Operator AI | Docs
  • πŸ‘‹Welcome to Operator AI
  • Getting Started
    • πŸš€Quickstart Guide
    • πŸ”ŒConnect Your Channels
    • 🎯Go Live With Operator
    • πŸ“ˆPost-Launch Best Practices
  • Core Features
    • πŸ”„Flows Overview
    • 🧠Building Your Knowledge Base
    • βš™οΈAutomations Overview
    • πŸ•’Hours & Offline Mode
    • πŸ’¬Fallbacks & Default Replies
    • πŸ“₯Unified Inbox & Agent Handoff
  • Conversation Management
    • πŸ‘₯Users and Roles
    • 🏒Departments
    • 🏷️Tags & Organization
    • πŸ“Internal Notes
    • πŸ€–Smart Replies
  • πŸ’¬Saved Replies
  • Integrations
    • πŸ”—Zapier Integration
    • πŸ’¬Slack Integration
    • πŸ“§Email Marketing
    • πŸ“±WhatsApp Business API Setup
    • πŸ”ŒWebhooks and API
  • Best Practices
    • πŸ›€οΈDesigning Effective Flows
    • 🌱Using Automations for Growth
    • πŸ“ŠMonitoring Metrics and Optimization
    • πŸ—£οΈConversation Design Tips
  • Troubleshooting
    • πŸ› οΈCommon Connection Issues
    • πŸ”Conversation Handling Errors
    • πŸ”„Flow Troubleshooting
    • πŸ’¬Fallback Handling Problems
  • πŸ”§API & Webhook Issues
  • FAQ
    • ❓General Operator AI Questions
  • πŸ“‘Channel-specific Limitations
  • πŸ’³Billing and Pricing
  • πŸ”“Data Privacy and Security
  • API Reference
    • πŸ›‘οΈAuthentication
  • πŸ“šAvailable Endpoints
  • πŸ”—Webhooks Overview
  • 🧩Example API Requests
  • 🚫Error Codes and Handling
  • Affiliate Program
    • πŸ“’ Operator AI Affiliate Program
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  • πŸ“§ What Can You Do with Email Marketing Integration?
  • πŸ› οΈ How to Integrate Email Marketing Platforms
  • πŸ“‹ Supported Email Marketing Platforms
  • πŸ”₯ Example Email Marketing Automations
  • πŸ“‹ Best Practices for Email Marketing Integration
  • πŸ›Ÿ Need Help?
  • 🎯 Next Step
  1. Integrations

Email Marketing

Operator AI allows you to automatically add users to your preferred email marketing platform β€” helping you grow your list, nurture leads, and drive conversions effortlessly.


πŸ“§ What Can You Do with Email Marketing Integration?

With Operator AI + your email platform, you can:

  • Capture leads from conversations and subscribe them to your newsletter.

  • Add users to specific email lists or campaigns based on Flows, tags, or user actions.

  • Personalize automations by sending users different emails based on their behavior.

βœ… Turn every conversation into a long-term customer relationship.


πŸ› οΈ How to Integrate Email Marketing Platforms

  1. Go to Settings β†’ Miscellaneous β†’ Newsletter in your Operator AI Dashboard.

  2. Choose your platform (Mailchimp, SendGrid, ActiveCampaign, etc.).

  3. Enter your API Key or OAuth credentials.

βœ… Setup usually takes 5 minutes or less.


πŸ“‹ Supported Email Marketing Platforms

Platform
Supported

Mailchimp

βœ…

SendGrid

βœ…

ActiveCampaign

βœ…

Sendinblue

βœ…

HubSpot (Marketing Hub)

βœ…

ConvertKit

βœ…

GetResponse

βœ…

MailerLite

βœ…

Campaign Monitor

βœ…

Moosend

βœ…

Elastic Email

βœ…

Mailjet

βœ…

SendFox

βœ…

Sendy

βœ…

βœ… Many more platforms can also be connected via Zapier if needed.


πŸ”₯ Example Email Marketing Automations

Use Case
Example

Lead Magnet Download

After user shares email in chat, send them a PDF guide automatically.

Demo Request Follow-up

Add users who requested a demo to a nurturing sequence.

Post-Sale Engagement

Add customers who complete a purchase to onboarding email journeys.

Webinar Registration

Capture email during live chat and enroll user in webinar drip emails.

Abandoned Conversation Recovery

Follow up via email if users drop off mid-conversation.

βœ… Operator AI turns every interaction into future marketing opportunities.


πŸ“‹ Best Practices for Email Marketing Integration

Tip
Why It Matters

Always get user consent for marketing emails

Stay GDPR/CCPA compliant.

Personalize first emails based on conversation context

Increases open and reply rates.

Use dynamic lists and tagging

Smart segmentation = better results.

Monitor lead source tracking

Understand which conversations drive the best leads.

Clean inactive subscribers quarterly

Improves deliverability and engagement.

βœ… Smart email marketing = happier leads and higher ROI.


πŸ›Ÿ Need Help?

  • Follow Email Integration tutorials inside this documentation.

  • Contact support@heyoperator.ai for API help.

  • Ask your Success Manager for best practices in email-driven nurturing.

βœ… We’re here to help you grow faster.


🎯 Next Step

πŸ‘‰ Continue to WhatsApp Business API Setup β†’

PreviousSlack IntegrationNextWhatsApp Business API Setup

Last updated 2 months ago

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