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Automation

Oncord’s Automation feature helps you save time by running workflows for repetitive admin and marketing tasks, such as sending messages or grouping contacts. Automations run when a specific event occurs, like a purchase, form submission, or contact update.


What's Possible With Automation

Send automated email and SMS messages.
Trigger actions when contacts submit forms, make purchases, or join groups.
Set up message sequences that send over time.
Re-engage customers who have abandoned their shopping cart. 
Group contacts automatically based on their activity. 

Message contacts on birthdays or anniversary dates. 
Test workflows before sending messages to customers.
View detailed logs to track progress and troubleshoot issues. 
Choose from a wide range of automation triggers
Send welcome campaigns to new contacts.
Follow-up overdue sales invoices.

How To Enable The Automation Feature

The Automation feature is included with Oncord's Marketing features.

To enable Oncord's Marketing features:

  • Click the Settings icon, located at the bottom of the left sidebar of the Dashboard.
  • Click the "Features" option to review the features you have enabled.

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