Apsis Client Relations

This article explains what Marketing Automation is, when to use it, and how it fits into your broader Apsis One setup.

About Marketing Automation

Whether you're setting up your very first welcome flow or building something more complex, this guide covers every step.

Create a Marketing Automation Flow

This article explains four types of profile data you can use in your flows

Profile Data in Marketing Automation Nodes

Details and an overview of the Marketing Automation tool, including use cases and troubleshooting tips

Navigate the Marketing Automation Canvas

Use Custom Events in Marketing Automation

How, and when to duplicate a node, tips and things to keep in mind.

Duplicate a Node

Common issues and how to identify and solve

Troubleshooting Your Marketing Automation Flow

This article is your flow recipe library — a collection of ready-to-build Marketing Automation flows for the most common marketing scenarios.

Marketing Automation Use Cases

This glossary defines the key terms used across Marketing Automation articles. If you're new to Apsis One or marketing automation in general, this is a good place to start.

Marketing Automation - Key Terms Glossary

Learn how to read a flow's Report — from top-line metrics and the profile activity graph to node-level and per-email stats — so you can see how profiles move through…

Marketing Automation Report

Automate manual tasks with Marketing Automation

Marketing Automation

An overview of all nodes, what they do and when to use.

Marketing Automation Nodes

The Listen node is the entry point of every Marketing Automation flow, this article covers a full overview of the listen node.

Listen Node

Overview of email node, how it works, what it does and how to use.

Email Node

An overview of the SMS node, how it works and how to use it in a flow.

SMS Node

An overview of the Time node, how it works and when to use it.

Time Node

Overview of Check profile node, what it does, how it works and when to use it.

Check Profile Node

An overview of the Notification Node, how it works, and when and how to use.

Notification Node

An overview of the Update Profile node, how it works and when to use.

Update Profile Node

Add to Flow Node

An overview of the Achievement Node, what it does, and how and when to use it.

Achievement Node

An overview of the End Flow Node, how it works and when to use.

End Flow Node

An overview of the Counter Node, what it does, how it works and when to use.

Counter Node

An overview of the Wait for Event Node, how it works and when to use it.

Wait for Event Node

An overview of the Split Node, how it works, and how and when to use it.

Split Node

An overview of the Webhook Node, how it works, how to use, and when.

Webhook Node

A deep dive into Dynamic Schedule Using Event Time in Time Node - what it is, how it works, and when and how to use it. Note: the feature is…

Dynamic Schedule Using Event Time in Time Node

Send Unsubscribes to an External System Real-Time

The Efficy Enterprise Node

Create an activity from a marketing automation flow and assign to a user in webCRM

The webCRM Node

Integration Nodes & Webhooks

Privacy

Go to Apsis.com

Get to know efficy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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