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Marketing Automation Module

Marketing Automation Module

What is Marketing Automation Module?

cmercury Marketing Automation module helps you create custom triggers and workflows to engage users based on their actions on your website or in communication channels such as email, SMS etc. Using our features, you can create standard series like cart abandonment series, price drop series, browser abandonment series as well as custom automated workflows based on certain activities on your website or based on certain demographics like gender, subscription type, etc. Web/Browser push notifications are clickable messages that display on the top or right-end corner of your Desktop, Mobile or Tablet device from a particular marketer, with the intention of, driving a customer’s attention to their particular website or landing page. It could be Promotional Offers, News Updates, Opinion Polls etc. It’s a new marketing channel to re-engage your visitors without knowing their email or other contact details.

Setting up your cmercury Marketing Automation account:

You need to do the following to set up your account for creating triggers:

  • Integrate web analytics module in your website. To know more, click here
  • Upload Google product feed in your account – This helps to pass information about the products in your website to the website like product name, description, image link, price, etc. (Google reference page:
  • Setting up the ARM settings: Once you have added the web analytics to your website and uploaded the product feed in the account, only one more step remains for sending out ARM campaigns, ie to set the ARM in the “Account setting” menu.

The 3 manual options available are:


While selecting the same user behaviour option, you can select the user action preferences as well. For e.g., you can give maximum preference to the purchase behaviour and set the preferences for the rest of the user actions.

  • Set up User Addition API in your List (Only For Welcome Trigger): To send out the welcome trigger, set up the User addition API in your website or server so that the mail is sent as soon as the data is added to the list.

Once the options are set up you can start using the trigger options in the account.

Sending out your Marketing Automation Triggers:

For setting up workflows or triggers in your cmercury Automation module, you have the following options:


To access the basic triggers in the panel, click on the “Trigger tab” under “Email” in the left navigation bar.


Click on “New” and save after filling out the fields in the form to create a new trigger.

Trigger Type: Depends on the trigger purpose.

The welcome trigger will be sent to users who are added to the list by API or as individual contacts.

Fire trigger: Created in the panel for obtaining the trigger id. The trigger id is a must have while sending out mailer using APIs. (Here you can add redirection link to the API mail sending options)

List Name: Select the list from the dropdown from the created lists in the account.

Subject line: Set the subject line to be used for the trigger mail.

HTML & Text: Give the HTML & text to be sent out to the users.


Click on “New” and save after filling out the fields in the form to create a new trigger.

Trigger Series

Trigger series help in setting up customised workflows based on user actions or based on demographics. The trigger series can be set as given below:

Click on the “T.Series” under the option email in the left navigation bar. In the T.Series page, click on “New” to create a custom trigger workflow.


In trigger series window, fill out the form fields and give the conditions for the trigger.

Advanced Triggers

This feature help to create triggers for cart abandonment series, price drop alert, browser abandonment and out of stock alerts. You can engage the users in multiple channels like email, SMS and even in web push.


Setting up Advanced Triggers

To set up an advanced trigger, click on “New” icon on the top of the page. Fill the form field and set up the communication schedule and medium to be sent out.

Trigger Type: Select the type of trigger you would like to implement. The available options are “Cart Abandonment”, “Price drop alert”, Browser Abandonment” and “Out of stock” alert.

Trigger Name: Name given for the trigger for your internal reference.

Trigger Subject: Select the subject of the trigger email which will be sent out to the users. Add personalisation in the subject line like first name/last name by selecting them from the drop-down adjacent to the subject field.

List: Select the list to which the users and their information are added in the account from the drop-down menu.

Sender Name: The sender name of the email when the email is received in the inbox of the user. This creates an impression, so choose the sender name with care.

From email ID:  The email address with the domain configured in your account


Now you can select the channels of communication and their schedule for the users. You can send email, SMS and web push. You can set up 3 of each communication to be sent out to the users.

You can set up the schedule of the communication to be sent out after 2 hours, 5 hours, 1 day and 2 days after the user’s action on the website. The scheduling options are applicable to the rest of the 2 mediums of communication as well.


You can set up the SMS and web push content to be sent out on the same page itself.  You can personalise the web push and SMS by adding product related information (like product name, price description, category etc) from the drop-down adjacent to the title & description fields of web push notifications.


In the SMS as well,you can personalise SMS content product-related information (like product name, price description, category, etc.) from the drop-down adjacent to the content field of the SMS.


Click on “Next” button to set up the creative for the email communication to be sent out to the users. You can set up the creative using our ARM template builder and other HTML editing options as well. You can drag and drop the ARM content as product abandoned, trending products from the website and the personalised one-on-one recommendations as well. Once the creatives are set, click on “Trigger Save” to activate the trigger.


Trigger Reports

This cmercury module provides detailed reports for the triggers. You get to know the sent, delivered, open rate, click rate, unsubscribe, spam and bounce.

To access the trigger reports, click on the specific trigger. Stats regarding the triggers will be highlighted in the right side of the panel.


To download the reports, highlight the triggers for which you would like to download reports.  Now click on the “Download” button. In the download button, select whether to download the report of “All” triggers or the “Selected” ones.  Select the option “Daily cumulative report” or “Day wise Cumulative Report” and click on “Download Button” to download the report.


To access the reports for the Trigger Series, highlight the trigger series created and click on reports.


In the report page, select the date range for which you would like to see the reports.


Advanced trigger reports

To access the advanced trigger reports click on the corresponding trigger and the report can be viewed in the adjacent window.