Marketing
Plan, publish, and promote — social posting, email campaigns, ads, templates, and the tools that bring more customers through the door.
282 articles
Social Accounts & Connections
- Connect Your Facebook PagesLink your Facebook Pages to Social Planner to schedule posts, stories, and reels, and to reply to your audience. Facebook no longer allows publishing to personal profiles through connected tools, so only Pages (and...
- Why You Should Grant Access to All Pages When ConnectingWhen you connect Facebook, you choose which Pages to share. That choice has side effects, so selecting every Page is the safest habit.
- Connect Instagram: Direct Login or Facebook-LinkedThere are two ways to connect Instagram to Social Planner. Pick the one that matches your account and the features you need.
- Connect a TikTok Account to Social PlannerSocial Planner can publish to personal and business TikTok accounts. If you also want to read and reply to TikTok comments from inside Vendi Today, connect a TikTok Business profile.
- Connect LinkedIn Profiles and Company PagesOnce LinkedIn is connected, you can schedule and publish to a personal profile, one or more company Pages, or both, directly from Social Planner.
- Connect Google Business Profile LocationsLinking your Google Business Profile lets you publish updates, offers, and photos to your local listing alongside your other social posts. You can connect several locations and manage them all from Social Planner.
- Connect and Post to ThreadsThreads, Meta's text-first network, can be managed from the same calendar as your other channels. Posts can also be automated with category queues, RSS posting, and bulk uploads.
- Connect and Post to BlueskyBluesky can be connected with a special app password, and then you can write, schedule, and review posts alongside every other network.
- X (Twitter) Is Not Available in Social PlannerIf you cannot find X, formerly Twitter, when you connect accounts or choose where to publish, this is expected. Publishing to X from Social Planner is currently unavailable.
- Group Social Accounts for Faster PostingIf you manage many profiles, picking each one by hand for every post gets tedious. Groups let you save a set of accounts under a single name and select them all in one click.
- Respond to Disconnected Account AlertsWhen a connected social account loses its login, scheduled posts for that account cannot publish. Vendi Today shows a banner to warn you so you can fix it quickly.
- Add Messaging and Social Links to Your Google Business ProfileYou can show text-message and WhatsApp contact options, plus links to your social profiles, on your Google Business Profile listing. Customers get familiar ways to reach you, and conversations land in Vendi Today.
Creating & Scheduling Posts
- Customize One Post for Each Social NetworkEach network has its own character limits and audience tone. Customize for each channel lets you write one post but give every connected network its own version of the text and media.
- Save Reusable Hashtag GroupsHashtags help people discover your content. Instead of retyping the same ones, save sets of them as named groups and insert a whole set with one click.
- Mention and Tag Other Profiles in Social Planner PostsTagging another brand, partner, or customer in a post can widen its reach, because the tagged profile is often notified and may reshare it. Social Planner lets you add @mentions right inside the post editor.
- Add a Location Tag to a Social PostA location tag attaches a physical place to your post. For local businesses this is a simple way to get found by nearby people, increase visibility, and encourage visits. Social Planner supports location tags on...
- Add an Automatic Follow-Up CommentSocial networks tend to reward posts that attract comments soon after they go live. The follow-up comment feature lets Social Planner add the first comment for you the moment your post publishes, so there is never a...
- Automatically Optimize Images for Each NetworkDifferent networks have different rules for image format, file size, and shape. Media Optimization checks every image you upload and quietly adjusts it so it will not be rejected at publish time.
- Add Watermarks to Social ImagesWatermarks stamp your logo or handle on image posts automatically when they publish. You can assign a different watermark to each connected account, which is ideal when you manage several brands.
- Shorten and Track Links in Social PostsThe link shortener swaps long web addresses for compact ones in your published posts, and it records how many people click them so you can see which posts drive traffic.
- Schedule Recurring (Evergreen) PostsRecurring posts republish the same content on a repeating schedule: every day, week, month, or year. They suit evergreen material such as weekly tips, monthly showcases, or yearly anniversaries.
- Pick the Best Time to PostInstead of guessing when your audience is online, Social Planner can suggest posting windows based on how your followers have engaged in the past.
- Automate Evergreen Content with Category QueuesA Category Queue groups posts under a category, publishes them on a repeating weekly schedule, and starts again from the first post once it reaches the end. It is built for evergreen content you want to keep in rotation.
- Auto-Post New Content from an RSS FeedAn RSS post watches a feed such as your blog, podcast, or video channel and publishes each new item to your social accounts without any manual work.
- Turn Customer Reviews into Social PostsReview posting takes your best Google or Facebook reviews and automatically publishes them as branded graphics on your other social accounts.
Network-Specific Posting
- Publish Facebook ReelsShort vertical video is one of the strongest formats for reach, and you can schedule Facebook Reels from Social Planner just like any other post.
- Schedule Facebook StoriesFacebook Stories are quick, full-screen photos or short videos that vanish after 24 hours. Along with feed posts and Reels, you can now plan them in Social Planner.
- Create Facebook Text Posts with Colored BackgroundsShort text posts shown over a colorful backdrop catch the eye in a busy Facebook feed. You can design, preview, and schedule them directly in Social Planner using Facebook's own background styles.
- Schedule Instagram StoriesThe Story composer lets you plan story content in advance, for example a launch countdown or a flash-sale announcement, and have it publish automatically on Instagram.
- Publish Instagram Stories with a Phone ReminderInstagram does not let outside tools publish Stories that include stickers, links, music, or trending audio. This option lets you plan the Story in Social Planner, then get a push notification on your phone to finish...
- Publish Instagram ReelsReels can be scheduled from the same calendar as the rest of your content, so you do not need to open Instagram to post short video.
- Create Instagram Collaborator PostsA Collab post appears on your Instagram profile and on a partner's profile at the same time, putting the content in front of both audiences. It is a good fit for influencer campaigns and co-marketing.
- Post and Schedule TikTok VideosWith a connected TikTok account you can upload a video, write a caption, choose its visibility, and publish it or schedule it for later without relying on manual reminders.
- Schedule YouTube Videos and ShortsUpload and schedule full-length videos or Shorts to your YouTube channel from Social Planner, together with a title, description, and privacy setting.
- Create and Schedule Pinterest PinsYou can build, schedule, and publish Pinterest pins from the same composer you use for every other network. One pin can even go to several boards in a single step.
- Publish a PDF as a LinkedIn CarouselDocument carousels, where viewers swipe through slides, are a popular format on LinkedIn. Social Planner can take a PDF and publish it that way, or turn the pages into separate images for other networks.
- Publish LinkedIn PollsA poll invites your LinkedIn audience to vote and is a fast way to start a conversation. You can create and schedule polls in Social Planner without opening LinkedIn.
- Refresh a Stale LinkedIn Link PreviewIf you update the title, description, or image of a web page but LinkedIn still shows the old card when you share the link, you are seeing cached data. LinkedIn stores link previews for about seven days.
- Schedule Posts to Your CommunitiesYou can plan announcements, weekly discussion prompts, and course updates for your Communities straight from Social Planner, instead of publishing each post by hand inside a Community channel.
Bulk Upload, Approvals & Team Workflow
- Prepare a Bulk Upload File: Basic FormatBulk upload lets you schedule dozens of posts at once from a spreadsheet. Social Planner accepts .csv and .xlsx files and offers two layouts: Basic and Advanced. This article covers the Basic columns, which also...
- Advanced Bulk Upload Columns by NetworkThe Advanced layout adds columns for network-specific settings on top of the Basic ones. Use it when you want stories, Reels, Shorts, tags, or watermarks in one import.
- Upload a Bulk Scheduling FileOnce your spreadsheet is ready, the upload flow validates every row and schedules the whole batch.
- Send Posts for Approval Before They PublishApproval lets a teammate review a post before it reaches your audience. Nothing is published until the reviewer approves.
- Get Approval from Clients with a Secure LinkSome reviewers do not have a login. External approval creates a password-protected link so a client or stakeholder can review, approve, reject, or reschedule posts without being added as a user.
- Set Up Social Planner Email NotificationsNotifications keep your team informed when a social login is about to expire, when a post needs approval, and when something fails to publish.
- Search Posts and Save Filter ViewsWhen you manage many scheduled and published posts, hunting for one through the calendar is slow. The List view has a keyword search and saved filter views so you can jump straight to the posts that matter.
Content Requirements & Troubleshooting
- Image and Video Requirements by NetworkMeeting each network's technical rules prevents most failed posts. Use this as a quick reference. Recommended sizes: landscape 1,024 x 512 px and portrait 800 x 1,200 px.
- Caption Length Limits and Daily Posting CapsAlongside media rules, each network restricts how much text a post may contain and how many posts you can publish in a period. Knowing both helps you avoid errors.
- Understand Failed Post Errors in Social PlannerWhen a post fails, Social Planner shows the reason supplied by the social network. This reference groups the usual messages by network and tells you what to do.
- Troubleshoot Facebook Pages and Publishing ProblemsMost Facebook issues in Social Planner come down to missing page roles, incomplete permissions, or an expired login. Use this guide to match your symptom with a fix.
Social Planner Analytics & Tools
- Read the Social Planner Statistics DashboardThe Statistics page combines results from your connected networks in one place, so you can see what you post, how many people see it, and what they do about it.
- Discover Trends with Social ListeningAnalytics tells you how your own posts performed. Social Listening shows you what people are searching for and sharing right now, so you can plan content around it.
- Manage Comments from Social PlannerThe Comments inbox collects replies on the posts you publish through Social Planner, so you can answer your audience without opening each network.
- Automate TikTok Messages and CommentsWhen your TikTok account is integrated, direct messages and post comments arrive in Conversations, and Workflows can reply for you around the clock. Every exchange is saved on the contact's record.
- Import Existing Facebook Posts with Post SyncPost Sync brings recent posts from your connected Facebook Pages into Social Planner, so past and future content live side by side and old posts show up in Statistics.
- Sync Existing Posts from Instagram, LinkedIn, TikTok, Google, and ThreadsPost Sync copies posts you published outside Social Planner into its calendar and keeps their numbers current. This article covers every network except Facebook, which has its own guide.
Brand Board
- Create a Brand BoardA Brand Board keeps your logos, colors, and fonts together in one place so every email, site, and form looks like it came from the same company. Each board contains a Design Kit, which holds those assets.
- Use Your Brand Board in EmailsOnce a Brand Board exists, the email editor can offer your saved colors, fonts, and logos directly, so you never need to type color codes or hunt for a logo file. This works in reusable templates and one-off...
- Change Your Default Brand BoardThe default Brand Board decides which colors and fonts show up in the pickers inside your email editor, Sites builder, and other tools. Only one board can be the default at any moment.
- Edit a Design KitBrands change. When your logo, colors, or fonts are updated, edit the Design Kit inside your Brand Board so everything built from now on uses the new look.
- Use Your Brand Board in Sites and FunnelsWhen a Brand Board is set up, its colors and fonts show up inside the Sites builder, so you can style every element with one click instead of typing color codes.
- Define a Brand Voice for AI ContentA Brand Voice records how your business speaks: its values, tone, and style. Content AI uses it so that generated text sounds like you rather than like generic copy.
- Generate a Brand Voice from a Website or TextInstead of filling in every field, let Vendi Today draft your Brand Voice from a web page or a short description. You can review and edit everything before it is saved.
- Global Custom Colors That Update EverywhereGlobal Custom Colors are brand colors you define once and reuse across builders. Unlike the quick-access colors in a Design Kit, they stay linked: change a global color and every design using that exact swatch...
- Use Brand Colors in the Form, Survey, and Quiz BuilderYour Brand Board palette is available right inside the form builders, so buttons, fields, and labels can match your brand without copying color codes, which gives every lead capture form a consistent look and your...
Countdown Timer Basics
- Countdown Timers in Vendi Today: Overview and TypesA countdown timer is a live clock that shows how much time is left before a deadline. Placed in an email, on a landing page or inside a messaging template, it gives people a concrete reason to act now instead of...
- Create a Fixed Countdown TimerA fixed timer counts down to one specific date and time, and every viewer sees the same deadline. It is the right choice for a sale that ends on a known day, a launch date, or a registration cutoff.
- Create a Recurring Countdown TimerA recurring timer runs for a set length of time, hits zero, and then starts over on its own. It suits anything that repeats: a weekly webinar, a Friday sale, a monthly drop. You build it once instead of cloning a new...
- Add a Wait Time Between Recurring Timer CyclesBy default a recurring timer restarts right after it reaches zero. A wait time adds a deliberate pause between cycles, which is handy when you want a quiet gap to refresh an offer, restock inventory, or simply avoid...
- Set Up a Dynamic (Per-Contact) Countdown TimerA dynamic timer gives every contact their own deadline. Instead of everyone racing toward the same date, the clock begins when that individual's email is sent or first opened. It is ideal for evergreen offers such as...
- Show Deadlines in Each Viewer's Time ZoneTime zone adaptation lets a countdown follow the person looking at it, so "ends at midnight" means midnight on their clock rather than yours. It is a single checkbox on the timer.
- Customize Countdown Timer LabelsUnder every number on a timer sits a small label such as Days, Hours, Minutes, or Seconds. You can reword, translate, or hide these labels so the timer matches your brand voice and your audience's language.
Placing and Managing Timers
- Add a Countdown Timer to an EmailA timer inside an email shows recipients exactly how long an offer lasts. It appears as an animated image that is generated when the message is opened, which means it reflects the time remaining at that moment.
- Hide a Countdown Timer in Apple MailEmail timers are images, and Apple Mail sometimes keeps a stored copy instead of requesting a fresh one. A reader could open your email a second time and see a clock frozen at an old value. The **Hide Timer in Apple...
- Add a Countdown Timer to a Funnel or WebsiteOnce a timer is saved in Marketing, you can drop it onto any page you build in Vendi Today, or onto an outside site. Pages that share a timer stay in sync, and edits to the timer flow through to every page that uses it.
- Keep a Countdown Timer in Sync Between Email and Landing PageWhen an email promotes a deadline, the page the reader clicks through to should show the same clock. Syncing means using one saved timer in both places rather than building two lookalikes and matching their settings...
- Add a Countdown Timer Button to a WhatsApp TemplateYou can attach a timer to a WhatsApp message template as a button. When someone taps it, they go to your active offer page or your expired page depending on the live timer state.
- Active, Expired and Redirection Links ExplainedEvery countdown timer carries two destinations and one smart link that chooses between them. Understanding how they fit together keeps buttons from sending people to an offer that has already closed.
- Use Copy Code to Embed a Countdown Timer ElsewhereThe **Copy Code** button gives you a snippet that displays your timer on a website or in an email built outside Vendi Today. Static timers work as pasted; dynamic ones need a couple of values filled in.
- Edit or Clone an Existing Countdown TimerYou can change a timer after it is live, and most edits flow straight through to every funnel, website, and other supported placement that uses it. Knowing what moves immediately and what waits keeps your campaigns...
Event Setup and Design
- Events in Vendi Today: Overview, Types and LocationsEvents lets you run public, registration-based gatherings without a separate ticketing tool. You can publish an event page, sell or collect RSVPs, build a schedule, notify attendees, and check people in at the door,...
- Create a New EventSetting up an event takes a few minutes. You supply the basics, and the event is saved as a draft that you can refine before anyone sees it.
- Set Up Event Tickets and Coupon CodesTicket types control what attendees can buy and when. On a ticketed event you can mix as many free and paid tiers as you like.
- Build the Event Schedule, Speakers and Public PageA clear agenda and a polished page help visitors decide to register. These sections are optional but make a big difference for conferences and multi-session events.
- Event Settings, Notifications and PublishingOnce the content is ready, the **Settings** tab controls how registration behaves and who is told what. Finish here, then publish.
- Style Event Pages with the Custom CSS EditorIf the built-in design options are not enough, the Custom CSS editor lets you fine-tune your event pages with live preview and point-and-click element selection, so you do not need to inspect page code yourself.
- Embed an Event Page on Your Own WebsiteEmbedding places your full event experience inside any web page, so visitors read details and register without leaving your site. The embed uses a responsive frame that adapts to desktop, tablet, and phone.
- Duplicate an Event or Copy Its DesignRunning a recurring workshop or annual conference? Duplicate the old event into a new draft rather than rebuilding it.
Event Registrations and Automation
- Manually Register AttendeesSometimes people cannot or will not use the online form: walk-ins, phone bookings, partner sales, complimentary passes, or corporate groups. You can register them yourself from the dashboard, and they get real...
- Collect Details for Every Ticket in a Group RegistrationWhen one person buys several tickets, you often need to know who each seat belongs to. Multi-attendee registration collects name, email, and any custom answers for every ticket in the order, and includes a copy...
- Check In Attendees at In-Person EventsCheck-in marks guests as arrived at your venue. It works for both ticketed and RSVP in-person events, using the mobile app. Online events show attendees but do not offer check-in.
- Refunds, Cancellations and Check-in EligibilityYou can handle payment changes straight from an attendee's registration. Refunding and cancelling are separate actions: a refund returns money, while a cancellation removes the registration. Do either or both.
- Let Attendees Save Tickets to Apple Wallet or Google WalletFor in-person events, guests can keep their ticket in a phone wallet. The pass shows the same QR code staff scan at the door, so nothing changes at check-in.
- Automate Your Event with WorkflowsEvents connects directly to Workflows, so confirmations, reminders, check-in actions, and post-event follow-up can all run without manual work.
- Track Event Conversions with a Meta PixelConnect a Meta Pixel to an individual event to measure how visitors move from viewing your event page to completing an RSVP or ticket order. This is useful for judging which ads actually fill seats.
Template Library
- Create Ad Campaigns from TemplatesAd templates give you a pre-built structure for common campaign goals, so you spend your time on the message rather than the setup. Each template is tied to an advertising platform, so choose the platform first.
- Start an Email from a Template Library DesignInstead of designing every email from scratch, choose a ready-made layout from the Template Library and customize it for your brand.
- Save Templates as FavoritesIf you keep coming back to the same few designs, mark them with a star. Favorites give you a personal shortlist across email, funnel, website, and social templates, so you never have to scroll the whole library again.
- Start a Funnel, Website, Form or Survey from a TemplateStarting from a template gives you a complete, designed page set in minutes. You swap in your own text, images, and colors rather than building structure from nothing.
- Template Library Overview: Find and Preview Ready-Made DesignsThe Template Library is a shared collection of professionally designed starting points so you do not have to build from a blank page. Templates cover websites and funnels, forms and surveys, emails, social posts,...
- Use Social Planner TemplatesThe Template Library includes ready-to-use social post designs. Start from one and your post is mostly built; you just add your message and schedule it.
- Create a Webinar from a TemplateWebinar templates are reusable page layouts. When you create a webinar, your chosen video and registration form automatically drop into the template placeholders, so every webinar has consistent branding with almost...
- Start an Automation from a Workflow TemplateInstead of wiring up triggers and actions from scratch, pick a workflow template built around a common goal such as lead nurture or onboarding, then adjust it to your business.
Trigger Links
- Change a Trigger Link Destination with Custom ValuesIf you run the same message every month or quarter but the offer page changes, you can avoid rebuilding your emails and workflows. Point the trigger link at a Custom Value, then simply update that value whenever the...
- Trigger Links: Track Clicks and Start AutomationsA trigger link is a trackable short link that you put inside messages. When a contact clicks it, they are sent to the page you chose, the click is logged on their timeline, and a Workflow can react immediately. It...
- Unsubscribe Links by Channel and Opt-Out BasicsA clear way to opt out is part of compliant messaging. Trigger links can serve as unsubscribe links that remove a contact from a specific channel when they click.
- Wait for a Trigger Link Click in a WorkflowA common automation pattern is "send a message with a link, wait to see if the contact clicks, then act". Workflows can pause on a trigger link click and branch based on whether it happened.
Message Templates and Snippets
- Email Snippets and Organizing Your Snippet LibrarySnippets come in two types: Text for SMS-style messages and Email for reusable email content. A little organization keeps your library useful as it grows.
- Create and Use Text (SMS) SnippetsA Text Snippet is a saved message you can drop into a conversation instead of retyping it. Use it for appointment reminders, lead follow-ups, support answers, business hours, or promotions. You can still review and...
Email Builder Elements
- Email Builder Overview and the Inline EditorThe Email Builder in Vendi Today lets you design emails visually, with every edit appearing on the canvas exactly as recipients will see it. The same editor powers both reusable templates and one-off campaigns, so...
- Email Builder Elements at a GlanceElements are ready-made content blocks that you drag into your email, so you can build polished messages without writing code. This page is a quick map of what is available and when to reach for each one.
- Using the Text ElementThe Text element is the workhorse of every email. Use it for headlines, paragraphs, short captions, lists and anything else made of words.
- Using the Image ElementThe Image element places pictures, banners and graphics in your email. You can upload from your computer, paste a hosted link, or pick from your media library.
- Using the Button ElementA button turns an email into an action. It is the clearest way to point a reader toward booking, buying, downloading or replying.
- Using the Logo ElementThe Logo element positions your brand mark in an email and keeps it sharp on every screen size.
- Using the Social ElementThe Social element adds a row of clickable network icons so recipients can follow you with a single tap.
- Using the Footer ElementEvery marketing email needs a footer. This element gives you a ready-made section for the details readers and regulations expect.
- Using the Code Element for Custom HTMLThe Code element lets you paste your own HTML and inline CSS into an email when the standard blocks cannot do what you need. It suits embedded widgets, tracking snippets and one-off layouts.
- Adding Video Previews to EmailsInboxes cannot play video inside a message, so the Video element does the next best thing: it shows a thumbnail with a play button and sends the reader to your video when they click.
- Using the FAQ ElementThe FAQ element organizes questions and answers in a tidy block so readers can scan for what they need. It works well in newsletters, onboarding messages and product updates.
- Using the Shopping Cart ElementThe Shopping Cart element displays items a customer is interested in, with images, prices and a button back to your store. It is a natural fit for abandoned-cart reminders and limited-time offers.
- Adding Products to EmailsThe Product element showcases items from your catalog with a picture, description, price and a purchase button. It works in both campaigns and reusable templates.
- Using the Spacer ElementThe Spacer element adds a controlled amount of empty room between blocks, so you can fine-tune the rhythm of an email without workarounds.
- Adding GIFs to EmailsAnimated GIFs add motion and personality to a message. You can place them in two ways.
Email Builder Design & Layout
- Choosing Layouts and ColumnsLayouts are the rows that hold your content. Choosing the right column structure decides how your message reads on desktop and phones.
- Email Appearance Settings: Colors, Width, Buttons and DividersThe **Appearance** panel controls the look of the entire email at once. Set it first and every new block inherits a consistent style.
- Customizing Layout BordersBorders frame a section of your email, making cards, offers and highlighted boxes stand out. You can control color, corner radius and thickness for any layout.
- Layout Margins and Text SpacingGood spacing makes emails easier to scan. Vendi Today gives you three controls: margins between layout blocks, spacing around headings and paragraphs, and spacing between list items.
- Using Custom Fonts in EmailsA branded typeface helps emails feel like part of your business, but fonts behave differently across inbox apps. Choose the simplest method that meets your needs.
- Reordering Blocks with Arrow ControlsDragging blocks precisely can be fiddly, especially in long emails. Arrow controls let you move elements and whole layouts up or down with one click.
Responsive & Conditional Display
- Mobile Formatting in the Email BuilderEmail blocks are responsive by default, but sometimes a headline that looks great on a desktop is too large on a phone. Mobile Formatting lets you override selected styles for small screens without touching the...
- Showing or Hiding Elements by DeviceDevice visibility decides whether a block appears on desktop screens, mobile screens, or both. Content you hide is not deleted, so you can bring it back at any time.
- Layout-Level Visibility and Conditional RulesHiding sections one element at a time is slow. Layout-level visibility lets you control a full row, including all its columns, with a click.
- Personalizing Emails with Conditional ElementsConditional elements show or hide pieces of an email depending on what you know about each contact. One campaign can serve many audiences without separate lists.
Email Builder Content & Productivity Tools
- Collecting Quick Feedback with the Inline Forms and Surveys ElementThis element lets readers rate something with one click inside the email, with no multi-field form to fill in. It suits satisfaction checks, NPS-style questions and content ratings.
- Formatting Text, Links and Custom Values in the Inline EditorHighlighting text in any block opens a toolbar with everything you need to style and personalize your copy.
- Writing Email Copy with Content AIContent AI drafts text for you inside the builder, so you can move from a blank block to a usable draft in seconds.
- Saving and Reusing Email BlocksIf you often rebuild the same header, offer box or footer, save it once and reuse it in any email.
- Autosave and Version HistoryAutosave protects your work in the email builder. It records versions as you edit, so an accidental refresh, a lost connection or a stray back-swipe does not cost you your design.
- Previewing Custom Fields Before You SendPersonalization only works if the merge fields fill in correctly. Preview shows how fields such as first name or full address will appear, before a single message goes out.
- Attaching Files to Email CampaignsYou can send documents with a campaign, such as brochures, menus, price sheets or onboarding guides, so recipients get everything in one message.
- Designing Review Request Emails from the Template LibraryReview request emails ask customers to leave feedback after a visit or purchase. You can build one from scratch or start from a ready-made design in the template library.
Email Campaign Basics
- A/B Testing Your Email CampaignsA/B testing, sometimes called split testing, lets you try several versions of an email on a slice of your audience and send the best performer to everyone else.
- Exporting Email Performance DataYou can download your email statistics as a spreadsheet-friendly CSV file, which is handy for reports, client updates and your own analysis.
- Sending Bulk Emails from ContactsYou can email a group of contacts straight from the Contacts screen, using the same builder you use for campaigns and workflows.
- Syncing Google Lead Forms Into Vendi TodayIf you run Google Ads lead form campaigns, Vendi Today can create a contact for each submission so your follow-up starts immediately.
Workflow Email Actions
- Creating a Send Email Action in a WorkflowThe **Send Email** action puts an email at any step of an automation. The editor is the same one used for campaigns and bulk sends, so everything feels familiar.
- Keeping Workflow Emails in Sync with Their TemplateWhen a workflow email starts from a saved template, you decide whether the two stay linked. The **Sync Edits to Template** checkbox makes that choice.
- Editing Templates Inside Workflow Steps SafelyYou can adapt a template for one workflow without changing the original. Knowing how copies behave keeps your template library clean.
- Link Tracking, UTM Parameters and Engagement TagsWorkflow emails, bulk emails and campaigns share an **Advanced Settings** section that helps you measure results and trigger follow-up automatically.
- Analyzing Workflow Email CampaignsA workflow campaign is simply the set of all email actions inside one workflow. Viewing them together shows how your automated messages perform step by step.
- Connecting Jira to Vendi Today WorkflowsThe Jira integration connects customer communication to your issue tracker. Jira events can start workflows, and workflows can create or update Jira issues.
- Building a QR Code Check-In Campaign with EmailA digital check-in system lets each customer receive a unique QR code by email, scan it at your location and redeem an offer once. It suits restaurants, events and promotions.
- Keyword Opt-In Campaigns with Text RepliesKeyword opt-ins let people join a promotion by texting a word to your number. They work well with printed postcards, signs and billboards.
RSS Email Campaigns
- RSS Header and RSS Items in the Email BuilderRSS blocks pull fresh content from a feed, such as a blog or news site, into your email automatically. There are two blocks: **RSS Header** and **RSS Items**.
- Setting Up an RSS Email CampaignAn RSS campaign sends a recurring digest of new feed content, such as your latest blog posts, instead of one email per post.
- Managing and Rescheduling RSS CampaignsOnce an RSS campaign is running, you can adjust it, pause it or move its time.
- Fixing RSS Emails That Show HTML TagsIf your RSS email displays raw code such as paragraph tags in the body, the feed content is being treated as plain text instead of formatted content.
- Resending RSS and Batch Emails to People Who Did Not OpenResend to Unopened gives a second chance to contacts who missed your email. It works for RSS and batch-scheduled campaigns as well as standard sends.
Sending & Scheduling Campaigns
- Send or Schedule a One-Time Email CampaignA regular email campaign is a single broadcast sent to the audience you choose, with no automation involved. It suits announcements, promotions and newsletters.
- Email Delivery Methods: Send Now, Schedule, Batch and RSSWhen you click **Send or Schedule** on a campaign, you choose how the email will reach its audience. Each method suits a different goal.
- Send an Email Campaign in BatchesBatch scheduling, sometimes called drip mode, spreads a campaign across several timed sends instead of mailing everyone at once. It keeps sudden traffic to your Sites away from overloading and gives you control over...
- Use Smart Send to Pick the Best Delivery TimeSmart Send looks at how your audience has behaved recently and suggests the hour when an email is most likely to be opened and clicked. It is offered as the fifth sending option, next to Send Now, Schedule, Batch...
- Reschedule a Scheduled Email CampaignPlans change. If an email campaign is already scheduled but has not gone out yet, you can move it to a new date or time without rebuilding it. Rescheduling works for campaigns that use a single scheduled send, a...
- Pause, Resume or Cancel a Scheduled Email CampaignOnce a campaign is scheduled, you are not locked in. The campaign list gives you three controls for pending sends: pause, resume and cancel.
- Edit the Content of a Draft or Scheduled Email CampaignSpotted a typo or a wrong link after building a campaign? You can update the content without starting over. How you do it depends on whether the campaign is still a draft or already scheduled.
- Preview and Test Emails Before SendingA quick preview and test send catches broken links, missing images and empty merge fields before real contacts see them. Test sends do not touch your live campaign results.
- Understand Email Campaign StatusesEvery item in **Marketing > Emails > Campaigns** carries a status. Knowing what each one means tells you whether to wait, fix something or celebrate. There are three kinds of campaigns, each with its own set of labels.
Email Campaign Settings
- Set Default Sender Preferences for Email CampaignsTyping the same sender name and test addresses into every campaign gets old quickly. **Sender Preferences** let you save those details once so each new campaign and test send starts pre-filled.
- Build Recipient Segments for Email CampaignsA recipient segment is a saved, rule-based audience you build right inside the email campaign flow. Contacts join or leave the segment automatically as their details change, and you can reuse it in later campaigns.
- Choose an Unsubscribe Flow: One-Step, Two-Step or DynamicWhen a contact clicks the unsubscribe link in one of your emails, what happens next is up to you. Vendi Today offers three flows, set once for your whole account.
- Add UTM Tracking to Email Campaign LinksUTM parameters are short labels added to the end of a link so analytics tools can tell which visits came from your emails. Turn them on and you can see in your analytics which campaign drove traffic and conversions.
- Create New Tags While Sending a CampaignTags let you segment contacts and start automations. You no longer need to leave the campaign to create one, because you can make tags directly on the **Send or Schedule** screen.
- Show a Fallback Greeting with Conditional SendingIf a contact has no first name saved, an email that opens with "Dear ," looks careless. Conditional Sending lets you show or hide content blocks depending on a contact field, so you can always display a sensible...
- Resend a Campaign to Contacts Who Did Not Open ItMany people miss emails the first time. Resending to non-openers gives them a second chance, but it should be done carefully to avoid complaints and unsubscribes.
- Set Up an Automatic Resend While Creating a CampaignInstead of remembering to resend a campaign afterwards, you can plan the follow-up when you build the original. The resend then runs on its own and is visible in your campaign list.
- Send Emails from Company and Custom Object WorkflowsWorkflows built around companies or custom objects can now email the contacts linked to those records, without a second Contact workflow. This is a Labs feature, so enable it before use.
Email Statistics & Reporting
- Email Statistics Metrics ExplainedVendi Today records what happens to every email you send, whether it came from a campaign, a Workflow or a bulk send. This article explains where to look and what each number means.
- Use the Unified Email Statistics DashboardInstead of checking campaigns, Workflows and bulk sends in three places, **Marketing > Emails > Statistics** brings them together on one dashboard.
- Dashboard Sections: Conversions, Engagement and Top EmailsThe statistics area is split into sections, each answering a different question. Here is what each one shows and how to use it.
- Read the Summary Page for a Sent CampaignAfter a campaign is sent, its summary page shows how recipients responded and lets you drill into who did what.
- Understand Email Conversion and Revenue AttributionRevenue attribution connects a purchase to the email that most likely led to it. Vendi Today uses a time window to decide which campaign gets credit.
- Turn On Click Tracking for Email CampaignsClick tracking records which links in your email are clicked, how many times, and by whom. It is off by default, so enable it for each campaign you want to measure.
- Analyze Link Results in Click PerformanceThe **Click Performance** report shows how each link in a sent email performed. It only has data when **Track Clicks** was on before sending.
- Tag Contacts Directly from Campaign StatisticsAfter a campaign sends, you can tag the people who opened, clicked or otherwise interacted without building a Workflow first. You can even tag future interactions automatically.
Email Templates
- Create a Plain Text Email TemplateNot every email needs columns, images and buttons. Sometimes a short, personal note performs better. The plain text editor lets you write that kind of message without any visual layout getting in the way.
- Edit an Existing Email TemplateTemplates are reusable email designs with a layout, branding, common content and styling already in place. Updating one is quick, and the change applies the next time you use it.
- Email Templates and Email Campaigns: What Is the Difference?The **Marketing > Emails** area has two related sections. Understanding the difference makes it easier to work efficiently.
- Import an HTML Email as a Template or CampaignIf you already have a trusted email design in HTML, you can paste it into the code editor and keep managing everything in Vendi Today.
- Import a Mailchimp Email into the Design EditorYou can bring a Mailchimp email into Vendi Today and edit it visually, rather than rebuilding it block by block. The import reads the public campaign link from Mailchimp.
- Import an ActiveCampaign Email as a TemplateVendi Today can import an email design from ActiveCampaign using its share link. The result is an HTML template that opens in the code editor.
- Import an Existing Email as a Template with Email AIInstead of rebuilding an email you already have elsewhere, you can forward it to Vendi Today and let Email AI turn it into an editable template.
- Vary Your Wording Automatically with SpintaxSpintax lets you write several versions of a phrase once and have Vendi Today pick one at random each time a message goes out. Messages feel more natural and less copy-pasted, especially in large sends.
- Add Default Values to Merge Fields in EmailsWhen a contact is missing a detail, merge fields leave awkward gaps such as "Hi ,". A default value tells Vendi Today what to show instead.
- Organize Campaigns, Templates and Sequences in Nested FoldersWhen your email program grows, a single long list becomes hard to search. Nested folders let you group campaigns, templates and sequences into a tree, the same way on each tab.
Email Sequences (Beta)
- Email Sequences: Automated Threaded Follow-Ups (Beta)An email sequence is an ordered series of automated emails sent to a contact as one continuous conversation. Instead of separate messages that look unrelated, each follow-up appears in the same thread. Sequences are...
- Create an Email SequenceBuild a sequence once and let it follow up for you. Plan the audience, timing, content and stopping rules before you start.
- Control Sequence Flow: Stop on Reply, Delays and ConditionsThe strength of an email sequence is that it reacts to people. Three controls decide who gets what and when.
- Pause, Edit and Track an Email SequenceOnce a sequence is live, you may need to adjust it or check how it is doing. Here is how pausing works and where to find results.
Ad Manager Setup
- Ad Manager OverviewAd Manager, found under **Marketing > Ad Manager**, lets you build, run and measure paid ads on Facebook, Instagram, Google and LinkedIn without leaving Vendi Today. Leads that come from your ads land directly in...
- Activate Ad Manager and Connect Your Meta AssetsThe first time you open Ad Manager, a short onboarding flow links your Facebook profile, a Meta ads account and a Facebook Page. Complete it once and the full workspace unlocks.
- Troubleshoot the Facebook ConnectionIf Pages or ad accounts are missing when you link Facebook to Ad Manager, the cause is almost always the wrong profile, missing Meta permissions or an incomplete authorization. Work through the checks below.
- Set a Default Facebook PageWhen you have several Pages connected to Ad Manager, one of them can be the default. It is simply the Page pre-selected whenever you start a new campaign, so you do not have to choose it every time.
- Build and Manage Ads by Chatting with AskAIAskAI can handle Ad Manager tasks through plain conversation. Instead of clicking through setup screens, you describe what you want and AskAI asks the follow-up questions it needs.
- Turn Social Posts and WhatsApp Numbers into AdsVendi Today puts shortcut buttons in two places so you can start a paid ad without opening Ad Manager first. Each shortcut carries over the content and goal, so most of the setup form arrives pre-filled.
- Cancel Your Ad Manager SubscriptionIf your account has a paid Ad Manager subscription you no longer need, you can cancel it yourself from the Ad Manager settings. Check what will stop before you confirm.
Facebook & Instagram Campaigns
- Create a Facebook and Instagram CampaignMeta campaigns in Ad Manager follow Meta's own three-level layout: **Campaign**, then **Ad Set**, then **Ad**. A new campaign starts with one ad set and one ad, and you can grow to 10 ad sets per campaign and 10 ads...
- Choose a Campaign Budget or Ad Set Budgets for MetaFor Meta campaigns you decide whether Meta divides one shared budget or whether you control spending ad set by ad set. The choice sits in the **Budget** section at campaign level.
- Build a Carousel Ad on MetaA carousel puts several swipeable cards in one ad. Each card can hold its own image or video, headline, description and link. This works well for showing multiple products, a step-by-step story or different features...
- Create a Facebook Lead Form and Map It to ContactsIn a Meta Lead Generation campaign, people can submit their details without leaving Facebook or Instagram. With field mapping set up, each answer lands in the right field on a Vendi Today contact, ready for Workflows...
- Run Instagram Ads Through Ad ManagerInstagram ads are part of the Meta campaign builder, so one campaign can reach people on both Facebook and Instagram. You only decide which identity the ad uses and which Instagram placements it appears in.
- Create a Meta Engagement Ad That Opens a ChatAn Engagement ad can send people straight into a conversation on Messenger, Instagram Direct or WhatsApp. A conversation form can greet them and answer common questions automatically before your team steps in.
- Create a Meta Sales CampaignThe **Sales** objective optimizes your Meta ads for purchases and other conversions. You choose whether people complete the action on your website or in a messaging app. App and in-store locations are not supported.
- Use Custom Values in Ad CopyCustom Values let you store details such as your business name, city, phone number or current offer once, then drop them into ad text. Your Meta, Google and LinkedIn copy stays consistent, and you avoid retyping the...
- Start a Campaign from a TemplateTemplates let you begin a Google, Meta or LinkedIn campaign from a ready-made configuration rather than a blank form. You adjust the details and publish, which saves time on campaigns you run repeatedly.
- Clone a CampaignCloning makes an exact copy of an existing campaign, including its structure, targeting, budget and creative. It is the fastest way to test a variation or repeat something that already works.
- Edit a Published or In-Review Meta CampaignYou can change many settings on a Meta campaign even after it has been published or while Meta is still reviewing it. Your edits stay unpublished until you submit them, and Meta reviews the update before it goes live.
- Preview Meta Ads and Share a Preview LinkBefore you spend money, you can check how a Meta ad will look in each place it can appear, and you can send a preview to a teammate or client who does not have a Vendi Today login.
Audiences & Targeting
- Manage Saved Audiences in Ad Manager SettingsThe **Audiences** tab is your central list of every custom and lookalike audience you can target, including those you built in Ad Manager and ones that already exist in your connected Meta ad account.
- Audience Controls: Locations and TargetingAudience controls decide where your ads may appear and which people they are aimed at. The controls differ by platform, so use the area that matches your campaign.
- Create Custom Audiences for RetargetingA custom audience is a reusable group of people who have already interacted with your business, which you can retarget in Meta campaigns. Build one from website activity, Page engagement, lead form activity or a...
- Build a Customer List Audience from a CSV or Smart ListA customer list audience lets Meta match the emails or phone numbers you already hold against its own users, so you can show ads to existing customers or use them as the source for a lookalike. You can feed it from a...
- Create Lookalike AudiencesA lookalike audience lets Meta find new people who resemble a group you already know, such as past customers or Page followers. It is a quick way to widen your reach with a better-than-cold audience.
- Meta Restrictions on Sensitive Audiences and ConversionsMeta automatically screens custom audiences and custom conversions for information it does not allow advertisers to use. If one of yours is flagged, it is blocked from new campaigns, and existing campaigns that rely...
Facebook Conversion API
- Create a Conversion Pixel for Meta Conversion APIA conversion pixel in Ad Manager is the link between actions in Vendi Today and your Meta ads. Once created, a workflow can send events such as form submissions or pipeline progress back to Meta, helping it attribute...
- Send Conversion Events to Meta from a WorkflowThe Meta Conversion API action in Workflows sends conversion events directly from Vendi Today to Meta, without relying on the visitor's browser. It fills in gaps left by blocked cookies and ad blockers, improving...
Google Ads
- Connect Google Ads to Ad ManagerBefore you can build Google campaigns, Ad Manager needs permission to use your Google account and one Google Ads account. This is a one-time setup.
- Create a Google Search CampaignGoogle Search campaigns show your text ads when people look for matching terms. In Ad Manager you build them in three levels: **Campaign**, **Ad Group** and **Ad**.
- Organize a Search Campaign with Multiple Ad GroupsSplitting one Google Search campaign into several ad groups keeps each set of keywords, ads and landing page closely matched. You can have up to 10 ad groups per campaign and up to 3 ads in each.
- Create a Google Demand Gen CampaignDemand Gen campaigns put image and video ads in front of people before they search, across YouTube, Discover, Gmail, Maps and the Google Display Network. They suit awareness and consideration goals as well as...
- Create Audience Segments for Google AdsAudience segments are saved groups of people you can target, exclude or use as the seed for similar-people targeting in Google campaigns. You can build them ahead of time in settings or, for some types, while setting...
- Add Logos, Images, Calls and Sitelinks to Google CampaignsCampaign-level assets enrich your search ads with extra visuals and links. You set them once at the campaign level and every ad group and ad inside inherits them.
- Create and Manage Google Offline Conversion ActionsOffline conversions are valuable outcomes that happen away from your website, such as a qualified lead, a booked consultation or a closed sale. Defining them in Ad Manager lets Google know which clicks led to real...
- View Google Ads StatisticsThe **Statistics** tab shows results for your Google campaigns, from a high-level summary down to individual keywords.
LinkedIn Ads
- Run LinkedIn Ads from Ad ManagerLinkedIn ads let you reach business audiences by job title, industry, company size and more. Ad Manager connects to your LinkedIn ad account so you can build, publish and track those campaigns beside your Meta and...
- Create a LinkedIn Ad CampaignLinkedIn advertising in Ad Manager flows from a **Campaign Group** to a **Campaign** to an **Ad**. You can build from scratch or begin with a LinkedIn template, which pre-fills supported settings.
- Build a LinkedIn Lead FormLinkedIn lead forms collect details inside LinkedIn so people never leave the app. Ad Manager lets you design the form, preview it and map every answer to a contact field.
- Target the Right Professionals on LinkedInTargeting on LinkedIn combines a required location with optional professional attributes. You can include or exclude each attribute and combine them with simple AND and OR rules.
- Understand LinkedIn Ad StatisticsLinkedIn results sit beside your Meta and Google reports so you can compare channels in one place. You can inspect performance at group, campaign and ad level.
Ad Reporting & Troubleshooting
- Read Your Ad Campaign StatisticsThe **Statistics** tab shows how your published and paused campaigns are performing, with charts, a conversion summary and a customizable table. Data updates in near real time.
- Review Campaign Readiness with Opportunity ScoreOpportunity Score is a pre-launch checkup built into the Ad Manager **Review** step. It gives your Meta, Google or LinkedIn campaign a 0 to 100 rating and a band (Low, Medium or High), plus a list of suggested...
- Fix Google and LinkedIn Errors Before PublishingWhen you click **Publish** on a Google or LinkedIn campaign, Vendi Today first runs a set of checks. If something is missing or invalid, publishing pauses and shows every problem in a single list, so you can fix them...
Affiliate Manager Setup
- Affiliate Manager Overview: How the Program WorksAffiliate Manager in Vendi Today lets you recruit outside promoters, give each one a tracked link, and pay them when their referrals buy or sign up. Everything lives under **Marketing > Affiliate Manager**.
- Affiliate Manager Glossary of TermsAffiliate Manager uses a handful of terms that appear throughout the screens and reports. This quick reference explains each one in plain language.
- What to Prepare Before Launching Your First Affiliate CampaignA campaign works best when payments, products and lead capture are already in place. Run through this short checklist before you create your first campaign.
- Payment Providers You Can Use for Affiliate Product SalesProducts sold through your funnels, websites and stores can be paid for with several providers. Affiliate sales are credited from those checkouts, so the provider you connect matters.
- Share Banners and Assets with Affiliates in the Media LibraryThe Affiliate Manager media library is where you keep logos, banners, swipe images and other promotional files for your affiliates to use. Assets can be limited to certain campaigns so each affiliate only sees what...
- Move a FirstPromoter Program into Affiliate ManagerIf you currently run your program in FirstPromoter, a guided import brings your campaigns, affiliates, referral history and commission history into Vendi Today without spreadsheets.
- What Affiliates See in the Affiliate PortalThe Affiliate Portal is the private area where your affiliates track their own results. Knowing what they see helps you answer questions and set expectations.
- Track Clicks and Test an Affiliate Referral LinkAffiliate tracking only works when a visitor arrives through an affiliate's own link. This guide shows how to test that properly and where to read click numbers.
Affiliate Campaigns
- Create an Affiliate CampaignA campaign defines what affiliates promote, how they are rewarded and who takes part. This walkthrough covers the full builder from first click to publishing.
- Run Multiple Affiliate Campaigns Side by SideCampaigns are the way you segment your program. Rather than one giant group of affiliates with identical terms, you can create several focused campaigns and decide who belongs in each.
- Set Up Multi-Tier CommissionsMulti-tier commissions let you pay not just the affiliate who made a sale but also the affiliates above them in the referral chain. A campaign can have up to seven tiers, each with its own rate.
- Limit Commission Length and Vary Rates Over TimeFor subscription products you may not want to pay affiliates forever, or you may want a richer reward at the start. Two settings give you that control.
- Track and Pay Affiliates for Leads from Forms, Surveys and CalendarsNot every offer involves a checkout. You can credit affiliates when a visitor submits a form, completes a survey or books a calendar slot, and optionally pay a fixed fee for each one.
- Pay Per Sale for Forms, Surveys and CalendarsLead-style sources can also reward affiliates only when a referred contact actually buys. This is useful when you care about revenue more than submission volume.
- Find Referral Links, Use Your Own Domain and Fix a Campaign That Will Not PublishThree of the most common campaign questions are answered here: where links live, how to brand them, and why a campaign stays paused.
- Run an Affiliate Campaign on an External WebsiteYour affiliates do not have to promote pages hosted in Vendi Today. An external website campaign lets one referral link track activity across any website you control, including its subdomains.
- Track Affiliate Sales with Coupon CodesSome affiliates promote through podcasts, videos or live events, where a clickable link is awkward. A personal coupon code lets customers credit that affiliate at checkout instead.
- Automatically Promote Affiliates to a Higher CampaignLevel-up lets top performers move themselves into a better campaign once they hit a goal that you define, with no manual monitoring.
Managing Affiliates
- Add Affiliates: Manually, by CSV, from Contacts or with WorkflowsThere are four ways to grow your affiliate list. Pick the one that matches where your future partners already are.
- Build a Sub-Affiliate HierarchySub-affiliates are affiliates who sit beneath a parent affiliate. When a sub-affiliate makes a sale, the parent can earn a share according to your multi-tier setup.
- Auto-Enroll Customers and Let Affiliates Recruit Sub-AffiliatesBesides assigning people by hand, you can grow a hierarchy automatically in two ways. Both require a campaign with at least two commission tiers.
- Tour of the Affiliate Profile PageClick any affiliate's name in the list and you reach their profile, the single place to review performance and take action on that person.
- Give an Individual Affiliate a Custom Commission RateSometimes a star performer deserves more than the campaign default. Affiliate-level commissions let you raise (or lower) one person's rates without touching anyone else.
- Credit an Affiliate Manually for Sales and LeadsNot every referral comes through a tracked link. Phone orders, events and word-of-mouth recommendations can still be credited by hand.
- Manage Customers, Commissions and Ownership Under an AffiliateOpen an affiliate's profile to correct customer records, stop commissions on suspicious accounts, or transfer customers to another affiliate.
- Use Quick Campaign Actions from the Affiliates ListYou do not need to open a profile to change which campaigns an affiliate belongs to. The **Campaign Actions** menu on each row handles the common jobs.
- Reassign the Contact Linked to an AffiliateEvery affiliate is tied to a contact record. If that link points to the wrong record, often because of duplicate contacts for the same person, you can relink it without deleting anything.
- Remove, Suspend, Deactivate or Delete an Affiliate: What Each DoesThese four actions sound similar but have very different effects on tracking and history. Choose carefully.
Affiliate Payouts
- Add PayPal or Bank Payout Methods for AffiliatesBefore an affiliate can be paid, Vendi Today needs to know where to send the money. Either you or the affiliate can add a payout method, and you decide which options are offered.
- Understand the Payouts Tab, Statuses and Payout TermsPayouts are how earned commissions turn into payments. Vendi Today groups them by month and campaign, and a payout term controls when each one becomes due.
- Pay Affiliates Manually and Mark Payouts as PaidIf you would rather pay by bank transfer, Wise, check or another method, you can do that outside Vendi Today and then record the payment so your reports stay accurate.
- Pay Affiliates Automatically with PayPal PayoutsPayPal Payouts is the fastest way to pay many affiliates at once without leaving Vendi Today. It needs a one-time setup.
- Approve, Deny or Delete Many Affiliate Commissions at OnceBulk actions save time when you have a long list of commissions to review. They are available both from an affiliate's profile and from the main dashboard.
Affiliate Automation & Reporting
- Why Automate Your Affiliate Program with WorkflowsWorkflows can take over repetitive affiliate tasks so your program scales without extra admin hours. Build them under **Automation > Workflows**.
- Manage Affiliates Automatically with Workflow ActionsFour workflow actions and one trigger let you handle affiliate membership without opening the Affiliate Manager.
- Use the Affiliate Enrolled In Campaign Workflow TriggerThis trigger starts a workflow every time an affiliate is added to a campaign, whether you added them by hand or a workflow, form or sign-up link did. It is perfect for onboarding.
- React to Affiliate Sales with the New Affiliate Sale TriggerThe **New Affiliate Sale** trigger fires whenever a sale is credited to an affiliate: one-time, recurring or manually recorded. Use it to follow up with the buyer and keep your team informed.
- Automate Affiliate Leads: Lead Created Trigger and Add Leads under an AffiliateTwo workflow tools handle the lead side of your program: a trigger that reacts to new affiliate leads and an action that assigns contacts to an affiliate.
- Record Sales Automatically with the Add Manual Sales ActionThe **Add Manual Sales For An Affiliate** workflow action credits an affiliate with revenue and calculates the commission from the campaign's default rate, with no manual entry.
- Read the Affiliate Manager Dashboard and Export Sales DataThe dashboard is your admin overview of the program: revenue, customers, conversion, top affiliates and tasks waiting for you. Find it at **Marketing > Affiliate Manager**.