Delivery, forms and automation on one customer record

Send to email and LINE from the same screen. Opens and clicks are tracked in-house, so you can check the response for each send.

• Send to email, LINE and Instagram
• Open and click counts
• Saved delivery templates
• Merge fields such as the customer name
• Large sends processed in batches

Define conditions once and matching customers are resolved at each send. Hand-picked lists are also supported.

• Conditions on tags, lead score and last visit
• Filter by spend, visit count and products bought
• Filter by membership rank, points and birthday month
• People who opened or clicked a past send
• Combine conditions with AND and OR

Send several variants to part of the audience, then send the better one to everyone else. The winner can be picked automatically on open rate or click rate.

• Test on a set share of the audience
• Decide on open rate or click rate
• Send the winner to the remainder
• Switch between automatic and manual selection
• Nobody receives two variants

Build enquiry and application forms whose submissions register directly as contacts. For people already on file, only empty fields are filled in.

• Eight field types (text, email, phone, select, checkbox, textarea, date, number)
• Contact created or matched on submission
• Automatic tagging based on the answers
• Acquisition source recorded
• Submission can trigger an automation

Build surveys with NPS and CSAT scoring. Responses are linked to customers already on file.

• NPS and CSAT scoring
• Respond via a public URL
• Automatic send after a purchase
• Send from a LINE delivery flow
• Automatic tagging based on the answers

Build quizzes of three kinds: type matching, score bands and numeric estimates. Scoring runs server-side and the result is stored as a tag.

• Type matching, score bands and numeric estimates
• Templates per industry
• Respond via a public URL
• Automatic tagging from the result
• Built-in checks for Japanese advertising regulations

Start from a trigger such as a form submission, a deal moving stage or a message arriving on LINE, check the conditions, then run the actions. Simple sequences are built on one form; switch to the flow editor when you need branching.

• Triggers across contacts, deals, reservations, payments, forms, surveys, quizzes and inbound LINE
• Trigger on inbound LINE or Instagram messages, optionally filtered by keyword
• Wait by elapsed time, fixed date or business hours
• Branch in two, or route by value
• Actions include tagging, notifications, email, tasks and deals
• Flows that loop back cannot be saved

There are 46 ready-made automations. Picking one creates the rule so you can review it before turning it on; it starts out paused.

• Filter by goal (onboarding, sales, retention, support) and by industry
• Some recipes are ready once you pick the target
• Paused immediately after creation
• Fully editable afterwards

Check an automation with a test run that sends nothing. Once it runs for real, every execution records which conditions it passed and how far it got.

• Test run (no email is sent and no tag is applied)
• Execution history (succeeded, failed, waiting)
• The path taken, step by step
• Limit re-entry per person (once only, or once every N days)
• Re-run a past execution

A score moves up and down automatically with customer behaviour. Crossing a threshold can trigger a notification or a send.

• Automatic scoring from behaviour
• Configurable scoring rules
• History of every score change
• Crossing a threshold as an automation trigger
• Adjust the score from inside an automation