What Is Marketing Automation?
Marketing Automation is an optional add-on for NetSource Configurator designed to recover sales by automatically emailing customers who haven't finished their purchases. It manages reminders for saved, submitted, and finalized quotes using custom schedules and optional discount incentives to encourage conversions. The service includes a tracking dashboard to monitor recovery rates and ensures compliance with an unsubscribe link in every message. This feature is available for any subscription plan and can be activated or removed at any time through the app dashboard.
Overview
Marketing Automation is an optional add-on for NetSource Configurator that automatically sends reminder emails to customers who have saved or finalized a configuration but have not yet completed their purchase. It also reminds you (the merchant) about submitted quote requests that need your attention.
The goal is simple: recover more sales by keeping your quotes top of mind — for both your customers and your team.
What It Does- Sends automatic email reminders on a schedule you define.
- Tracks three types of quotes — saved, submitted, and finalized — each with its own reminder strategy.
- Offers optional discount incentives to encourage purchase on later reminder steps.
- Provides a dashboard showing how many quotes were recovered, conversion rates, and more.
- Includes customer opt-out — every email contains an unsubscribe link so customers can stop receiving reminders at any time.
Marketing Automation is available as an add-on to any NetSource Configurator subscription plan. It is ideal for stores that regularly receive saved or submitted quotes and want to follow up automatically rather than manually.
How to Get ItVisit the Dashboard page in the app, select your plan, and check the Marketing Automation add-on box. The add-on cost is added to your monthly subscription. You can add or remove it at any time.