Introduction
Workflow Automation is a multichannel series of one or more actions, designed at automating many manual and mundane tasks, thus saving time on things that are repetitive in nature.
Watch a quick 3-minutes video to learn about workflow automation:
AiTrillion offers some pre-built workflows in its templates section ( WorkFlow Automation >> Templates) that can be used 'Out of the Box' for:
Abandoned Carts (Single & Multiple Email Automation)
Simple Welcome eMails (Single & Multiple Email Automation)
Advanced Welcome Series (Multiple Email Automation)
Cross Sells & Up-Sells
Purchase Followups and Replenishment Reminders
Loyalty Point Reminders
Regaining Lost Customers
Newsletters and more...
Note: While all the above automation templates are Email based, they can be modified to include Web Push and SMS as well.
AiTrillion also offers you to create a highly customized automation of your own using three main elements. A trigger, some filter and actions, all of which can be dragged and dropped into the flow creation area.
Let's take a deeper look at these.
TRIGGERS: AiTrillion multi-channel automation triggers, are user-based actions that initiate a workflow. Here are 10 triggers explained briefly.
Contact is added: Starts a workflow when a contact has created a Shopify account or has subscribed to a newsletter, has been imported via CSV or has been added to the system manually.
Update the list: Starts a workflow when a contact is added or removed from a particular list of contacts.
Cart is abandoned: Starts a workflow when the shopping cart has been abandoned.
Note: For Cart is Abandoned trigger, you can only send generalized push notifications from the workflow automation.Order placed: Starts a workflow when a new order has been placed.
Order fulfillment: Starts a workflow when an order is marked as fulfilled.
Contact first seen: Starts a workflow when a contact appears first in the store
Store visit: Starts a workflow when a contact is last seen in the store
Available Loyalty Points: Starts a workflow when a customer reaches a threshold of loyalty points
Email is delivered: Starts a workflow when a specified email is delivered to the customer
Segment changed: Starts a workflow when contact is added or removed from a specified customer segment
Loyalty Point Earned: This trigger initiates and automatic email based on loyalty points earned for one or more than one loyalty activities.
Note📝: In the Segment Changed workflow, you can create more than 5 segment-based workflows, but only 5 can be active simultaneously.
FILTERS: AiTrillion multi-channel automation filters allow you to fine-tune your automation campaign to the T. Here are 4 filters explained briefly.
Customer list: Filter a workflow by checking the contact is a member of a specified list.
Customer segment: Filter a workflow by checking the contact is a member of a specified list.
Email activity: Filter a workflow by checking if a customer has opened a certain message in a specific time frame or not.
Cart status: Filter a workflow on the basis of a complete or an abandoned cart.
ACTIONS : AiTrillion multi-channel automation actions allow you to initiate one or more actions on the basis of the Triggers and Filters selected. These include:
Delay: This action allows you to set a delay between two actions, two filters, a filter and an action, or a trigger and a filter.
Update list: This action adds or removes a contact from a certain list.
Send email: This action allows you to send an email message of your choice.
Send push: This action allows you to send a push message of your choice.
Send SMS: This action allows you to send a SMS message of your choice. If this is not an option for your AiTrillion, let us know on support@aitrillion.com
THROTTLING OPTIONS: Contact throttling allows you to set limitations on how many times the same customer can be a part of the AiTrillion multichannel automation that you have created.
Settings for throttling options include:
1. Allow contacts to enter the workflow an unlimited number of times, even if the contact is already on the workflow.
Select this option when you don’t want to limit the number of times the same contact can be a part of this automation.
2. Do not allow any additional contacts into the workflow. All contacts currently progressing through the workflow will continue to completion.
Select this option to prevent this automation from being sent to new customers. All customers who are a part of this automation will continue to go through it, after which this automation will cease.
3. Limit the number of times a contact may simultaneously be on the workflow to a number of time(s). ('a number of' times is a clickable option)
Select this option if you want to limit the number of times the same customer will be a part of this automation and receive its messaging.
4. Limit the number of times a contact may enter the workflow to a number of time(s) every a number of time frame(s). ('a number of' in both places and 'time frame(s)' are clickable options)
Select this option if you want to limit the number of times, in a certain time frame during which, the same customer will be a part of this automation and receive its messaging. e.g. Send Mr. X this email + push once in every three months.