The objective of automation made in Plezi is to save you time.

Thus, after setting up the different scenarios, you will be able to ... forget them!

The smart campaign will allow you to nurture your contacts, by sending them the right content (the one whose "tags" match the fields of your contact) at the right time (thus depending on the purchase phase). You will only include in this scenario ultra relevant content, for which you will have created an email, which will automatically leave at the chosen frequency.

The newsletter will allow you to keep in touch with your contacts who have requested it. You will only send them articles that are relevant to them, especially if you choose the rule of choosing articles "according to your contacts' tags".

The workflow comes at a very precise moment: it aims to trigger an action from your contact (making an appointment, downloading a white paper...) and is defined in time, unlike the 2 previous scenarios. You could therefore use it at the end of the buying cycle (and therefore as a direct complement to the intelligent campaign) to push your leads to make an appointment.

All these scenarios should help you build your relationship with each of your contacts: you should therefore address them in a personalized way (for example by inserting a "civility" or "first name" merge field) while being generic enough to be reproduced on a large scale.

You need to create & use a smart contact list for each of these scenarios. These lists will automatically update with new contacts that match the defined criteria.

Workflows can take over emails created for smart campaigns (Automation tab). They will of course be editable.

All three of them, of course!

They are complementary: generally, our users start by launching their newsletter, take the time to create white papers and other high value-added content, then insert them into their smart campaign and use the workflow more punctually for specific actions.