Marketing Automation and Funnels

Automation, Visual Flows, Logical Conditions, Email and SMS, Data Management, Integrations

Description: A comprehensive platform for designing, executing, and monitoring automated marketing campaigns, personalized communication sequences, and structured sales paths (Funnels).

What is it for? (Practical examples)

Use it to create customer journeys that work 24/7, ensuring each contact receives the right message at the right time.

  • Automation: Send a series of 5 emails spaced 3 days apart to all new newsletter subscribers, ending the sequence if they open a specific email (conditional logic).
  • Funnel: Build an online sales path starting from a landing page, collecting customer data via a form and redirecting them to a payment page with a dynamic coupon.
  • Autopost: Schedule automatic generation of blog articles or content from an RSS feed and publish them on social channels or the website at regular intervals.

Main Features

Campaign Management and Monitoring

  • Flexible Creation: Ability to create four types of campaigns: Automation (event-based sequences), Funnel (sales paths with dedicated pages), Standard (single sends/newsletters), and Autopost (automatic content publishing).
  • Campaign Statuses: Filter and manage campaigns based on status (Draft, Active, Paused, Finished, Archived, Scheduled).
  • Detailed Statistics: View precise metrics for each communication action (Email, SMS, Push Notifications), including sending rates, delivery, opens, clicks, bounces, and unsubscribes.
  • Contact History: Access the full journey of each recipient within the automation, including date and time of every executed action and generated custom shortcode values.

Flow Design (Diagram)

Automations and funnels are built using a visual editor that allows defining the origin (Trigger) and sequence of actions.

  • Starting Points (Triggers): Define the event that enters the contact into the automation.
  • Actions and Steps: Add communication elements, logic, or data manipulation in the flow.
  • Conditional Logic: Use "Condition" or "Goal" blocks to create branches in the flow based on specific criteria (e.g., if the user clicked a link, has certain demographic data, etc.).
  • Split Test: Create parallel paths to test the effectiveness of different actions or messages.
  • Loop: Set up repetition cycles to perform actions at regular intervals.

How to Configure

Configuration is divided into two phases: defining the Origin (Trigger) and the sequence of Actions.

1. Defining the Origin (Trigger)

The origin defines who enters the automation and under what circumstances.

CategoryAvailable TriggersDescription
Subscription/UnsubscriptionSubscription/Unsubscription to ListThe contact enters when added or removed from one or more specific marketing lists.
Subscription/Unsubscription to TagThe contact enters when assigned or removed from a specific tag.
Form SubmissionThe contact enters after submitting a specific form present on the site.
E-commerceOrder CreatedThe contact enters after creating a new order (with filter option for specific items).
Order UpdatedThe contact enters when an order's status changes (with filters for status and items).
Order PaidThe contact enters after payment of an order (with filter option for specific items).
CommunicationMessage Sent/ReceivedThe contact enters when a message of a specific type is sent or received (e.g., email, SMS).
Email Opened / ClickedThe contact enters after opening or clicking a link in a specific email (or any campaign email).
IntegrationWeb Tracking EventThe contact enters when a specific event is tracked by the Web Tracking system.
Incoming WebhookThe contact enters upon receiving a call to a dedicated Webhook URL, allowing association of received data (Email, Mobile Number, External ID).

Recipient Settings:

  • Behavior: Choose whether to include only contacts who already meet criteria, only future contacts, or both.
  • Repetition: Allow contacts to re-enter automation multiple times even if previous executions are ongoing.

2. Actions Available in the Flow

Actions are building blocks composing the automation or funnel diagram.

CategoryActionConfiguration Details
CommunicationEmailSubject, Sender, Pre-header, Content (Visual Builder), Attachments, Signature. Advanced unsubscribe management (removal from lists or tag assignment).
SMSTitle, Message, Sender, Recipient (custom or default).
Push NotificationTitle, Message, Destination Link.
Flow and LogicWaitDefine waiting time (minutes, hours, days etc.) or wait until a specific date/time.
Condition / GoalDefine complex rules (e.g., "Demographics: Email equals X"). In automations conditions can have expiration times (e.g., "check within 2 hours").
RepetitionSet up repetition cycle (every X hours/days/weeks) to return to a previous action.
Split TestDefine name for A/B test.
Contact DataModify Demographic DataUpdate demographic fields (Name, Email, Address, Language etc.) or billing data using static values or shortcodes.
Add/Remove ListsChoose which lists to add/remove from contact.
Add/Remove TagsChoose which tags to add/remove from contact.
Marketing ConsentSet marketing consent status (Accepted/Rejected).
Assign OperatorAssign contact to one or more users or roles with automatic rotation option.
Generate CredentialsForce regeneration of access credentials for the contact.
Add History Note  Adds a note to contact’s history with title and author.
Dynamic Content  Set Shortcode  Create custom variables (shortcodes) with static or dynamic values for use in subsequent actions.  
        AI Generation         Generate content (text, blog article description image) or images via artificial intelligence saving result in shortcode.                
        Get RSS Feed                Extract item from RSS feed (next/random/latest/first) saving it in shortcode.                
E-commerce / Funnel        Create Order / Payment Link                Generate payment link for predefined cart with option to immediately create order in specified state.
        Modify Cart                Set/add/remove items from contact’s cart.
        Dynamic Coupon                Generate coupon with expiration date(e.g., 24 hours) starting from existing coupon assigning it to shortcode.
        Page / Popup                (Only Funnel) Create landing page or popup with visual editor & SEO settings.
Integration                Outgoing Webhook                Send call to external URL(Webhook) with custom parameters(Key-Value or JSON Raw) & headers(Header). Result can be saved in shortcode.

Automatic Integrations

Template Library (Marketplace)

By accessing the Library you can:

1. Import Templates: Use predefined automations or funnels created by Framework360 or other users.

2. Export Templates: Save your automations as reusable templates or export them as files for external sharing. The system automatically manages exporting all related elements (e.g., emails, pages, media files).

Sending Permissions

Before sending emails, SMSs or Push Notifications,the system automatically verifies if the contact has given marketing consent(if required by action). If consent is missing,the communication is blocked ensuring regulatory compliance.

Credit Management

For cost-incurring actions(such as sending SMSs or generating content via AI),the system checks credit availability before launching campaign.