Hatchbuck automations can help you send the right information to the right people at the right time, increasing your contact's engagement with your marketing efforts and increasing sales! 

Keep in mind, we can only track the activity of contacts who have either filled out a Hatchbuck form or have clicked a link from a Hatchbuck email.

Adding Automations:

Click into the specific page that you would like to add automations to, then use the blue "Edit Automations" button to open the automation editor.

Next, click the blue "+ New Automation" button to open the modal box of available automations –

Choose which automations you would like to automatically trigger once a tracked contact visits that page. You can add more than one to each webpage!

  • Best practice: Think about your segments and add tags to your webpages that reflect those segments. For example, add an interest tag to your webpage dedicated to that particular product/service (Tag: Red Wine Interest). Doing this will ensure visitors to your site will rack up that tag and auto-segment themselves.

As you add your automation(s), you can specify if you'd like them to be triggered based on every visit or just the first time that contact visits the page –

When you have finished applying your automations, click "Finish" to save.

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