Cordial

A browse follow-up needs a rule for repeated visits as well as the first trigger. Cordial's Podium delay can preserve the original timer, restart it after another qualifying event, or create a separate delayed action for each event. Choose deliberately: several visits should not accidentally become several follow-ups.

The automation runs through delay, audience filter and action in that order. A contact filtered out of a child automation can remain eligible for its sibling automations, so inspect parallel paths when reviewing the audience.

Copy a published orchestration to a draft for structural edits while its live version continues running. Republishing an orchestration with experiments resets its real-time analytics; keep past versions in view when comparing activity. Email, SMS, mobile and other actions also depend on the capabilities enabled in the account. Cordial currently directs prospective users to a demonstration with its team.

To add a colleague, open Settings, choose Users and select Invite. Enter the person's email address and role. The invitation remains pending until they follow the activation link and set a username and password, so allow time for this before handing over a live campaign.