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Frequently Asked Questions

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Does Automation Pro have templates?

Yes in our Automation Tool, there will be templates that you’ll be able to use to start your automation. These automations, also called automations, are incomplete and will require you to complete every element in the automation prior to activating. These templates have a specific goal and purpose to them, but can be edited to your needs.  
 
Here are some of the templates that we have:

Onboarding
This automation will help you turn visitors to your website into potential buyers. These are people who show interest in the product(s) or service(s) you provide by searching the web and visiting your website.

Purchase or Conversion Confirmation
This automation is to identify subscribers who have purchased something from your website and move them into a list of Customers allowing you to automate messages to subscribers and customers without confusing them.

Convert Leads
Turn subscribers into customers with this automation. These are people who have shown interest in your product(s) or service(s) by subscribing to your emails. You may have offered them great content or a special deal for subscribing. Now, it’s time to get them to use that special deal and purchase your product(s) or service(s). Follow these steps to create your acquire automation with our template.

Engage & Customer Loyalty
This process will help you engage with current customers to keep them coming back to your site. Creating engagement is great for branding and connecting with your subscribers. It will also help with your overall email deliverability.

Saving Automations as Templates

Allows you to quickly start a new automation without the hassle of recreating it again. Once it is saved as a template, you will be able to find it in the Templates Section (bottom left in the Canvas). Making this process that much simpler  for later use.


When saving a template, all details are also included, such as list, campaigns, etc. You will need to update these if you want to use other criteria.

 
Automation Duplicates, aside from the templates that Benchmark provides, and the ones you create you can also create a copy of any automation in your account.

If you have additional questions, please feel free to contact our support team via Email, LiveChat or Phone.

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