What is Encharge

Learn how Encharge works and the key concepts we use.

Welcome to Encharge!

Encharge is a simple to use marketing automation software that helps you convert more leads, retain more customers, and grow your business.

If you’re just starting out with Encharge and not sure where to begin, head out to our Quick Start series where you can get a step-by-step guide on how to set up Encharge or check out our Getting started resources.

If you need more help or if there’s something that hasn’t been covered in this knowledge base please don’t hesitate to contact us.

On this page we’re going to quickly introduce you to the key concepts of Encharge and how it all works together.

Let’s get started!

Key concepts

In Encharge there are 3 fundamental concepts: People, Flows, and Emails.

Let’s dive into each one of them.

People

Everything in Encharge revolves around People. Without People in the system you won’t be able to send personalized messages.

A Person in Encharge could be a:

  • Lead

  • User

  • Customer

  • Individual account

  • Or even an anonymous website visitor

You might have seen the Person unit in other marketing automation tools as a “contact”.

Encharge stores all the data related to a person on their Profile page:

  • Attributes

  • Custom fields

  • Tags

  • Events

  • Activity

You can use this data to group People into Segments.

Segments in Encharge are groups of people that share the same characteristics. For example, people who live in the United States.

People data and Segments allow you to create effective flows and send targeted messages to the right people.

[Learn more about People in Encharge]

Flows

Flows is the word we use in Encharge to describe the path that a Person goes through when they enter the system.

Flows consist of Steps. There are 3 types of Steps in Encharge:

  • Triggers

  • Actions

  • Filters

You create Flows in Encharge using a powerful drag-and-drop builder by dropping and connecting Steps on to an area called the Canvas.

Think of the Canvas as your blank sheet; the Flow as the map you draw for your customers, and the Steps as the touchpoints that every person goes through when they enter a flow.

You can create Flows in Encharge to send simple sequences of emails or build sophisticated customer journeys by orchestrating your whole marketing stack. The possibilities are endless.

Learn more about Flows in Encharge

Emails

Your users want to hear from you and email is one of the most effective messaging channels at your disposal.

In Encharge you can create beautiful email templates using a drag-and-drop email builder. To send emails in Encharge you create a Flow and use the Send Email action step.

[Learn more about Emails in Encharge]

How it all works together?

The diagram below demonstrates how Encharge works from a birds-eye view:

How Encharge works - top-level overview
  1. User data is collected in Encharge from external sources such as your website, forms, lead generation tools, Webhooks, Segment.com, Stripe, and others.

  2. The data is used to segment your audience.

  3. Segments and user data are then used in Flows to automate your marketing and send targeted messages.

  4. Flows control the messages and allow you to engage your audience with emails, SMS, Facebook Ads, and other mediums.

  5. External sources return data such as email engagement metrics (opens, clicks and replies) back to Encharge.