Marketing Automation

Setting Up And Using Purchase Rules
--For a quick video tutorial on Purchase Rules, click here. One of the exciting automation features in Hatchbuck is the ability trigger actions ba...
Tue, 20 Feb, 2018 at 1:39 PM
Description of Hatchbuck's Automations
Hatchbuck Automations are a great way to update your contacts and trigger different sequences to occur! Actions can be applied manually from the co...
Tue, 27 Feb, 2018 at 11:56 AM
Setting up Automations for Online Form Submissions
When you have an Online Form on your site, you will most likely want several automations to occur once someone presses the submit button. Remembe...
Tue, 20 Feb, 2018 at 1:42 PM
Setting Up Triggered Automations From Your Webpage Tracking
A great way to use webpage tracking to your advantage is to trigger automations every time someone visits onevof your pages. --Click here for an a...
Tue, 20 Feb, 2018 at 1:47 PM
Setting Up Link Automations In Emails
--For a video tutorial on Link Automations: click here. Setting up link Automations in your emails is an essential function of the Hatchbuck system. ...
Tue, 27 Feb, 2018 at 11:57 AM
Setting Up Automations Within Your Campaigns
--See this article for a Step by Step for building a full campaign. Adding Steps to your Campaign: You will find the Automation page after you ...
Tue, 27 Feb, 2018 at 1:08 PM
How to Boost Contact Scores Using Actions
-- If you need a full run down on Contact Scoring in Hatchbuck, check out this article!  Contact Scoring is a really helpful tool to measure engagem...
Tue, 27 Feb, 2018 at 1:12 PM
Creating a Deal Automatically
The great thing about Hatchbuck is that we help you automate all those processes that you used to have to do manually! Here is how to automate the creat...
Tue, 23 Oct, 2018 at 1:54 PM
Step by Step Guide to using Tag Rules
--If you prefer a video tutorial, you can find one on Tag Rules here. Automating your processes to save you time and allow you to focus on the more i...
Tue, 27 Feb, 2018 at 1:16 PM
Flowchart: Tag Rule Sequence [Advanced]
Tag Rules are an awesome automation feature within Hatchbuck and this flowchart and video explanation will walk you through how to use them to automat...
Sat, 8 Apr, 2017 at 11:16 AM
How to Automate from a Selection in an Online Form
As a savvy Hatchbucker, you may be wanting to set up different automations based on things contacts select from your online form.  For example, you m...
Tue, 27 Feb, 2018 at 1:21 PM
Flowchart: Automating Actions from an Online Form Selection [Advanced]
If you are having contacts segment themselves using the Tag Comb or Tag Checkbox feature in your Online Form - you can use those selections to automa...
Sat, 8 Apr, 2017 at 11:28 AM
How to Set Up and Use Purchase Rules
--For a quick video tutorial on purchase rules, click here. One of the exciting automation features in Hatchbuck is the ability trigger automations bas...
Tue, 27 Feb, 2018 at 1:23 PM
Advanced Timers
If you'd like to avoid weekends when sending emails or schedule all of your emails to hit at noon for your clients across the U.S. you'll want...
Tue, 27 Feb, 2018 at 1:25 PM
Guide to Purchase Rules
Purchase rules are a great way to trigger automations when your clients buy.  Set Up: Before you add purchases into a Contact Record (manually or aut...
Tue, 27 Feb, 2018 at 1:46 PM
Flowchart: Contact Us Form Submission + Nurture Campaign Initiated [Basic]
If you are looking to efficiently nurture leads from your website after they submit a contact us form, this is the Flowchart for you!
Sat, 8 Apr, 2017 at 11:39 AM
Flowchart: Request a Demo Submitted + Sales Campaign Initiated
Sat, 8 Apr, 2017 at 11:39 AM
Flowchart: Form Submission + Auto Responder [Basic]
Sat, 8 Apr, 2017 at 11:41 AM
Flowchart: Nurture/Drip Campaign 60 Days [Basic]
Have you started to build a nurture campaign and got stuck? This flowchart is for you! It maps out a general guideline (via our great Marketing Manager) f...
Sat, 8 Apr, 2017 at 11:41 AM
Flowchart: Email Template to Campaign Start [Basic]
Have you wondered how to automatically start someone on an interest-specific campaign if they click on a link in one of your emails? Here's how...
Sat, 8 Apr, 2017 at 11:42 AM
Flowchart for B2B
Sat, 8 Apr, 2017 at 11:42 AM