When jumping within a campaign, the wait time of the jump and the wait time of the target event are applied one after the other. If the jump waits 5 days and the target event waits another 65 days, the target event will only be executed again after around 70 days.
Continue reading “How are wait times added when jumping within a campaign?”FAQ
Yes. Aivie offers a complete Swiss Infrastructure Setup in which all personal data is stored and processed exclusively in Switzerland.
Continue reading “Can Aivie be operated exclusively on Swiss infrastructure?”With TWIG, you can dynamically build content in Aivie themes, format values, perform calculations, and use conditions. TWIG is primarily used in template files for emails, landing pages, forms, and system messages.
How does a TWIG filter work?
A filter is appended to a value with a vertical bar:
{{ value|filter }}
For example:
{{ firstname|default('Guten Tag') }}
{{ title|upper }}
Multiple filters can be combined:
{{ title|trim|upper }}
Edit text
The following filters are available for text, among others:
| Filter | Usage |
|---|---|
upper | Convert text to uppercase |
lower | Convert text to lowercase |
title | Start words with uppercase letters |
capitalize | Capitalize the first letter |
trim | Remove spaces at the beginning and end |
replace | Replace text |
striptags | Remove HTML tags |
nl2br | Convert line breaks to HTML |
length | Determine the number of characters or elements |
default | Use a default value if no value is present |
Example:
{{ company|default('deinem Unternehmen')|trim }}
Format numbers and perform calculations
Twig supports the standard arithmetic operators:
{{ a + b }}
{{ a - b }}
{{ a * b }}
{{ a / b }}
{{ a // b }}
{{ a % b }}
{{ a ** b }}
Additionally, the following filters and functions are helpful:
| Filter or function | Usage |
|---|---|
int | Convert a value to an integer |
abs | Determine the absolute value |
round | Round a number |
number_format | Format a number for output |
min() | Determine the smallest value |
max() | Determine the largest value |
Example with Swiss number format:
{{ (price|int * quantity|int)|number_format(2, '.', "'") }}
You can round a number like this:
{{ value|round(2) }}
{{ value|round(0, 'ceil') }}
{{ value|round(0, 'floor') }}
Use date values
With date and date_modify, you can format or modify date values:
{{ "now"|date("d.m.Y") }}
{{ dateValue|date("d.m.Y") }}
{{ dateValue|date_modify("+30 days")|date("d.m.Y") }}
Process lists and arrays
The following filters are available for lists, among others:
| Filter | Usage |
|---|---|
first | Output first element |
last | Output last element |
join | Join elements into text |
split | Split text into elements |
keys | Output keys of an array |
merge | Merge lists or arrays |
slice | Use a slice |
sort | Sort elements |
reverse | Reverse order |
batch | Split elements into groups |
Example:
{{ tags|join(', ') }}
Use conditions and loops
With conditions, you can display content depending on a value:
{% if points|int >= 100 %}
Du hast mindestens 100 Punkte erreicht.
{% else %}
Dir fehlen noch einige Punkte.
{% endif %}
You can output lists with a loop:
{% for item in items %}
{{ item }}
{% endfor %}
You can also safely calculate a sum with a loop:
{% set total = 0 %}
{% for value in values %}
{% set total = total + (value|int) %}
{% endfor %}
{{ total|number_format(2, '.', "'") }}
Some functions are blocked for security reasons
Some filters can accept executable functions as arguments. Aivie blocks them to prevent unauthorized code from being executed. For example:
mapfilterreduce
Functions that could access system configuration, database, files, or internal PHP functions are also blocked.
If you need a specific calculation or data transformation that cannot be implemented with the available options, contact us. We will then check whether a secure, clearly limited filter can be added for this purpose.
Important: Not every text field in the Aivie editor processes TWIG. For normal personalization of emails, you continue to use the available Aivie or Mautic tokens.
In short
Aivie supports the standard TWIG functions for text, numbers, dates, lists, conditions, and loops. Dangerous functions and filters with freely executable callbacks are blocked in uploaded themes for security reasons.
You can find more information on the TWIG website.
You connect Aivie Ad Sync to your ad account, Facebook Page, Instagram account and Meta Pixel via a Meta System User Access Token.
Continue reading “How do I connect Aivie with Meta (Instagram, Facebook)?”You can connect Aivie directly with Google Gemini via the MCP standard (Model Context Protocol). This allows Gemini to securely access your contacts, campaigns, emails, and reports in Aivie and support you with marketing, sales, and customer communication.
Requirements
To connect, you will need:
- An Aivie installation with the MCP plugin enabled
- A user account in Aivie
- A Google account with access to Gemini and support for MCP
- API credentials (OAuth) from your Aivie installation
If you don’t have API credentials yet, your administrator can create them under Settings → API Credentials.
Prepare Gemini
Open Gemini and add a new MCP connector.
As the connection, enter the MCP endpoint of your Aivie installation. Then select OAuth 2 as authentication and enter the client ID and client secret from your API credentials.
Then also enter the callback displayed by Gemini in the API credentials of your Aivie installation.
Connect with Aivie
After configuration, click Connect and log in with your normal Aivie username and password.
Once the login is successfully completed, all released MCP tools are available to Gemini.
What can Gemini do with Aivie?
After the connection, Gemini can, for example:
- Search for contacts and companies
- Prepare meetings
- Create or optimize marketing emails
- Analyze campaigns
- Evaluate reports
- Search segments
- Update content directly in Aivie (depending on your permissions)
Which functions are available depends on the activated MCP tools as well as your user rights in Aivie.
Privacy
Aivie was developed so that only the information necessary for the respective request is transmitted to Gemini.
Particularly sensitive personal data such as email addresses, last names, or company names are pseudonymized by default. Gemini therefore works with anonymized data without unnecessary personal information being transmitted.
You control which data Gemini may additionally use via the permissions of the MCP plugin and the user rights in Aivie. Write actions can also be released separately, so that Gemini asks first before making changes.
This way, Aivie combines the possibilities of modern AI with privacy-friendly handling of your customer data.
What is MCP?
MCP (Model Context Protocol) is an open standard that allows AI assistants like Gemini to communicate securely with external applications.
Instead of permanently transferring customer data to an AI, Gemini requests the required information directly via the Aivie MCP plugin as needed. You decide at any time which functions and data are released.
Summary
With the Gemini integration, you can use Aivie directly from Google Gemini. This way, you can research contacts, analyze campaigns, create marketing emails, or prepare meetings without having to switch between different applications.
You can connect Aivie directly to Claude via the MCP standard (Model Context Protocol). This gives Claude secure access to your contacts, campaigns, emails, and other data in Aivie.
Continue reading “How can I connect Aivie with Claude?”You can connect Aivie directly with ChatGPT via a plugin. This allows ChatGPT to securely access your contacts, campaigns, emails, and reports in Aivie.
Continue reading “How can I connect Aivie with ChatGPT?”With the Aivie for WooCommerce plugin, you connect your WooCommerce shop to Aivie. Orders, customer data, products, and subscriptions can then be automatically transferred to Aivie Commerce and used for marketing automation.
Continue reading “How do I connect Aivie with WooCommerce?”Yes, you can send conversions from Aivie directly to Meta if the Meta connection is already set up. Additionally, a Meta Pixel must be present and configured in the Aivie settings.
Continue reading “How can I send conversions from Aivie to Meta?”With the Aivie Ad Sync plugin, you can connect your segments directly to Meta Ads Manager and use them as Custom Audiences in Facebook and Instagram Ads.
Continue reading “How can I create Meta Audiences from Aivie segments?”You can integrate Stripe with Aivie via webhooks so that payment data is processed automatically in Aivie.
Continue reading “How can I view Stripe orders in Aivie?”You can use HTML in TWIG variables, but you must explicitly allow it using the safe_html filter. This ensures security is maintained.
Go to https://developers.facebook.com/apps and create an app. At the end, you’ll get the App ID and an App Secret. You can then enter these in the Aivie Ad Sync plugin settings.
Continue reading “How do I get a Meta App ID and a secret?”The value 0 is interpreted internally by Aivie or Mautic as “empty”, which causes this option to be automatically selected, even without a defined preselection.
Continue reading “Why is option 0 automatically preselected in a radio button field?”You can implement a personalized greeting based on gender in Aivie using Dynamic Content. This evaluates the Gender contact field and displays a suitable greeting depending on the value.
Continue reading “How can I create a personalized greeting based on gender in Aivie?”If images aren’t being displayed, you can include a link to the browser view directly in the email using the token {webview_url}.
In short: You can easily create a contact in Aivie via the REST API by sending a POST request to the /api/contacts/new endpoint and authenticating via Basic Auth or OAuth2.
If you use Aivie, you should update your privacy policy and clearly explain how data is processed and stored.
Continue reading “How do I update my privacy policy when using Aivie?”Yes, you can: In Aivie, you can split a form into multiple pages using Page Breaks, making longer forms easier to follow.
Continue reading “How can I create a multi-page form in Aivie?”No. It’s a conscious decision. AI isn’t a trendy add-on at Aivie; it’s a strategic core – because marketing today is more complex than ever before.
Continue reading “Is it a coincidence that AI is part of Aivie’s name?”Different numbers of contacts may be displayed in the contact list and in segments. This is because of anonymous contacts, which are tracked in the background but are hidden by default in the contact list.
Continue reading “Why do I see different numbers of contacts?”I would like to display certain content in an email – e.g. buttons, images or entire sections – only on desktop or only on mobile. Aivie offers a Visibility option per block, which allows content to be specifically shown or hidden depending on the device.
Continue reading “How can I display images or buttons only on desktop or only on mobile?”I’ve placed multiple images (e.g., 3 brand or product logos) side by side in an email.
The layout is correct on the desktop, but on the smartphone, the images are displayed one below the other, or the columns are very wide, even though the images themselves are small. What’s the reason for this – and how can it be controlled? It’s important to understand the challenges associated with multiple images on mobile.
With the Aivie Bexio Plugin, you can connect your Aivie CRM directly to Bexio and automatically synchronize relevant customer and contact data. This reduces manual effort, avoids duplicate data maintenance, and ensures that marketing and administration always work with current data. Since both Aivie and Bexio are Swiss solutions, your data remains completely in Switzerland and is subject to Swiss data protection.
Advantages and Features of the Aivie Bexio Plugins
- Automatic data synchronization
Transfer contacts and companies from Aivie directly to Bexio – structured and consistent. - Single Source of Truth
Marketing and ERP data remain synchronized, without exports or manual corrections. - Time savings and fewer errors
No more CSV imports or copy-pasting between CRM and ERP. - Seamless integration into marketing automation
Bexio data can be used in Aivie for segments, campaigns, and personalization. - Swiss solution
Ideal for Swiss SMEs that work with Bexio and want to automate their marketing professionally.
You can find more details on the product page:
https://aivie.ch/product/mautic-bexio-plugin/
Step-by-step: Connect Aivie with Bexio
- In your Aivie, go to Plugins.
- Activate the Aivie Bexio Plugin.
- Copy the displayed Callback / Redirect URL.
- Create a new app at Bexio under:
https://developer.bexio.com/ - Use the following values:
- Name: Aivie Bexio
- Website: https://aivie.ch/
- Description: Synchronize data from the Aivie CRM to Bexio
- Redirect URL: Paste the previously copied Redirect URL from the Aivie Bexio Plugin
- Save the Bexio App.
- Then open the App-Details in Bexio.
- Copy the Client ID and the Client Secret.
- Paste both values into the settings of the Aivie Bexio plugin.
- Click on “Authorize App” to allow Aivie to access your Bexio data.
After successful authorization, the connection is active and data synchronization can be used.
In Aivie, there are two common ways to include a document, such as a PDF, in an email. The recommended method is to send it via an asset with a download link.
Continue reading “How do I send an email with an attachment in Aivie?”An empty “No” path causes the contact to get stuck in the campaign.
Aivie does not check the condition again – so the contact will never be moved on.
Therefore, always add an action such as “Remove from campaign” at the end to ensure clean processes.
Create a segment with the «Visited any URL (date) equals today» filter. It recognizes new visits and then automatically starts the campaign.
Continue reading “How can I automatically send emails after a contact visits a website?”With Aivie, personalized landing pages can be implemented very easily, without any technical know-how.
Aivie landing pages support placeholders that are automatically populated with data from the contact in Aivie as soon as a known person visits the page – for example, via a personalized link from an email or a campaign.
Continue reading “How can I create personalized landing pages?”To ensure marketing emails load quickly, are displayed correctly on all devices, and achieve a good delivery rate, images should comply with certain size and format specifications.
- Maximum image width in the email layout
- Recommended image and file sizes
- Suitable image formats and mobile optimization
With Aivie, you can differentiate contacts directly in the campaign according to their Last Active Date and thus send active and inactive contacts different emails.
Continue reading “How can I send different emails in a campaign depending on the date?”The mailing times for print mailings are approx. 4 days.
Continue reading “What are the delivery times for print mailings?”
Once you have created the form in Aivie, you can add it to your WordPress website.
Continue reading “How do I add an Aivie form to my WordPress site?”
The GDPR is the European General Data Protection Regulation in force since May 2018.
Continue reading “What is the so-called “GDPR”?”Cookies are small text files that store information in order to recognize or track users. A classic example is products placed in a shopping cart, which are displayed again the next time the user visits the website.
Continue reading “Do I need a cookie banner or a consent management platform for my website?”
A privacy policy is recommended as soon as Google services or other third-party services are used.
Continue reading “Do I need a privacy policy and legal notice?”Depending on the context, all personal data can be considered particularly worthy of protection.
Continue reading “What is particularly sensitive personal data?”
Foreign companies that process data of individuals in Switzerland in connection with the trade of goods or services, or for the purpose of monitoring behavior, must appoint a representative in Switzerland.
Continue reading “Is a data protection officer mandatory in Switzerland?”Profiling is any type of automated processing of personal data in order to evaluate certain personal aspects of a natural person.
With the following shortcode, you can embed tags in your website.
Whenever you want to write to your customers for marketing purposes, you need their express consent.
Continue reading “What is meant by “double opt-in”?”You can both import and manually assign contacts.
Continue reading “How do I add contacts to a newly created segment?”
Yes, Google Looker Studio (formerly Google Data Studio) can access the Aivie database directly. This allows very flexible and customized reports to be created.
Continue reading “Can I connect Google Looker Studio with Aivie?”An Aivie landing page can be used to create a redirect from one URL to another URL. To do this, open the landing page and select the desired redirect type in the settings.
Are you unsure if your company would benefit from a CRM?
Continue reading “Do I need a CRM?”Marketing performance metrics or key performance indicators (KPIs) are a source of useful data for marketers, CEOs and sales departments. Marketing KPIs help you gain a clear insight into how marketing activities and spend are impacting the company’s bottom line.
Continue reading “What are marketing KPIs?”Important to know when testing
If you are logged in to Aivie, tracking is disabled for this browser.
This means you have to copy the email link into a new browser to test it, test it on your smartphone or log out of Aivie after submitting the form.
If you use the preview URL for your emails, you can view your email in the preview.
Continue reading “How does the email preview link work?”