Pre-actions in Email Campaigns
Pre-actions are pre-campaign automation steps that are executed immediately before an email campaign is sent. They ensure that both the recipient list and the campaign’s dynamic content are up to date without requiring manual intervention.
When are pre-actions used?
Pre-actions are useful when you want to ensure that:
Recipient data is up to date
For example, newly imported customers from Shopify or HubSpot should be included in the campaignDynamic content is updated
For example, product feeds, price lists, or personalized contentData from external sources is synchronized
For example, from a CRM, a shop system, or a CSV file
How to enable pre-actions
Open your email campaign.
Toggle the Pre-Actions switch.
An intermediate step will open where you can define one or more pre-actions.
Select the desired pre-action and configure it.
Available Pre-Actions
Depending on the connected systems, various pre-actions are available to you:
Daten-Import
CSV – Feed Import / CSV – Import (FTP/HTTP)
JSON – Import / INTERNAL – JSON-LD Import
Facebook – Feed Import / Facebook – Import & Persist
Instagram – Feed Import / Instagram – Tagged Content / Instagram – Hashtag Search
Google Shopping – Feed Import
CRM & Marketing Systems
HubSpot – Import / HubSpot – Data Sync / HubSpot – Filtered Import / HubSpot – Import Event Trigger
Salesforce – Import Contacts
E-Commerce (Shopify)
Shopify – Import All Customer (Iteratively)
Shopify – Import Newest Customer (By Update Date)
Shopify – Import all orders
Shopify – Import all products (Iteratively)
Shopify – Import products by update date
Shopify – Import default addresses for all customer (Iteratively)
Shopify – Load Missing Locale For Users
Note
Pre-actions are executed sequentially before the campaign is sent. Allow plenty of time, as large imports (e.g., large customer lists from Shopify) can delay the start of the send.
Basics: Necessary steps to take beforehand