Go Auto Pulse Documentation

Get up and running with Go Auto Pulse in just a few minutes:

1. Sign up for an account - Create your free account to get started
2. Import your contacts - Upload a CSV file or manually add contacts
3. Set up messaging provider - Connect Twilio or SignalWire for SMS
4. Create your first campaign - Use our AI-powered SMS or Email CoPilot
5. Track your results - Monitor performance in real-time on your dashboard

Import contacts easily from CSV files:

1. Navigate to the Leads page
2. Click "Import Contacts" button
3. Upload your CSV file (must include phone or email)
4. Map your CSV columns to contact fields
5. Review and confirm the import

Create and manage SMS campaigns with ease:

Campaign Types:

• Single Message - Send one message to selected contacts
• Multi-Step Sequence - Create drip campaigns with multiple messages
• Scheduled Campaigns - Schedule messages for future delivery
• A/B Testing - Test different messages to optimize performance

Creating a Campaign:

1. Go to SMS Campaigns page
2. Click "New Campaign"
3. Choose campaign type (Single or Multi-Step)
4. Write your message or use AI CoPilot
5. Select target contacts, lists, or tags
6. Set daily sending limits (optional)
7. Schedule or send immediately

Make your messages personal with dynamic variables:

Available Variables:

Example Usage:

Schedule your campaigns for optimal delivery times:

• Date & Time Selection - Choose exact delivery time
• Timezone Support - Respect recipient timezones
• Rate Limiting - Set daily sending limits to avoid spam flags
• Pause & Resume - Control campaign execution
• Automated Cron Jobs - Reliable background processing

Stay compliant with TCPA and SMS marketing regulations:

• Automatic Opt-Out Handling - Processes "STOP" replies automatically
• Opt-In Management - Track consent for each contact
• Suppression Lists - Manage blacklisted numbers
• Compliance Templates - Include required opt-out language
• Audit Trails - Keep records of all opt-ins and opt-outs

Build and send email campaigns with ease:

Campaign Types:

• Single Email - One-time email to selected contacts
• Scheduled Email - Schedule for future delivery
• Drip Campaign - Automated email sequences
• A/B Testing - Test subject lines and content

Features:

• Drag-and-drop email builder
• Professional templates
• HTML and plain text support
• Mobile-responsive designs
• Spam score checking
• Real-time preview
• Send test emails

Choose from professionally designed email templates:

Pre-built Templates:

• Welcome emails
• Promotional campaigns
• Newsletter layouts
• E-commerce receipts
• Event invitations
• Password reset
• Subscription updates

All templates are fully customizable and mobile-responsive.

Build stunning emails with our block-based email builder:

Available Blocks:

• Text Block - Rich text with formatting
• Heading Block - Large headlines
• Image Block - Add images with links
• Button Block - Call-to-action buttons
• Divider Block - Visual separators
• Spacer Block - Add vertical spacing
• Column Block - Multi-column layouts
• Container Block - Group elements
• HTML Block - Custom HTML code
• Avatar Block - Profile images

Builder Features:

• Drag-and-drop interface
• Real-time preview
• Undo/redo functionality
• Save as template
• Export HTML
• JSON structure support
• Gradient backgrounds
• Custom fonts and colors

Set up custom domains for better deliverability:

1. Add your domain in settings
2. Verify domain ownership
3. Configure DNS records (SPF, DKIM, DMARC)
4. Test email sending
5. Monitor domain reputation

Build complex workflows with our intuitive drag-and-drop interface:

Canvas Features:

• Drag-and-drop nodes
• Zoom and pan controls
• Grid background with snap-to-grid
• Undo/redo (Cmd+Z, Cmd+Y)
• Auto-save functionality
• Visual connection lines
• Node validation

Node Types:

• Trigger Nodes - Start the automation
• Condition Nodes - Add logic and branching
• Action Nodes - Perform actions
• Delay Nodes - Wait before next action
• Integration Nodes - Connect external services

Start automations based on these triggers:

• SMS Reply - When contact replies to SMS
• Email Click - When contact clicks email link
• Email Open - When contact opens email
• Delivery Failure - When message fails to deliver
• New Contact - When new contact is added
• Contact Tagged - When tag is added to contact
• Form Submission - When form is submitted
• HubSpot Event - When HubSpot sends webhook
• Shopify Cart Abandoned - When customer abandons cart
• Shopify Order Created - When new order is placed
• Shopify Order Fulfilled - When order is shipped
• Shopify Order Cancelled - When order is cancelled
• Shopify Refund Created - When refund is issued
• Shopify Customer Created - When new customer signs up
• Schedule - Time-based triggers
• Webhook - Custom webhook triggers

Add conditional logic to your automations:

• Text Contains - Check if message contains text
• Tag Check - Check if contact has tag
• Field Value - Compare contact field values
• Time-Based - Check time of day or day of week
• Campaign Status - Check campaign results
• Previous Action - Based on previous automation actions
• Multiple Conditions - AND/OR logic support

Perform these actions in your automations:

• Send SMS - Send text message to contact
• Send Email - Send email to contact
• Add Tag - Add tag to contact
• Remove Tag - Remove tag from contact
• Add to List - Add contact to list
• Update Field - Update contact field value
• Add to Campaign - Add to existing campaign
• Webhook Call - Send data to external URL
• Wait/Delay - Pause automation for specified time
• HubSpot Action - Update HubSpot contact
• Create Shopify Discount - Generate personalized discount code
• Sync Shopify Products - Manually trigger product sync

Get started quickly with pre-built automation templates:

• Welcome Series - Onboard new contacts
• Abandoned Cart - Recover lost sales
• Re-engagement - Win back inactive contacts
• Birthday Campaign - Send birthday wishes
• Lead Nurturing - Nurture leads over time
• Event Reminder - Send event reminders
• Feedback Request - Request customer feedback
• Appointment Reminder - Remind about appointments

Test your automations before going live:

• Test Mode - Run automation with test data
• Execution History - View past automation runs
• Debug Logs - See detailed execution logs
• Error Handling - Identify and fix errors
• Performance Metrics - Track automation performance

Use webhooks to integrate GoAutoPulse with external systems. Webhooks allow real-time communication between your automations and third-party applications.

POST https://your-app.com/api/webhooks/trigger/{token}
Content-Type: application/json

{
  "automationId": "optional-automation-id",
  "contactPhone": "+1234567890",
  "contactName": "John Doe",
  "customData": "any additional data"
}

Generate professional SMS campaigns with AI:

Features:

• Campaign Generation - Describe your goal, get professional copy
• Single or Multi-Step - Generate sequences automatically
• Smart Reply Suggestions - AI-powered reply recommendations
• Template Library - Pre-built prompts for common scenarios
• Personalization - Automatically includes personalization variables
• Best Practices - Follows SMS marketing best practices
• Compliance - Includes opt-out language automatically

How to Use:

1. Navigate to SMS CoPilot
2. Choose campaign type (Single or Multi-Step)
3. Describe your campaign goal
4. Review generated messages
5. Edit if needed and save
6. Use in your campaigns

Create beautiful email templates with AI assistance:

• Template Generation - Generate complete email templates
• Subject Line Suggestions - AI-powered subject lines
• Content Optimization - Improve existing content
• Image Suggestions - Get image recommendations
• Layout Recommendations - Optimal email structure
• A/B Test Ideas - Generate variations for testing

Manage your email inbox with AI-powered assistance:

Features:

• Auto-Draft Replies - AI generates draft responses
• Email Summarization - Get quick email summaries
• Smart Categorization - Auto-categorize emails
• Priority Detection - Identify urgent emails
• Knowledge Base Integration - Train AI on your business
• Sentiment Analysis - Detect email sentiment
• Multi-Account Support - Connect multiple Gmail accounts

Setup:

1. Connect your Gmail account
2. Add knowledge base (documents, website)
3. Configure auto-draft settings
4. Start receiving AI-generated drafts

Get the most out of AI features:

• Be Specific - Provide detailed campaign descriptions
• Provide Context - Include audience and goal information
• Review & Edit - Always review AI-generated content
• Train the AI - Add knowledge base for better results
• Use Templates - Start with proven prompts
• Iterate - Regenerate if first result isn't perfect

Connect your Shopify store to automate e-commerce marketing and customer engagement:

Features:

• Customer Sync - Automatically sync Shopify customers to Go Auto Pulse
• Product Sync - Keep product catalog updated in real-time
• Order Tracking - Monitor orders, fulfillments, and cancellations
• Abandoned Cart Recovery - Trigger automations for abandoned carts
• Personalized Discounts - Create discount codes programmatically
• Product Recommendations - AI-powered product grouping and recommendations
• Dynamic Campaigns - Use product variables in messages
• Real-time Webhooks - Instant event processing

Automation Triggers:

• Cart Abandoned - Send recovery messages with personalized discounts
• Order Created - Confirmation messages and upsell opportunities
• Order Fulfilled - Shipping notifications and review requests
• Order Cancelled - Win-back campaigns
• Refund Created - Follow-up support and feedback
• Customer Created - Welcome series for new customers

Setup:

1. Go to Settings → Integrations
2. Click "Add Integration" → "Shopify"
3. Enter your Shopify store domain (e.g., mystore.myshopify.com)
4. Authorize Go Auto Pulse in the Shopify authorization window
5. Products and customers sync automatically
6. Create automations using Shopify triggers

Personalized Discounts:

Create discount codes automatically as part of your automations:

• Percentage Off - e.g., "Save 15% on your order"
• Fixed Amount Off - e.g., "$10 off your purchase"
• Product-Specific - Target specific products
• Entire Store - Apply to all products
• Expiration Dates - Set automatic expiration
• Unique Per Customer - Track usage per contact

Product Recommendations:

Use AI to group products and send smart recommendations:

• AI Analysis - Automatically group products by category/tags
• Manual Groups - Create custom product groups
• Smart Suggestions - Recommend similar products based on purchase history
• Cross-Sell - Suggest complementary products
• Up-Sell - Recommend premium alternatives

Sync contacts and activities between HubSpot and Go Auto Pulse:

Features:

• Contact Sync - Bi-directional contact synchronization
• Form Triggers - Trigger SMS when forms are submitted
• Timeline Integration - Log SMS/Email on HubSpot timeline
• Lead Management - Create and update leads
• Property Mapping - Map custom fields between systems
• Webhook Support - Real-time event processing

Setup:

1. Go to Settings → Integrations
2. Click "Connect HubSpot"
3. Authorize with your HubSpot account
4. Configure sync settings
5. Map fields between platforms
6. Enable automations

Use Twilio as your SMS provider:

Requirements:

• Active Twilio account
• Twilio Account SID
• Twilio Auth Token
• Twilio Phone Number

Setup:

1. Go to Settings → Phone Integration
2. Select "Twilio"
3. Enter your Twilio credentials
4. Configure webhook URL
5. Test connection

Use SignalWire as an alternative SMS provider:

Requirements:

• SignalWire account
• Project ID
• API Token
• Space URL
• Phone Number

Benefits:

• Lower cost per message
• Advanced features
• Better international support
• Real-time communication APIs

Integrate with any service using webhooks:

• Incoming Webhooks - Trigger automations from external events
• Outgoing Webhooks - Send data to external services
• Event Types - Contact created, SMS sent, Email opened, etc.
• Custom Payloads - Configure data format
• Security - API key authentication

Detailed analytics for every campaign:

SMS Metrics:

• Total messages sent
• Delivery rate
• Reply rate
• Opt-out rate
• Click-through rate (for links)
• Time to first reply

Email Metrics:

• Emails sent
• Open rate
• Click rate
• Bounce rate
• Unsubscribe rate
• Device and client data

Track clicks on links in your messages:

• URL Shortening - Automatic URL shortening
• Click Tracking - Track every click
• Geographic Data - See where clicks come from
• Device Data - Track device types
• Time Analytics - When clicks occur
• Individual Click History - See who clicked what

Measure overall audience engagement:

• Active vs. inactive contacts
• Engagement trends over time
• Best performing campaigns
• Optimal send times
• Audience growth rate
• Churn rate

Export your data for further analysis:

• CSV Export - Export to spreadsheet
• PDF Reports - Generate PDF reports
• Custom Date Ranges - Choose any date range
• Contact Data Export - Export contact information
• Campaign Data Export - Export campaign results

Plan your content strategy:

• Visual Calendar View - See all scheduled content
• Drag & Drop - Easily reschedule content
• Color Coding - Different colors for SMS/Email
• Recurring Events - Schedule repeating campaigns
• Team Collaboration - Share calendar with team

Create and manage calendar events:

• Add custom events and notes
• Link campaigns to calendar events
• Set reminders for important dates
• Track campaign history
• Export calendar to other platforms

Workspaces provide complete isolation between clients:

Workspace Features:

• Separate Data - Each workspace has its own contacts, campaigns, and conversations
• Dedicated Login - Each workspace can log in independently
• Easy Switching - Agency owners can instantly switch between workspaces
• Custom Branding - Set unique logos and colors per workspace
• Independent Settings - SMS/Email providers configured per workspace
• Separate Analytics - Track performance for each client individually

Creating a Workspace:

1. Navigate to Workspace Management
2. Click "Create Workspace"
3. Enter workspace username (e.g., "acme-corp")
4. Set display name (e.g., "Acme Corporation")
5. Create a secure password for the workspace
6. Optionally add a contact email
7. Configure billing and branding settings

Each workspace has its own subscription and billing:

• Individual Plans - Each workspace can have a different plan (Free, Starter, Professional, etc.)
• Separate Usage - Contacts, SMS, and email credits are tracked per workspace
• Flexible Billing - Bill clients directly or absorb costs in your agency fee
• Transparent Reporting - See exactly what each workspace is using
• Easy Upgrades - Upgrade individual workspaces as clients grow

Starting an Agency Account:

Creating an agency account is free. You only pay for each workspace's subscription plan. Start with free workspaces and upgrade them as needed when clients are ready to scale.

Make each workspace feel like your client's own platform:

• Custom Logos - Upload client logos that appear in the sidebar
• Company Information - Set business name, address, and website
• Branded Experience - Workspaces see their branding when logged in
• Agency Control - Manage all branding from the agency dashboard

Already have a regular account? Convert it to an agency account:

1. Go to Settings → Account
2. Find the "Upgrade to Agency Account" section
3. Click "Convert to Agency Account"
4. Enter your agency name
5. Set up your first workspace details
6. Choose whether to migrate existing data to the new workspace
7. Complete the conversion

The General Data Protection Regulation (GDPR) protects the privacy and personal data of EU citizens. As a marketer using Go Auto Pulse, you need to ensure you're complying with GDPR when collecting and processing contact data.

Valid consent under GDPR must be freely given, specific, informed, and unambiguous. Here's how to obtain proper consent for your SMS and email marketing:

Tracking Consent in Go Auto Pulse:

When adding contacts, you can track how they consented using the "How did they opt-in?" dropdown. Options include:

• Website form opt-in
• Purchased from us / Customer list
• Event signup
• Manual opt-in (verbal/written)
• Partner/affiliate referral
• Other

This helps you maintain records of consent for audit purposes. While optional in our system, tracking consent is required by GDPR.

Required Elements for Your Forms:

• Clear Consent Checkbox:
  ☐ I consent to receive SMS and/or email marketing messages from [Your Company]. You can unsubscribe at any time by replying STOP.
• Unchecked by Default: The checkbox must NOT be pre-checked
• Separate from T&Cs: Marketing consent must be separate from terms acceptance
• Clear Language: Explain exactly what they're signing up for
• Easy Opt-Out: Include information about how to unsubscribe

Shopify Integration:

If you're using our Shopify integration for abandoned cart recovery or post-purchase campaigns, your checkout forms must include SMS/email marketing consent checkboxes. Shopify provides built-in marketing consent fields that comply with GDPR.

Go Auto Pulse automatically handles opt-out requests to keep you compliant. Here's how it works:

Best Practices:

• Include "Reply STOP to unsubscribe" in your first message to new contacts
• Honor opt-outs immediately (our system does this automatically)
• Keep opt-out records for at least 3 years for audit purposes
• Never re-add opted-out contacts without fresh consent
• Provide alternative opt-out methods (email, web form) for accessibility

GDPR requires you to only keep personal data as long as necessary. Here are our recommendations:

Note: You can manually purge old data from Settings → Data Retention. Regularly review and delete data you no longer need.

GDPR requires you to keep records proving your compliance. We recommend maintaining:

• Consent Records: When and how each contact opted in (tracked in consent source field)
• Opt-Out Records: When contacts unsubscribed (automatically tracked in our system)
• Data Processing Records: What data you collect and why
• Third-Party Processors: List of services you use (Twilio, SignalWire, etc.)
• Data Breach Procedures: Your incident response plan
• Privacy Policy: Clear explanation of your data practices

Configure your business information:

• Company name and logo
• Business address
• Contact information
• Timezone settings
• Default sender information

Create custom variables for personalization:

• Define custom variable names
• Set default values
• Use in SMS and email campaigns
• Track usage across campaigns

Configure your URL shortening preferences:

• Custom domain for shortened URLs
• Default link expiration
• Link tracking settings
• UTM parameter automation

Manage API access:

• Generate API keys
• Set API rate limits
• View API usage
• Configure webhooks
• API documentation access

Choose the plan that fits your needs:

• Free Plan - Limited contacts and campaigns
• Starter Plan - For small businesses
• Professional Plan - For growing businesses
• Enterprise Plan - Custom solutions

Manage your payment information:

• Add/remove credit cards
• View payment history
• Download invoices
• Update billing address

Track your usage:

• Contacts used vs. limit
• SMS credits remaining
• Email sends this month
• API calls made
• Storage used

Follow these guidelines for successful SMS marketing:

• Keep messages under 160 characters
• Always include opt-out instructions
• Send during business hours (9 AM - 5 PM)
• Personalize with recipient's name
• Include clear call-to-action
• Don't send more than 2-3 messages per week
• Get explicit consent before sending
• Use URL shorteners to track clicks
• Test messages before large sends
• Monitor delivery and reply rates

Optimize your email campaigns:

• Write compelling subject lines (40-50 characters)
• Use clear sender name and address
• Make emails mobile-responsive
• Include both text and HTML versions
• Add unsubscribe link in footer
• Test emails across clients
• Segment your audience
• Use A/B testing
• Monitor engagement metrics
• Clean your email list regularly

Improve message deliverability:

• Verify your sending domain
• Set up SPF, DKIM, and DMARC records
• Maintain good sender reputation
• Remove bounced email addresses
• Avoid spam trigger words
• Warm up new domains gradually
• Monitor blacklist status
• Honor opt-outs immediately

Stay compliant with regulations:

TCPA Compliance (SMS):

• Obtain prior express written consent
• Include opt-out instructions in every message
• Honor opt-out requests immediately
• Keep records of consent
• Don't use auto-dialers without consent

CAN-SPAM Act (Email):

• Don't use false or misleading headers
• Don't use deceptive subject lines
• Identify message as an ad
• Include valid physical address
• Honor opt-out requests within 10 days
• Monitor compliance by third parties