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Workflow Automation
Setup Advance Welcome Series Workflow
Setup Advance Welcome Series Workflow
Updated over a week ago

Use an advanced combination of emails only or emails, pushes and sms to welcome new customers to your store. Use this series as a base and build upon it to your liking.

Step 1. Login to AiTrillion and head over to Email Marketing > WorkFlow Automation > Templates> Create

Step 2. Click on the Use Now button beneath the Advanced Welcome Series box.

Step 3. A popup will appear asking for confirmation. Confirm and proceed.

Step 4. Once done, the workflow flowchart shall be presented to you for your perusal. Make your settings, choose your throttling options, click save and turn on your workflow.

Note: You can edit the default messages by clicking on the message name. By clicking on the email action box you can choose other email options as well.

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