Apsis One - 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

Profile Data in Marketing Automation Nodes

Navigate the Marketing Automation Canvas

Use Custom Events in Marketing Automation

Marketing Automation Report

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

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

Automate manual tasks with Marketing Automation

Marketing Automation

Marketing Automation Nodes

Listen Node

Email Node

SMS Node

Time Node

Check Profile Node

Notification Node

Update Profile Node

Add to Flow Node

Achievement Node

End Flow Node

Counter Node

Wait for Event Node

Split Node

Webhook Node

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

Find answers and get help from Intercom Support and Community Experts

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