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ChineseSendPulse Platform Help
SendPulse平台帮助
Help the user with SendPulse platform questions — email marketing, Automation 360 (multichannel workflows), chatbot builder (WhatsApp, Instagram, Telegram, Facebook, Viber, TikTok), CRM (pipeline, deals, contacts), online course builder (EDU), website/landing page builder, web push notifications, SMS campaigns, Viber campaigns, SMTP/transactional email, pop-ups/forms, email verifier, and API integration.
为用户解答SendPulse平台相关问题——涵盖邮件营销、Automation 360（多渠道工作流）、聊天机器人搭建工具（WhatsApp、Instagram、Telegram、Facebook、Viber、TikTok）、CRM（销售管道、商机、联系人）、在线课程搭建工具（EDU）、网站/落地页搭建工具、网页推送通知、短信营销活动、Viber营销活动、SMTP/事务性邮件、弹窗/表单、邮箱验证工具，以及API集成相关内容。
Step 1 — Gather context
步骤1 — 收集上下文
Ask the user:
-
Which SendPulse feature are you working with?
- A) Email marketing — campaigns, templates, A/B testing
- B) Automation 360 — multichannel workflows
- C) Chatbots — WhatsApp, Instagram, Telegram, Facebook, Viber, TikTok
- D) CRM — deals, pipeline, contacts
- E) Online courses (EDU) — course creation, lessons, students
- F) Website / landing page builder
- G) Web push notifications
- H) SMS campaigns
- I) Pop-ups and subscription forms
- J) SMTP / transactional email
- K) API integration
- L) Not sure / multiple areas
-
What's your role?
- A) Marketing manager or email marketer
- B) Business owner or solopreneur
- C) Course creator or educator
- D) Developer integrating SendPulse
- E) Agency managing multiple clients
- F) Sales rep using CRM
-
What are you trying to accomplish?
- A) Set up and send email campaigns
- B) Build automated workflows (Automation 360)
- C) Create chatbot flows for a messaging platform
- D) Manage sales pipeline and deals
- E) Create and sell an online course
- F) Build a landing page or website
- G) Set up web push or SMS campaigns
- H) Integrate SendPulse with other tools via API
- I) Improve deliverability or verify emails
- J) Something else — describe it
向用户询问以下信息：
-
你正在使用SendPulse的哪个功能？
- A) 邮件营销——营销活动、模板、A/B测试
- B) Automation 360——多渠道工作流
- C) 聊天机器人——WhatsApp、Instagram、Telegram、Facebook、Viber、TikTok
- D) CRM——商机、销售管道、联系人
- E) 在线课程（EDU）——课程创建、课时、学生管理
- F) 网站/落地页搭建工具
- G) 网页推送通知
- H) 短信营销活动
- I) 弹窗和订阅表单
- J) SMTP/事务性邮件
- K) API集成
- L) 不确定/涉及多个领域
-
你的角色是什么？
- A) 营销经理或邮件营销人员
- B) 企业主或独立创业者
- C) 课程创作者或教育工作者
- D) 集成SendPulse的开发人员
- E) 管理多个客户的代理机构
- F) 使用CRM的销售代表
-
你想要实现什么目标？
- A) 设置并发送邮件营销活动
- B) 搭建自动化工作流（Automation 360）
- C) 为即时通讯平台创建聊天机器人流程
- D) 管理销售管道和商机
- E) 创建并售卖在线课程
- F) 搭建落地页或网站
- G) 设置网页推送或短信营销活动
- H) 通过API将SendPulse与其他工具集成
- I) 提升送达率或验证邮箱地址
- J) 其他——请描述
Step 2 — Route or answer directly
步骤2 — 路由或直接解答
If the question is about strategy rather than SendPulse-specific configuration, route to the appropriate skill:
- Email marketing strategy →
/sales-email-marketing - Chatbot strategy across platforms →
/sales-chatbot - SMS marketing strategy →
/sales-sms-marketing - Push notification strategy →
/sales-push-notification - Funnel/landing page strategy →
/sales-funnel - Course/membership strategy →
/sales-membership - Audience growth strategy →
/sales-audience-growth - Transactional email strategy →
/sales-transactional-email - Email deliverability →
/sales-deliverability - Tool integrations →
/sales-integration
If the question is SendPulse-specific, answer directly using the reference below.
如果问题是关于通用策略而非SendPulse专属配置，请引导到对应的技能：
- 邮件营销策略 →
/sales-email-marketing - 跨平台聊天机器人策略 →
/sales-chatbot - 短信营销策略 →
/sales-sms-marketing - 推送通知策略 →
/sales-push-notification - 漏斗/落地页策略 →
/sales-funnel - 课程/会员体系策略 →
/sales-membership - 受众增长策略 →
/sales-audience-growth - 事务性邮件策略 →
/sales-transactional-email - 邮件送达率 →
/sales-deliverability - 工具集成 →
/sales-integration
如果是SendPulse专属问题，请参考下方说明直接解答。
Step 3 — SendPulse platform reference
步骤3 — SendPulse平台参考
Email Marketing
邮件营销
SendPulse's core feature — opt-in email campaigns.
SendPulse的核心功能——许可式邮件营销活动。
Campaign creation
活动创建
- Drag-and-drop editor — visual builder with blocks for text, images, buttons, social links, video, countdown timers
- 130+ templates — pre-designed responsive templates by industry and use case
- AMP emails — interactive email content (carousels, accordions, forms inside emails)
- Personalization — merge tags for name, location, DOB, custom fields
- Segmentation — filter by gender, location, interests, activity, custom fields; static and dynamic segments
- A/B testing — test subject lines, sender names, content; auto-send winner
- Resend to unopened — automatically resend to non-openers with different subject line
- Subscriber rating — internal engagement scoring (1-5 stars) based on opens/clicks
- 拖拽编辑器——可视化搭建工具，支持文本、图片、按钮、社交链接、视频、倒计时器等模块
- 130+模板——按行业和使用场景预设的响应式模板
- AMP邮件——交互式邮件内容（轮播图、折叠面板、邮件内表单）
- 个性化——支持姓名、位置、生日、自定义字段的合并标签
- 受众分群——按性别、位置、兴趣、活动行为、自定义字段筛选；支持静态和动态分群
- A/B测试——测试主题、发件人名称、内容；自动发送表现更优的版本
- 未打开用户重发——自动给未打开邮件的用户发送修改主题后的邮件
- 订阅者评分——基于打开/点击行为的内部参与度评分（1-5星）
List management
列表管理
- Mailing lists — create multiple lists, import contacts (CSV, copy-paste, API)
- Subscription forms — embedded, pop-up, floating forms with customizable fields
- Double opt-in — configurable confirmation emails
- Unsubscribe management — one-click unsubscribe, reason collection
- Blacklist — global suppression list across all lists
- 邮件列表——创建多个列表，支持导入联系人（CSV、复制粘贴、API）
- 订阅表单——嵌入型、弹窗、悬浮表单，支持自定义字段
- 双重 opt-in——可配置确认邮件
- 退订管理——一键退订，支持收集退订原因
- 黑名单——跨所有列表的全局拒收列表
Analytics
分析
- Campaign stats — opens, clicks, bounces, unsubscribes, spam complaints, geo/device data
- Click maps — visual heatmap of link clicks within an email
- Google Analytics integration — UTM parameter auto-tagging
- 活动统计——打开量、点击量、退信量、退订量、垃圾邮件投诉、地域/设备数据
- 点击热力图——邮件内链接点击的可视化热力图
- Google Analytics集成——自动打UTM参数标签
Automation 360
Automation 360
Multichannel automation engine — the differentiator that ties all SendPulse channels together.
- Visual flow builder — drag-and-drop workflow editor with branching logic
- Multichannel steps — single flow can send email + SMS + web push + chatbot message + Viber
- Triggers — contact added, event fired, date/anniversary, webhook, form submission, purchase
- Conditions — if/else branching on contact fields, engagement, segment membership, time
- Filters — segment contacts within a flow by any field or behavior
- Goals — track conversion events within a flow (e.g., purchase, page visit)
- Wait steps — delay by time, until condition met, or until specific date
- CRM actions — create/update deals, move pipeline stages, assign team members from within flows
- Ready-made templates — pre-built flows: welcome series, abandoned cart, re-engagement, birthday
- Flow statistics — per-element analytics: sends, opens, clicks, conversions for each step
多渠道自动化引擎——打通SendPulse所有渠道的核心差异化功能
- 可视化流程搭建器——支持分支逻辑的拖拽式工作流编辑器
- 多渠道步骤——单个流程可同时发送邮件+短信+网页推送+聊天机器人消息+Viber消息
- 触发条件——联系人添加、事件触发、日期/纪念日、webhook、表单提交、购买行为
- 判断条件——基于联系人字段、参与度、分群归属、时间的if/else分支
- 筛选器——在流程内按任意字段或行为筛选联系人
- 目标设置——跟踪流程内的转化事件（例如购买、页面访问）
- 等待步骤——按时间延迟、等待条件满足，或等待到指定日期
- CRM操作——在流程内创建/更新商机、移动销售管道阶段、分配团队成员
- 预设模板——预构建流程：欢迎序列、弃购召回、复购唤醒、生日祝福
- 流程统计——每个步骤的元素级分析：发送量、打开量、点击量、转化量
Chatbot Builder
聊天机器人搭建器
Create automated chatbot flows across 7 messaging platforms.
跨7个即时通讯平台创建自动化聊天机器人流程
Supported platforms
支持的平台
- WhatsApp — via WhatsApp Business API (24-hour messaging window, template messages outside window)
- Instagram — DM automation, story replies, comment triggers
- Facebook Messenger — automated flows, persistent menu, quick replies
- Telegram — bot builder with buttons, commands, inline keyboards
- Viber — chatbot flows with rich messages
- TikTok — DM automation (newer feature)
- Live Chat — website chat widget with automated + live agent flows
- WhatsApp——通过WhatsApp Business API接入（24小时消息窗口，窗口外需使用模板消息）
- Instagram——私信自动化、故事回复、评论触发
- Facebook Messenger——自动化流程、固定菜单、快速回复
- Telegram——支持按钮、命令、内联键盘的机器人搭建工具
- Viber——支持富媒体消息的聊天机器人流程
- TikTok——私信自动化（较新功能）
- 在线客服——网站聊天组件，支持自动化+人工坐席流程
Features
功能
- Visual flow builder — same drag-and-drop builder as email automations
- Triggers — keywords, buttons, subscriptions, external events via API
- Variables — collect and store user data within chat flows
- ChatGPT integration — AI-powered responses within chatbot flows
- Bulk messaging — send to all subscribers or segments
- Live chat handoff — transfer from bot to human agent
- Subscription widgets — embed chatbot signup on websites
- Tags and segmentation — organize chatbot subscribers by behavior/interest
- 可视化流程搭建器——与邮件自动化相同的拖拽式编辑器
- 触发条件——关键词、按钮、订阅、API外部事件
- 变量——在聊天流程内收集并存储用户数据
- ChatGPT集成——聊天机器人流程内的AI回复能力
- 批量消息——发送给所有订阅者或指定分群
- 人工客服转接——从机器人转接到人工坐席
- 订阅组件——在网站嵌入聊天机器人注册入口
- 标签与分群——按行为/兴趣整理聊天机器人订阅者
CRM
CRM
Built-in sales CRM — not a standalone CRM product, but integrated with all SendPulse channels.
- Pipeline management — customizable stages (e.g., New → Qualified → Proposal → Won/Lost)
- Deal cards — amount, stage, expected close date, assigned rep, custom fields
- Contact cards — unified view of all interactions across email, chat, SMS, push
- Auto-deal creation — trigger deal creation from automation flows, chatbot actions, or form submissions
- Task management — assign tasks to team members with due dates
- Filters and views — filter deals by stage, amount, date, assigned rep
- Communication from CRM — send email/SMS/chat directly from a contact or deal card
- Team collaboration — user roles and permissions, deal assignment
内置销售CRM——并非独立CRM产品，而是与所有SendPulse渠道打通的集成功能
- 销售管道管理——可自定义阶段（例如 新线索→合格→提案→赢单/输单）
- 商机卡片——金额、阶段、预期成交日期、分配的销售代表、自定义字段
- 联系人卡片——邮件、聊天、短信、推送所有互动的统一视图
- 自动商机创建——从自动化流程、聊天机器人操作、表单提交触发商机创建
- 任务管理——给团队成员分配带截止日期的任务
- 筛选与视图——按阶段、金额、日期、分配的销售代表筛选商机
- CRM内通讯——直接从联系人或商机卡片发送邮件/短信/聊天消息
- 团队协作——用户角色与权限、商机分配
Online Course Builder (EDU)
在线课程搭建工具（EDU）
Create, market, and sell online courses within SendPulse.
- Course structure — modules, lessons, quizzes, assignments
- Lesson types — text, video (embed or upload), audio, PDF, infographics
- Monetization — accept payments via Stripe, PayPal, MercadoPago; set pricing per course
- Student management — enrollment, progress tracking, completion certificates
- Communication — lesson comments, Q&A, notifications via email/SMS/chatbot/push
- Access control — free, paid, drip (time-released), or completion-gated lessons
- CRM integration — student contacts auto-added to CRM, deal created on enrollment
- Marketing integration — promote courses via email campaigns, automations, chatbots, pop-ups
在SendPulse内创建、营销并售卖在线课程
- 课程结构——模块、课时、测验、作业
- 课时类型——文本、视频（嵌入或上传）、音频、PDF、信息图
- 变现能力——支持通过Stripe、PayPal、MercadoPago收款；可按课程设置定价
- 学生管理——报名、进度跟踪、结业证书
- 通讯能力——课时评论、问答、通过邮件/短信/聊天机器人/推送发送通知
- 访问控制——免费、付费、drip（定时解锁）、或完成前置内容解锁课时
- CRM集成——学生联系人自动添加到CRM，报名时自动创建商机
- 营销集成——通过邮件活动、自动化流程、聊天机器人、弹窗推广课程
Website / Landing Page Builder
网站/落地页搭建工具
- Drag-and-drop builder — blocks for text, images, forms, buttons, video, countdown, payment
- Templates — pre-designed landing pages, online store pages, bio link pages
- Online store — product catalog, cart, checkout with Stripe/PayPal
- Bio link pages — multi-link pages for social media profiles
- Custom domains — connect your own domain
- SEO tools — meta titles, descriptions, Open Graph tags
- Analytics — Google Analytics integration, built-in visitor tracking
- Form integration — forms auto-connect to SendPulse mailing lists
- 拖拽式编辑器——支持文本、图片、表单、按钮、视频、倒计时、支付模块
- 模板——预设落地页、线上店铺页面、社交简介链接页
- 线上店铺——商品目录、购物车、支持Stripe/PayPal的结算功能
- 简介链接页——用于社媒profile的多链接页面
- 自定义域名——绑定自己的域名
- SEO工具——meta标题、描述、Open Graph标签
- 分析——Google Analytics集成、内置访客跟踪
- 表单集成——表单自动关联到SendPulse邮件列表
Web Push Notifications
网页推送通知
- Browser push — Chrome, Firefox, Safari, Edge, Opera
- Subscription prompt — customizable opt-in widget with timing control
- Segmentation — by browser, OS, location, subscription date, custom tags
- Automation — trigger pushes from Automation 360 flows
- Scheduling — immediate, scheduled, or time-zone optimized
- Rich push — images, action buttons, custom icons
- Offline delivery — queued until user comes online
- API — programmatic sending via REST API
- 浏览器推送——支持Chrome、Firefox、Safari、Edge、Opera
- 订阅弹窗——可自定义的许可组件，支持时间控制
- 分群——按浏览器、操作系统、位置、订阅日期、自定义标签划分
- 自动化——从Automation 360流程触发推送
- 定时发送——立即发送、定时发送、或按接收者时区优化发送
- 富媒体推送——图片、操作按钮、自定义图标
- 离线投递——队列存储，直到用户上线后发送
- API——通过REST API程序化发送
SMS Campaigns
短信营销活动
- Global delivery — 1,000+ mobile operators worldwide
- Sender ID — display company name (where supported by carrier)
- Personalization — merge tags for recipient name, custom data, verification codes
- Scheduling — bulk send, recurring, or trigger-based via Automation 360
- Analytics — delivery rates, click tracking (with shortened URLs)
- API — send transactional and marketing SMS programmatically
- Pricing — pay-per-SMS, rates vary by country
- 全球送达——覆盖全球1000+移动运营商
- 发件人ID——显示公司名称（运营商支持的区域可用）
- 个性化——支持收件人姓名、自定义数据、验证码的合并标签
- 定时发送——批量发送、周期性发送、或通过Automation 360触发发送
- 分析——送达率、点击跟踪（带短链）
- API——程序化发送事务性和营销类短信
- 定价——按短信条数付费，费率因国家而异
Viber Campaigns
Viber营销活动
- Rich messages — images, buttons, text up to 1,000+ characters
- Scheduling — send immediately or schedule
- Message lifetime — set delivery attempt window; SMS fallback if Viber fails
- SMS fallback — automatically resend via SMS if Viber delivery expires
- Integration — use in Automation 360 flows as a channel step
- 富媒体消息——图片、按钮、最多1000+字符的文本
- 定时发送——立即发送或定时发送
- 消息有效期——设置投递尝试窗口；如果Viber投递失败可fallback到短信
- 短信fallback——如果Viber投递过期，自动通过短信重发
- 集成——可作为渠道步骤在Automation 360流程中使用
SMTP / Transactional Email
SMTP/事务性邮件
- SMTP relay — send transactional emails via SendPulse's infrastructure
- Dedicated IPs — available on paid plans for sender reputation control
- SPF/DKIM — domain authentication support
- Templates — Handlebars-style templates for transactional emails
- Tracking — opens, clicks, bounces, deliveries
- Webhooks — delivery status, opens, clicks, bounces, unsubscribes
- API — send transactional email via REST API with attachments and templates
- SMTP中继——通过SendPulse的基础设施发送事务性邮件
- 独立IP——付费方案可用，用于控制发件人信誉
- SPF/DKIM——支持域名认证
- 模板——事务性邮件支持Handlebars风格模板
- 跟踪——打开、点击、退信、送达情况
- Webhooks——送达状态、打开、点击、退信、退订事件推送
- API——通过REST API发送带附件和模板的事务性邮件
Pop-ups & Forms
弹窗与表单
- Types — modal pop-up, floating bar, slide-in, fullscreen, embedded form
- Templates — pre-designed by industry and use case
- Triggers — exit intent, scroll depth, time delay, click, page URL
- A/B testing — test pop-up variants
- NPS survey widget — Net Promoter Score collection
- Social media widget — floating panel with social buttons
- Integration — subscribers auto-added to mailing lists, trigger automations
- 类型——模态弹窗、悬浮栏、滑入式、全屏、嵌入表单
- 模板——按行业和使用场景预设
- 触发条件——退出意图、滚动深度、时间延迟、点击、页面URL匹配
- A/B测试——测试不同弹窗版本
- NPS调研组件——收集净推荐值
- 社交媒体组件——带社交按钮的悬浮面板
- 集成——订阅者自动添加到邮件列表，触发自动化流程
Email Verifier
邮箱验证工具
- Single verification — check one email address
- Bulk verification — upload a list (CSV) for batch verification
- Status types — valid, invalid, unknown, disposable, role-based
- Integration — verify on form submission via API, clean lists before campaigns
- Credits — included in plan (100 on Standard), additional credits purchasable
- 单次验证——检查单个邮箱地址
- 批量验证——上传列表（CSV）进行批量验证
- 状态类型——有效、无效、未知、临时邮箱、角色邮箱
- 集成——通过API在表单提交时验证，发送活动前清理列表
- 额度——方案内含额度（标准版100次），可购买额外额度
Data model
数据模型
| Object | Key fields | Notes |
|---|---|---|
| Mailing list | id, name, all_email_qty, active_email_qty | Container for contacts |
| Contact | email, phone, name, variables, tags, status | Shared across email, SMS, CRM |
| Campaign | id, name, subject, sender, status, stats | Email campaign with analytics |
| Automation | id, name, status, created, statistics | Automation 360 flow |
| Deal | id, name, amount, stage, contact, assignee | CRM deal with pipeline stage |
| Chatbot subscriber | id, platform, variables, tags | Per-platform chatbot contact |
| Course | id, name, status, students_count, revenue | EDU course with enrollment data |
| Web push subscriber | id, browser, os, location, tags | Browser push subscriber |
| 对象 | 关键字段 | 说明 |
|---|---|---|
| 邮件列表 | id, name, all_email_qty, active_email_qty | 联系人的容器 |
| 联系人 | email, phone, name, variables, tags, status | 邮件、短信、CRM模块共用 |
| 营销活动 | id, name, subject, sender, status, stats | 带分析数据的邮件营销活动 |
| 自动化流程 | id, name, status, created, statistics | Automation 360流程 |
| 商机 | id, name, amount, stage, contact, assignee | 带销售管道阶段的CRM商机 |
| 聊天机器人订阅者 | id, platform, variables, tags | 各平台独立的聊天机器人联系人 |
| 课程 | id, name, status, students_count, revenue | 带报名数据的EDU课程 |
| 网页推送订阅者 | id, browser, os, location, tags | 浏览器推送订阅者 |
API quick reference
API快速参考
| Action | Method | Endpoint | Notes |
|---|---|---|---|
| Get access token | POST | | Client ID + Secret → token (1hr) |
| List mailing lists | GET | | All contact lists |
| Create campaign | POST | | Send or schedule email |
| Get campaign stats | GET | | Opens, clicks, bounces |
| Add contact | POST | | Add to mailing list |
| Send SMTP email | POST | | Transactional email |
| Send SMS | POST | | Single or bulk SMS |
| Create automation | POST | | Automation 360 flow |
| Manage chatbot | Various | | Platform-specific endpoints |
| CRM deals | Various | | Create, update, list deals |
| Courses | Various | | Course and student management |
| Web push | POST | | Send push notification |
| Verify email | POST | | Single email verification |
| Webhooks | Various | | Create, list, delete |
Base URL:
Auth: OAuth 2.0 (POST with client_id + client_secret → bearer token, 1hr expiry) or static API key
Rate limits: Free: 1K req/min, 500K/day · Standard: 2K/min, 1M/day · Enterprise: 3K/min, 3M/day
SDKs: PHP, Python, Ruby, Java, Node.js, C#, Go
MCP Server: on GitHub
https://api.sendpulse.com/oauth/access_tokensendpulse/mcp-serverSee for the full API reference.
/sales-sendpulse/references/sendpulse-api-reference.md| 操作 | 请求方法 | 端点 | 说明 |
|---|---|---|---|
| 获取访问令牌 | POST | | Client ID + Secret → 令牌（有效期1小时） |
| 获取邮件列表 | GET | | 所有联系人列表 |
| 创建营销活动 | POST | | 发送或定时发送邮件 |
| 获取活动统计数据 | GET | | 打开、点击、退信数据 |
| 添加联系人 | POST | | 添加到邮件列表 |
| 发送SMTP邮件 | POST | | 事务性邮件 |
| 发送短信 | POST | | 单条或批量短信 |
| 创建自动化流程 | POST | | Automation 360流程 |
| 管理聊天机器人 | 多种 | | 平台专属端点 |
| CRM商机 | 多种 | | 创建、更新、列出商机 |
| 课程 | 多种 | | 课程和学生管理 |
| 网页推送 | POST | | 发送推送通知 |
| 验证邮箱 | POST | | 单个邮箱验证 |
| Webhooks | 多种 | | 创建、列出、删除 |
基础URL:
认证方式: OAuth 2.0（POST 传入client_id + client_secret → bearer令牌，有效期1小时）或静态API密钥
速率限制: 免费版：1000次请求/分钟，50万次/天 · 标准版：2000次/分钟，100万次/天 · 企业版：3000次/分钟，300万次/天
SDK: PHP、Python、Ruby、Java、Node.js、C#、Go
MCP服务器: GitHub上的
https://api.sendpulse.com/oauth/access_tokensendpulse/mcp-server完整API参考请查看
/sales-sendpulse/references/sendpulse-api-reference.mdIntegrations
集成
| Integration | Type | What it does |
|---|---|---|
| Shopify | Native | Sync contacts (email + phone), display pop-ups on Shopify pages |
| WooCommerce | Plugin | Sync customer data (email, name, phone, company, city, state, country) to mailing lists |
| WordPress | Plugin | Add subscription forms, sync new subscribers to mailing lists |
| OpenCart | Native | Sync customer data to SendPulse |
| Stripe | Native | Accept course payments, website store payments |
| PayPal | Native | Accept course payments, website store payments |
| MercadoPago | Native | Accept course payments (LatAm) |
| Zapier | Connector | 5,000+ app connections, triggers on new contacts/campaigns/deals |
| Make | Connector | Advanced automation workflows with SendPulse as source/destination |
| Google Analytics | Native | UTM auto-tagging for campaigns, website tracking |
| 集成 | 类型 | 功能 |
|---|---|---|
| Shopify | 原生 | 同步联系人（邮件+电话），在Shopify页面显示弹窗 |
| WooCommerce | 插件 | 同步客户数据（邮件、姓名、电话、公司、城市、省份、国家）到邮件列表 |
| WordPress | 插件 | 添加订阅表单，同步新订阅者到邮件列表 |
| OpenCart | 原生 | 同步客户数据到SendPulse |
| Stripe | 原生 | 收取课程付款、网站店铺付款 |
| PayPal | 原生 | 收取课程付款、网站店铺付款 |
| MercadoPago | 原生 | 收取课程付款（拉美地区） |
| Zapier | 连接器 | 5000+应用连接，新联系人/活动/商机触发事件 |
| Make | 连接器 | 高级自动化工作流，SendPulse可作为源/目标 |
| Google Analytics | 原生 | 营销活动UTM自动打标、网站跟踪 |
Step 4 — Actionable guidance
步骤4 — 可落地的指导
For email campaigns
邮件营销活动
- Import or build your mailing list (CSV import, subscription form, or API)
- Set up sender authentication — verify sender email, configure SPF/DKIM for your domain
- Choose a template or build from scratch with the drag-and-drop editor
- Personalize with merge tags and segment your audience
- Set up A/B test (subject line or content) if sending to 1,000+ contacts
- Schedule or send immediately; enable "resend to unopened" for important campaigns
- Review analytics: opens, clicks, bounces, click map
- 导入或搭建你的邮件列表（CSV导入、订阅表单、或API）
- 设置发件人认证——验证发件人邮箱，为你的域名配置SPF/DKIM
- 选择模板或用拖拽编辑器从零搭建
- 使用合并标签做个性化设置，并对你的受众做分群
- 如果发送给1000+联系人，可设置A/B测试（主题或内容）
- 定时发送或立即发送；重要活动可开启「未打开用户重发」
- 查看分析数据：打开率、点击率、退信率、点击热力图
For Automation 360
Automation 360
- Choose a trigger — contact added to list, custom event, date, form submission
- Build the flow — add email/SMS/push/chatbot steps with delays and conditions
- Use if/else conditions to branch based on engagement (opened email? clicked link?)
- Add CRM actions — create deals, update stages from within the flow
- Set goals — define conversion events to measure flow effectiveness
- Test with a sample contact before activating
- Monitor per-element statistics and optimize
- 选择触发条件——联系人添加到列表、自定义事件、日期、表单提交
- 搭建流程——添加邮件/短信/推送/聊天机器人步骤，设置延迟和判断条件
- 使用if/else条件基于参与度分支（是否打开邮件？是否点击链接？）
- 添加CRM操作——在流程内创建商机、更新阶段
- 设置目标——定义转化事件来衡量流程效果
- 激活前用测试联系人测试
- 监控每个步骤的统计数据并优化
For chatbots
聊天机器人
- Choose a platform (WhatsApp, Instagram, Telegram, Facebook, Viber, TikTok)
- Connect your business account (WhatsApp requires Business API approval)
- Build a flow with the visual builder — greeting, menu, FAQ, lead capture
- Set up keyword triggers and button responses
- Configure live chat handoff for complex queries
- Add tags to segment subscribers by interest or behavior
- Use Automation 360 to trigger chatbot messages from email/CRM events
- 选择平台（WhatsApp、Instagram、Telegram、Facebook、Viber、TikTok）
- 绑定你的企业账户（WhatsApp需要Business API审批）
- 用可视化搭建器创建流程——欢迎语、菜单、FAQ、线索收集
- 设置关键词触发和按钮回复
- 配置复杂咨询的人工客服转接
- 添加标签按兴趣或行为给订阅者分群
- 使用Automation 360从邮件/CRM事件触发聊天机器人消息
For online courses
在线课程
- Create a course — set name, description, pricing, access type (free/paid/drip)
- Build modules and lessons — add text, video, audio, PDF content
- Configure payment (connect Stripe/PayPal)
- Set up enrollment automation — welcome email, progress reminders via Automation 360
- Promote via email campaigns, chatbots, pop-ups, or landing pages
- Monitor student progress and completion rates
- Use CRM to track course-related deals and student lifetime value
- 创建课程——设置名称、描述、定价、访问类型（免费/付费/定时解锁）
- 搭建模块和课时——添加文本、视频、音频、PDF内容
- 配置付款方式（绑定Stripe/PayPal）
- 设置报名自动化——欢迎邮件、通过Automation 360发送进度提醒
- 通过邮件活动、聊天机器人、弹窗、落地页推广
- 监控学生进度和完成率
- 使用CRM跟踪课程相关商机和学生终身价值
Gotchas
注意事项
Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
-
Free plan limitations are strict — 500 contacts, 15K emails/mo, 3 chatbots, basic automation only. Users hitting these limits need to upgrade. Don't recommend advanced automation or large-scale sending on the free plan.
-
WhatsApp requires Business API approval — connecting WhatsApp to SendPulse chatbots requires WhatsApp Business API access (Meta verification). This can take days/weeks. Users asking about WhatsApp chatbots should start the approval process early.
-
Automation 360 flow limits are plan-dependent — Standard: 5 flows, 50 elements per flow. Pro and Enterprise have higher/unlimited limits. Complex multichannel workflows may require Pro+.
-
SMS pricing is per-message, not included in plan — email plans don't include SMS credits. SMS is billed separately per message, with rates varying by country. Budget separately for SMS campaigns.
-
Course builder payments depend on external gateways — SendPulse doesn't process payments directly; you must connect Stripe, PayPal, or MercadoPago. If none of these work in the user's region, course monetization may be limited.
基于研究的最佳实践——请审阅这些内容，尤其是方案付费解锁功能和集成相关的注意事项，可能会过时。
-
免费版限制非常严格——500个联系人、每月15000封邮件、3个聊天机器人、仅基础自动化功能。触及这些限制的用户需要升级。请勿推荐免费版用户使用高级自动化或大规模发送功能。
-
WhatsApp需要Business API审批——将WhatsApp接入SendPulse聊天机器人需要WhatsApp Business API权限（Meta验证），这个过程可能需要几天到几周。询问WhatsApp聊天机器人相关问题的用户应该尽早开始审批流程。
-
Automation 360流程限制与方案等级相关——标准版：5个流程，每个流程最多50个元素。专业版和企业版有更高/无限制。复杂多渠道工作流可能需要专业版及以上方案。
-
短信按条计费，不包含在方案内——邮件方案不包含短信额度。短信单独按条计费，费率因国家而异。短信营销活动需要单独做预算。
-
课程搭建工具的付款依赖外部网关——SendPulse不直接处理付款；你必须绑定Stripe、PayPal或MercadoPago。如果用户所在区域不支持这些支付方式，课程变现能力可能受限。
Step 5 — Related skills
步骤5 — 相关技能
- — email marketing strategy across all platforms
/sales-email-marketing - — chatbot strategy across messaging platforms
/sales-chatbot - — SMS marketing strategy and compliance
/sales-sms-marketing - — web and mobile push notification strategy
/sales-push-notification - — funnel and landing page strategy
/sales-funnel - — online course and membership strategy
/sales-membership - — growing email lists and subscriber audiences
/sales-audience-growth - — transactional email delivery strategy
/sales-transactional-email - — email deliverability, SPF/DKIM/DMARC
/sales-deliverability - — connecting SendPulse to other tools
/sales-integration - — Not sure which skill to use? The router matches any sales objective to the right skill. Install:
/sales-donpx skills add sales-skills/sales --skills sales-do
- ——全平台通用邮件营销策略
/sales-email-marketing - ——跨即时通讯平台的聊天机器人策略
/sales-chatbot - ——短信营销策略与合规
/sales-sms-marketing - ——网页和移动端推送通知策略
/sales-push-notification - ——漏斗和落地页策略
/sales-funnel - ——在线课程和会员体系策略
/sales-membership - ——邮件列表和订阅受众增长
/sales-audience-growth - ——事务性邮件投递策略
/sales-transactional-email - ——邮件送达率、SPF/DKIM/DMARC相关
/sales-deliverability - ——SendPulse与其他工具的连接
/sales-integration - ——不确定用哪个技能？路由会将任何销售目标匹配到正确的技能。安装命令：
/sales-donpx skills add sales-skills/sales --skills sales-do
Examples
示例
Example 1: Setting up a welcome automation
示例1：设置欢迎自动化流程
User says: "I want to create a welcome series in SendPulse that sends an email, then a push notification, then an SMS if they don't open the email"
Skill does: Walks through Automation 360 setup — trigger on list subscription, send welcome email, wait 1 day, check if opened (condition), if no → send web push, wait 1 day, check again, if still no engagement → send SMS. Explains how to set up each channel step and the if/else branching.
Result: User has a multichannel welcome flow that escalates across channels based on engagement.
用户说: "我想在SendPulse里创建一个欢迎序列，先发送一封邮件，然后是推送通知，如果用户没打开邮件再发一条短信"
技能操作: 讲解Automation 360的设置步骤——列表订阅触发、发送欢迎邮件、等待1天、检查是否打开（判断条件），如果未打开→发送网页推送，再等待1天，再次检查，如果仍然没有参与→发送短信。讲解如何设置每个渠道步骤和if/else分支。
结果: 用户得到一个多渠道欢迎流程，可基于参与度跨渠道触达用户。
Example 2: Building a WhatsApp chatbot
示例2：搭建WhatsApp聊天机器人
User says: "How do I set up a WhatsApp chatbot in SendPulse to handle customer inquiries and collect leads?"
Skill does: Explains WhatsApp Business API connection process, walks through building a chatbot flow (greeting → menu → FAQ branch / lead capture branch), setting up keyword triggers, collecting contact info via variables, tagging subscribers, and configuring live chat handoff for complex queries.
Result: User has a WhatsApp chatbot that handles FAQs and captures leads with handoff to human agents.
用户说: "我如何在SendPulse里设置WhatsApp聊天机器人来处理客户咨询和收集线索？"
技能操作: 讲解WhatsApp Business API的连接流程，指导搭建聊天机器人流程（欢迎语→菜单→FAQ分支/线索收集分支），设置关键词触发，通过变量收集联系人信息，给订阅者打标签，配置复杂咨询的人工客服转接。
结果: 用户得到一个可处理FAQ、收集线索并支持人工转接的WhatsApp聊天机器人。
Example 3: API integration for transactional email
示例3：事务性邮件的API集成
User says: "I need to send order confirmation emails via SendPulse SMTP API from my app"
Skill does: Provides OAuth authentication setup, shows the POST endpoint with request format (to, from, subject, html, attachments), explains template variables, recommends setting up webhooks for delivery/bounce tracking, and warns about rate limits.
Result: User has working transactional email integration with delivery monitoring.
/smtp/emails用户说: "我需要通过我的应用调用SendPulse SMTP API发送订单确认邮件"
技能操作: 提供OAuth认证设置方法，展示POST 端点的请求格式（收件人、发件人、主题、html内容、附件），讲解模板变量，建议设置webhook跟踪投递/退信情况，并提醒速率限制。
结果: 用户得到可运行的事务性邮件集成，支持投递监控。
/smtp/emailsTroubleshooting
问题排查
Emails going to spam
邮件进入垃圾箱
Symptom: Campaign emails landing in spam folders for many recipients
Cause: Missing domain authentication (SPF/DKIM), poor list hygiene, or sending to unengaged contacts
Solution: Verify SPF and DKIM records are configured for your sending domain. Run your list through SendPulse's email verifier to remove invalid addresses. Segment out contacts who haven't opened in 90+ days — sending to unengaged contacts hurts sender reputation. Use for comprehensive deliverability strategy.
/sales-deliverability症状: 很多收件人的营销活动邮件进入垃圾箱
原因: 缺少域名认证（SPF/DKIM）、列表质量差、或发送给未参与的联系人
解决方案: 验证你的发件域名已配置SPF和DKIM记录。用SendPulse的邮箱验证工具清理列表，移除无效地址。筛选出90天以上未打开邮件的联系人——给未参与的联系人发邮件会损害发件人信誉。通用送达率策略请使用 。
/sales-deliverabilityAutomation flow not triggering
自动化流程未触发
Symptom: Automation 360 flow is active but contacts aren't entering it
Cause: Trigger misconfiguration — wrong event, wrong mailing list, or contact already processed
Solution: Check the trigger settings — verify the correct mailing list or event is selected. Check if "allow re-entry" is enabled (disabled by default — contacts can only enter a flow once). Test with a new contact that hasn't been through the flow before. Check flow statistics for any error indicators.
症状: Automation 360流程已激活，但联系人没有进入流程
原因: 触发条件配置错误——事件错误、邮件列表错误、或联系人已被处理过
解决方案: 检查触发设置——确认选择了正确的邮件列表或事件。检查是否开启了「允许重复进入」（默认关闭——联系人只能进入流程一次）。用从未进入过该流程的新联系人测试。查看流程统计有没有错误提示。
Chatbot not responding on WhatsApp
WhatsApp聊天机器人无响应
Symptom: WhatsApp chatbot is built but users don't get responses
Cause: WhatsApp Business API not properly connected, or 24-hour messaging window expired
Solution: Verify WhatsApp Business API connection in SendPulse settings. WhatsApp enforces a 24-hour rule — you can only send free-form messages within 24 hours of the user's last message. Outside this window, you must use pre-approved template messages. Check that your bot flow has a keyword trigger matching the user's message.
症状: WhatsApp聊天机器人已搭建，但用户收不到回复
原因: WhatsApp Business API未正确连接，或24小时消息窗口已过期
解决方案: 在SendPulse设置中验证WhatsApp Business API连接状态。WhatsApp有24小时规则——你只能在用户最后一条消息的24小时内发送自由格式消息。超出窗口必须使用预先审批的模板消息。检查你的机器人流程是否有匹配用户消息的关键词触发。