Marketing Automation

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

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Erin Posey
Updated over a week ago

Campaigns: Adding Steps

Quick walk through for adding steps to a current campaign.
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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.
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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.
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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!
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Written by Erin Posey
Updated over a week ago