{"id":220,"date":"2022-04-11T10:46:20","date_gmt":"2022-04-11T10:46:20","guid":{"rendered":"https:\/\/theatlass.com\/resources\/?post_type=blog&#038;p=220"},"modified":"2022-05-11T12:44:34","modified_gmt":"2022-05-11T12:44:34","slug":"retarget-customers-with-sendgrid-automations","status":"publish","type":"blog","link":"https:\/\/theatlass.com\/resources\/blog\/retarget-customers-with-sendgrid-automations\/","title":{"rendered":"Retarget your customers with SendGrid email automations"},"content":{"rendered":"\n<p>We all know that customers don&#8217;t always purchase a product or service from the first interaction. They usually need 7-8 interactions ( touchpoints ) to make a purchase.<\/p>\n\n\n\n<p>However, sometimes, they might need a little push in order to act. I&#8217;m gonna show you how to do that using email automations.<\/p>\n\n\n<div class=\"wp-block-lazyblock-bootstrap-alert lazyblock-bootstrap-alert-Z21GY1a\"><div class=\"alert alert-danger \" role=\"alert\">\n    IMPORTANT! You need to make sure your customers or clients have given you permission to email them. <br> We don&#8217;t actually send the email to them using our platform, we only segment them into lists or tags.\n<\/div><\/div>\n\n\n<h3><strong>How automation rules work?<\/strong><\/h3>\n\n\n\n<p>These rules can help you retarget your customers with upsells and can give them a little push to convert, which will increase your sales and revenue without spending more money.<\/p>\n\n\n\n<h3><strong>How automation rules work?<\/strong><\/h3>\n\n\n\n<p>Automation rules will automatically add your customers into different lists in SendGrid based on specific tags. <\/p>\n\n\n\n<p>Atlass uses different tags to define different actions or segment leads. Read more about tags <a rel=\"noreferrer noopener\" href=\"https:\/\/theatlass.com\/resources\/docs\/atlass-explained\/\" target=\"_blank\">here<\/a>. <\/p>\n\n\n\n<p>Let&#8217;s say for example, that you have a sales page and you offer a free e-book to everyone who enters their email. Or you want to send an upsell email to someone who purchased something.<\/p>\n\n\n\n<h3><strong>Step 1:<\/strong> <\/h3>\n\n\n\n<p>Go into your SendGrid account, to Marketing -&gt; Contacts and create a new list. Then, go to Automations and create a new automation and add all the emails you want for that sequence.<\/p>\n\n\n\n<h3><strong>Step 2:<\/strong> <\/h3>\n\n\n\n<p>Locate your thank you page url: the URL the users are redirected after signing up. ( https:\/\/yourdomain.com\/sales-page\/thank-you ). Copy the thank you page url and go to your Atlass account and create an automation for that link.<\/p>\n\n\n<div class=\"wp-block-lazyblock-post lazyblock-post-ZeebAu\">      <h3 class=\"accordion-button\" data-ac-target=\"set-up-automations\" > Set up automations <\/h3>\n    <div id=\"set-up-automations\" class=\"col-12 accordion-content accordion-content-closed\" > \n<p><strong>Automations<\/strong> are steps that track the position of a customer in a funnel. They work similarly to IFTTT rules ( If This Then That ). <\/p>\n\n\n\n<p>First, go to Setup -> Automations and create a new automation:<\/p>\n\n\n\n<ul><li>First, we set up a word or phrase to be identified in the link <\/li><li>Then, we set up Name and tag we want it applied to the lead that reach that URL link<\/li><li>If the URL link has that phrase within, the lead will be applied the set tag<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"1005\" src=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion-1024x1005.jpg\" alt=\"\" class=\"wp-image-178\" srcset=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion-1024x1005.jpg 1024w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion-300x294.jpg 300w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion-768x754.jpg 768w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion.jpg 1512w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n<div class=\"wp-block-lazyblock-bootstrap-alert lazyblock-bootstrap-alert-26IEve\"><div class=\"alert alert-info \" role=\"alert\">\n    Automations are best used for conversions such as sales call bookings, webinar signups, registrations etc.\n<\/div><\/div> <\/div>\n  <\/div>\n\n\n<p>This will apply that set tag to everyone who lands on that page.<\/p>\n\n\n\n<h3><strong>Step 3:<\/strong><\/h3>\n\n\n\n<p>Now that&#8217;s set up and every lead that signs up and lands on that page are being tagged accordingly, let&#8217;s connect with SendGrid and synchronize them.<\/p>\n\n\n\n<p>Go to your Atlass account and integrate SendGrid, if you haven&#8217;t already. Details on how to do that are listed below:<\/p>\n\n\n<div class=\"wp-block-lazyblock-post lazyblock-post-iqB5U\">      <h3 class=\"accordion-button\" data-ac-target=\"sendgrid-integration\" > SendGrid Integration <\/h3>\n    <div id=\"sendgrid-integration\" class=\"col-12 accordion-content accordion-content-closed\" > \n<p>The SendGrid integration will allow you to segment your customers into lists using tag and add them to SendGrid automations.<\/p>\n\n\n\n<p>So let\u2019s plug it in.<\/p>\n\n\n\n<p>First, go to the&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/theatlass.com\/app\/setup\/integrations\/\" target=\"_blank\">Integrations<\/a>&nbsp;page and click on&nbsp;<strong>SendGrid<\/strong>&nbsp;then click on the&nbsp;<strong>Create new<\/strong>&nbsp;button.<\/p>\n\n\n\n<p>You will be prompted to add the account API Key in order to connect the two.<\/p>\n\n\n\n<p>Now head to your SendGrid account, under  Settings -&gt; API Keys and click on <strong>Create API Key<\/strong> on the top right hand side. Set a name and make sure to have Full Access permissions set and click <strong>Create &amp; View<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1017\" height=\"840\" src=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/04\/image.png\" alt=\"\" class=\"wp-image-222\" srcset=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/04\/image.png 1017w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/04\/image-300x248.png 300w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/04\/image-768x634.png 768w\" sizes=\"(max-width: 1017px) 100vw, 1017px\" \/><\/figure>\n\n\n\n<p>Copy the newly generated API Key, then head back to your Atlass account, paste it in the designated field and click save.<\/p>\n\n\n\n<p>That&#8217;s it, your SendGrid account is not connect to your Atlass account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"524\" src=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/04\/image-1-1024x524.png\" alt=\"\" class=\"wp-image-223\" srcset=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/04\/image-1-1024x524.png 1024w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/04\/image-1-300x154.png 300w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/04\/image-1-768x393.png 768w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/04\/image-1.png 1137w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you want to set retarget your customers with emails or add them to different automations, you can do that with automated rules. Follow the link below <\/p>\n\n\n <\/div>\n  <\/div>\n\n\n<h3><strong>Step 4:<\/strong><\/h3>\n\n\n\n<p>Now let&#8217;s create the automation rules. First, get the tag you set at Step 2 above and add it in the first field of the rule, after &#8220;If&#8221;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"291\" src=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/05\/image-1-1024x291.png\" alt=\"\" class=\"wp-image-254\" srcset=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/05\/image-1-1024x291.png 1024w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/05\/image-1-300x85.png 300w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/05\/image-1-768x218.png 768w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2022\/05\/image-1.png 1135w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Then, choose an action for your rule, to either add a lead to a list or remove them from a list ( for example, if someone converted, you might want to remove them from the buying sequence and add them to a different one )<\/p>\n\n\n\n<p>Next, select the list you want to add \/ remove the lead and click on Add rule.<\/p>\n\n\n\n<p>That&#8217;s it. Now everyone who signs up will be added instantly to the email automation in SendGrid.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We all know that customers don&#8217;t always purchase a product or service from the first interaction. They usually need 7-8 interactions ( touchpoints ) to make a purchase. However, sometimes, they might need a little push in order to act. I&#8217;m gonna show you how to do that using email automations. How automation rules work? [&hellip;]<\/p>\n","protected":false},"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/theatlass.com\/resources\/wp-json\/wp\/v2\/blog\/220"}],"collection":[{"href":"https:\/\/theatlass.com\/resources\/wp-json\/wp\/v2\/blog"}],"about":[{"href":"https:\/\/theatlass.com\/resources\/wp-json\/wp\/v2\/types\/blog"}],"replies":[{"embeddable":true,"href":"https:\/\/theatlass.com\/resources\/wp-json\/wp\/v2\/comments?post=220"}],"wp:attachment":[{"href":"https:\/\/theatlass.com\/resources\/wp-json\/wp\/v2\/media?parent=220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}