Follow the guide below to get started with the on-voarding process.
Import Existing Contacts via CSV
Use this guide to import existing contacts via CSV.
Setup Email Profile & Domain
To send emails, you need to have at least 1 email profile.
- Go to email profiles page.
- If email profile if not created, follow this guide to setup email profile.
- For better deliverability, we recommend setting up email domain as well.
Setup Web Tracking
Setting up web tracking for your ecommerce store allows OnVoard to retarget your store visitors based on their browsing activity.
Use Workflows to Automate Marketing
Go to workflow playbooks and explore present workflows. We have more than 15 workflow playbooks you can use to automate marketing for your store. Using playbook, you can literally setup workflow within minutes.
Setup Email Campaign
Most workflows involves sending email in one way or another. See guide for setting up email.