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Create your automations in a completely new way

Starting today, you will be able to create your campaigns in a much easier and faster way, thanks to the new Automation feature integrated directly inside the different sections of the LeadBI dashboard..

This means that you will now be able to create automations:

  • while you’re setting up your campaign email
  • while youìre creating a new Form
  • while you’re setting up a Landing page

…without ever leaving the edit screen or change your browser tab!

The new Enable Automation button

This is possible thanks to the all-new Enable Automation button, that you will find whenever you are creating a new campaign, landing page, or opt-in form.

With this button, the Automation options will appear directly in the creation workflow. For example, when creating a new email campaign, you will find the new Step 4: Automation as you can see in this screenshot:

This also means that the automation will be automatically triggered by the campaign you’re creating. You will only need to choose the actions you want to happen to every contact receiving this email!

The same principle applies when activating the Enable Automation button while creating a new Opt-in form, or a Landing Page.

 

Where will I find the list of all my Automations?

You can access all your automations at any time from the left menu, simply by clicking on More > Automations. From here, you will be able to manage and edit every single Automation, exaclty like you’ve done so far.

LeadBI is constantly evolving, we hope this improvements will make your work as easy and fast as possible.
We have a number of new features in our roadmap, so as always, stay tuned!

by | Aug 7, 2020

About us

LeadBI is a lead generation software that uncovers your website visitors and turns them into leads. With powerful features you can identify visitors and nurture by email automation.