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Knowledge Base

  • Contact Management 83 Articles

    Add and manage contacts, learn about segmenting, and keep your lists clean.

    • How do I save my spreadsheet as a CSV file? - July 30, 2024
    • How to use the filter and search options on the Companies Overview page - July 21, 2022
    • What is the difference between segments and tags in Adaptix? - July 22, 2022
    • Under what conditions will segment subscription notifications be sent? - July 28, 2022
    • Are name changes automatically reflected in all parts of the platform? - July 22, 2022
    View all
  • Account, Billing & Setup 31 Articles

    Manage your account settings, billing information and how to manage your account

    • I have a contact in multiple segments. Do I get charged for each list they’re in? - August 12, 2022
    • How do I change the Primary Admin username ? - August 12, 2022
    • My Adaptix is acting weird - August 12, 2022
    • Use Required Fields in Adaptix - August 4, 2022
    • Notifications - August 4, 2022
    View all
  • Email Marketing 59 Articles

    Send beautiful, personalized emails and learn about deliverability.

    • Why do I experience high email bounce rates around the holiday season? - August 1, 2022
    • Getting permission to send emails - July 25, 2022
    • How List-Unsubscribe helps email deliverability - August 1, 2022
    • Why and how to clean your contact segments for better email deliverability - August 1, 2022
    • Actions - July 28, 2022
    View all
  • Automations 30 Articles

    Learn about the automation builder to automate business processes, messages, sales funnels, and more.

    • Do I need to use the “End automation” action - August 11, 2022
    • How to begin an automation when a one-to-one email is opened - August 11, 2022
    • Automation triggers explained: How to trigger automations in Adaptix - August 11, 2022
    • How do I start an automation on a date or time? - August 11, 2022
    • What actions can you do in an Adaptix automation? - August 11, 2022
    View all
  • Sites 64 Articles

    Create landing pages, personalize your website pages, create signup forms, and see what your customers are doing on your website.

    • How to send a campaign to a segment of contacts who viewed specific web pages - August 15, 2022
    • Is there a limit on the number of landing page that can be created in an account? - August 2, 2022
    • Add an Image & Caption block to your Adaptix page - August 8, 2022
    • Form Action: When is the tag added - August 15, 2022
    • What is the difference between link tracking and site tracking? - August 12, 2022
    View all
  • Release Notes 2 Articles

    Updates on new features, improvements, and fixes in Adaptix.

    • Sprint 61 Release Notes - September 22, 2025
    • Sprint 60 Release Notes - September 22, 2025
    View all
  • Integrations 0 Articles

    Connect your favorite business tools to Adaptix to streamline your workflows.

  • Migrating To Adaptix 0 Articles

    Migrating to Adaptix is free and simple. View our migration documentation and FAQs.

  • Reports 0 Articles

    Learn about reports and metrics to see where you are and take action as needed.

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