Automation in Quanda from A to Z

A transactional email is a special campaign type that you prepare in advance and activate. You do not choose recipients for it, they are determined by the automation that triggers it the moment a contact meets the condition. Without a transactional email, you cannot set up an automation that sends a message.

In a simple campaign, set the condition "did not open the email", a time of, say, three days and the action send an email with a transactional email that has the same content. For non-opens, the time counts from when the original campaign was sent. In one of Quanda's own campaigns, this raised the overall click rate from 5.1 to 6.2 percent.

Create a campaign of the Birthday greeting type, choose the group tags and select the hour at which Quanda should check the dates every day. The contact must have the Date of birth field filled in, otherwise their turn never comes. Do not forget to add a personalized salutation to the email.

Prepare a table of first names and name day dates according to the calendar of your country, add the dates to your contact export with a VLOOKUP formula and import the file back into the Anniversary field. The procedure is in the help article Importing name day dates.

In the form automation, choose the Send notification action and prepare the notification text in advance as a transactional email. That way a salesperson learns about a new inquiry within a minute. For newsletter forms, a summary report for the form manager may be enough.

Yes, the course is completely free. Just create a free learning account with an email and password or your Google account and confirm your email address. Your progress is saved in the account as you go.

Each of the six lessons ends with a quiz of seven yes or no questions, and the next lesson unlocks once you answer all seven correctly. You can retake the quiz as many times as you like, and for wrong answers you will see an explanation. After passing all the quizzes, you receive an official Quanda certificate in PDF with your name, the course title, the date, a unique code and a QR code leading to public verification. You can download it at any time and share it on LinkedIn, Facebook and X.

The course has six lessons and takes about 2 hours. You study at your own pace and can pause at any time and continue later, because your progress is saved in your learning account. The course is intended for intermediate users.

No, you don't. All you need is a free learning account on the Quanda website, which you create with your email or Google account. An app account comes in handy if you want to try the steps from the lessons right away, and you can start a 14-day free trial without a credit card.

We only store what we need for your studies: your email, your first and last name for the certificate, an optional phone number, your course progress and issued certificates. We process them in line with the Quanda Privacy Policy. You can delete your learning account yourself in your profile, and your progress and certificates are deleted with it. Any emails about similar content we may send you can be unsubscribed from using the link in each of them.