<aside> 🙂 Welcome to the documentation of Friendly Automate, your privacy-friendly Swiss marketing automation software.

</aside>

<aside> 🙂 Any questions? We are happy to help you via 📧 email or ☎️ phone.

Or 👩‍💻 contact us for consulting & training sessions.

</aside>

👠 Getting started

Create new contacts

Create simple segments

Create emails in the email editor

Create your first form

Create your first campaign

💾 Technical Setup

Integrate the Automate tracking on your website

Use Friendly Automate in a privacy-compliant way

Optimize the deliverability of your emails

Contacts

Import existing contacts

Export your data

Manage access rights to your Contacts

Store the origin of your contacts

Deal with Do Not Contacts

How to delete inactive contacts

Campaigns

Understand how Friendly's Default Double Opt-in Campaign Works

Create personas, and deliver targeted messages to them

Create your first lead-magnet and collect e-mails

Forms

Apply Custom Design To Your Forms

Connect Contact Form 7 with Friendly Automate

Add spam protection

Install Captcha for Friendly Automate

Emails & Landing Pages

How to set up double opt-in for your email subscriptions

Schedule emails to send later

Tokens to be used in emails

Friendly Content Blocks

Lead Scoring

A Lead Scoring Model for Beginners

Lead scoring for unknown contacts

Miscellaneous

User and rights management

Integrations & API

Data retention periods in Friendly Automate

How to send text messages / SMS with Friendly Automate

Use BCC for automation

Your subscription

Billing and cancellation

Contact us

📧 Send us an email

☎️ Talk to us by phone

👩‍💻 Book a videocall