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Workflow Automation Basics

    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 –

    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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