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Platform Updates

NetSendo v1.8.1: Advanced Behavioral Automation is Here

NetSendo TeamJanuary 31, 20267 Min. Lesezeit
NetSendo v1.8.1: Advanced Behavioral Automation is Here

Are your email campaigns starting to feel a bit... generic? In a world of hyper-personalization, sending the same message to everyone is like shouting into the void. To truly connect with your audience, you need to understand their behavior and react in real-time. That's where data ownership and powerful automation—the core strengths of a self-hosted platform—become your greatest assets.

We're thrilled to announce the release of NetSendo v1.8.1, a landmark update that puts enterprise-grade behavioral automation directly into your hands. Introducing AutoTag Pro, our new visual automation engine designed to help you create deeply personalized customer journeys with ease.

TL;DR: NetSendo v1.8.1 introduces AutoTag Pro, a visual behavioral automation engine for tagging and scoring subscribers based on 30+ triggers. The update also includes 6 pre-built automation templates, adds the MoonshotAI Kimi K2.5 model, and improves A/B testing accuracy.

🚀 Introducing AutoTag Pro: Your Behavioral Automation Co-pilot

AutoTag Pro is more than just a feature; it's a complete system for understanding and acting on subscriber behavior. Built from the ground up, it allows you to create sophisticated rules that run automatically in the background, segmenting your audience with surgical precision. No more manual list management or guessing who your most engaged users are.

🛠️

Visual Rule Builder

Create complex automation workflows with an intuitive interface. No coding required—just point, click, and automate.

30+ Real-time Triggers

React instantly to email opens, clicks, form submissions, purchases, abandoned carts, and even CRM events.

🎯

Powerful Actions

Automatically add/remove tags, adjust lead scores, move subscribers between lists, and more.

📊

Segmentation Dashboard

Get a bird's-eye view of your audience segments, top automation rules, and engagement trends in one place.

The New Segmentation Dashboard

Data is only useful if you can understand it. We've added a brand new Segmentation Dashboard that gives you a real-time overview of your automation engine's performance. You can track your most popular tags, view score-based segments (Cold, Warm, Hot), monitor automation rule executions, and see a live feed of recent activity. This is your new command center for audience intelligence.

🌱 Hit the Ground Running with Default Automations

To help you get started immediately, we've included 6 pre-configured automation templates with every new installation. These system rules cover the most common and powerful use cases, giving you a proven foundation to build upon.

  • Cold Lead Detection: Automatically tags subscribers who haven't engaged recently.
  • Engaged Reader: Rewards subscribers who consistently open your emails.
  • Purchase Behavior: Tags customers after they make a purchase.
  • Click Champion: Identifies your most active clickers.
  • Welcome Sequence Trigger: Adds a tag to kickstart your onboarding flow.
  • Cart Abandonment: Tags users who abandon their shopping cart.
ℹ️ Note: You can customize, disable, or delete these default rules. If you ever want to bring them back, just click the "Restore Defaults" button on the automations page!

✨ Other Notable Improvements in v1.8.1

This release is packed with other enhancements to make your marketing efforts more effective and efficient.

  • New AI Model: We've added support for the powerful MoonshotAI Kimi K2.5 model in all AI assistants, giving you even more creative power.
  • Smarter A/B Testing: We've implemented a balanced round-robin distribution for A/B tests, ensuring a perfect 50/50 split even with a small number of recipients. Your test results are now more accurate than ever.
  • Enhanced Calendly UI: Configuring your Calendly integration is now easier with searchable checkbox lists for assigning mailing lists and tags to specific event types.
  • Key Fixes: We've also resolved issues with AI model selection visibility, email sending without a configured mailbox, and several bugs in the Calendly integration for a smoother experience.

💡 Benefits & Use Cases

Here’s how you can put AutoTag Pro to work in the real world:

🛒

E-commerce: The Automated Cart Saver

When a user adds items to their cart but doesn't complete the purchase, AutoTag Pro can be your safety net.

  • Trigger: pixel_cart_abandoned event fires.
  • Action 1: Add the "Abandoned Cart" tag.
  • Action 2: This tag automatically enrolls them in a 3-part email sequence offering help or a small discount.
  • Result: Recover lost sales on autopilot, directly from your self-hosted platform.
🚀

SaaS: Proactive Onboarding & Churn Prevention

Identify users who are losing momentum during their trial period and give them a nudge.

  • Trigger: subscriber_inactive for 7 days.
  • Condition: Subscriber has the "Trial User" tag but NOT the "Activated Feature X" tag.
  • Action 1: Add the "At Risk" tag.
  • Action 2: Create a task in your CRM for a customer success manager to reach out personally.
  • Result: Reduce churn by intervening at the perfect moment.
📈

Agencies: Effortless Lead Scoring for Clients

Quantify lead interest automatically to help your clients focus on the hottest prospects.

  • Trigger: email_link_clicked.
  • Condition: The clicked URL contains "/pricing".
  • Action: Adjust lead score by +15.
  • Result: Provide clients with a clear, data-backed list of sales-qualified leads, proving your marketing ROI.

⚙️ Step-by-Step Guide: Creating Your First Automation Rule

Let's create a simple rule that tags anyone who clicks your pricing page link as a "Hot Lead".

  1. Navigate to the Dashboard

    In your NetSendo sidebar, click on "Segmentation" under the Automation group.

  2. Create a New Rule

    Click the "Create Automation Rule" button. Give your rule a descriptive name, like "Tag Pricing Page Visitors".

  3. Select the Trigger

    From the "Trigger" dropdown, select "Subscriber clicks an email link".

  4. Define the Condition

    To ensure this only fires for the correct link, add a condition. Select "Clicked URL", choose "contains", and enter a unique part of your pricing page URL, such as /pricing.

  5. Set the Action

    In the "Actions" section, select "Add Tag". In the text box that appears, type "Hot Lead".

  6. Save and Activate

    Click "Save Rule". The rule is now live and will automatically tag subscribers who show interest in your pricing.

🎯 Expert Tips

1
Layer Tags and Scores

Use tags for broad categories (e.g., "Engaged") and lead scores for nuanced interest levels. A rule could add +5 to the score for an open and +10 for a click, giving you a more granular view of engagement.

2
Use the Execution Log to Debug

If a rule isn't firing as expected, check the "Execution Log" tab on the main automations page. It provides a full audit trail of every trigger and action, making it easy to diagnose issues.

3
Create a Tagging Taxonomy

Before you create dozens of rules, plan a simple and consistent naming convention for your tags (e.g., `Status: Active`, `Interest: Product A`). This will keep your segments organized as you scale.

⚠️ Important: Updating to v1.8.1 involves database migrations for the new automation tables. Always back up your NetSendo instance before running the update process.

Ready to Build Smarter Campaigns?

AutoTag Pro gives you the power to automate personalization at scale, all from the security of your own server. Stop guessing and start responding to your customers' needs in real-time.

#automation#segmentation#lead scoring#email marketing#platform update#autotag pro#v1.8.1
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