SendPulse Omnichannel Automation—Email, Chatbots, Automation

via Coursera

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Provider

Coursera
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

6 weeks, 1 hour a week
Sessions

Self-Paced
Level

Beginner
Subtitles

English

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Overview

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Unlock the potential of SendPulse and improve how you design, launch, and optimize omnichannel marketing campaigns. This hands-on course helps email marketers connect email, chatbots, web push, SMS, and CRM actions into customer journeys that respond to contact behavior. Throughout the course, you’ll explore: Email Campaigns: Compare plans, verify sender identity, segment contacts, and schedule newsletters while applying deliverability practices. Automation 360: Select triggers, communications, logic, actions, and goals to publish a measurable multichannel workflow. Chatbot Design: Connect a chatbot channel, configure settings, and script branching lead-capture conversations while comparing channel rules. Unified Journeys: Route contacts between email, chatbots, web push, and CRM while seeing how API guides support external integrations. Analytics and Optimization: Read email, chatbot, and workflow reports to diagnose drop-off and propose testable improvements. By the end of the course, you’ll be able to produce working SendPulse assets—segmented campaigns, chatbot flows, a four-tool journey, and an evidence-based optimization report—ready to apply in your marketing work.

Syllabus

How to Choose a SendPulse Plan and Launch a Segmented Email Campaign
- How do you know whether SendPulse's free tier is actually enough for your list, or whether a paid plan pays for itself once you factor in your real campaign goals? This module answers that by having you compare SendPulse's plan tiers against a stated list size and goal, then using that decision to configure a working email setup from scratch. You will compare plan features side by side against scenario data such as contact count and required sending volume, verify a sender identity, import and segment a contact list, and use the drag-and-drop campaign builder to send a scheduled newsletter to a chosen segment, backed by a deliverability checklist covering SPF, DKIM, and list hygiene. The module is built for email marketers who already understand core email concepts such as open rates and segments, but who have never used SendPulse specifically; no purchase is required, since the plan comparison is a written recommendation exercise rather than an actual upgrade. You will leave with a documented plan recommendation matched to a stated list size and goal, a verified sender profile, and a live, scheduled newsletter sent to a segmented audience, giving you both the strategic and operational foundation you can apply to any real SendPulse account you manage.
How to Build a Multi-Channel Automation 360 Workflow in SendPulse
- What's the real difference between an automation that only sends email and one that can reach a contact by SMS or web push, or update a CRM record, depending on what they do? This module answers that by teaching you the full set of Automation 360 building blocks, not just the email element, and how to choose the right one for a given use case. You will work with trigger elements, the Email, SMS, and Web Push communication elements, the Filter and Condition logic elements, the Action element, and the Goal element, matching each one to a specific marketing scenario before combining several into one working, multi-channel workflow that reaches a measurable goal. You will also read a guided walkthrough of SendPulse's SMTP API and Push API, seeing exactly how a developer would send that same transactional email or web push message from an external application, without needing to write code or hold API credentials yourself. The module is built for email marketers with no prior Automation 360 experience, and it requires no paid plan, since every element is designed and saved rather than sent at real volume. You will leave with a documented element-selection worksheet, a published multi-channel workflow that reaches a defined goal, and a working understanding of how that same automation could be triggered from outside SendPulse entirely.
How to Connect a Multi-Channel Chatbot in SendPulse
- Can your email list really replace a chatbot, or are you missing subscribers who would rather message you on Instagram or WhatsApp than open an inbox? This module answers that by walking you through connecting your first SendPulse chatbot channel and configuring the settings that keep it running smoothly. You will use the SendPulse chatbot dashboard, the channel connection flow for Facebook Messenger, Instagram, and WhatsApp, and the bot settings panel covering greetings, menus, tags, and variables, comparing each channel's subscription rules and 24-hour messaging windows. The module targets email marketers who have no prior chatbot or SendPulse experience but want to extend their existing audience into messaging apps; no paid WhatsApp Business API access or external developer account is required, since the module uses a guided demonstration of the connection steps rather than requiring learners to complete paid business verification themselves. You will leave with a connected, functioning chatbot channel, a documented comparison of channel rules across Messenger, Instagram, and WhatsApp, and a configured bot settings profile ready to support any conversation flow you design next.
How to Script and Build a Lead-Capture Chatbot Flow in SendPulse
- Can you design a chatbot conversation on paper before you ever open a flow builder, and does that actually make the finished bot better? This module answers yes, and shows you how, by having you write a basic bot script, the greeting, the qualifying question, and the possible replies, before you build anything visually. You will use a simple script template to plan a conversation, then translate that script directly into a real, no-code branching flow inside SendPulse's drag-and-drop builder, using message and button elements, keyword and welcome-message triggers, the user-input element for collecting emails or phone numbers, and the filter element for branching based on a subscriber's answer. The module is built for email marketers with no prior chatbot-flow experience and an active chatbot channel already connected, and it uses only standard SendPulse builder features with no external APIs or paid add-ons required. Each step is demonstrated as a guided walkthrough so you can replicate the scripting and flow logic without needing developer knowledge. You will leave with a written conversation script and a saved, triggerable chatbot flow built directly from that script, one that greets a new subscriber, asks a qualifying question, branches based on their response, and captures their contact information into a variable.
How to Combine Email, Chatbots, Web Push, and CRM into One Journey
- An email campaign, a chatbot, and a cross-channel automation can each look successful on the surface, but how do you know which parts are actually working and which are quietly losing subscribers along the way? This module answers that question by teaching you to read SendPulse's analytics dashboards across channels and turn scattered numbers into one concrete optimization plan. You will use the email campaign statistics tab, the chatbot Statistics section covering subscribers, sessions, and flow-element performance, and the Automation 360 workflow reports, comparing open rates, click rates, and flow completion rates side by side to spot where contacts drop off. The module is built for email marketers with no prior cross-channel analytics experience, and it requires no paid plan or external analytics tool, since every report used is entirely native to the SendPulse platform. You will leave with a written optimization report that identifies the single weakest-performing step in your omnichannel journey, states a specific, testable hypothesis for why that step underperforms, and proposes one concrete change to test next, giving you a repeatable, evidence-based process you can apply to every future omnichannel campaign you launch.
How to Optimize Omnichannel Campaign Performance in SendPulse
- You have launched emails, a chatbot, and a cross-channel automation, but how do you know which parts are actually working and which are quietly losing subscribers along the way? This module answers that question by teaching you to read SendPulse's analytics dashboards across channels and turn scattered numbers into one concrete optimization plan. You will use the email campaign statistics tab, the chatbot Statistics section covering subscribers, sessions, and flow-element performance, and the Automation 360 workflow reports, comparing open rates, click rates, and flow completion rates side by side to spot where contacts drop off. The module is built for email marketers with no prior cross-channel analytics experience who have completed the campaigns and automations built in earlier modules, and it requires no paid plan or external analytics tool, since every report used is entirely native to the SendPulse platform you have already been working in throughout the course. You will leave with a written optimization report that identifies the single weakest-performing step in your omnichannel journey, states a specific, testable hypothesis for why that step underperforms, and proposes one concrete change to test next, giving you a repeatable, evidence-based process you can apply to every future omnichannel campaign you launch.