Set Up Two-Factor Authentication

Two-Factor Authentication (2FA) needs to be set for each account user separately. To set up the 2FA, go to Settings -> Users and click Edit next to the user you want to set up the 2FA for. After that, enable the “Two factor authentication” feature by switching the toggle and follow the provided instructions. Set […]

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Creating Your First Embedded Form

An embedded form can be made in the same way as a pop-up, with slight differences. Go to “Forms” and click the “Create your first form” button. Give your form a name and press “Create”. Choose form type as embedded by clicking “Create new embedded form”. Choose from between the “Default” and “Basic” templates. These […]

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How to Create A Welcome Series Automation Inside Sender

Use Sender’s step-by-step automation builder feature to build a welcome series automation in minutes. Click on “Automation” -> “Create New Workflow” to enter the automation flow builder. Give your welcome sequence a name that is easy to place. Choose the trigger. Your trigger is the event or action that will cause the automation to fire. […]

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How to Create An Abandoned Cart Series Automation Inside Sender

Sender’s automation builder feature helps you build a highly conversion-optimized abandoned cart automation sequence easily as shown below. NOTE: Below automation sequence will work only when you have correctly integrated your Sender account with your online store. 1. Click on “Automation” -> “Create New Workflow” to enter the automation flow builder. 2. Give your abandoned […]

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How to Create a Post-Purchase Automation Workflow Inside Sender

NOTE: This automation, like the abandoned cart sequence, needs your online store to be integrated with your Sender account, else the latter would not know when a purchase has been made. 1. Click on “Automation” -> “Create New Workflow” and name your new workflow. 2. Choose the trigger as “A product is purchased”. 3. Click […]

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How to verify SPF, DKIM and DMARC values?

Setting up DKIM and SPF is a two-step process. Step1: How to Add a New Domain? Go to “Settings” -> “Domains” -> Click “Add Domain”. Enter the domain name you would like to send from. Input an existing email address associated with the above entered domain name and click “Add”. You will receive an email […]

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Sending High-Converting SMS Campaigns

For designing highly effective SMS campaigns, we leave you with the following tips. Strategy: Your SMS strategy must be a supplementary component of your overall marketing strategy, alongside emails, and never standalone. Every message could be someone’s first and someone else’s last: You should keep your texts concise, respectful, and well-thought-out. Respect for personal space: […]

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Viewing Reports Inside Sender

Ecommerce sales reports Form reports Automation reports Email campaign reports SMS campaign reports Ecommerce sales reports This feature gets enabled when: You have a paid Sender account; The same is integrated with your online Shopify store. Form reports Click “Forms” on the main dashboard to access the list of forms. Clicking on “Overview” next to […]

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Integration with Zotabox

Integrating Sender with your Zotabox account takes only a few steps.  To begin the integration, go to your Zotabox dashboard and select “Email Service Integration.” From the list of possible integrations, click the “Sender” logo. To complete the integration, insert the API access token from your Sender account. Click here to learn how to obtain one. […]

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Spin & Win subscription form

Creating a Spin & Win subscription form Wheel slices’ setup Wheel design Form behavior Winning and Losing screens Installing the Spin & Win subscription form Winning and losing in action Creating a Spin & Win subscription form Spin & Win is a type of form that allows your visitor to spin a wheel upon subscribing […]

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