Knowledge hub

Importing data (setup)

Audience Subscriber Import How to import your existing email subscriber data into Websand.

Transactional Data Import. How to import your existing customer order or transactional history into Websand.

Integration (setup)

Subscriber API. How to connect the subscriber audience profile information within your platform to Websand

Transactional API. How to connect purchases or transactional events within your platform to Websand.

Partner API. If you are interested in becoming a Websand partner, get in touch.

Zapier Integration. How to connect your systems to Websand through Zapier. Subscriber information, Transactions or both.

Shopify Integration. How to connect your Shopify store to Websand.

WordPress Plugin. How to connect and configure the Websand wordpress plugin to collect subscriber data.

Woocommerce Integration. How to connect your Woocommerce store to Websand.

Dashboards (data analytics)

Customer Dashboard. Understand your customer behaviour based on the recently frequency and value of their spend with your business.

Profile View. A single customer view of each contact. Their profile, their spend history, their marketing history.

Send Overview. A rolling 30 day view of your email marketing performance based on all your campaigns and automations.

Segmentation (data management)

Source segmentation (based on audience subscriber profile). Segment your subscribers based on where they signed up.

Marketing segmentation (based on email event history). Segment your audience based on how they have reacted to previous email marketing you’ve sent through Websand.

Product segmentation (based on purchase history). Segment your customers based on what they have purchased.

Retention (based on purchase history). Segment your customers based on the last time they purchased

Repeat purchase (based on purchase history). Segment your customers based on how many purchases they’ve made with your business.

Customer lifetime value (based on purchase history). Segment your customers based on how much money they have spent with your business.

Combined Segment (based on created Websand segments). Create a new segment based on a combination (add or subtract) of your existing segments.

Advanced Segmentation based on audience subscriber profile. Query based segmentation with time management based on profile updates (time since last event)

Advanced Segmentation based on customer purchase history. Query based segmentation with time management based on transactional updates (time since last order / transactional event)

Designing your Email Marketing Messages

Creating your first email marketing design. How to design your first email marketing template in Websand.

Using the image editor. How connect your image libraries, filter or crop your emails within the Websand drag and drop editor.

Creating Email Marketing

Creating your email sender address. Needs to be in place before you can send any email marketing messages.

Sending an email marketing campaign. How to set up and send an email marketing campaign.

Setting up a marketing automation campaign. How to set up and send an email marketing automation campaign.

Can’t find what you are looking for?

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