Workflow Automation
Send Automated WhatsApp Messages Using Workflows
Introduction Automated WhatsApp messages help businesses engage with customers at the right moment without manual effort. By using workflows, you can automatically send WhatsApp messages based on specific customer actions or events, such as signing ...
Send automated SMS using workflow
Introduction Sending automated SMS using workflows allows you to instantly reach customers with timely and personalized messages based on their actions or behavior. Whether it's order updates, reminders, promotions, or alerts, SMS automation ensures ...
Send Abandoned Cart Products in a Workflow Using a Custom Template
Introduction When a shopper leaves items in their cart without completing the purchase, you can automatically send them a personalized reminder using AiTrillion’s workflow automation. This article explains how to send abandoned cart products in a ...
Send Pre-Birthday/Post-Birthday Emails with Exclusive Offers Using Workflow Automation
Intorduction Want to make your customers feel special even before their big day? With Workflow Automation, you can automatically send personalized pre-birthday emails that include exclusive offers or discounts. This not only delights customers but ...
Check the failed status of the WhatsApp message
Introduction Monitoring the status of WhatsApp messages within a workflow is essential to ensure effective customer communication. If a message fails to send, identifying the reason helps you take corrective action and maintain message reliability. ...
Introducing WhatsApp Integration in Workflows on AiTrillion
Introduction Integrating WhatsApp with AiTrillion enables you to automate customer communication through one of the most popular messaging platforms. With this integration, you can send order notifications, promotional messages, and workflow-based ...
Create a WhatsApp message template using the WhatsApp provider Wati
Introduction WhatsApp message templates are essential for sending structured messages to customers through the WhatsApp Business API. If you're using Wati as your WhatsApp provider, setting up these templates correctly ensures smooth and timely ...
Integrate the WhatsApp provider Wati with AiTrillion to send WhatsApp messages to customers
Introduction WhatsApp is one of the most powerful communication channels for engaging with customers in real time. By integrating Wati—a trusted WhatsApp Business API provider—with AiTrillion, you can automate and personalize your customer messaging ...
Setup Email Automation Based on Segmented Audience
Introduction In this comprehensive article, we'll delve into the intricacies of setting up email automation based on segmented audiences, empowering you to deliver targeted and timely messages that resonate with your subscribers on a deeper level. ...
How to create a Email template in Workflow?
Introduction: Creating an email template within a workflow allows you to automate and personalize your communication with customers at every stage of their journey. Instead of sending one-size-fits-all messages, you can design targeted emails that ...
Add a custom tag to customer or order using Workflow
Introduction Adding a custom tag to a customer or order using workflows allows you to organize and manage your data more effectively. By automatically tagging customers or orders based on specific actions, conditions, or behaviors, you can streamline ...
Send Follow-Up Emails After Signing Up for the Newsletter
Introduction Sending follow-up emails after a customer signs up for your newsletter helps you build a strong connection from the very beginning. These emails can be used to welcome subscribers, share important information, and guide them toward ...
Setup Advance Welcome Series Workflow
Introduction Use an advanced combination of emails only or emails, push, and SMS to welcome new customers to your store. Use this series as a base and build upon it to your liking. Here are the steps to setup Advance welcome series workflow Step 1: ...
Setup a Loyalty Point Reminder in Workflow Automation
Introduction Now remind your customers to redeem their loyalty points with ease by using AiTrillion Loyalty Workflow Automation Here are the steps to setup a loyalty point reminder in Workflow automation: Step 1: Go to Workflow automation > Workflow ...
Check Web Push Report Sent From Workflow
Feature Overview Now check the detailed graphical web push report sent from workflow with impression and sales revenue. Here are the steps to Check Web Push Report Sent From Workflow -: Step 1: Go to Workflow Automation > Workflows Step 2: Click on ...
Setup Product Cross Sell Workflow
Introduction Use this pre created workflow to cross sell your prouducts with minimal manual intervention! Follow below steps to setup product cross sell workflow: Step 1: Go to WorkFlow Automation>Templates Step 2. Go to Winback tab and Click on the ...
Can I use AiTrillion to send emails to customers whose orders contain a specific type of product?
Introduction Yes, AiTrillion allows you to send targeted emails to customers based on the products included in their orders. This helps you create highly relevant campaigns by reaching customers who have purchased specific items or product types. In ...
Quick Overview of the Date Property Trigger in Workflow Automation
Introduction The Date Property Trigger in workflow automation allows you to create time-based customer journeys using important dates such as birthdays, anniversaries, signup dates, and order-related milestones. By leveraging this feature, you can ...
Send an automatic email when someone visits a certain product
Introduction AiTrillion can be used to automatically email your customer if they have visited a certain product on your store. Here are the steps to send an automatic email when someone visits to certain product: Step 1: Go to Workflow Automation > ...
How to send an automatic email based on a certain date like Birthday or anniversary
Introduction With AiTrillion, you can now send automatic emails with our date property trigger that will help you send an automatic email on a certain date. Options include birthdate, customer-created date, first order date, and last order date. ...
Workflow Automation Basics
Watch a quick video to learn about workflow automation Introduction Workflow Automation allows you to create a sequence of automated actions triggered by specific customer events. Instead of performing repetitive manual tasks, workflows help you ...
Send Automated Welcome Emails on Signup
Introduction Sending automated welcome emails on signup helps you make a strong first impression and build a connection with new customers right from the start. A well-crafted welcome email can introduce your brand, set expectations, and encourage ...
Setup an Abandoned cart & checkout series in Workflow Automation
Introduction Save potential losses and increase income from abandoned carts, using our predesigned abandoned cart series automation. Here are the steps to setup Abandoned cart & checkout series in workflow automation: Step 1. Go to Email Marketing > ...
Send an order thank-you email using workflow automation
Introduction Sending an order thank-you email using workflow automation helps you instantly acknowledge your customers after a purchase while strengthening your brand relationship. A well-timed thank-you email not only confirms the order but also ...
Create A Workflow Automation Manually
Introduction Creating a workflow automation manually allows you to design fully customized customer journeys based on your specific business needs. Instead of relying on pre-built templates, you can define your own triggers, conditions, and actions ...
Remind Customers To Enter Their Date Of Birth
Introduction Use this automation to quickly remind your customers to enter their date of birth. Here's a quick 4-minute video to remind customers to enter their birth date Step 1: Go to the Customers, and click on Add filter. Step 2: In the filter ...
Setup a Customer Winback Workflow automation
Introduction Use this pre-created AiTrillion workflow automation to win back customers and engage with them on a frequent basis. Here are the steps to setup the customer winback workflow: Step 1: Go to WorkFlow Automation>Templates Step 2: Click on ...
Setup a Replenishment Reminder Workflow
Introduction Remind your customers to place a repeat order for the same product by using this pre-created workflow automation Here are the steps to setup a replenishment reminder: Step 1: Go to Email Marketing > WorkFlow Automation>Templates Step 2: ...
Change Contact Throttling Settings
Introduction Contact throttling allows you to control how often a customer can enter or re-enter a workflow. This helps prevent over-communication and ensures a better customer experience. Settings for contact throttling options include: 1. Allow ...
How to setup Customer Reactivation in Workflow Automation?
Introduction Win back your old customers with reactivation email automation. Here are the steps for setting up customer reactivation: Step 1: Go to Email Marketing > WorkFlow Automation> Templates Step 2: Click on the Use Now button beneath the ...
Setup a Browse Abandoned Workflow
Introduction Use this pre-created automation to remind your customers of the products they were looking at on your site before they dropped off. Here are the steps to setup Browse Abandon workflow: Step 1: Go to WorkFlow Automation>Templates Step 2: ...
Send Web Push Notifications Using Workflow
Introduction Sending web push notifications using workflows allows you to engage customers instantly with real-time, personalized messages directly on their browsers. Whether it’s promotional offers, reminders, or important updates, web push ...
Send an automatic email when someone visits the store
Introduction Enhance your customer engagement and boost conversions with our automated email feature. When a potential customer visits your site, seize the opportunity to connect instantly by sending a tailored email Here are the steps to send an ...
Send an automatic email upon order fulfillment
Introduction Sending an automatic email upon order fulfillment helps you keep customers informed when their orders are processed and ready for delivery. This timely communication not only improves transparency but also enhances customer trust and ...
Use the email marketing template in the Workflow
Introduction Using an email marketing template within a workflow helps you streamline your communication and maintain consistency across your campaigns. Once your template is created, you can easily integrate it into automated workflows to send ...