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.

SendPulse Omnichannel Automation—Email, Chatbots, Automation
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SendPulse Omnichannel Automation—Email, Chatbots, Automation

Instructor: Anton Voroniuk
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What you'll learn
Launch a segmented SendPulse email campaign and a goal-based Automation 360 workflow.
Build a no-code, branching lead-capture chatbot and link it to email, web push, and CRM touchpoints.
Analyze SendPulse cross-channel metrics and create an optimization report with a testable improvement.
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September 2026
1 assignment
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There are 6 modules in this course
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.
What's included
4 videos1 reading1 ungraded lab
4 videos•Total 12 minutes
- SendPulse Plans and Setup: Matching a Tier to Your List Size and Goals•3 minutes
- Contact Lists and Segmentation Basics for Targeted Email Campaigns•3 minutes
- Plan Selection Practice: Choose a Plan and Verify Your Sender•2 minutes
- Email Campaign Practice: Build and Schedule a Segmented Newsletter•4 minutes
1 reading•Total 10 minutes
- Email Deliverability Guide: Sender Authentication and List Hygiene•10 minutes
1 ungraded lab•Total 18 minutes
- Email Campaign Lab: Launch a Plan-Matched, Segmented Newsletter•18 minutes
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.
What's included
4 videos1 reading1 ungraded lab
4 videos•Total 13 minutes
- Automation 360: Why Trigger-Based, Multi-Channel Automation Matters for Marketers•3 minutes
- Automation 360 Building Blocks: Communication, Logic, and Goal Elements Explained•4 minutes
- Element Selection Practice: Match Email, SMS, Web Push, and Logic Blocks to Use Cases•2 minutes
- Automation 360 Practice: Build a Multi-Channel Workflow with a Goal Element•3 minutes
1 reading•Total 10 minutes
- SMTP API and Push API Guide: Sending Messages from an External App•10 minutes
1 ungraded lab•Total 18 minutes
- Automation Lab: Launch a Multi-Channel Workflow That Reaches Its Goal•18 minutes
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.
What's included
4 videos1 reading1 ungraded lab
4 videos•Total 9 minutes
- Chatbot Marketing: Why Messaging Apps Matter for Email Marketers•3 minutes
- Chatbot Types and Channel Rules for Messenger, Instagram, and WhatsApp•3 minutes
- Chatbot Builder Practice: Creating a Chatbot for Instagram•1 minute
- Bot Settings Practice: Configure Tags and Variables•2 minutes
1 reading•Total 10 minutes
- Chatbot Channel Guide: Subscription Rules and Messaging Windows•10 minutes
1 ungraded lab•Total 18 minutes
- Chatbot Connection Lab: Launch a Working Messaging Channel•18 minutes
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.
What's included
4 videos1 reading1 ungraded lab
4 videos•Total 14 minutes
- Chatbot Flow Builder: Why Conversation Design Drives Conversions•3 minutes
- Triggers and Flow Elements for Lead-Capture Chatbots•3 minutes
- Bot Scripting Practice: Write a Basic Conversation Script Before You Build•2 minutes
- Chatbot Flow Practice: Working with the Flow Builder•6 minutes
1 reading•Total 10 minutes
- Chatbot Flow Guide: Element Reference and Design Best Practices•10 minutes
1 ungraded lab•Total 18 minutes
- Chatbot Flow Lab: Launch a Complete, Script-Based Lead-Capture Conversation•18 minutes
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.
What's included
4 videos1 reading1 ungraded lab
4 videos•Total 12 minutes
- Omnichannel Marketing: Why Combining Email, Chatbots, Web Push, and CRM Matters•3 minutes
- Shared Tags, CRM Records, and Triggers for Unified Customer Journeys•3 minutes
- Omnichannel Practice: Link Email, Chatbot, and Web Push Touchpoints in One Funnel•3 minutes
- CRM Automation Practice: Create and Update a Deal from Your Customer Journey•2 minutes
1 reading•Total 10 minutes
- CRM Public API Guide: Creating and Reading Deals and Contacts via API•10 minutes
1 ungraded lab•Total 20 minutes
- Omnichannel Automation Lab: Launch a Four-Tool Cross-Channel Customer Journey•20 minutes
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.
What's included
4 videos1 reading1 assignment
4 videos•Total 13 minutes
- Campaign Analytics: Why Cross-Channel Metrics Matter for Marketers•3 minutes
- Key Metrics and Reports for Email and Chatbot Performance•3 minutes
- Analytics Practice: Read Email and Chatbot Statistics Dashboards•4 minutes
- Optimization Practice: Diagnose a Weak Step in a Customer Journey•4 minutes
1 reading•Total 10 minutes
- Omnichannel Analytics Guide: Benchmarks and Optimization Checklist•10 minutes
1 assignment•Total 6 minutes
- Omnichannel Optimization Quiz: Diagnose and Improve Campaign Performance•6 minutes
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