Xplor Mariana Tek

Luna

Set up, manage, and troubleshoot Xplor Growth automations, from entry rules and goals to messages and reports.

Automations

Set up auto-actions that create tasks, phone call reminders, or tags when a contact reaches a step in an automation.

What are auto-actions, and how do I set them up?

Set goals that remove contacts from an automation once they take the desired action, such as buying or booking.

What are automation goals?

Add emails and texts to an automation, choose when to send them, and design the message.

What are auto-messages, and how do I set them up?

Avoid common automation mistakes, from timing delays and SMS limits to how goals and removals work.

What are some common mistakes when creating automations?

How to determine when you want your auto-message or auto-action to be sent or created.

What are the timing options for automation messages and auto-actions?

The entry rule of an automation determines who will qualify to enter the campaign and receive your message.

What are automation entry rules?

Build an automation step by step: entry rules, goals, auto-messages, auto-actions, and timing.

Building an Automation

Group your automations, and sync those groups from an HQ account to child accounts.

How can I organize my automations into groups?

The All Time time frame for the Number of Visits condition uses a rolling two-year lookback window for Mariana Tek integrations.

How does the "All Time" time frame work for the Number of Visits automation condition?

Archive an automation, restore it later, and see what you can't change while it's archived.

How do I archive/unarchive an automation?

Remove contacts from an automation in bulk, from their profile, or by tagging them and adding an exit goal.

How do I remove contacts from an Automation?

Do Not Disturb lets you pause an automation for a contact.

What is Do Not Disturb?

See enrollment and goal stats for an automation, including the roll-up across child accounts for HQ.

How do I view an automation's performance?

Rename an automation, email, or segment by clicking the pencil icon next to its name.

How do I rename an email, segment, or automation?

Keep your automations tidy. Organize, rename, archive, remove contacts, and track performance.

Automation Management

See why contacts appear in the Skipped column of your automation stats, and how to enroll them anyway.

When are contacts skipped from automations?

Wondering why a certain client didn't enter an automation? Find out some common reasons.

Why didn’t my contact enter the automation?

Add a segment of existing contacts to a running automation from the Add Contacts button.

How do I enroll a segment into an automation?

Export the contacts in an automation as a CSV: those enrolled, those who ever enrolled, or those who met a goal.

How do I export contacts enrolled in an automation?

Send an automation email to a contact who isn't in the automation, using Quick Send.

Can I send a client an automation email if they aren't in the automation?

See what happens to scheduled messages, tasks, and new contacts when you pause an automation.

What happens when I "pause" my automation?

Why didn't they enter? Quick answers on skipped contacts, enrolling segments, exports, and pausing.

Automation FAQs

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Find answers and get help from Intercom Support and Community Experts

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Connect the tools your team already uses to bring data in.

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