Getting Started with Yada Marketing: Start Here
If you want to use Yada Marketing without getting overwhelmed, start with these three steps.
Step 1: Connect your Email, SMS, and WhatsApp channels
Use the help article here for email setup. SMS is either done through integrating Quo (help article here) or via Yada SMS directly via the Integrations tab. Same with WhatsApp.
Step 2: Confirm your Journeys are live
Check your post-checkout and pre-stay automations first, followed by inquiry abandonment.
Step 3: Edit your Campaigns
Create or review monthly SMS and email campaigns are going out and review performance.
Step 4: Review Signals
Use individual Signals or the Daily Review screen to send a few targeted messages to likely repeat guests.
Step 5: Follow up in Opportunities
When guests respond positively, continue the conversation in Opportunities.
Simple rule
Do not try to master everything at once. Start with the parts already live in your account and improve from there.