How to use Websand

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How to create easy marketing automation

Websand is a data management and marketing automation platform designed to make it easy to increase your marketing performance and audience engagement through data driven marketing.   

This page provides a summary of tutorial videos to help you to understand how Websand works.

For more information on the other features and functions within Websand, click on the area of interest on the menu below and easy marketing automation will be yours:

Set UpImport | Segmentation | Messages | Campaigns | Reporting 

[vc_text_separator title=”Getting Started” i_icon_fontawesome=”fa fa-thumbs-o-up” add_icon=”true”][vc_column_inner width=”1/2″]Websand is a marketing automation platform, designed to bring your marketing strategy to life, and ensure that the marketing messages you send are relevant, targeted and personalised.

And it works.  Our users are recording results at least 50% higher than industry averages[vc_column_inner width=”1/2″][vc_video link=”https://vimeo.com/102107975″][vc_column_inner width=”1/2″]Database Foreign Key explained[vc_column_inner width=”1/2″]Websand is enterprise SaaS software.  We work with you to create a relational database for each user based on their business.  It’s not instant, but it’s pretty quick.  A normal Magento set up takes less than 7 days to get everything in place and operational.

For more information of our set up process click here[vc_text_separator title=”Importing Data in Websand” i_icon_fontawesome=”fa fa-caret-square-o-down” add_icon=”true”]

Importing your data into Websand

You can’t create data driven marketing campaigns without data, so we’ve made it as easy as possible for you to upload your CSV files into Websand.

Of course, it’s better still if we connect directly to your systems and make your data flow, be that Magento, Woocommerce or whatever systems you are running to collect your data. We haven’t found a data system that’s got the better of us yet, so please get in touch and we’ll see how we can hook things up.[vc_column_inner width=”1/2″]

How to import a CSV file

[vc_video link=”https://vimeo.com/websand/importing-a-csv-file”]Click on the video for a Websand tutorial or click here for more details on How to import your data into Websand[vc_column_inner width=”1/2″]

How to use an import template

[vc_video link=”https://vimeo.com/websand/importing-a-csv-file-template”]Click on the video for a Websand tutorial or click here for more details on How to import using an Import Template in Websand[vc_text_separator title=”Managing your customer data in Websand (no more lists!)” i_icon_fontawesome=”fa fa-database” add_icon=”true”]

Managing your audience using Websand Search

You’ve got your data set up and in place.  Now you need to manage your audience.

The search function within Websand allows you to manage your customer data without using code.  Once you create a search, the data will be dynamically managed on your behalf.

The only limitation you have is the data you collect.  It’s powerful stuff.[vc_column_inner width=”1/2″]

How to create customer segmentation in Websand

[vc_video link=”https://youtu.be/opRuxkjmrNw”]Click on the video for a Websand tutorial or click here for more details on How to create customer segmentation in Websand[vc_column_inner width=”1/2″]

How to create advanced customer segmentation

[vc_video link=”https://youtu.be/lAWD_JvsP7w”]Click on the video for a Websand tutorial or click here for more details on Creating advanced customer segmentation in Websand[vc_column_inner width=”1/2″]

How to create date driven customer segmentation

[vc_video link=”https://vimeo.com/138507803″]Click on the video for a Websand tutorial or click here for more details on How to create date driven customer segmentation in Websand[vc_column_inner width=”1/2″][vc_text_separator title=”Creating Email Marketing Messages in Websand” i_icon_fontawesome=”fa fa-laptop” add_icon=”true”]

Creating your Email Marketing Messages in Websand

Now you’ve got the data bit in place, you need to create your message.  Websand makes it easy for you to create the perfect personalised marketing message for your audience.

Either create a mobile optimised email message using our drag and drop editor or if you prefer simply drop in your existing HTML.[vc_column_inner width=”1/2″]

How to create an email message

[vc_video link=”https://vimeo.com/websand/how-to-create-an-email-marketing-message”]Click on the video for a Websand tutorial or click here for more details on How to create an email message in Websand[vc_column_inner width=”1/2″]

How to edit an email message

[vc_video link=”https://vimeo.com/websand/edit-an-email-marketing-message”]Click on the video for a Websand tutorial or click here for more details on How to edit an email message in Websand[vc_text_separator title=”Creating Marketing Campaigns in Websand” i_icon_fontawesome=”fa fa-rocket” add_icon=”true”]

Using Websand Campaigns

Campaigns is the marketing engine of Websand.  It’s in Campaigns that you create your Marketing Automation Campaigns and bring your marketing plan to life.

Our simple Campaign process allows you to linking the audience you’ve created in Search, to the marketing emails you’ve created in Message, to select you get’s which message and when it should arrive.

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How to create a marketing automation campaign

[vc_video link=”https://vimeo.com/websand/how-to-create-a-marketing-automation-campaign”]Click on the video for a tutorial or click here for more details on How to create a marketing automation campaign in Websand[vc_column_inner width=”1/2″]

How to edit a marketing automation campaign

[vc_video link=”https://vimeo.com/websand/how-to-edit a-marketing-automation-campaign”]Click on the video for a Websand tutorial or click here for more details on How to edit a marketing automation campaign in Websand[vc_text_separator title=”Measuring and understanding your success” i_icon_fontawesome=”fa fa-line-chart” add_icon=”true”]

Using Websand Reporting

You’ve created your customer groups, your email message and made the campaign live.

Now the important bit. The results. Understanding your marketing performance.  In Websand you can easily measure your performance and marketing ROI.  As a Business Overall, by Campaign, by Individual Customer.[vc_column_inner width=”1/2″ css=”.vc_custom_1458930885108{padding-right: 0px !important;}”]

How to measure your email marketing

[vc_video link=”https://vimeo.com/websand/email-campaign-reporting”]Click on the video for a Websand tutorial or click here for more details on How to measure your email marketing performance[vc_column_inner width=”1/2″]

How to understand your marketing ROI

[vc_video link=”https://vimeo.com/websand/measure-your-marketing-roi”]Click on the video for a Websand tutorial or click here for more details on How to measure your marketing ROI in Websand[vc_text_separator title=”How can we help?” i_icon_fontawesome=”fa fa-thumbs-o-up” add_icon=”true”]

Want to know more?

Fill out the form below or email us at hello@websand.co.uk and we’ll get straight back to you





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