Brief presentation of the action items

This article contains the following topics (click on them to jump to the corresponding place):

• Sequence
  • Sequence: Send letter
  • Sequence: Date timer
  • Sequence: Send email
  • Sequence: Timer
• Email confirmation
• Condition
• Change Tag(s)
• Webhook
• Switch Stage
• Notify user
• Start campaign
• Reset campaign
• Stop campaign
• Make
• Send to Zapier
• Write field
• WordPress Access
• Wowing
• SMSApi
• Coachy

 

Sequence

Sequences are action elements which allow for the time-controlled sending of emails - the autoresponder, the heart of every campaign.

Click here to read in detail about which item are available to you within a sequence, how to set up a sequence and what you need to bear in mind.

 

Sequence: Send letter

This element enables mail merge.

A guide can be found here.

 

Sequence: Date timer

With the date timer, you can determine on which date and at what time your emails should be sent. You can choose whether to react to a fixed date, a date transferred from a contact field or whether to react to a birthday.

You can find detailed instructions here.

 

Sequence: Send email

Use this element to compose your campaign emails.

 

Sequence: Timer

With this element you can determine within a sequence how long to wait until the next email is sent. You can adjust the settings here in great detail: no matter how many seconds, minutes, hour, days or months, or on which specific day or at which time. For example, a certain email can always be sent on the 2nd Monday in December at 12pm. You can find more information here.

 

 

Email confirmation

This action item completes the double-opt-in process (DOI). After the user has registered in your form, they will now receive an email with a confirmation link to verify their email address. As soon as they have clicked on the link, they will receive another email (thank you for your registration, etc...).

Click here to read about how to configure the element and what you should consider. 

 

Condition

Conditions allow you to react to different outcomes of an event. Simply put: "If this is true, then the contact should get this".

Most event elements make conditions unnecessary - you don't need them to react to link clicks, mail opens, form submissions, etc.

We have described some examples and use cases in a separate article.

 

Change Tag(s)

A tag is a virtual notepad. Tags allow you to assign your customers keywords and/or key points in order to better select them. Where did they come from and what were they interested in? You can answer these and many more questions automatically with the help of tags.

To assign a new tag, double-click on the element to open it and enter the name of the tag. If the tag already exists, a dropdown list will appear listing it. If the tag is new, click on "Create new tag".

 

Webhook

This element is available from a Pro account. For more information, see the Webhook article.

 

Switch Stage

Starting with a Basic account, the sales pipelines are available to you, which is of course also coupled with email automation. 

You use this element to send contacts to a specific stage in a specific sales pipeline. You can also assign owners to the contacts (provided you have created multiple users).

Read more about Sales CRM here.

 

 

 

Notify user

This item informs you about various events via email or browser notifications. It tells you who has completed a form, who has clicked a certain link etc....

Click here to find out more. 

 

Start campaign

You can use this item (from a Basic-Account) to trigger another campaign in a campaign for already verified contacts.

The requirement is that:

1. There is another campaign (the one to be started).
2. This campaign starts with the event element "Start".

Reset campaign

The "Reset campaign" action element is available to you starting from the Basic Account. The function is self-explanatory: you reset contacts within a campaign so that they can go through it again.

Please note: We recommend that you link the element to an event element. The campaign will continue to run for the contact, it will not be stopped in the campaign. The element allows the contact to re-enter all other elements.

 

Stop campaign

In some cases, it may be necessary to remove contacts from a campaign, e.g. if a certain product is no longer available.

You can stop the current campaign (from a Quentn Pro-Account), as well as other campaigns in which the contact is also located. Double-click on the element to open it, then select the campaign you wish to stop. By clicking on "Reset contacts", you can reset all contacts (and statistics if necessary) so that these contacts can go through the campaign again. This is useful, for example, in a campaign test or when re-registering for a webinar.

 

Make

Make is an "interface provider" - similar to Zapier. With Make´s help you can connect Quentn to over 500 other softwares (as of October 2020), without having to program an interface yourself.

You can find a guide here.

 

Send to Zapier

Zapier is a third-party provider. Zapier allows you to connect Quentn to almost any other software without having to program an interface yourself.

Detailed documentation regarding Zapier can be found here.

 

Write field

The "Write field" action element is included from a Pro account. It allows you to (over)write fixed values in your own contact fields. Text, date and integer fields are supported.

Text field

Select a text field and enter a fixed value that will be applied to the contact. If you wish, existing values that are already entered in the field can be overwritten with the value you have specified.

Date field

Select a date field and enter a fixed date to be transferred.

Alternatively, you also have the option of saving the current date - so you can, for example, track WHEN the contact was at a certain point in the campaign.

Integer number field

Here you can either enter a fixed number or increase or decrease an existing value by "x".

For example, you can find out how often a link was clicked by a contact or you can give it a certain value for an action to see which contact is worth more (because it interacts more).

Translated with DeepL.com (free version)

 

WordPress Access

This element allows or denies contacts access to a specific website or, if necessary, creates new users or updates existing ones.

Read more about using the Quentn WordPress plugin here.

 

Wowing

With Wowing you can immediately answer all kinds of customer inquiries with a personal video.

First of all, connect Quentn and Wowing. Then you can specify in the element to which Wowing automation the contacts should be sent. You can also leave yourself a note that will be displayed when you record your message.

 

SMSApi

With the "Send SMSAPI" item, you can send SMS to your contacts after you have integrated the two applications.

The prerequisite is a Basic account.

You can find integration instructions here.

 

Coachy

Coachy is an online platform that allows you to create your professional online school (members area) and high quality landing pages in a few minutes and sell them easily thanks to the payment provider integration to Digistore24 and CopeCard.
You can find integration instructions here.