Dotdigital

Bartlomiej Rekosiewicz

Gareth Burroughes

Laura Russell

A collection of real-world scenarios showcasing how to get the most out of our tools.

Use cases

Move, copy, and manage contacts between lists and programs in Marketing using automation and manual tools.

Move and manage contacts between lists and programs

Prevent duplicate contacts in Marketing when email addresses change in your CRM.

Prevent duplicate contacts when email addresses change in your CRM Integrations

Streamline management of contact data by linking email addresses and phone numbers to prevent duplicates and ensure accurate communication.

Link email addresses and phone numbers in Dotdigital

Learn how to limit form submissions or survey completions in Marketing, ensuring that only the first x respondents are added to a list.

Limit the number of form submissions or survey completions in Marketing

Forms are a simple way to collect preferences from your contacts. By saving responses to a data field and using an automation program, you can automatically add contacts to different…

Sort contacts based on their answers to a form

Manage contacts, ensure compliance, and keep your database clean and accurate.

Contact and management

Manage last‑minute webinar sign‑ups in Marketing using Delay and Date split nodes to keep your event programs on track.

Manage last-minute webinar sign-ups in event programs

Use action button and section logic in Marketing to control what contacts see in your pages and forms.

Create compliant, age-restricted forms and pop-ups with Marketing logic

Send SMS campaigns to contacts in a specific country by filtering your audience by location.

Send SMS to contacts in specific countries

Track SMS clicks in Marketing programs using segments and wait times to measure engagement and optimise your campaigns.

Track SMS clicks in programs using Marketing

Let your contacts opt out of campaigns related to sensitive events.

Let your contacts opt-out of campaigns for sensitive events

Customise your campaign delivery and messaging to maximise engagement.

Campaign targeting and messaging

Re‑engage customers and recover potential lost sales by automatically reaching out when they leave items in their cart.

Recover lost sales using abandoned cart emails

Re‑engage customers and recover potential lost sales by sending timely, personalized SMS and MMS reminders.

Recover lost sales using abandoned carts SMS and MMS

Re‑engage site visitors and increase conversion rates by sending timely, targeted messages based on the pages they’ve browsed.

Re‑engage site visitors based on browsing activity

Convert browsing interest into purchases by sending personalised product recommendations based on visitors’ on‑site viewing behaviour.

Convert browsers into buyers with automated product recommendations

Recover missed conversions by sending personalised reminders to contacts who abandon your webforms.

Recover abandoned webforms with personalised reminders

Increase downloads by following up with contacts who visit your resource pages but don’t complete the download.

Increase website downloads using automation

Automate recovered sales, personalise recommendations, and re-engage website visitors.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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