How to Use Encharge

Getting started with Encharge

In this guide, you'll learn how to set up Encharge and create your first behaviour-based email automation for your SaaS company. By the end, you'll be able to send targeted emails based on user interactions, improving engagement and retention.

Step 1: Sign up and set up

1. Go to Encharge.
2. Click on the Get Started Free button on the homepage.
3. Fill in your email address and create a password, then click Sign Up.
4. Check your email for a confirmation link and click it to verify your account.
5. Once verified, log in to Encharge and complete your profile by providing details about your company and connecting any relevant integrations (e.g., Segment, Stripe, Intercom) in the Integrations tab.

Step 2: Your first email automation

1. From the dashboard, click on Automation in the left-hand menu.
2. Click the Create Automation button.
3. Choose a trigger for your automation, like User Signed Up or Button Clicked. Click Next.
4. Add a condition if necessary (e.g., only target users from a specific country) and click Next.
5. Now, select the action you want to perform, such as Send Email. Click Next.
6. Craft your email in the editor, including a subject line and body content. Use personalisation tokens (like {{user.first_name}}) to make it more engaging.
7. Review your automation settings and click Save.

Step 3: Get better results

1. Experiment with different triggers and conditions to refine your targeting. Consider using actions like Add to List to segment users further.
2. Use A/B testing for your emails by creating variations and monitoring performance in the Analytics section.
3. Regularly check user interactions and adjust your automations based on engagement metrics, which you can find under Reports.

Pro tip

Take advantage of the User Properties feature to segment users based on their behaviour or attributes. This allows you to craft highly targeted emails that resonate with specific user groups.

Common mistake to avoid

Avoid creating automations that are too broad. Targeting too many users in one go can lead to irrelevant messages, causing disengagement. Always use specific triggers and conditions to ensure your emails are relevant to the recipient.