Workflow Automation is a series of actions such as sending emails or a web push that are triggered by a contact’s behavior.
Some pre-built workflows templates are available that can be set up in just one click and used for
- Send out a series of emails as customers sign up
- Entice a website visitor to make a purchase after they’ve abandoned a shopping cart
- Send different product promotion messages on order completion
- Send push to your subscribers
- Move contacts from one list to another
Elements to build an automation workflow are
Triggers – User-based actions that start your workflow
Node Name
Description
Example
Contact is Added
Starts a workflow when a contact is added to your account
You can use this node to trigger different message series on customer sign up or subscribe for the newsletter, imported by CSV or created by AI Chat.
List Update
Starts a workflow when contact is added to or removed from a specified list
If a contact subscribes to receive information about a contest, you can use this node to trigger a specific message series for that contest.
Cart is Abandoned
Starts a workflow when a shopping cart is abandoned
If a customer abandons their shopping cart, you can use this node to start a cart recovery by sending the abandoned cart reminder emails and pushes
Order Placed
Starts a workflow when an order is placed by the customer
If a customer places an order, you can use this node to send them a thank you messages on order completion
Order is Fulfilled
Starts a workflow when an order is fulfilled
You can use this node to trigger different product promotion messages on order fulfilment
Contact is First Seen
Starts a workflow when a contact is first appear in the store
You can use this node to trigger different message series when a contact is first appearing in the store
Contact Last Seen
Starts a workflow when a contact is last seen in the store
You can use this node to send messages to customer for their recent view products
Loyalty Point Reached
Starts a workflow when customers earn points by performing activities in the store
If a customer has a loyalty points, you can use this trigger to remind them about their loyalty points and encourage them to redeem their points
Email is Delivered
Starts a workflow when a specified email is delivered to the customer
You can use this node in a customer reactivation campaign and send the subsequent email automatically when first email is delivered manually.
Segment Membership Changed
Starts a workflow when contact is added to or removed from the specified segment
You can use this node to send message to a specified customer segment such as send messages to re-engaged your losing customers
Filters – Filters allow altering of customers based on a specific condition
Node Name
Description
Example
List Membership
Filters a workflow by checking the contact is a member of the specified list.
If contact is a part of loyalty engaged customers, you can use this node to filter contacts that have become loyalty engaged and not send them subsequent emails in the series.
Segment Membership
Filters a workflow by checking the contact is a member of the specified segment.
If contact is a part of loyalty engaged customers, you can use this node to filter contacts that have become loyalty engaged and not send them subsequent emails in the series.
Email Activity
Filters a workflow by checking whether they opened a message in a specified duration or not.
You can use this node to filter contacts based on whether they opened a message in a specified duration or not before sending a new message
Cart Status
Filters a workflow in different paths based on contact shopping cart status
Before sending a cart recovery message, you can use this node to see if the original cart is still abandoned.
Actions – The active components, that perform an action such as sending an email, a push notification, add delay or change list membership
Node Name
Description
Example
Delay
Delays a contact to move from one node to the next node in the workflow for a specific time period.
You can use this node to wait for some specified time before send a different product promotion messages on order completion
Update List
Adds or removes a contact from a list.
You can use this node to add contacts to a mailing list as they sign up and remove them after sending the welcome email series.
Send Email
Sends an email to the customer when they reach this node in a workflow.
Use this node to send an email to your customers based on the above filters and triggers. For example, send different message series on customer sign up or when an order is placed.
Send Push
Sends a push to the customer when they reach this node in a workflow.
Use this node to send a push to your customers based on the above filters and triggers.
Setup Procedure
Email workflows can be customized and setup sequentially in below three steps –
- Create a customized template Set up now | Help
- Create a customized message Set up now | Help
- Create a customized workflow or enable the pre-built workflow Set up now | Help
