Marketing Automation

Learn how to automate actions in Hatchbuck via form submissions, link clicks, website visits, tags and purchases.

18 articles in this collection
Written by Erin Posey

Description & How-To

Description of Hatchbuck's Automations

Hatchbuck actions and automations are a great way to update your contacts, companies and deals, and trigger different sequences to occur.

Written by Erin Posey
Updated over a week ago

Step-by-Step Guide to Using Tag Rules

Learn how to automate an action or series of actions based on a tag reaching a certain score.

Written by Erin Posey
Updated over a week ago

Step-by-Step Guide to Using Purchase Rules

Trigger automations based on things that are happening in your eCommerce integrations. Take a look at how purchase rules work.

Written by Erin Posey
Updated over a week ago

Setting Up Automations: Link Automations in Emails

Learn how to set up automations based on email link clicks.

Written by Erin Posey
Updated over a week ago

Setting Up Automations: Online Form Submissions

Add automations to occur once someone submits an online form.

Written by Erin Posey
Updated over a week ago

Setting Up Automations: Online Form Selections

Add automations to occur based on a selection from an online form submission.

Written by Erin Posey
Updated over a week ago

Setting Up Automations: Webpage Tracking

Learn how to trigger automations every time someone visits one of your webpages.

Written by Erin Posey
Updated over a week ago

Campaigns: Adding Steps

Quick walk through for adding steps to a current campaign.

Written by Erin Posey
Updated over a week ago

Campaigns: Setting Advanced Timers

Choose to skip weekends or run campaign steps at a particular time in the user or contact's time zone using Advanced Timers.

Written by Erin Posey
Updated over a week ago

Contact Scores: Boost Scores Using Actions

Provide contacts extra points based on a specific action they take while engaging with you.

Written by Erin Posey
Updated over a week ago

Deals: Create a Deal Automatically

Hatchbuck helps you automate deal processes that you used to do manually!

Written by Erin Posey
Updated over a week ago

Flowchart Examples

Flowchart: Contact Us Form + Nurture Campaign [Basic]

Learn how to efficiently nurture leads in Hatchbuck who come in through a Contact Us form on your website.

Written by Erin Posey
Updated over a week ago

Flowchart: Email Template to Campaign Start [Basic]

Automatically start a contact on an interest-specific campaign if they click a link in one of your emails.

Written by Erin Posey
Updated over a week ago

Flowchart: Form Submission + Autoresponder [Basic]

Set up an autoresponder email to all contacts who come in through an online form.

Written by Erin Posey
Updated over a week ago

Flowchart: Nurture/Drip Campaign 60 Days [Basic]

This flowchart maps out a general guideline for how a general nurture campaign might look.

Written by Erin Posey
Updated over a week ago

Flowchart: Nurture/Drip Campaign for B2B [Advanced]

Once you've mastered a basic nurture campaign, try your hand at a more advanced drip campaign.

Written by Erin Posey
Updated over a week ago

Flowchart: Request a Demo + Sales Campaign

When contacts submit a demo or meeting request form, you will want to begin a sales campaign to ensure no prospect falls through the cracks.

Written by Erin Posey
Updated over a week ago

Flowchart: Tag Rule Sequence [Advanced]

Tag Rules are an awesome feature within Hatchbuck, learn how to use them to automate actions based on your contacts' behavior.

Written by Erin Posey
Updated over a week ago