First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widgets Gamification
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Subscription
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Actions After Subscription
After creating the subscription form, you can configure the following actions to occur after a contact submits it:
- Add contacts to a segment.
- Double Opt-In.
- Email confirmation.
- Redirect after clicking on the confirmation link.
- Onboarding.
- Set the rules for actions that must happen after form submission.
Add Contacts to a Segment
By default, new contacts collected through subscription forms are saved to your account without being added to segments. To save new contacts to a segment:
- In the Add contacts to segment section, click Save contacts to segments.
- In the Segment edit window, select the corresponding segment or segments and click Done.
You can create a new segment to add new contacts who subscribe using this widget.
Double Opt-In
Activate subscription confirmation via email. When Double Opt-In is disabled, subscribers are added as contacts to your list without email confirmation.
.webp "Double Opt-In")
You can use the default email, edit or replace it.
.webp "Email confirmation")
The button with the confirmation link in the email for integrated widgets must have the following mandatory settings:
Link:
- Type: Subscription confirmation,
- Link: $data.get('redirectUrl')
.webp "Link settings")
Event type: SysContactConfirmed
.webp "Event type")
If you need to change system workflow, see the instructions.
Redirecting After Click
Select where to send the user after clicking the confirmation link: the default redirect page or verified domain URL.
.webp "Where to direct")
When choosing the Verified domain URL, in the URL field, enter only the URL in the verified domain address of your company and its subdomains.
.webp "Verified domain URL")
If you don’t have verified domains, click the Verify domain button.
More details about verifying domain >
Enabling Onboarding
Select one of the options:
- Send welcome email: sending works automatically; you do not need to create additional workflows.
- Send welcome series through workflow: select event type or create a new one and launch it to your welcome workflow.
More on launching a triggered campaign on event >
.webp "Onboarding")
Activate the toggle Only to new contacts to avoid sending a welcome campaign to existing contacts.
