Workflow Automation

    Workflow Automation is a series of actions that are triggered by a contact’s behaviour.

    Some pre-built workflows are available that can be used to move contacts from one list to another, send out a series of emails as users join a list or even entice a website visitor to make a purchase after they’ve abandoned a shopping cart.

    Elements to build an automation workflow are

    Triggers – User-based actions that start your workflow
    – Filters allow altering of customers based on a specific condition.
    – The active components, that perform an action such as sending an email, add delay, or change list membership.


    1. Contact is Added – When any contact is added source specified.
    2. List Membership Change – When contact is added to or removed from specified list.
    3. Cart is Abandoned – When a cart is abandoned.
    4. Order is Added – When an order is placed.
    5. Contact is First Seen – When a user first seen.
    6. Contact Last Seen – When user last seen is greater than or equal to any specific time.
    7. Loyalty Point Changed – When some loyalty points achieved by the users


    1. List Membership – Checks if the contact is a member of specified list. You can perform different actions based on list membership filter..
    2. Segment Membership – Checks if the contact is a member of specified segment. You can perform different actions based on segment membership filter.
    3. Email Activity – Use the email activity node to filter contacts based on whether they opened a message in a specified duration or not.
    4. Cart Status – Before you send a cart recovery message, you can use this node to see if the original cart is still abandoned. However, this does not guarantee that the contact did not place an order on another device..


    1. Delay – Set some amount of time in-between the process.
    2. Change List Membership – Add or Remove a contact in a specified list
    3. Send Email – Use this node to send an email to your contact.

    Setup Procedure

    Email workflows can be customized and setup sequentially in below three steps –

    1. Create a customized template Set up now | Help
    2. Create a customized message Set up now | Help
    3. Create a customized workflow or enable the pre-built workflow  Set up now | Help
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