same person can be in several journeys. |
| Trigger | When a step runs: right after the step before it, or when the person opened, clicked or replied - or did not. |
| Goal | Something that takes people out of the journey when they do it, such as placing an order. |
On your phone
Open Ellibo Marketing Automation in your phone's browser and choose Install or Add to home screen. It is not a store app. Checking results and hot leads works well on a phone; building a journey works best on a bigger screen.